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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6
votes
1answer
87 views

Restrict contacts available to be assigned to an activity

We're looking to restrict the contacts that are available when assigning an activity. Has anyone done this before? The email function is really useful, but due to the sensitive nature of some of the ...
4
votes
1answer
148 views

What is the status of the make it happen for permissions on activities and cases?

The make it happen listed here is something we're interested in having. What does it mean to be a "confirmed" make it happen? Is this particular capability coming soon? (I emailed the make it happen ...
5
votes
1answer
125 views

Different default status for different activity types?

Wondering how to do this, it clearly would need an extension (or, as I have done for other things, a Drupal module) but just looking for any tips really. I would like to be able to specify a default ...
3
votes
1answer
139 views

Users with Case roles cannot edit activities assigned to them: is this a bug?

first post so please forgive any netiquette transgressions. I'm following the guide https://civicrm.org/bug-reporting to get confirmation this is a bug. Version: 4.6.12 (also present in 4.7.1) CMS: ...
5
votes
2answers
130 views

Is there a way to add a custom field to the Inbound SMS activity type?

I'm working on a Drupal site that includes a view showing unanswered SMS messages. The view shows activities of the Inbound SMS type that have not been revised or deleted, plus a custom PHP filter ...
3
votes
1answer
54 views

Activities pane on Manage Case page

Does anyone know how to make the Case activities in the activities pane display in ascending order by default (earliest first)? At the moment, they appear in descending chronological order (latest ...
4
votes
2answers
154 views

How can I set “Assigned To” for an Activity to default to the logged-in user name?

Our users are creating many new Activities which are Assigned To the user creating the Activity. I want to save them time and keystrokes by having Assigned To: default to that logged-in user's name. ...
4
votes
2answers
98 views

Remove Default/Standard fields from activities

is it possible to remove some of the default/standard fields for activities? For example, when creating a new activity type it includes "location" as a standard field. However, you can't search or ...
4
votes
1answer
136 views

How do I edit activity forms?

I find that in many case some of the default fields on activities are not relevant. what's the best approach to editing the templates so that I can control what fields appear on activity forms?
2
votes
2answers
182 views

Webform created for case activity and multiple case types

Drupal 7.39 Webform Civi Integration version 7.x-4.11. Just noticed that for contacts with multiple open case types, a new activity submitted via a webform does not always go to the correct case type....
7
votes
4answers
192 views

Can I manually add an “Email” activity in the GUI without sending it?

To keep track of communications with contacts, CiviCRM has Activities e.g. documenting e-mail conversations. In the Activities tab of a contact I can create these from the New activity dropdown. This ...
5
votes
2answers
201 views

How to control which activity types options appear in dropdown when creating new activity in WP version

Vers. 4.7.16. When I go to create a new activity in the WP user interface, the choices in the Activity Type dropdown are limited to 4 options. I want to create more activity types and when I go to ...
5
votes
1answer
76 views

Inbound Email - Formatting? (emails with HTLM code are ignored)

Can emails with HTML code (images, tables, etc.) be brought into CiviCRM with the inbound email job? Any emails I have with images or tables get ignored by the Process Inbound Emails job. In ...
4
votes
1answer
85 views

How can I send a cc: of an Activity assignment e-mail to another user, as an FYI?

When adding new assigned and scheduled (or completed) Activities, I want to be able to send a cc: of the Activity assignment e-mail to another user, to whom the Activity is not assigned, as well as ...
4
votes
0answers
62 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 ...
3
votes
1answer
19 views

Should the link between an Activity and any Follow Up activity be visible through the UI

I checked that when creating a Follow Up activity, it adds a value to civicrm_activity.parent_id so that at least the database knows there is a connection between these, but afaik there is nothing ...
3
votes
1answer
73 views

Formatting tags shown in activity view

It seems that any activity created in 4.7.1 (not sure about earlier 4.7 versions) sometimes shows all formatting tags when viewed. I reproduced this both in Wordpress and Drupal demos by creating a ...
2
votes
3answers
301 views

Activity drop down list not displaying activites

I have a number of custom activities set up, all of which are reserved and enabled. However they are not showing up on the new activity drop down when recording a new activity. Any ideas on how to ...
2
votes
1answer
88 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 ...
2
votes
3answers
263 views

How to build a profile using Activity data

I need a logged in user to be able to add an activity but Civi keeps telling me "Profile search, view and edit are not supported for Profiles which include fields for more than one record type." Here'...
1
vote
1answer
77 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] => ...
1
vote
1answer
166 views

Update custom field from other custom data

I'm trying to use a php hook to automatically create a relationship between two contacts. Let me set the stage for you. Meeting Extender: a custom data set that extends the meeting activity(activity ...
1
vote
2answers
165 views

Calendar of Activities for CiviCRM 4.7.3 on Wordpress 3.8.5?

Is there a way to get a calendar view of Activities for CiviCRM on Wordpress? I can easily get all of them in a sequential list using Find Activities or the dashboard widget, showing all the ...
1
vote
2answers
45 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 ...
0
votes
3answers
91 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 ...