Questions tagged [advanced-search]
The advanced-search tag has no usage guidance.
47
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1
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16
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Custom fields not appearing in advanced search
I have a custom field set called "My Custom Info." In this set I had fields named "Group" and "Mentor" along with 4 other fields but, for a good reason, I deleted Group ...
- 131
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0
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37
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Error when sending a test mail to a smart group with an exclude group
First time writing a question on a forum, hope i don't oversee any rule from the code of conduct :)
I am trying to send a test mail to a smart group(creating a massmail based on an advanced search ...
- 11
1
vote
1
answer
20
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Can I search for a contact using their Joomla UserID?
I need a way to find a list of contacts using a list of Joomla userIDs.
Eg: I have a list of Joomla userids (23,55,69,505,9949) -- how can I use civiCRM search to find the related contact records for ...
- 111
2
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2
answers
54
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What permission set allows a user to be able to save a field mapping?
Drupal 7 - Civi 5.45.7
In the past users have been able to create new field mappings (from the Advanced Search screen). Now I can't seem to find a way to allow them to do that without granting "...
- 2,488
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51
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Does proximity search work? It doesn't for me
I tried to show someone how proximity search in 'Advanced Search' worked and - it didn't. The message was 'We could not geocode the destination address'. Despite the postcode being one that created ...
- 4,720
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1
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19
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Advanced Search returns contacts with current memberships even though Current Member set to "No"
When using Advanced Search and 'Display Results As' is set to "Contacts", I assumed that if I selected "No" for 'Current Member', it would not include contacts that had at least ...
- 826
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27
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Proximity search in a set of case results
When I used the advanced search screen, displaying results as contacts I can get proximity and case criteria to work together (for instance anyone 50 miles from zip code 12345 with an ongoing facility ...
- 2,488
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34
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Advanced Search - no results
I have an intermittent issue with advanced search giving no results. This seems to only happen in Chrome and looks like it might be something to do with PHP sessions.
On submitting the form, there are ...
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1
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20
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Finding CDN Tax receipts sent
I just ran our receipt job for last year and saw that 13 contributions were marked as ineligible. Unfortunately, unlike an import job, there is no report of what those ineligible contributions are.
I ...
- 793
0
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1
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43
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Advance Search - Display as Mailings - No options appear for export
I am trying to get data to see what email donors clicked on. I do an advanced search, display results as mailing, but the options to export are missing. I attached my options in an image, but it ...
- 3,352
2
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1
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34
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How do I do an advanced search that lists all the employees within organizations that are in a "group"
I want to export a list of all the employees ("employee of") our member organizations that are part of a group.
I'm using the advanced search option, but can't figure it out.
Under ...
- 21
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2
answers
12
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Advanced search only country united states
I am trying to do an advanced search but in country only United States appears. I have records with different countries. Thanks
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0
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15
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Advanced Search -> Contribution Tab and Contribution Dashboard returns a fatal error
I'm seeing the same behaviour as listed in this Issue: https://lab.civicrm.org/dev/core/-/issues/528
However, I'm running 5.33.1 and WordPress 5.6. The fix listed there appears to have been superseded ...
- 1,000
3
votes
1
answer
55
views
Descrepancies in search result counts
I'm migrating to a new Drupal 9 install, and after a decade of using CiviCRM, I want to pare down the number of records. If I do a simple find contacts search with no criteria, I get 74144 results. I'...
- 79
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0
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55
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Help to analyse Civi Data. Counting activities and contacts when the field has more than one option
I have a query about analysing data from activities and contacts in Civi. I've tried to be very clear about what is being done and what has been tried, it's not a simple question so thankyou to anyone ...
- 11
1
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1
answer
20
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How to search activity location without % being added?
In several places, and specifically, the "location" field of an activity, as searched using the Advanced Search, I've noticed that given hello there CiviCRM will actually search on %hello ...
- 3,910
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1
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25
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Is there a way to search for organizations that have no active relationships?
We're working on cleaning up database records, and while it's easy to pull individual records with no activity, I'm not sure how to find organizational records that are not tied to any current ...
- 571
2
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0
answers
31
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How to use a GROUP_BY / HAVING in extended Advanced Contact Search query?
Based on this solution, I'm trying to add a custom pan in advanced search in order to filter by Line Item Total Sum.
The context
I successfully manage to filter by Line Item Total with these fields:
...
- 191
3
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1
answer
31
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How to find all activities generated by one schedule reminder?
As the question says - How to find all activities generated by one schedule reminder ?
You can find all activities of type 'scheduled reminder'. This shows a few fields, but not which instance of the ...
- 1,181
2
votes
1
answer
14
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Finding another case manager's cases
Is there a way of using advanced search to find another case manager's cases? I find the reports really complicated but would like to find another person's cases so I can update the notes. It's really ...
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1
answer
19
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'Cases' option missing in Advanced Search - how to correct?
'Cases' are missing in Advanced Search (usually the last search item). The last 2 items I have are 'Mailings' then lastly 'Events'. I can't see any configuration option that sets this, so am puzzled ...
- 4,720
5
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1
answer
48
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Find only renewed memberships
Is there a way in advanced search to only find members that have renewed their memberships?
It seems obvious but I can't find how :-(
best regards
Guillaume
- 2,543
4
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1
answer
80
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How to search for contacts by date added or date range added. Alternately: list contacts by date added
How to search for contacts by date added or date range added. Alternately: list contacts by date
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3
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81
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Searching and smart group for multiple event types
I created a smart group through advanced search maybe 1 year ago for all contacts that had participated in an Event Type A or B or C. If I remember correctly it was very simple because the "Event Type"...
- 195
4
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1
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64
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Search > Find Memberships: Difference between Membership Status Current AND Current Member?
Search > Find Memberships -or- Search > Advanced Search and I use the Membership criteria in my search I usually set the Membership Status to Current but I just noticed today below the Status field ...
- 649
2
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1
answer
54
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CiviEvent - Past event participants -> bulk register to new event
Hi guys and thanks in advance.
I would like to find a way to do the following:
a. Advance Search
b. Find old event
c. Select participants
d. Action
e. "Add relationship - register to event"
In ...
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0
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0
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17
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Custom View in Advanced Search not showing information
I'm having an odd situation where a custom view that I created for Advanced Search sometimes shows information and other times does not show information within the same search. Has anyone had this ...
- 369
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1
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31
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Searching based on members that have a twitter website address
Is there a way via the advanced search query to return all contacts that have a twitter website address entered?
Currently the only search item appears to just be "Your website" but I cannot see ...
- 91
2
votes
2
answers
141
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Adding Field to Advanced Search CIviCRM Contribution
I'm trying to add Notes field to the advanced Contribution search so that I can do wildcard search on the basis of notes but the DAO throwing error: "unknown column", as it's not able to locate ...
- 21
1
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2
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61
views
Fatal Error on Advance search
When running a CRM advanced search. If we try Adv Search>Display results as'Realted contacts' and choose and Rel type. The hit search we get the DB error.
CiviCRM: 5.13.4
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17
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Advanced Search returns no results for a valid contact id
I tried to use Advanced Search and specified a contact id which I know is in the database. There are no other filters yet I get no results.
No matches found for:
Contact ID = 54862
Suggestions:
...
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1
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29
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Reports and Custom Searches
We currently have circa 1000 community groups across the UK and need to run a report on the amount held in each region or county.
I can obtain the numbers by running individual advanced searches for ...
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0
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58
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email search failure
I get this error when searching for any email address in advanced search or search builder.
https://pastebin.com/6LRJDyt1
The 1-address alias is not defined, so it fails. In advanced search it does ...
- 3,501
2
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1
answer
77
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"Network Error Unable to reach the server" only doing certain actions
we have a CiviCRM installation under WordPress 4.9.10 and 2 MySQL db: one for Wordpress and one for CiviCRM.
Actually we imported and start to manage more than 5000 contacts.
Everything operate as ...
2
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1
answer
53
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Neither Advanced Search nor Search Builder offer option to save as Smart Group
The documentation says I should be able to save a search as a Smart Group, but I don't see an option anywhere to do so. I've used both Advanced Search and Search Builder. Neither results screen offers ...
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3
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1
answer
44
views
Where has a custom field been used?
Drupal 7.65
CiviCRM 5.10.4
Hi everyone,
Bit of a strange question here but I'll explain the context and hopefully there's a solution!
So we have a custom field that asks for people's consent to ...
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2
votes
2
answers
24
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Add multiple target contacts in advanced search
I'm looking to send a mailing out to a subset of our contacts - those that have a relationship 'member of' and then Target Contact ' Group 1, Group 8, Group 12 etc' I'm creating a Smart Group to do ...
1
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1
answer
62
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How do I removed accordions in the advanced search
My charity needs a custom address field, rather than the address field that comes with civicrm. This is mostly set up, but there is one issue we have.
We have removed the fields from the advanced ...
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1
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1
answer
82
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Can't get a list of people whose birthday in current month
We want to see a list of people who have birthday next month. Advanced search doesn't suit us because it is trying to do search only for a current year. We use SYSTOPIA Birthdays for generating ...
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3
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1
answer
73
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Smart Group dropping search criteria on save
I've searched the archives and see there are a number of posts pertaining to smart groups not saving criteria, but it seems those were bugs addressed in updates, and we are running the latest version ...
- 571
2
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1
answer
65
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How to create a search view that displays selected columns
I have never managed to get this function to work properly so here goes.
I have created profile with some custom fields (individual) and selected the option Search Views, Standalone Form or ...
- 809
2
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0
answers
29
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Search primary details only, turned off - duplicate/additional case export lines
The additional feature to choose whether or not to search primary details only (introduced somewhere in Civi 4.7) has an undesirable effect on case exports - with the preference set to 'no'.
As an ...
- 2,488
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1
answer
35
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Error When Expanding Relationship Section on Advanced Search
I'm on CiviCRM 5.6.0 on WordPress 4.9.8, and I have created some custom relationships, all with contact type A of individual, and contact type B of organization.
When I go to Search -> Advanced ...
- 525
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24
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Advanced search using and
Hello my search builder is out of action and I’m trying to use advanced search to give me everyone in group A and group B - in the section above (search settings) the ‘and’ radio button is selected. ...
- 809
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2
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45
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"Print selected rows" option missing in Event Participant listing dropdown actions
After a recent upgrade from 4.7.29 to 5.2.1 (Joomla) I am experiencing the following problem:
After doing an Events/Find Participants search and selecting some or all participants, the "Print ...
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2
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1
answer
108
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HTTP Error 500 during search request - CiviCRM 5.1.1
I have a new installed CiviCRM 5.1.1 property on my server.
My current system configuration is:
Wordpress 4.9.6
The problem:
I importet a few contacts but I realized that besides using the search ...
- 23
2
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1
answer
28
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advanced search - mailing fields not present
I am having a "moment". On one of my civicrms when I use the advanced search I can search mailings. On one of my other civicrm installations the mailings are not available to be searched - the ...
- 809