Questions tagged [contacts]

The central entity of the CiviCRM universe. Every other entity is connected in some way to a contact. Can be subdivided in individuals, organizations and households. New contact types can be configured.

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16 views

Importing Individual Contacts related/linked to Organizations causes Organizations to convert to Individuals

When importing a list of Individuals through the Contact Importer, I linked them to the Organization they are related to using "Knows" and the Contact ID for the organization, but after the ...
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2answers
28 views

Is there a way to modify/customize the fields shown in the Group Contacts Window?

Is there a way to modify/customize the fields shown in the Group Contacts Window? When we're looking at the Contacts in a Group, under >Contacts >Manage Groups, is there a way to modify this ...
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1answer
17 views

Can I generate a quarterly report of Donors without the dollar amounts?

We have a group called "Donors". I want to obtain the number of new Donors each quarter, but do not wants the amount they are contributing as I can gain that from other reports. If possible ...
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20 views

Importing only postal codes for large number of contacts

I'm trying to update a large list of zip codes. Using the built-in updater, I have to break the files up repeatedly and it times out often. I'm trying to learn to import from the command line, but ...
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16 views

Contact Print Summary - how can I customize?

is it possible to customize the Contact Print Summary? I would like to select the fields to be printed and manage the print templates by inserting for example the organization logo and the footer. ...
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24 views

How to Change CiviCRM Contact Mismatched with WordPress User

I have a CiviCRM contact associated with the wrong Wordpress User. I see the link on the contact record but when I got into Edit for that contact the \UserId is not there to edit the link I am a full ...
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1answer
30 views

Is there a way to add relationships in a custom profile?

I am creating profiles so that people in the organisation can input contacts easily. I can create a form that has all the individuals information that I need (name etc.) but I am struggling to work ...
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18 views

Random Overwriting of Contacts key data creating duplicate records

Experiencing several instances of contacts names and email addresses being overwritten thus creating apparent duplication of their record. The system is taking contact records whose First Name is the ...
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11 views

Relationship tags not updating for import contacts drop down list

I have recently changed some of the relationship tags. These new tags come up when I am inputting or updating an individual contact. However, when I do a group upload and go to select the new ...
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1answer
27 views

Creating a relationship when filling in a Profile (Revisited)

I am reposting this ticket from 5 years ago because I really need to be able to do the same thing using CiviCRM 5.39 and Wordpress 5.8. Does anyone know if this is possible now, perhaps using an ...
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1answer
24 views

Allow Contacts (Individuals) to register themselves and login with a password, on a Wordpress Website

I am looking for a way to let visitors of a Wordpress website register themselves with an e-mail address and a password, which should create a new contact (individual) in the CiviCRM back-end, so that ...
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1answer
91 views

Set Do Not Trade as default for New Contacts?

Is it possible to set Do Not Trade as the default for new contacts? Our organization requires consent to trade, and some of the new contacts, entered by volunteers, did not specify Do Not Trade & ...
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35 views

Email signup reporting?

Is there a way to generate a monthly report on new email signups? We just want to track new users that sign up via our website platform. Thanks in advance!
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1answer
12 views

See the modifications in Change logs on the source contact

Title says all, in any contact summary I can see what has been done to the target contact (the one I'm looking at) by who has done it (AKA Changed by). What if I want to see what the source of the ...
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15 views

Search doesn't work with words containing symbol apostrophe

When I search contacts using "advanced search" function and I try to search some word containg apostrophe, I've not results also if the searched word exists. For example: I've contact custom ...
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22 views

Contacts Sections Disappear

I have a strange issue after upgrading to CiviCRM 5.39.0 in our production environment. We did not have this problem in development. There are two manifestations of what looks like some kind of ...
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1answer
17 views

How do I disable or deactivate a contact or an expired member? The only options I can find are to delete the contact, not disable or deactivate

How do I disable or deactivate a contact or an expired member? The only options I could find are to delete a contact or expired member.
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37 views

How can I import contact records where I only have an email address?

I'm trying to import about 500 contacts from a CSV. About 20% of them only have an email address, some have email and either a first or last name, most have all three. The default import method is ...
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36 views

Custom field alignment

I've created some custom field sets for my contacts which work as expected but when viewing the contact record the display for radio buttons and checkboxes is slightly out in that the box is in some ...
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1answer
30 views

upper case in name with accents

{capture assign=last_name}{contact.last_name}{/capture}{$last_name|upper} I'm trying to render my contact name in uppercases with Smarty and include letters with accents. At the bottom of this page ...
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22 views

How do I control the automatic "email changed" notice?

I have been doing cleanup in our CiviCRM, like merging duplicates and fixing errors. I changed an email address for one contact that I (incorrectly) thought was wrong, but I immediately heard from the ...
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21 views

Synchronising CiviCRM contacts with CARDDAV possible?

We have three databases with contact information I would like to sync as much as possible. Central database is CiviCRM. For daily mailing activity we use CARDDAV (CardBook extension for Thunderbird, ...
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30 views

Update existing individual contact by using reference contact (search bar external sheet)

I'm using caldera forms and civicrm and I want to update contact informations by external forms. The idea is to use contact reference to identify existing contact rather than adding it (first name, ...
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1answer
26 views

CiviCRM and SharePoint

We run both CiviCRM and SharePoint. I've looked at the CiviCRM SharePoint extension, but: It didn't work - it gave errors. We are looking at exposing CiviCRM contacts in SharePoint - we don't need ...
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1answer
21 views

How to change what fields show as columns in the Search display screen

How can I change the fields in the list of all contacts to custom ones, and delete unnecessary ones?
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13 views

Attachments missing from an applicant profile while I attached these documents to their profile while filling a form

When I filled a web form for an applicant, I attached some documents files too that can be viewed in an activity but when I opened the applicant contact profile their attachments are missing not ...
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3answers
53 views

How to bulk modify email addresses as a result of re-brand?

I've got about 80 records in my database for contacts who all work for an important organisation that we liaise with. They've just changed their email domain, but all of the front part of their email ...
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9 views

County field not shown in Caldera Forms (Address processor)

I'm using Caldera Forms integration and it works great. But I'm stuck now trying to map a field to contacts "county" field. I tried with address processor but I only see city, state, and ...
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1answer
13 views

Secondary recipient email body is blank when sent using "Find Contribution"

Reproduction steps: Click on **Find Contribution -> enter a contact name -> click search **. Select 1 contact (contribution) from the list -> select "Email send now to 50 or less" ...
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18 views

CMS username on CiviCRM contact summary page

Any extension or module available to show the username of the contact on CiviCRM contact summary page or report
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2answers
77 views

Contact Form 7 CiviCRM integration not connecting to remote CiviCRM website

I'm trying to connect my a form to a remote CiviCRM website. To do that I'm following this tutorial using FormProcessor Contact Form 7 and Contact Form 7 CiviCRM integration https://docs.civicrm.org/...
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2answers
30 views

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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45 views

Reason column missing from contact import error list

After importing a CSV file of contacts, the rows with errors can be downloaded and fixed. Today I noticed that the "Reason" column is missing from this error list. For example the ...
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2answers
102 views

Where is the link between a CiviCRM contact and Wordpress user stored in the database?

I am migrating my CiviCRM database to a new server with a fresh install of Wordpress and CiviCRM. I would like to know where in the database the link between CiviCRM contacts and Wordpress Users are, ...
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1answer
26 views

Permanently Deleted Contact Records Keep Reappearing

We are using CiviCRM with wordpress and we're trying to do a data cleanse to remove any out of date and spam contacts. None of the records we're trying to delete have financial data attached. We ...
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2answers
28 views

How to export contact list that includes total contributions to date?

I can only either export my contacts, or contributions. Is there a way to export an amalgamated list of contacts including all contributions made by each contact, either that year/per year/within date ...
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2answers
45 views

Resend email to non-openers

We would like to be able to resend a mailing (or send an edited version of the original mailing) to recipients who did not open the original mailing. While there are workarounds — such as creating a ...
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1answer
25 views

I have a list of contacts exported in an Excel. Now I want to adding the same activity to all of them

I've exported a list of approx 200 contacts from Civic, including contactname. I'd like to add in one go the same acticity (i.e. delivery of a brochure) to all of them, avoiding to add that activity ...
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1answer
26 views

Export CSV of an smart group's contacts via REST API?

How can I make a REST API call to Civi that creates a CSV file with all the Contacts details (name, email, telephone...) from an specified Smart Group? Thanks.
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2answers
22 views

Relabel external ID

is there a way to relabel external id? I want to use it but set it for our client in a way they are used to. I've tried Word Replacement but it seemed ineffective. Any ideas?
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9 views

Issue with contact import Street Address -- drops address if over 25 chars in length

I am working on a test system as we work through the process to import data from BasicFunder into CiviCRM. I've hit a strange issue with import of Contact address data. A number of imported records ...
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2answers
25 views

How to add an activity for the contacts generated via a report?

I have a list of contacts from a contribution report, and I would like to add an activity based on the latest result from the report. My first thought was to have a "action link" to update ...
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0answers
8 views

Trying to embed Address profile for Contacts to update

I created a profile that contains the logged in user's address only. It is a simple form of only their address, nothing more. I would like them to be able to update it on their own. Unfortunately ...
2
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1answer
20 views

Two civicrm contacts have become "mixed" somehow

I have a very odd situation. I am user 1 in drupal and contact 25,000 in my civicrm. My contact record has a little /1 which links to my drupal record. My name is correct. I am currently logged in. ...
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1answer
27 views

Delete Change Log for 1 contact

We are trying to delete the change log for 1 user. We want to complete remove their address and information on our system. There a way to delete the change log for 1 contact in CiviCRM?
3
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1answer
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'...
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25 views

Contact Layout Editor- Create New Block not working

I've just installed Contact layout Editor and can't get the Add Block option to work I'd assumed this would allow me to create a custom block with fields from different sets- but I'm clicking on the ...
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0answers
32 views

Does Civi rename picture files?

I have a situation where authorized users can upload a scan of their passports. While this doesn't happen often, there are times where various users will upload "Passport.jpg" as necessary. ...
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1answer
24 views

Delete multiple contacts from a list input

Civi is a great platform and I started to use with the first action to organize some old contacts. I could import them fine and I see them in the system. The problem is that we are doing some cross-...
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1answer
13 views

How to save email adresses having weird, rare format?

One of our contacts has a weird, rare email format: name-@web.de I did not know, that having a - in front of @ is even possible. It is the correct adress and the adress reaches its owner. Regardless ...

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