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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1answer
48 views

Is it possible to create multi-record custom fields on Activities?

Has anyone found a way to create multi-record custom fields on Activities? We have an example where a single activity can contain multiple funding sources and need to be able to enter them into the ...
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2answers
83 views

Why am I getting “Column not found: 1054 Unknown column 'civicrm_activity.source_contact_id' in 'field list'” on Activity View after upgrade to 4.6.7?

For the past few upgrades I've needed to apply a fix for activity views detailed here: https://forum.civicrm.org/index.php?topic=33513.0 Today I upgraded to 4.6.7 and got the same error, but when I ...
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1answer
55 views

Implications of making Activity Fields (Subject, Duration, Location, Details) required

I've been asked to make the standard activity fields Subject, Duration, Location, Activity Details required. I can see how to do this from this ticket. Requiring "Assigned" and "Target&...
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3answers
276 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'...
5
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2answers
342 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 ...
2
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1answer
68 views

Why are Civi Events and Activities in Drupal Views Calendar showing incorrect times

Titles says it all. There are issues with how CiviCRM handles timezones which means they get displayed on calendars incorrectly.
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1answer
167 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 ...
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2answers
70 views

Two users completing separate webforms on Drupal that create one activity on CiviCRM

For example: User 1 completes Webform 1 on Drupal to give details of a volunteering project, which when submitted creates an activity on CiviCRM. An email then gets automatically sent to User 2 with ...
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3answers
66 views

How do i add an custom activity field to an email in civimail?

When i send an email to someone i need it to include activity tokens in the email. All you can use currently is contact fields. Any thoughts?
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2answers
157 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. ...
2
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1answer
39 views

Can I influence the activity source contact with the membership API Create action?

In my project I am using a scheduled job to get street recruitment data from a csv file and create a new membership with the API if required. When the membership is created, an activitiy is also ...
2
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1answer
72 views

Add group to activity assignees

I want to assign everyone in a particular group to an activity when I create the activity. Currently I only see how to add each one individually. This happens frequently enough that I would like to ...
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1answer
83 views

How can I modify the Activity Report to display phone number?

I have built a report off of the Activity Report template and have been able to add all the columns I need EXCEPT target contact phone number. Email and many address fields are available in the "...
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3answers
307 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 ...
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2answers
57 views

Can i print or save a pdf of all activities

I need to print or save as a pdf all activities for any of our contacts on civi. This would be used to report to meetings etc on work we have done with individuals who use our support services. at ...
2
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2answers
38 views

Import Fails After Reporting Success

I am trying to import 200 activities to contacts and the import shows that all records are imported but if I go to the contact and look at their activities it is not shown. Any help is appreciated. ...
3
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1answer
80 views

Is it possible to import “Assigned to” data for Activities?

In the "Import Activities" interface in CiviCRM (version 4.6.3, drupal 7), there are many options for fields to import. One critical field that appears to be missing is the "Assigned to" field (...
4
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1answer
90 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 ...
6
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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 ...
4
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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
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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 ...
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2answers
375 views

Outlook iCal does not work?

When an activity is assigned to a user and an email is sent to the assignee with the calendar appointment, the ical is attached. However, when I open the file in Outlook 2013, it says "Meeting cannot ...
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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?
3
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1answer
31 views

Can you propagate custom data in New Activity?

Is there a way to propagate the "With Contacts" address and phone number into the activities assignee's copy email?
2
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1answer
86 views

How to set up the filtering in Drupal Views to target the correct CiviCRM Activity

I've got a Drupal View that identifies a specific activity within a case and provides a link to the activity using its ID number. It appears to be working correctly in the majority of use cases, where ...
3
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1answer
353 views

Attaching file to activity

I'm having a problem attaching files to activities. I've done the basic checks (write permission to directories, Drupal permissions) . I notice that the file gets placed in the Custom Files folder "[...
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1answer
179 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 ...
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4answers
329 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 ...
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2answers
100 views

How do I Add Contacts to Group from an Activity Report?

There is a choice in Activity Reports to Add Contacts to Group, on the top right - so I created a new Group and chose that Group, but there is not a button to click to complete the add. It's not ...
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3answers
370 views

How do I setup a webform so that an existing activity in a case is updated?

Here's the scenario: A user submits a webform that creates a case. An administrator assigns a role in that case to a second user, and edits a specific activity (activity ID = xxx) in that case to ...
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1answer
156 views

Tags used for Cases, Activities or Attachments in Drupal Views?

We are trying to achieve a hierarchical approach to some of our case types by using case tags. It works great on the back-end, but if I try to filter a view by the case tag, I get no results. In the ...
4
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3answers
552 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/...
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2answers
52 views

Outgoing donations tracking

I've installed CiviCRM on my non-profit organization (Wordpress 4.2.2, CiviCRM 4.6.3, MySql 5.1 and PHP 5.3), a trashware association which get computers from companies, other association and families ...
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1answer
68 views

Renewal not recording activity

I'm doing some testing on a CiviContribute page in preparation for implementing CiviMember. During the course of testing, it seems that renewals aren't creating activity records. Is there some kind ...
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3answers
104 views

How to customise the activities status?

I'd like to remove some statues (ie. Left message), and add some more (to support our workflow. I could add another "status" custom field, but I'd much prefer customise the existing one rather than ...
5
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1answer
80 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->...
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3answers
80 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 ...
5
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1answer
113 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 ...
1
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2answers
121 views

Activities are not showing under Activities tab in contact record

I'm not sure exactly when this happened but the activity list has stopped showing up in the Activities tab for all of my contact records. The number of activities seems to be accurate and I can add ...
5
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1answer
149 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 ...
3
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2answers
154 views

activity dashlet not showing results

On the dashboard, the activity dashlet is not showing any results for me. I havent heard anyone on this system ever seeing results there. There is no ajax error, but the snippet it calls is civicrm/...
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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 ...
4
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2answers
155 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 ...
8
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1answer
396 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 ...
7
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4answers
195 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
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3answers
591 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 ...
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 ...
2
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2answers
107 views

How do you add activity types to scheduled reminder dropdown

I would like to trigger scheduled reminders based on activities of type "contribution". Only 8 of many activity types show in the dropdown on the scheduled reminder create page - is there a way to ...
2
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1answer
22 views

Can we enable deleting/modifying incoming emails?

the activities of type incoming emails seems to be hardcoded to not have the edit or delete button, even for admin. Some of my users need to be able to delete it (eg. if it's a spam email) or edit it ...
1
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1answer
71 views

Scheduled reminders based on a custom field on an activity

I know that in CiviCRM 4.6, the ability to send scheduled reminders to people based on a custom field (e.g. marriage date) was added. However, I'm unsure if it's possible to send a scheduled reminder ...