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
6
votes
3answers
233 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 ...
3
votes
2answers
109 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.
5
votes
2answers
151 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 ...
6
votes
2answers
264 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 ...
4
votes
2answers
188 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 ...
3
votes
5answers
475 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?
0
votes
2answers
34 views

Can "Find Activity" automatically shows result with set parameters without going into selection every time?

For my volunteers I want to create an activity search based on set parameters, i.e. Phone, email. & scheduled. So they do not need to select parameters everytime. If I enter &force=1 in the ...
4
votes
2answers
191 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 ...
5
votes
1answer
221 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 ...

1
3 4 5 6
7