Questions tagged [contact-view]
The contact-view tag has no usage guidance.
39
questions
0
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1
answer
22
views
Creating a contact view that includes custom profile fields
Struggling with this one so hope the wiser heads on here can help.
I've created some custom fields for my volunteers and created a profile so I can view these
So running this "advanced search&...
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1
vote
1
answer
21
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link contacts to external systems
i have data on my contacts spread over different systems, among which civicrm.
i do have keys of the external system in civicrm, e.g. an id 123.
now, this key can be used to browse info on this ...
- 123
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1
answer
30
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Network error trying to access Notes tab but Summary access is fine
I have started having an issue when I view a contact where I can view/edit the SUMMARY tab without an issue, but when I click on the NOTES tab I get:
Network Error Unable to Reach the Server
But there ...
- 521
0
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28
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How can I lock contacts that are currently being edited?
We often have a group of volunteers calling through the same list of people, eg we might have 20 people calling through lapsed members. Using Call Next is working well to make it easy on the ...
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1
answer
19
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Contact Layout Editor side by side columns
When setting up a custom layout for contacts with the Contact Layout Editor extension, is there a way to setup certain fields (within a tab) side by side instead of on top of each other?
So this is ...
- 521
2
votes
1
answer
39
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How to hide individuals from Directory and only show organizations
I can't get the membership directory on my website to show only organization information. It leaves a line for each individual who signs up on behalf of the company (see image.) It doesn't "show&...
- 153
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0
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83
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DB Error: syntax error INSERT IGNORE INTO civicrm_tmp_e_gccache a < problem
I'm using Wordpress 5.8 and civicrm 5.39.0.
I think i found a bug. I get an error when i want to view the smart groups on a contact card. The error is:
INSERT IGNORE INTO ...
1
vote
2
answers
40
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Notes next to contact phone numbers
I work with homeless and their phone numbers change. We need to keep all their numbers but add small notes to them. Like busy signal, no voicemail, Old/Wrong Number... stuff like that. Because we ...
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4
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0
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36
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How Do I Display a Contact's Profile in a Joomla Module Position and also a standard page display?
I am looking to find out how to display a single contact profile with their name, address and other fields in Joomla please. I have Googled, looked at the Civi CRM docs, looked at search criterias, i'...
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1
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1
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70
views
How do I get pictures entered into fields in contact records to be viewable in the contact record?
And not just present as file names, or require that the file be opened to view the picture?
- 11
2
votes
2
answers
112
views
Can I get a list of contacts without created case?
I'm wondering if it's possible to get a list of contacts without a created case (even if the case is closed).
We have a workflow when some beneficiaries "apply" to be "active ...
- 53
3
votes
2
answers
88
views
How can I customize the default gear icon on a custom tab set?
Now that there are icons on all the tab sets (awesome, btw) - I'd like to change the standard gear icon that appears on any custom contact field sets that are set to display as a tab. I didn't see ...
- 2,488
0
votes
1
answer
89
views
Error when end-users access Contact Dashboard
I want users to have access to the Contact Dashboard on our CiviCRM site. But I'm currently getting the following error when trying to access.
The following permissions I have set.
Authenticated ...
- 433
1
vote
1
answer
77
views
How to create a Drupal menu link to a civicrm contact profile
I would like to create a drupal menu link for a logged in user. I have added civicrm/contact/view, which seems to only work when the contact profile was viewed once. Otherwise keep getting message We ...
- 2,938
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75
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How do I restore City, County, State to the Address block in Contact Summary
I'm on Civi 5.20.0 and Drupal 7.67.
I installed and re-installed the Electoral extension, see
https://github.com/josephlacey/com.jlacey.electoral/issues/23
and
https://github.com/josephlacey/com....
- 2,729
2
votes
2
answers
193
views
How can I refresh a custom data tab in the contact summary?
I want to store an email address (or phone or address) in a custom group when they are deleted. So if for contact John Doe the email address [email protected] is deleted, it is stored in the custom ...
- 11.8k
2
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answers
21
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Home Email Quick Edit not working - Version 5.9.0 wordpress 5.0.3
When you search for a contact and you select the contact.
if you select "add or edit email" on the "home email" it grows bigger and then shrinks to a single line which you cannot edit.
If you ...
- 21
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1
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41
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When editing my own profile visible under my contact dashboard, it does not enter CiviCRM "civicrm_post"API hook?
When I try to edit my profile fields from my own contact dashboard as seen in the two images attached and click save, It does not seem to invoke civicrm_post hook in WordPress instance.
add_filter( '...
- 841
1
vote
1
answer
97
views
Contribution Tab not visible after upgrade to 5.2.1
after upgrading CiviCRM 5.2.1 in contacts I contribution tab disappeared.
And "Contribution" is checked in Display preferences.
I discovered that it depends that when I save admin/setting/...
- 131
1
vote
1
answer
197
views
Search view profile to show only the primary phone number
Is there a way to set up a search view profile so that it shows the primary phone number for a contact regardless of what type of phone it is? When setting up this profile, I am required to indicate ...
- 369
2
votes
1
answer
47
views
Display cases in contact summary tab in reverse order (ORDER BY id DESC)
I'm trying to display cases in reverse order in contact summary Cases Tab. I tried using hook called civicrm_searchColumns( $objectName, &$headers, &$values, &$selector )
and changed the ...
- 213
1
vote
1
answer
72
views
Add custom data field column to relationship tab
Is there a way to add additional field(s) in the relationship tab on a contacts record?
as " hook_civicrm_searchColumns is not getting triggered for relationship.
( though this hook is helpful for ...
- 213
1
vote
3
answers
116
views
Editing a label in "new individual" form
I want to edit a field called "source" in the new Individual form. I want to change the name of the field. where can I change it?
1
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0
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29
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Impossible to insert Membership type column in a View for Display Contacts
I will try to be as schematic as possible:
I have a specific group (our Member Organizations);
We have 4 different types of membership (Full, Associate, Specialist, Applicant);
I want to display ...
1
vote
0
answers
115
views
Expanding View Contact Dashboard or Showing Contact Record to Non-Admin User
I was curious to know if anyone had expanded on the Contact Dashboard or found a way to show the contact record to a non-admin user. The Contact Dashboard doesn't give all the details that some people ...
- 293
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votes
1
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27
views
Note Field Appearing and Dissappearing
When entering a new contact, I have an option to enter a Note in the editing mode. However, if I don't use that field when I enter the contact for the first time, the next time I open that contact in ...
- 15
6
votes
1
answer
97
views
How to go about making a Core Tab on the Contact Summary screen view Inline instead?
Specifically -> I'd like to see what's in the Membership Tab -> Inline instead. I'd like that table with Active Memberships printed right at the top underneath the Display Name on civicrm/contact/view?...
- 15.1k
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1
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41
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How To View Documents Uploaded Through Custom Profile
I created a custom profile field which has an upload field to allow users uploaded scanned documents as part of their contact records so that when viewing the user's Civicrm Contact record i can view ...
- 341
2
votes
3
answers
54
views
Different forms depending on user roles
I want to customize the "Edit Contact" form depending on roles.
What's the best way to do it?
create different templates. It's possible to distinguish inside a .tpl the user role?
create a Drupal ...
- 387
1
vote
0
answers
34
views
Problem with CIVICRM Notes (CSS?)
I have a (new) installation with civiCRM 4.7.2 (Joomla 3.4.8) regarding the display size of the "Notes". For my template I know where to find the style information, however I have difficulties to ...
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4
votes
3
answers
442
views
Accessing CiviCRM contact data from external page
I have a civi instance installed on WP and would like to access and display a contact's data on a different (non WP) site.
Tried to embed the whole civi page and pass the contact ID using this url ...
- 53
2
votes
2
answers
30
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User Contact View at log-in
I would like users to see their own CiviCRM Contact View straight away at log-in. I could create a Drupal module to do this, but what if I want the solution to be CRM independent. Can it be done in ...
- 1,208
4
votes
2
answers
131
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Why do deleted contacts cause errors?
I deleted a bunch of contacts because I imported the wrong data pertaining to them. I then imported it again, with the right data and it wouldn't let me because of "duplicate" contacts. However I ...
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3
votes
1
answer
169
views
Content for Custom Tab
I'm working on a hook to display a users PCPs on a custom contact tab. We use PCPs extensively and it would be great to see any pages the contact owns inside their contact card. (Rather than having to ...
- 2,488
2
votes
1
answer
617
views
What does the CiviCRM Contact Reference Field Drupal module do?
What does the CiviCRM Contact Reference Field Drupal module do? And, if I select On to enable it, the selector changes to orange, rather than green, which I assume means 'proceed with caution if ...
- 2,729
2
votes
2
answers
175
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How can I hide contact tabs depending on user role?
I want to give all Drupal Users with a specific role access to basic contact information from our database, but I don't want them to see things like the list of activities, groups joined, notes, cases,...
- 259
2
votes
1
answer
238
views
WordPress / CiviCRM permission?
The is a screen for an individual contact to update their own information. We use Profiles and just added it to the WordPress page via shortcut.
As you can see in attached screenshot, some pieces of ...
1
vote
1
answer
65
views
Civicrm views bulk operations contact delete operation not working
I added the Civicrm tables to the settings.php according to the database integration guidlines at civicrm/admin/setting/uf?reset=1
I enabled watchdog logging for civicrm
I installed civicrm entity.
I ...
- 259
6
votes
7
answers
1k
views
How can I add/rearrange custom fields in the default contact view template?
We would like to rearrange the output of custom fields on the basic contact view page (in Drupal, /civicrm/contact/view?cid=NNNN&reset=1) in CiviCRM 4.5 on Drupal 7. Specifically, since this is a ...
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