Questions tagged [activity]

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1answer
35 views

New 'Contact Exported' and 'Activity Exported' activity

One of our clients has noticed that every time they export a contact (Adv Search or via a Report) an activity is created against each contact of type 'Contact Exported' with the date and the staff ...
1
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1answer
19 views

Save before custom fields load overwrites with blank record

Is there a patch for this. I have an activity with quite a lot of custom fields and lookup fields. The loading of the custom section takes quite a time, but the Save button is already displayed. If ...
1
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1answer
21 views

email activity - any solution to being able to preview like print/merge document?

When using the single email activity (not civimail) is there a way of previewing the email - with the tokens replaced - like in print/merge document? I had a quick fiddle with coding a button for it, ...
1
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1answer
18 views

Manually add Membership Renewal Activity

For one client I have a member who anticipated his renewal and for a reason I don't understand, CiviCRM didn't add a 'membership renewal' activity. Because I have rules triggered by this new activity ...
1
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3answers
34 views

Not seeing engagement index option when adding activities

I'm not seeing an option to set engagement index when trying to add activities? Do I need to enable it somewhere first?
2
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3answers
70 views

Is there a way to separate audit activities from “real” actvitites in a case?

In the "Activities" section of case management, real to-do items are mixed with the audit activities that are recorded for documentation purposes. This is irritating to some users. Has anybody found ...
3
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2answers
35 views

Is there an extension to limit activity types to contact types?

We have a custom activity type that should only be added to contacts of a specific contact subtype (ie activity targets must be of given contact subtype) Is there an extension to enforce this?
1
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2answers
21 views

How can I search contacts and run a report of contacts with no activity

I'm struggling to find a list of conatcts with no activity records, could someone help me on how to achieve this?
0
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3answers
42 views

Activity get API3 does not return case activity

Im using API3 to get activities My code is function hook_any_activity_get($cid,$type) { $params = [ 'contact_id' => $cid, 'activity_type_id' => $type, 'sequential' => 1, '...
1
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1answer
17 views

List all recent activities

I'm a newbie with CiviCRM.. sorry if my questions sound stupid. As I understand, activities are central to this CRM. Yet, I can't find a quick way (e.g in the menu) to display all recent activities. I ...
1
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1answer
22 views

Search only the last activity created

How could I search for X activity type custom field and only return the last activity created if the record has more than 1 X activity type? I envision creating a smart group out of this data. My ...
0
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1answer
18 views

Action “send mail” not available for new contact

Activity type id=8 (send mail) is shown for all contacts. We made a new contact today, and "send mail" did not shown up in the activity drop down. We don't have any idea where to look first, because ...
3
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1answer
45 views

Can't delete or update contributions in CiviCRM 5.13+

So, I can't delete or update contributions from CiviCRM 5.13 or 5.15, either through the UI or the API (v3). This is the backtrace: { "error_code": "already exists", "sql": "DELETE FROM ...
3
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1answer
57 views

Why are duplicate activities being created?

I have a client who has noticed that some activities that they create are being duplicated. I can see solid evidence of exact duplicates - apart from the id in the activity record. In the activity ...
3
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1answer
38 views

Add Email Follow Up to Meeting Completion

When completing a Meeting Activity, at the bottom where you can Schedule Follow-up, would it be possible to add Email to the "Schedule Follow-Up Activity". Thanks.
1
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1answer
50 views

Can I export custom data from a Contact, an Organization and an Activity in one export?

I am trying to set up a custom field mapping to export after I search for Activities. I would like to export data associated with the Activity, but also include data from the Individual Contact and ...
2
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2answers
27 views

Activity changes individuals busy/available status

I'm looking to use CiviCRM to - in part - manage our team of around 50 volunteer translators. Once a volunteer has agreed to take on a translation, staff will set an activity, so that we can keep a ...
1
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1answer
34 views

What is the best approach for displaying / modifying behavior of Activity Subject & Custom Field?

I have several custom fields in for a CiviCRM Activity ("Client Need"). Which of the following scenarios would be the best approach for me to sort and view Activity Summaries? And how would I go about ...
4
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1answer
41 views

Is this a bug in civicrm/case/activity/view breadcrumb?

Disable popups in display preferences. Find a case eg civicrm/case/search?reset=1. 'Manage' the case to open it. Click on the activity Subject, goes to eg civicrm/case/activity/view?...
2
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1answer
52 views

Cannot edit CiviCase Activity Status from list view

From the List view of CiviCase Activities of a case, I cannot edit the "Status" of an activity; the drop down flashes and then goes back to current status. To edit, I have to click "edit" and go into ...
4
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1answer
128 views

Email-to-activity processing – create Activity at future date

I would like to be able to set tasks on a Contact using the Email-to-Activity processor. This would allow me to set Scheduled activities on a Contact in CiviCRM, like: Follow-up with Sally in two ...
1
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1answer
108 views

Activity Permission - Prevent User to View Other User Activity - CiviCRM

I'm asking about activity permission in CiviCRM. I've tried to search by default functionality to prevent user to view other user activity but i guess there is no feature to do this. This is the case ...
2
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1answer
54 views

Inbound email formatting differs in Activities compared to CiviCase

Is it possible to include line breaks in activities created from inbound emails, given that this is implemented in CiviCase? If so are there any suggestions about how to go about implementing this? ...
3
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3answers
34 views

Notes - searching

How do I find a list of the notes I have added. I input a number of notes last week but neglected to grant permissions. how do I locate a list of those notes?
1
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0answers
25 views

Email-to-activity processing - don't include attachments

I LOVE me that email-to-activity processor. But I'm using up all my disk space because it's also including the attachments from the emails I'm forwarding into CiviCRM. I don't need the attachments in ...
3
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1answer
30 views

How can my case activities show up on an organisations profile?

When I log case activities I often tag in an organisation or individuals name but when I return to the home screen, search for the organisation and check if there are any new activities or ...
2
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1answer
29 views

Is there a way to create an an automatic email if someone is removed from a group?

I looked at scheduled activities hoping I could use that but alas it doesn't seem like it. I could create a database trigger but that's a bit work.
1
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0answers
48 views

Sending an email (from Actions) to an individual hangs

I hope I can get some light on this problem. I am sending an email to an individual, not a mass email, just one email to an individual and when I click on send, it shows the system thinking but does ...
1
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0answers
58 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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1answer
22 views

Activity monitoring

I want to use Civi to monitor support time organisations have bought from us. Ideally for Civi to alert me when organisations are in the negative and need to purchase more support time? whats would be ...
1
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1answer
32 views

Undo a Deletion on an activity

I deleted an activity and would like to re-add it. Please help! I can't seem to find a search bar that would help me find the right steps to correct.
3
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1answer
56 views

How to populate the tokens used for a Scheduled Reminder in the Activity

Scheduled Reminders allow one to "Record activity for automated email" which is great. But if tokens are used in the Reminder, these are not populated in the Activity that is created. How would one ...
1
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3answers
100 views

Bogus Error Mandatory fields first name and last name OR email address missing from form

Event registration form on Civi 4.7.15 (WP 4.7.1) keeps throwing this mandatory fields missing error, even though all fields are filled in with good values. Happens on empty cache and regardless what ...
1
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1answer
48 views

Error when assigning Activity to a contact

We're on 4.6.8 and having an issue where when saving an activity which is assigned to a contact the following error is displayed: Sorry but we are not able to provide this at the moment. Sorry an ...
1
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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( '...
3
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2answers
64 views

How can I change activity duration from minutes to hours?

I have a client that reports activity duration in "Units" using hours. Is there a way to configure Civi to use hours? Or, would that require a custom field?
6
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3answers
162 views

How to make status always 'Completed' for activities added to a case?

A couple of clients would like to use CiviCase and both of them have very unstructured cases, so a timeline or a sequence is not appropriate. So I have created a case without a timeline or sequence ...
1
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1answer
101 views

How to add case fields to activity report?

Is it possible and what's the best way to add case fields (e.g. case type) to an activity report whilst still ensuring civi can be updated easily? I'd imagine those aren't default options because not ...
1
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1answer
38 views

How can I create public display of all Activities for Current Day + X weeks in Future (WordPress)?

We use 4.6.14 on WordPress. We're a radio station and we book guests for appearing on-air. Each guest is managed as a Contact and their appearances are recorded as a defined Activity (e.g., On-Air ...
0
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1answer
59 views

How to send one email to multiple contacts with separate individual follow-up activities

If I send an email to forty contacts, I can opt to generate a follow-up activity (eg phone call). That's great, except that it creates one single follow-up activity for all the contacts. I would like ...
0
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1answer
36 views

How can I link contacts & activities in a report or export?

My client would like to report or export certain activities for contacts that meet a certain criteria. This doesn't seem possible, which is surprising. Activity search only allows a search of ...
1
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1answer
55 views

HTML tags showing in Activity details

This seems to have been an issue before. Formatting tags shown in activity view Has this been resolved because I am still having an issue with this. I am not on the current version. If there has not ...
2
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3answers
212 views

Deleting vs. Disabling an Activity Type

I am wondering what the difference between deleting and disabling an activity is? I would like to clean up the activity field options drop down menu to only reflect the ones we would like to continue ...
1
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2answers
93 views

api: Get renewal activity for a contact

I need to find out in php if 'the current user' has recently renewed membership (or just signed up as a new member). I don't think I can get data about renewal from the Membership entity. The 'Join ...
1
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1answer
22 views

Where does the content of a bulk sms get stored?

Emails, pdf's, and single sms get their content stored in the field "Details" in the activity. That is evidently not happening with bulk sms. Where do CiviCRM store the content of a bulk sms that has ...
2
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2answers
61 views

Administrative activity under wrong admin user

I'm having a very strange (I think problem). I am logged in to the back end of my Joomla site with my superuser credentials. Several months ago I set up a test contact "Ritson The Dog" with the email ...
0
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1answer
98 views

Delete activity of a contact

I have created few activities for a contact. I want delete one of the contact. When tried to delete, it is not showing proper screen after deleting the activity
3
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1answer
60 views

Engagement Index in civicrm Activities Section

Does anyone know the use of the civicrm engagement index? Thanks in advance Edward
1
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1answer
59 views

Is there a way of recording/exposing when an activity is added to CiviCRM?

When adding a custom activity the current time is automatically shown and can be updated. Where people are adding past/ future activities, is the actual time the activtiy is submitted also recorded ...
1
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1answer
188 views

Export activities and the activity target contact

I found an old thread on the forum site: - https://forum.civicrm.org/index.php?topic=20506.0 My question is still the same as DaveJ's actually. We want to export the activity target contact with the ...