Questions tagged [activities]

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

35 questions with no upvoted or accepted answers
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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 ...
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0answers
66 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 ...
3
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1answer
55 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 ...
3
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0answers
58 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 ...
3
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0answers
60 views

Why are some Activity Types with component = Contact hidden, e.g. “Inbound Email”?

In some contexts, the list of Activity Types is filtered so that some are hidden. I'm not referring here to filtering out Activity Types defined for CiviCase only: I'm just considering those whose ...
3
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3answers
104 views

Error when accessing Activities for contact (after upgrade to 4.7.2)

When a management user tries to open Activities tab for a contact he gets error message Error that I see when I try to trace it: API permission check failed for Case/getcount call; insufficient ...
2
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0answers
21 views

Can activity tags be included in activity reports or exports?

tags have been added to a variety of activities by a user over the last few months. Now they want to include the tag details in a report. As far as I can see activity reports can filter by tag, but ...
2
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0answers
26 views

Timeline not working as before in case activities after upgrade from 4.7 to 5.1

I have a scenario in civicase > Case Types with a Timeline with multiple activities inserted in the following way: Activity Status Reference Offset Select Meeting Scheduled Meeting 7 Newest Meeting ...
2
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0answers
39 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 ...
2
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0answers
14 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 ...
2
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0answers
62 views

Case activities are not shown in activity tab but appear in the filter

In the Activity tab for a contact, case activities are not shown. I would rather they were, but I can live without that. But in the filter for including and excluding activity types from the view, ...
2
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0answers
52 views

What are the optimal settings to enable a Drupal webform to create a case and populate an activity within the case?

I have a case configuration that includes a specific activity type (lets call it activity type A) in the standard timeline. This is useful for users who want to create and manage a case directly ...
2
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0answers
26 views

Would deleting activities improve search performance

CiviCRM 4.1.5 We have some people convinced that search performance would be speeded up by deleting activities against and individuals record. I have my doubts. Does anyone have any ideas about this?
1
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0answers
25 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::...
1
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0answers
20 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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0answers
21 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 ...
1
vote
1answer
45 views

Items not showing up on activity log

It appears that, following the last upgrade, items which previously showed on an individuals activity log now don't show up. A colleague sent out an email which was assigned to a case. The email ...
1
vote
1answer
52 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 ...
1
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0answers
34 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 ...
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0answers
57 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 ...
1
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0answers
44 views

Administrator contact record duplicated when do Activity Send Email

One administrator's contact record is duplicated every time she performs the Activity action "Send email". The recipient's activity record indicates it was "added by" and points to a new contact ...
1
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0answers
6 views

Inputted activities can not be displayed for one specific user but can be seen by others

A Civi user with Manager's rights asked this: The activities part of a volunteers file on Civi: although it may say 2 activities in the tabs, when I click on it, it says that there are no activities....
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0answers
58 views

How do I implement actions for a custom activity?

I want to create a custom activity with actions (ie one that does something rather than just record information). The actions are API calls using data from the activity. One option would be to ...
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0answers
42 views

Why are membership renewal reminders going out for memberships with expiration date 1 year in future?

We are running CivCRM 4.6.14 on Drupal 7.43. (Not updating right now because we are in the middle of a major fundraising campaign and I can't afford any glitches.) I have a member who is paid up ...
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0answers
32 views

Edit own activities created for visible contacts

We have a requirement to allow authenticated users to add activities to any contact in our system, while at the same time, not allowing them to edit the basic contact information about some of the ...
1
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0answers
36 views

How can I count and display the count for petition questions/activities

I have a petition. It has 3 questions which have 3 possible answers each. eg Will you back my campaign to do X? answers: yes/no/not sure I would like to be able to quickly display the results of my ...
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0answers
23 views

List and change client activities assignee and dates

I want to create a profile[?] where I: select a client then list all the activities for a client, sorted by date, where I can assign/change the staff member assigned to the activity and change ...
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9 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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0answers
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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0answers
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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0answers
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 ...
0
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2answers
73 views

CiviCRM view activities permissions

I have a role to view contacts in a particular group granted through CiviCRM view ACL permissions (/civicrm/acl?reset=1) but even though the role can see all contacts in that group, when trying to ...
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0answers
46 views

Is anyone else seeing multiple two contributions and two activities for a single online transaction?

We are in the process of upgrading CiviCRM from v4.4 to v4.7. (Yes, I know it is long overdue.) We have a Drupal 7 site and use eWAY as our payment processor. Everything works as expected for a front-...
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0answers
27 views

Is there a bug in Follow-up activity search?

Is there a bug in Follow-up activity search? I open Advanced search > Activities Choose: Has a Followup Activity? = Yes Click Search Result = Error Also tested in CiviCRM Drupal sandbox. Option ...
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0answers
19 views

Why can't I see links to custom file uploads when viewing an activity record?

Running version 4.7.6 (but this has been the case for us for some time now): We are using activities in cases to upload a range of documentation for a given case that we are working on. The uploads ...