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CiviCRM's means of keeping track of all sorts of interactions with contacts: e-mails, meetings, donations, event attendance, etc.

1
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2answers
66 views

Create an activity when a specific profile is submitted?

I'm sending out a profile to contacts with a checksum - they are not logged in when they submit it. Can i create an activity for that contact when the profile form is submitted? So far i've run into ...
0
votes
3answers
60 views

Smart Group Features Extension to Memberships, Events, Contributions, Activities,

I have a lot of Organisations, each having their own Administrator(s) who manage their own memberships, events, contributions, activities, ... (that I predefine for them) I would like those ...
1
vote
1answer
27 views

Activity Permission - Prevent User to View Other User Activity - CiviCRM

I'm asking about activity permission in CiviCRM. I've tried to search by default functionality to prevent user to view other user activity but i guess there is no feature to do this. This is the case ...
1
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0answers
35 views

Bug?: Repeat activities won't accept edits after 4.7.31 upgrade

We've noticed that we cannot edit recurring activities after upgrading to 4.7.31 on WordPress 4.9.4 running PHP 5.6.34. On making a change to any activity in a series and hitting "Save", we get the ...
1
vote
1answer
20 views

Show Activity Source Contact in a Drupal View

I have created a Drupal view which is used to show any emails sent through CiviCRM to the currently logged in contact. To list the emails, the view shows activities for that contact where the activity ...
1
vote
1answer
30 views

Can't use activity table in join query for update

In our set-up we have custom fields associated to activities, the value of which is computed periodically by scheduled job. The job executes a query that reads something like: UPDATE ...
2
votes
1answer
17 views

Should new Scheduled Reminders (based on Activity Type = Email) send out to Emails created in the past?

Steps: Created a Scheduled Reminder (SR) for Entity = Activity Type = Email Status = Completed When = 1 hour after Activity Date Time Recipients = Activity Assignees When this was saved I created ...
2
votes
3answers
64 views

Why is inbound email activity uneditable in case activity list?

If I send an email to the configured inbound email address it correctly creates an activity. I can see the activity in the activities list on my own contact and on the contact connected with the ...
0
votes
0answers
11 views

Two fields in focus simultaneouly

I've never come across this before, but a user for one of my sites has just contacted me with the following screenshot and description. Any idea what's going on here? ... It happens when creating an ...
1
vote
1answer
27 views

How to add a secondary Case Role that has access to Activities they are not 'on', eg ones that existed before they were added

We want to add a secondary case role that is similar to Case Manager with slightly less permissions (eg cannot change/add case roles, can't delete case etc). We have a relationship that can be added ...
2
votes
0answers
24 views

CiviCase Timelines with Activity subjects

It would be great if, when creating a new timeline for a Case type, the "Add Activity" dialog could display the activity subject field for input. At the moment, if you want to differentiate between ...
-5
votes
2answers
48 views

Is there a deliberate crippling of CiviCRM in order to generate income for development?

The headline is sensationalistic, I know. But on a more rational level, I'm new to the Civi scene but I've dealt with other open source software and have not yet found any that seems to have such a ...
3
votes
1answer
45 views

What can be done to improve loading of Activity searches and tabs on databases with gazillion civicrm_activity_contact rows

Digging in to why one of our larger clients is suffering more from slowness of Activity searches or loading of Activity tab for contacts. Comparing it to other dbs what stands out for this database ...
0
votes
0answers
9 views

Exporting activity information for a specific client group

I've never been able to find a way, either in reports or advanced search, to export specified activity details for a specified group of contacts. Here's an example of what i'd like to do: I'd like ...
3
votes
0answers
40 views

Activity Tab takes much time to load on civi 4.7.29

The activity tab on the contact summary page takes much time to load and list the activities. Below is the time-consuming query which takes around 20-25 sec each for the contacts having ~50 activity ...
0
votes
1answer
34 views

How to recover deleted (?) activity

I think I may have deleted a bunch of activities by accident. Here's what seems to have happened: I had "Activity X" scheduled to occur every Saturday from 6/10/17 to 12/30/17 As 2017 rolled along, ...
1
vote
1answer
29 views

Adding individuals' event attendance as activity for employer?

Is it possible to set up Civi so that when an individual attends an event, it also shows up as an activity for their employer? I'd like to be able to get an overview of how many people from an ...
1
vote
1answer
27 views

CiviVolunteer Interest form actions

I've installed CiviVolunteer and have a public facing interest form at http://example.org/civicrm/volunteer/join But all this seems to do is create a contact. It doesn't put the contact anywhere that ...
2
votes
1answer
52 views

DataTables Warning: Cannot view Activities after upgrade to 4.7.28

I cannot view Activities on a Contact's Activities Tab, or my activities on my CiviCRM Dashboard. In both cases I receive the following error: DataTables warning: table id=DataTables_Table_0 - ...
2
votes
0answers
28 views

Can an Activity input profile “remember” details from the previous Activity submitted?

Newbie here, powered by CiviCRM 4.7.28 on WordPress. The closest prior thread I could find is here. The use case is high school students self-reporting classes completed and corresponding grades. I ...
1
vote
1answer
41 views

Error exporting activities: Unknown column 'activity_priority.label' in 'field list'

I upgraded a site last night from 4.7.13 to 4.7.27, and there's now an error when exporting activites. The error is: Unknown column 'activity_priority.label' in 'field list']"] I see where this part ...
3
votes
1answer
30 views

How to stop CiviCRM deleting a scheduled follow up activity when the original activity is deleted

Apologies if this has been asked before. It's been a long day and I can't see anything similar in search results. When using schedule follow up activity to create an activity, the follow up activity ...
0
votes
1answer
44 views

CiviCRM 4.7.25 - No such field - unknown column a.weight in field list on Activity

Upgraded a few days ago, everything seems fine. Just word that there are some issues registering new participants/payments, the UI "hangs" on submitting the form, but still records the participation. ...
1
vote
1answer
27 views

All My activities show for other person name

I registered someone in CiviCRM and now after doing some activities I saw all my activities for her name and I think both of us link together how can I unlink without losing any information?
2
votes
1answer
26 views

How to disable possibility to enter past date in activities?

I have a custom field of type Date used for activities, even though i have set years prior to current date to 0, it still allows users to select past day and month of the current year. Is there any ...
3
votes
3answers
143 views

Custom fields of type select not displaying in Activity Report

A site I'm working on has recently been upgraded to version 4.6.32. Since this upgrade the client is no longer able to see data from some of the custom fields in the Activity Report. Custom fields ...
1
vote
1answer
18 views

What is the best way to track Business Development and Donor Intel

I work for a nonprofit and we are trying to figure out the best way to document and track business development work such as Intel into potential donors or conversations various execs have had with an ...
1
vote
1answer
22 views

SQL error trying to delete activities following CRM-20958

Now that Civi version 4.7.25 has introduced creation_date for activities, I am having SQL errors when I try to create a new activity or delete a recent activity, which results in fatal errors: ...
2
votes
1answer
51 views

How cleanup civicrm database

I've got a civicrm database of 1.4 Go (information available in PhpMyAdmin) 1Go is used by civicrm_activity table I would like to know if have to clean, purge the database to reduce its size, cache or ...
0
votes
2answers
28 views

How to specify which Activity Types should trigger notifications to the Assignee

Currently the setting at civicrm/admin/setting/preferences/display?reset=1 (pls don't ask why it is a Display Preference!) is just an On/Off switch. Looking in to providing an extension so the ...
3
votes
1answer
55 views

Can you change your default 'Activity Status' for adding a new activity?

Can you change your default 'Activity Status' for adding a new activity? We use completed far more than scheduled...
1
vote
1answer
50 views

Multiple values for custom fields in Activities?

Anyone has seen any custom implementation/extension of custom group multiple values for Activities? Since we are using Activities for many different scenarios, many times the requirement of having ...
3
votes
2answers
24 views

Autofiling email activities via EmailProcessor to ORGANIZATION

I'm successfully using the Autofiling email activities via EmailProcessor feature for Individuals. However, when I try to automatically associate to an Organization with an email address the email is ...
3
votes
1answer
34 views

Bulk delete activity based on criteria

I want to bulk delete an activity (activity ID 65) across all contacts within one group. I want anyone outside this group to keep the activity. Is this possible? The search criteria in find ...
1
vote
0answers
18 views

Bulk mail still listed under Activities tab

context: I'm upgrading from an old civicrm 3.4.5 (d6) to 4.7.22 (d7) and have done so apparently successfully.. I see reference that bulk emails are no longer listed in the activities tab by default ...
1
vote
1answer
57 views

Debug PseudoConstant

I noticed recently under my Drupal "recent logged messages", I've been getting errors logged with the message: "Deprecated function, use CRM_Core_PseudoConstant::getKey Array ( [civi.tag] => ...
2
votes
2answers
25 views

Trigger a reminder if activity has not been recorded in x amount of time

Is there a way to have CiviCRM send me a scheduled reminder for any contact for whom I have not recorded an activity for in 3 weeks or more? So that if 3 weeks go by and I have not recorded an ...
3
votes
1answer
30 views

assigning task of writing thank-you letters to staff members

In our NGO, we write thank you letters by hand. When I build a search that contains all contacts which donated in the last 2 months, all I can do is send them a Thank-you email automatically. I would ...
1
vote
1answer
35 views

Linking Activities

I have a case where I would like to be able to create linked activities. This is already in the context of a case so a case will not work. An activity of type A might have 4 or five of type B that ...
2
votes
1answer
39 views

Link to filtered Activities tab from Contact Summary? (Drupal 7, civicrm 4.7)

I'd like to have a user click "View All Meeting Activities" from the contact summary front page and be shown the activities tab filtered by Activity Type "Meeting" Is it going to be possible to pass ...
0
votes
1answer
27 views

Saving User Preferences

Does anyone know how I can turn off this improvement? https://issues.civicrm.org/jira/browse/CRM-11761 Save user preferences for filtering Activities tab listings The requirement is to ...
2
votes
0answers
13 views

Is it possible to get event mailing (confirmation etc.) into a Persons activities?

It seems like activities like CiviCRM sending event registration confirmations etc. does not show up in the list of activities on the "Activity" tab. Is it possible to make them do that or would that ...
1
vote
1answer
22 views

Rules for Inbound Mail Processing (multiple addresses? searches?)

We'd like to use inbound mail processing with a bit more granularity so we can do a post-processing search that will let us easily tag new or updated constituents as YOUTH or ADULT. Currently, we bcc:...
4
votes
2answers
72 views

Can I search for contacts with activity added by specific person?

I am trying to create a smart group for contacts that have activity added by specific person. Advanced search allows me to search either (1) for contacts based on some activity; (2) for activities ...
3
votes
1answer
40 views

Tag Contact Via Link in Email

Is it possible to build a url to be included in an email sent from CiviCRM such that when the user clicks the link, they will automatically be tagged with a term in the system? Or maybe add an ...
1
vote
2answers
38 views

Automatically setting a date for an activity being added by a sequence

I am attempting to set up a timeline for a set of case types. I made a sequence for a few activities. However, the scheduled date automatically sets to the current day. How do I get it so that when an ...
1
vote
2answers
28 views

How to use CiviCRM Webform to process CiviCRM fields at each step rather than on submit?

Use case: A multi step CiviCRM Drupal web form where I want any CiviCRM fields and CiviCRM activities to be updated in CiviCRM as each step is completed rather than only at the end of the completed ...
2
votes
1answer
24 views

How can I import ADDED BY field of Activities?

I have data in spreadsheet. How can I import Activities with respective Added by values (specified in spreadsheet)? Can't find this field in CiviCRM Activities import tool.
0
votes
2answers
27 views

Workaround Duplicate Label

I noticed that all labels in the "Activity Type Options" and "Custom Fields" cannot be the same. For example, if I wanted to add a "Medical Assessment" activity type, I cannot use the same label again....
1
vote
0answers
50 views

Make Default Activity Status Blank

When creating a new activity, is there a way to have the default activity status as blank/empty? Currently, when creating a new activity, the status is scheduled. I noticed that sometimes, users ...