Questions tagged [contact-view]

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2
votes
2answers
116 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 john.doe@example.org is deleted, it is stored in the custom ...
2
votes
0answers
16 views

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 ...
0
votes
1answer
27 views

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( '...
1
vote
1answer
77 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/...
1
vote
1answer
102 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 ...
2
votes
1answer
35 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 ...
1
vote
1answer
41 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 ...
1
vote
3answers
70 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
vote
0answers
22 views

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
0answers
80 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 ...
0
votes
1answer
20 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 ...
6
votes
1answer
80 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?...
0
votes
1answer
33 views

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 ...
2
votes
3answers
47 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 ...
1
vote
0answers
29 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 ...
4
votes
3answers
254 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 ...
2
votes
2answers
28 views

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 ...
4
votes
2answers
104 views

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 ...
3
votes
1answer
141 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
votes
1answer
437 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
votes
2answers
120 views

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,...
2
votes
1answer
215 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
1answer
52 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 ...
6
votes
7answers
888 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 ...