Questions tagged [activities]

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

Filter by
Sorted by
Tagged with
1
vote
2answers
31 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
27 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
29 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
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 ...
0
votes
2answers
55 views

How can I have a repeating activity in a case standard timeline?

I am currently exploring CiviCase. I like to setup an activity that tracks the progress of the client every 6 months. Is this possible with a case standard timeline? I can't predict how many times ...
1
vote
0answers
45 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
vote
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....
0
votes
0answers
47 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-...
0
votes
1answer
18 views

Legacy SQL Activity and Contacts Dump Transfer

Because of the excessive problem that happened to me on SQL, I had to create a new CiviCRM installation. How can I transfer the existing Individual profiles and Activities in the old CiviCRM database ...
1
vote
3answers
175 views

Civihr and time tracking?

I want to use CiviCRM to track volunteer hours and allocate rewards. My question is, how do I use CiviCRM to automatically report on volunteer hours? Time tracking is used for these reasons: 12+ ...
3
votes
2answers
89 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 ...
1
vote
2answers
24 views

Assign large numbers of activities at once - Wordpress

Is there any way of doing this from the interface. I have lots of activities that need to be assigned to a small group of individuals. I want to assign these (currently unassigned ) activities to the ...
3
votes
1answer
59 views

How to create a Drupal View that calculates activity end time by duration

I'm trying to create a Drupal View table of CiviCRM activities that calculates the end time of the activity based on start time and duration.So far I've got the unix start time of the activity, a math ...
1
vote
1answer
29 views

Is something missing in Activity search?

In Advanced search I see the radio buttons With, Assigned to and Added by. However there is no option to enter any person's name. Is there something missing on interface level in Activities section ...
5
votes
2answers
209 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 ...
0
votes
1answer
13 views

Untagging activities

I have a search result of activities tagged with a certain activity-tag. How do I untag them, without updating each single activity? CiviCRM version 4.4
1
vote
1answer
43 views

Is there a way to have a Send Email button on an Activity?

When an email comes in as an Activity and we view the Activity It would be nice to have a button on the ACtivity to reply to the person and it create a Send Email action for that user. Has anyone ...
0
votes
1answer
36 views

Civicrm Activities - Scheduling conflicts

CiviCRM 4.6.11, Joomla 3.4.8 So we're using activities to schedule meetings between our clients and our staff. Our admin assistant selects the date and time, and the staff member that will be ...
1
vote
2answers
96 views

Permission to edit activities but not contacts?

The organisation I'm setting up Civi for does not assign activities to individual people but works in teams. For example a client might be referred to the housing team to see if they qualify for ...
0
votes
1answer
37 views

Restrict Activity Types by Contact Type(s)

Is there a way to disable certain activity types based on the contact type?
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 ...
1
vote
1answer
44 views

Why is Activity statuses Scheduled and Completed added?

Is it a bug that in Advanced Search section Activities the Activity Statuses get filled automatically with Completed and Scheduled. It happens when: I open Activities section when doing Advanced ...
1
vote
1answer
26 views

Real-time dashlet of contacts without certain activity

I would like to create a dashlet listing contacts who do not have a certain type of activity scheduled. I've tried a comnbination of smart groups and include/exclude search, which works but does not ...
2
votes
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, ...
0
votes
1answer
49 views

Should online renewals generate a Membership Renewal Activity? and how about when a Pay Later renewal is set to completed?

Not sure if this is a regression, but currently (and since august at least) on civi 4.7.x when you renew online there is no Membership Renewal activity created. I just tested this on d.46 where with ...
5
votes
1answer
128 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 ...
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?
0
votes
1answer
58 views

Problems accessing Activity and Mailings

CiviCRM 4.7.11 WordPress 4.6.1 Having problems accessing Activities and Mailings. From a Contact record, click "Activites" and get an Invalid JSON response. See image. From a Contact record, click "...
1
vote
1answer
33 views

Creating activities in code adds extraneous contact to 'with' field

So we create an activity when a contact 'refers a friend', we want it on both users Contact. This is working thus: $activity = civicrm_api( 'Activity', 'create', array( '...
1
vote
1answer
31 views

Would it be feasible to store the fact that a scheduled reminder has been sent, without storing the content of the email?

Our DB is larger than we would like. Just two tables, activity and log_activity make up more than 25% of the DB size. We send secheduled reminders for memberships and to potential new members who ...
0
votes
1answer
26 views

Importing Activity Error '1' is not a valid option for field custom_133

When i try and import activities I get the following error message '1' is not a valid option for field custom_133 across all 5 activities that I am trying to import. By a process of elimination it ...
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 ...
1
vote
1answer
65 views

How to trigger creation of an Activity based on a Contribution being Completed - via CiviRules

The goal is that when a Contribution is Completed then an Activity is created for a Thank You Call. I tried doing this with 'Contribution is Added' trigger, and setting Contribution Status is ...
2
votes
4answers
89 views

Can I disable Notify Activity Assignees for some Activities and/or user levels and leave it on for other Activities/user levels?

We're on Civi 4.6.21 and Drupal 7. Under Administer -> Customize Data and Screens -> Display Settings there is a setting - "Notify Activity Assignees - When enabled, contacts who are assigned ...
1
vote
1answer
50 views

Send Email to Assigned In an Activity

I am creating an activity and assigning it, but would like that to be emailed to the assignee. Is there a way automatically email the person that is assigned on an activity?
2
votes
2answers
102 views

Add Custom Fields to Send Email Activity

Our development staff are using activities for tracking moves management. We've created a custom set of "moves management action types" and have added those to appropriate civicrm activities. I can'...
0
votes
1answer
118 views

Set up for a Scheduled Reminder using case activity

Using Civi 4.7.8 (about to go 4.7.10) I want to create a scheduled reminder such that when the status of a custom activity type (which I've called 'Decision') changes to 'Completed', the case ...
0
votes
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 ...
1
vote
1answer
26 views

Linking directly to Contact's Activity from Scheduled Reminder Email

I've created a Scheduled Reminder email that triggers 1 hour before each SCHEDULED Meeting or Phone Activity. In the reminder email I want to include a link directly to the "With Contact" for the ...
1
vote
1answer
34 views

When creating or editing a CiviRule, not all custom fields are available in Condition Parameters

Civi 4.6.9 Drupal 7.44 CiviRule 1.2 I am trying to build a CiviRule that creates a scheduled activity based on a custom field used for activities. All looks to be good until I get to the CiviRules ...
0
votes
1answer
120 views

Updating Civicrm Activities with Drupal Webforms

We've been using Drupal webforms to create and update activities for contacts in Civicrm. Ever since we updated to civicrm 4.6.18 (from 4.6.10), When the webform is submitted which is supposed to ...
1
vote
1answer
245 views

Email-to-activity processing - not working

I'm having trouble getting the email to activity processing to work. (Wordpress 4.4.4 and Civi 4.6.4) I keep getting this error: Could not connect to MailStore for XXX@domain.org@imap.gmail.com&...
1
vote
0answers
59 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 ...
1
vote
4answers
111 views

Using CiviCRM for Fundraising Pipeline

Have you found an easy way to manage a fundraising pipeline using CiviCRM? If so, can you please share how you set it up? Thank you. Thanks everyone for your responses! To clarify, this is for ...
0
votes
1answer
36 views

How to display Contact Summary address in an Activity Form?

I would like to display the address fields found in the contact summary tab (I'm thinking this is the inline location) in the new activities screen. Would also like for the fields to be editable as ...
3
votes
3answers
175 views

ACL permissions Activities

I'm trying to make a permission, to limit view some activities types (A user with a specific role can't view a some activities types) I was checking the hook permissions but i don't find the way(...
2
votes
3answers
100 views

Why do Activities entered via a webform *not* marked as Completed get entered into Civi as completed?

We're on Civi 4.6.17 and Drupal 7. I've created a webform with a 'script' for callers with multiple Activities. Activity 1 is to record the results of a phone call asking for an in-person meeting (...
3
votes
3answers
79 views

Possible to import Contacts and Activities at the same time?

Currently we are pulling multiple new contact lists from different sources daily. They have to be imported and assigned activities in order for staff to process them as necessary. Our process now is ...
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 ...
1
vote
3answers
68 views

Recording/ tracking time spent on Events

One of the activities of our organization is providing workshops etc. to the public. In order to facilitate all processes involved I have setup a coupe of events in CiviCRM. Each event represents a ...