Questions tagged [advanced-search]

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13 views

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 The fix listed there appears to have been superseded ...
3
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1answer
46 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'...
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0answers
31 views

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 ...
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0answers
21 views

Unable to get correct result for Contacts filtered by Activity Type, Activity Status and Case Type in Advanced Search

I would like to get the list of Contacts who have Completed an Activity of a certain Type in a particular Case Type. When I add these conditions to the advanced search, or to the search builder, the ...
1
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1answer
19 views

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 ...
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1answer
17 views

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 ...
2
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0answers
27 views

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: ...
3
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1answer
24 views

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 ...
2
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1answer
14 views

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 ...
0
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1answer
12 views

'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 ...
5
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1answer
46 views

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
4
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1answer
33 views

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
1
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2answers
51 views

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"...
4
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1answer
36 views

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 ...
1
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1answer
23 views

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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0answers
12 views

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 ...
1
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1answer
30 views

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 ...
2
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2answers
112 views

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 ...
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2answers
50 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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1answer
15 views

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: ...
0
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1answer
25 views

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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0answers
49 views

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 ...
2
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1answer
54 views

“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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1answer
47 views

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 ...
3
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1answer
35 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 ...
2
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2answers
22 views

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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1answer
54 views

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 ...
1
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1answer
72 views

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 ...
3
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1answer
63 views

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 ...
1
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1answer
40 views

How to create a seach 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 ...
2
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0answers
28 views

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 ...
0
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1answer
30 views

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 ...
1
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1answer
22 views

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. ...
1
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2answers
44 views

“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 ...
2
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1answer
85 views

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 ...
2
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1answer
25 views

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 ...