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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8
votes
3answers
156 views

How do I print an activity?

Civi used to have an option to print an activity and it would print the details of the activity. I'm in need of this and can't figure out how to print an activity now. Would be really nice if there ...
8
votes
1answer
390 views

How NOT to send email to “Activity Assignee” when assigned an activity

Usually we create different type of activities and assigned to one of our volunteer. Now when "Create separate activity for each contact" is selected, assignee volunteer receive multiple emails for ...
8
votes
4answers
148 views

Can you save an advanced activity search?

After using Advanced Search to create a pretty detailed search on activities, I need to save it. If my search results were contacts, I could create a smart group based on the search which would ...
7
votes
3answers
79 views

Is there a quick and easy way to copy an activity?

We manage activities with many custom fields to record various social parameters of the beneficiaries of our organizations. These activities are repeated periodically and is common from one activity ...
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 ...
6
votes
2answers
231 views

How can I show contacts that DO NOT have an activity of type X in last Y months?

I'd like to be able to track which contacts details have been confirmed every so often. Every so often, we'll go through our contacts and confirm that their address, email address, phone numbers, etc ...
6
votes
3answers
230 views

How to distinguish “Contacts with the same name” when assigning an activity?

A couple of people have exactly the same name in CiviCRM: John Smith. When assigning an activity you select a person by starting to type its name. However in case that people have exactly the same ...
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 ...
6
votes
2answers
74 views

Can I get a notification emailed to me every time a contact with a certain tag is updated?

Our team would like to be notified any time a certain group of contacts are updated. Ideally this notification would contain the most current version of the contact profile, as well as the previous ...
6
votes
2answers
122 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...
5
votes
3answers
584 views

Activities to be shown in a full calendar

CiviCRM 4.62 on Drupal 7.37 in a Linux Virtual Box using only the CiviCASE module. I need a full calendar view for civiCRM activities. I need a page with month, week and day views for the current ...
5
votes
2answers
334 views

Using hooks — simple please

I am excited to be working with civicrm, but I am quite frustrated at this point and so I hope someone can help me. I can see how valuable hooks are, and it seems like they are actually very basic to ...
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 ...
5
votes
1answer
175 views

How do I create a Drupal View to display last activity date.

I'm trying to set up a View of Clients, Case Managers and date of last activity. Most of the clients have many activities, but I only want the most recent one displayed. Normally, I would use the ...
5
votes
1answer
78 views

Activity assignee email not being sent from webform

Emails are not being sent out from a CiviCRM webform to the activity assignee. Not sure why but there is a notice in Drupal: - Notice: Undefined index: act in wf_crm_webform_postprocess->...
5
votes
1answer
147 views

Why doesn't the activity “send email” have a 'schedule follow up activity' option

I am using send email in civicase to send an email to a case resource (in this case a local council). At the time of sending the email I want to be able to schedule a reminder to check that I have ...
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
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 ...
5
votes
1answer
231 views

How are timezones handled in CiviCRM?

We were running into issues with how CiviCRM activities are showing in Drupal Calendar (Views). Drupal is adjusting the provided activity date/time based on the user configured time zone. For us, this ...
5
votes
1answer
112 views

Is there a way to customize Activity Type screens?

Trying to customize individual Activity Type displays but couldn't find any info on the proper procedure. I'd like to hide certain fields from certain activity types. For instance, for our food bank ...
5
votes
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.
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 ...
5
votes
2answers
94 views

Merge related activities and related groups options not available in merge contacts

We've recently upgraded a site to 4.6.10 When merging duplicate contacts the options to merge activities and groups (and tags and events etc) are missing. I've tried merging a couple of dummy ...
5
votes
1answer
202 views

How do I import an activity with multiple target contacts?

Has anyone got tips for the best implementation for this that's friendly to a savvy end-user? I can script it in an ETL tool, but that's not an option for them. "Import Activities", as best I can ...
4
votes
2answers
430 views

When should I use activities vs. events?

If I have a weekly (free) meeting and I want to track attendance, is it better to use an activity or an event to do so? What are some of the pluses and minuses of each? Please define the differences.
4
votes
2answers
204 views

How to increase limits on activity attachments?

Current (4.6.7) limits say that an activity can have up to 3 attachments, each being less than 2MB. I need more, and a bigger file size limit. What are the obstacles to achieving this? I can't see ...
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
3answers
548 views

How do I add a custom Activity with custom fields to an extension?

I want to extend my extension with a custom Activity type that has it's own custom fields. The Activity type is not part of a case. I can not find in civix help and in http://wiki.civicrm.org/...
4
votes
1answer
157 views

Activity Report in Views

On Drupal 7, how would you display a list of CiviCRM activities and show the two types of contacts (the activity related to the client and the user who created the activity)? Views is pretty tricky ...
4
votes
2answers
174 views

How to match Activities to Contacts during import?

We recently distributed supplies to many of our members and used a GoogleForm to create a .csv spreadsheet to track the number of supplies given to each member. We imported the names of any new ...
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
2answers
177 views

Exclude certain Activity types on Activities tab

On the Activities tab of contacts, there is the possibility to filter which activity types are displayed. Is there any way to set this filter by default? Or another way to exclude Contribution ...
4
votes
2answers
182 views

What is the best practice for tracking total number of attendees?

I have been using activities to track "events" for my Church. These are not events that one would register to attend but rather things like Bible Study, Sunday Worship, etc. I've been double working ...
4
votes
2answers
88 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 ...
4
votes
1answer
36 views

Attach a file to a donation

I'd like to be able to attach receipts, notes, and other documentation to a contribution. Is this possible?
4
votes
2answers
97 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
2answers
154 views

Assigned Activites not showing up on users Contact Dashboard

I'm needed to add a scenario where a specific user role has access to edit/update activities they are assigned but access nothing else in civi. What is the best way to do this? edit: after the ...
4
votes
1answer
135 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?
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 ...
4
votes
1answer
72 views

How to fetch activity including custom fields using API

I hope this is a useful question + answer. I feel it's necessary to document some, um, quirks, of the API v3 around Activities and custom data, because as a developer this took me ages to figure out. ...
4
votes
1answer
59 views

When saved to activities, tokens inside emails are not evaluated

Is it normal that when a reminder email goes out and is saved as an activity that tokens are not evaluated and saved in the activity? If that is normal, where is the best place to make a feature ...
4
votes
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 ...
4
votes
1answer
40 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 ...
4
votes
2answers
73 views

Is it possible to define an activity status to be the equivalent of completed?

Specifically in the UI, activities that are past their date show as red unless their status is completed. I have a few use cases where it would be preferable for the final state of the activity to be ...
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
5answers
394 views

How do I add CiviCRM Activity attachment to View

Trying to set up an activity view that displays attachments uploaded to activities. I can't seem to find the field to add. Any ideas?
3
votes
2answers
103 views

In which table is Activity assignee contact information stored in mysql?

I'm looking for the table in which Activity assignee contact information is stored in mysql.
3
votes
4answers
320 views

How to create a Drupal View of CiviCRM Activities with an edit link to the corresponding Webform?

Goal is to have a filterable and sortable Drupal View of CiviCRM Activities (not a view of Webform Submissions) created with a Webfom with a link to edit the webform submission. I can painstakingly ...
3
votes
2answers
63 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 ...
3
votes
2answers
83 views

create webform that allows user to create either 1, 2 or 3 activities depending on user selection

I've created a drupal web-form that creates a household and 3 activities (each an activity type "referral" assigned to different department). I've also created conditional formatting to only show the ...