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Questions tagged [activity]

The tag has no usage guidance.

1
vote
1answer
25 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
votes
2answers
21 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
vote
1answer
24 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 ...
0
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0answers
20 views

Add Activity not working

When I go to add an activity to a case, the pop up box with the options does not appear. I get an empty box with the cursor. If I type in this box it shows the word but nothing happens when I enter. ...
4
votes
1answer
32 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
votes
1answer
32 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
votes
1answer
61 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
vote
1answer
49 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 ...
0
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0answers
10 views

Can't produce “Activity” reports that are limited to “ACL” groups

We are a Christian discipleship program operating four different campuses in our state. We are on Drupal 7 and Civicrm 4.7.29. We have opted to segregate our campuses by using ACL's defined by ...
3
votes
1answer
36 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
votes
3answers
23 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
vote
0answers
17 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 ...
0
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0answers
33 views

Linking case activities to organisations

We have projects which we would like to set up as cases. For example, a case called ‘Hospital Feedback’ We record each individual piece of feedback under an activity which will also have the ...
3
votes
1answer
28 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
votes
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
vote
0answers
32 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
vote
0answers
51 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
vote
1answer
19 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
vote
1answer
16 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.
4
votes
1answer
48 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
vote
3answers
77 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
vote
1answer
32 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. ...
1
vote
1answer
29 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( '...
4
votes
2answers
45 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
votes
3answers
112 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
vote
1answer
92 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
vote
1answer
26 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
votes
1answer
53 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
votes
1answer
31 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
vote
1answer
43 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 ...
3
votes
3answers
157 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
vote
2answers
77 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
vote
1answer
20 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
votes
2answers
52 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
votes
1answer
83 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
votes
1answer
48 views

Engagement Index in civicrm Activities Section

Does anyone know the use of the civicrm engagement index? Thanks in advance Edward
1
vote
1answer
53 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
vote
1answer
142 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 ...
1
vote
1answer
44 views

Multiple Followups

I'm looking for a way to add multiple followups to an activity. I don't want people to have to go back into the activity and enter re-enter a new followup if possible. Rather, I was thinking of ...
3
votes
4answers
395 views

Email-to-activity processing - Error message: Process Activities failed

Have installed CiviCRM 4.6.4 on Drupal 7.38 and have explored the various modules to identify how it can be used to help a small UK charity. I am having issues with email-to-activity. I set it up to ...
2
votes
1answer
38 views

Requiring “Assigned” and “Target” contacts when recording Activity

When creating a new Activity record, I need to require the "With contact" and "Assigned to" fields have a contact selected. In the activity/form/activity.php file I can add 'required'=>TRUE to the ...