Questions tagged [activities]

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

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13 views

Misleading behavior when importing activities

This is on CiviCRM 5.24.1, just installed. The behavior of the Import Activities page is odd. On the Preview page, Step 3 of 4, the buttons Previous, Import Now, or Cancel are displayed. However, no ...
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11 views

Activities not displaying and weird json message

civi 5.9.13 WP 5.2.2 civi In a contract screen activities tab no activities are listed error popup says "DataTables warning: table id=DataTables_Table_0 - Invalid JSON response. For more information ...
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21 views

Not receiving email from Scheduled Reminder for Activity

I am attempting to set up a Scheduled Reminder for Scheduled Activities (CiviCRM 5.20.2/Drupal 7). I have a Scheduled Reminder set up as follows: This is setup to send to the Activity Assignees, 0 ...
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56 views

Is there a way to separate audit activities from “real” actvitites in a case?

In the "Activities" section of case management, real to-do items are mixed with the audit activities that are recorded for documentation purposes. This is irritating to some users. Has anybody found ...
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29 views

Case Activity does't respect 'Do not notify assignees for'?

When submitting activity from case, assignee contact still gets email even though the activity type is included in 'Do not notify assignees for' setting under Display Preference. However it obeys the ...
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23 views

Where is CiviPetition currently documented please?

My online searches for CiviPetition guidance have so far found only nine year old articles which lead to dead ends? Is petition functionality still supported in the latest version of CiviCRM? Can ...
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14 views

How to email admin to notify of a scheduled activity

Apologies if I have missed a completely obvious bit of documentation. I want to automatically send an email to our admin users if they schedule a phone call for a later date. Eg, if an admin user ...
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1answer
31 views

Permission to see Campaigns in Activity search criteria

When I (admin) go to Search > Find Activities, the criteria includes a selector for Campaigns. Authenticated users, however, do not get that option. See the snippet below from such a user, in my ...
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33 views

Finding people with multiple activities

We have a client who will be recording people who attend theatre productions. These attendances will be recorded as CRM activities (imported in bulk). The client would then like to search for people ...
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1answer
27 views

CurrentUser function in Reports?

I'm wondering if it is possible for the "Assignee Name" field in a report to have a Current User function. My goal is to create 1 report for the CiviCRM Dashboard where users can see all the ...
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3answers
41 views

Send an email to activity targets when activity is created via the API

This feels like a simple one but I am not sure if there is a way to do this. Does anyone know if you can automate an email to a activity assignee when the activity is created and include activity ...
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1answer
13 views

Can you change Added By information via a profile?

5.21.1 D7 Is it possible to change who added an activity/contribution - someone was logged in as someone else and well - its been an internal problem to say the least. I am being asked to change the ...
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23 views

Deleting the Upload Folder at Specific Times

When we create an activity, we sometimes add files to these activities. The added files are mostly jpg, png or pdf files. However, these files have a single use. In other words, I do not need to keep ...
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27 views

Recording activities - case or contact summary page?

Is it better practice to record activities in the case rather than on the contact summary? If so, why?
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29 views

Get a view of upcoming activites for cases

I am using the lastest version of CiviCRM in the latest version of Joomla I am trying to use CiviCase to manage workflows but I find the interface counter intuitive I want to see a list of my ...
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1answer
28 views

Automated emails generated from activities from address

Is there a setting by which all emails from civi will have the same 'from' address? Specifically I am thinking of activity emails, where an activity is added by someone, and currently all emails sent ...
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36 views

Preventing Concurrent Activity Creation

I want to use CiviCRM in a new project right now. In this project, it is necessary to assume an activity. So before creating an event for xxx individual registration, this xxx individual transaction ...
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8 views

Invoicing for daily attendance

We have members / service users that attend either a daily or weekly service. What is the best way to invoice individuals for services attendance?
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1answer
16 views

List all recent activities

I'm a newbie with CiviCRM.. sorry if my questions sound stupid. As I understand, activities are central to this CRM. Yet, I can't find a quick way (e.g in the menu) to display all recent activities. I ...
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30 views

How to control which activity types show up in dropdown when creating new activity

I cannot figure out why some activity types display in the dropdown when adding a new activity, and others do not. For example, on the demo site, I can see that there are many (16 in the screnshot) ...
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31 views

Add 'Activity Filter' Option

I want to add a Activity Filter Option that filters the activity down to the "Assigned To". in the ActivityFilter.php i have added this line of code: $assigneeDefault = CRM_Core_Session::...
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134 views

Prefill webform with civicrm activity data

I want to prefill a webform with data from a specific CiviCRM activity in order to edit the activity using the webform. I want to do this by having an "Edit" link in a Drupal View of CiviCRM ...
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1answer
18 views

Disabled activity still auto-populates

I've disabled certain activities that we do not want to keep track of (Record merged, for instance). Yet, when I merge a record, the activity is still automatically created. How can I prevent this ...
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34 views

Cannot set activity status to scheduled

I have a site where from the Contact Summary Screen, I select Action > Phone Call (or indeed any activity) The default status is Scheduled. WHen I save the activity I get this "You cannot record ...
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1answer
18 views

Drupal View adding trailing zeros to Activity ID

I have a Drupal View displayed as a block, which includes a link to a webform using the Activity ID and the Contact ID for logged in users. It's been working fine but now I find that it's adding ...
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1answer
74 views

“Network Error Unable to reach the server” recording Contact activities

We have a CiviCRM 5.15.0 installation under WordPress 4.9.10 and 2 MySQL db: one for Wordpress data and one for CiviCRM data. We manage more than 6500 contacts. Going inside a contact we have this ...
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11 views

Problem accessing activity entity in Drupal rules

I'm using Activity is Created as a trigger in a Drupal Rule. I want to get the activity date-time field from the activity and use it to schedule a Drupal rule component. But I cannot access the ...
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1answer
24 views

Using profile for people to submit activities

How can I create a data entry profile that creates an activity? Example: We train peer leaders, who then meet with mentees. We'd like them to submit their meeting information (e.g. duration, # of ...
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2answers
50 views

How can I convert/export my mailing (a newsletter) into a PDF

Please can you advise on the above. Can't seem to work it out!
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1answer
15 views

Activities don't show on the profile page

This child has three activities linked to his profile, however they don't show up. The do show up if we navigate to cases, but we would like to see them from this profile view. Is there any way I can ...
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1answer
19 views

Is there a limit to how many activity types we should create?

We use Schedule Reminders to set up email series for a very wide range of interest groups. With conditional funnels using smart groups, like Mailchimp conditional campaigns. The easiest way to ...
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1answer
82 views

Send scheduled reminder to group

I am trying to send an Activity-triggered scheduled reminder to a group. These contacts will not be otherwise associated with the Activity. Recipients > Send to group doesn't seems to be working and ...
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1answer
29 views

Track activities and changes that were made in civicrm by staff

What is the best way to track what changes that a staff member has made in civicrm? I am trying to track activities and changes that were made in civicrm by staff.
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1answer
60 views

does anyone have a recipe for a Drupal 8 Views Calendar to show civi events or civi activities

Title pretty much says it. want a View Calendar for Civi Event and also for Civi Activity using drupal 8 Was following the second recipe at https://evolvingweb.ca/blog/creating-events-calendar-drupal-...
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1answer
35 views

Email processor silently truncating anything after an emoji in inbound emails

A related question is Has anyone used Emojis in CiviMail subject/body? and the answer is to change the database to use utf8mb4 which is going to be standard in CiviCRM in upcoming versions, but using ...
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42 views

CiviCRM 5.13.1 is not showing “Added By” coumn value

I upgraded site Drupal 7.66 + CiviCRM with latest version 5.13.1 and found out that if you go to any user profile and click on Activities tab then you can see there is "n/a" in "Added by" Column. But ...
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1answer
60 views

Auto-filing e-mails on Cases: Mail content not shown under details and attachment with extension .unknown created

I am trying to set up a workflow with CiviCase to automatically file clients' responses on their respective cases. According to the documentation, mails arriving in the e-mail-to-activity-Mailbox, ...
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23 views

Are case activity revisions no longer working?

Not sure when this changed. I'm using the master branch. There's a couple related things: The default for "logging" on the Misc admin screen is off, but so is the default for "Enable Embedded ...
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1answer
40 views

When a Case is set to Closed we would like all un-Completed Activities on the Case to have their Status changed (eg to Cancelled

anyone have a working model of this. we thought about drupal/civi rules but may just add in an extension. seems to us that it could be quite a generic solution, after all, when a Case is Closed you ...
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1answer
36 views

Manage Case ─ display activities in chronological order

Joomla 3.9.2 CiviCRM 5.12.0 On the Manage Case page, the activities are now displayed in a clever order (overdue first, then the rest in newest-to-oldest order). I can imagine that this makes sense ...
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2answers
51 views

Activity Separation field- set an option as default

When you record an activity with multiple target contacts, the Activity Separation option appears. When it first shows it is not immediately obvious that this is a required field. One of our clients ...
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2answers
44 views

Updating a Case Activity using API

With case activities, the Activity Create API seems to create a new revision of the activity. Is there a way of using the API to update a case activity without adding a new revision? My code ...
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2answers
42 views

Create Case using API via REST - no “Open Case” activity created

I'm using the REST interface and the create case API to create a new case. The case is created, but no activities. In particular, no "Open Case" activity is created as I would have expected. No entry ...
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1answer
24 views

How to identify case activities in find activities or advanced search

In Activity Detail Reports I can set a filter to include or exclude case activities. Is there a way of filtering activity searches in a similar fashion?
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2answers
49 views

City / Town Selection Problem

I am using the City / Town option. However, county information is not available when I choose any province. When using information from provincial cities in Turkey availiable. No county. Is it a ...
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2answers
85 views

Remove Unnecessary Fields from Contact and from Activities

There are areas where an Individual record is opened or used in the Activities. I think there should be an option for their removal. For example when creating individual records; We have not used the ...
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1answer
75 views

CiviCRM report for Case activities listing Case data

I would like to generate an Activities report (eg upcoming scheduled activities) which includes case data (eg case ID, case Subject, case Role contacts, case custom fields) of the case to which each ...
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1answer
19 views

Activity list is not showing in contacts after upgrade to latest civicrm 5.9.1

Activity list is not showing in contacts after upgrade to latest civicrm 5.9.1 I enable SQL debugging and its shows last query: SELECT COUNT(DISTINCT(tbl.activity_id)) as count FROM ( SELECT ...
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22 views

wordpress/civicrm mobile optimi2ed themes

The existing thread is stale (2017), a lifecycle ago in internet terms. Seeking theme which enables contact search/edit/update functionality and activity add via mobile theme. civicrm mobile access ...
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1answer
38 views

Tokens not evaluated in Activities

I have used tokens in a template for sending out as emails and as a mail merge documents. It seemed that while the emails sent and the documents downloaded have their tokens correctly evaluated, the ...

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