Questions tagged [advanced-search]

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3
votes
1answer
42 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 ...
3
votes
1answer
23 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 ...
3
votes
1answer
29 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
votes
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 ...
2
votes
1answer
43 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 ...
2
votes
1answer
70 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
votes
1answer
46 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
votes
2answers
21 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 ...
2
votes
0answers
26 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 ...
1
vote
1answer
12 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 ...
1
vote
2answers
45 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
1
vote
2answers
43 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 ...
1
vote
1answer
48 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
vote
1answer
28 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 ...
1
vote
1answer
27 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 ...
1
vote
1answer
46 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 ...
1
vote
1answer
19 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
vote
2answers
62 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 ...
0
votes
1answer
13 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
votes
1answer
21 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 ...
0
votes
1answer
27 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 ...
0
votes
0answers
10 views

Is there a way to export a search/export GDPR Comms preferences?

I have a list of about 1000 contacts all of which were put through our GDPR compliance process in May 2018. We can export those actively opted out of email, Bulk Email etc - via the search function, ...
0
votes
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 ...
0
votes
0answers
42 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 ...