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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.

2
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1answer
6 views

Countries of US addresses showing up as Foreign in some names

I have a mailing list of about 1,500 names. I have imported them into CiviCRM using a CSV spreadsheet file. The country field for all these names in my spreadsheet are all labeled United States. A ...
1
vote
1answer
13 views

What is formal title used for?

Just noticed the last import an employee did - confused Job Title with Formal Title - we fixed it - but then the question arose - what is the field Formal Title used for - and I have no clue. Its ...
2
votes
4answers
47 views

Alert Admins when changes are made?

If someone with access to the Civi dashboard makes a change to any contact information, is there a way to send an email alert to the site Administrators? Civi 5.2 WordPress 4.9 ***ADDITIONAL INFO ...
0
votes
0answers
20 views

de-dupe rule would cause an external ID conflict ERROR

I just started getting the "Matching this contact based on the de-dupe rule would cause an external ID conflict" error after updating to 5.7 I'm trying to Update a list which has External_IDs. ...
1
vote
2answers
20 views

How do I restore deleted contacts

I've accidentally deleted a number of contacts. How do I restore them so that they are still members of my organisation?
1
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2answers
23 views

How to create a new contact type other than “Individual”, “Household”, or “Organization”?

Sorry if this is not the best place to ask or if I sound vague, I am very new to CiviCRM and would be grateful for any advice I can get. I am using CiviCRM for a local nonprofit animal shelter. ...
0
votes
1answer
10 views

Error al introducir un contacto

He introducido como segundo nombre el primer apellido de un contacto: Irene Martínez Mas. Cómo puedo corregirlo? La aplicación me dice que no tengo permiso para hacerlo.
3
votes
1answer
38 views

Ran direct SQL update to bulk update contact names, changes not appearing until editing and saving

I'm finishing up a migration to CiviCRM from a homegrown Python application I wrote, and without going into too much detail as to the why, I needed to do a bulk update of all the contact name fields ...
0
votes
1answer
17 views

Does Contact Editor Extension work with Version 5.6.1?

I just upgraded to version 5.6.1 from 5.3.1. I tried using the contact editor extension to change a contact type but when I select "Change Contact Type" it take me to the CiviCRM homepage. I use ...
2
votes
1answer
33 views

Contact Print Summary - can fields be added?

I would like to add Employer and Job Title to the Print Summary. Is this possible? If so, how?
1
vote
1answer
17 views

Multiple custom field sets in one contact tab (not the main one)?

Drupal 7.59, CiviCRM 5.5.1, Shoreditch alpha24. Within a contact you can display a custom field set as an additional tab (or on main tab). On the main tab you can have groups of fields, including ...
1
vote
1answer
27 views

Checking across all email addresses for contact registration

We use Drupal and have a lot of users with more than one email address (but not within the Drupal accounts) - they forget they registered with one email and try to use another to login and failing ...
2
votes
1answer
21 views

Filter Constituents on “Do not trade?”

Before I add a custom field to handle this, I thought I'd make sure I'm not missing something. When I go to Contact Reports -> Constituent Summary, it appears you can include and filter on all the "...
1
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3answers
28 views

Modifying Default Contact Forms (Individual, Household & Organization)

How can I modify the default contact forms and remove the unnecessary fields and add new fields instead.
1
vote
2answers
37 views

How to clean the Contacts and relevant Users

Though I use Captcha and reCaptcha, I have a lot of dummy users and Contacts which I can identify by the fact that their sort_name = display_name = email (or sort_name contains an "@"). How can I ...
2
votes
1answer
14 views

Display Contact Addressee as {prefix} {Initial} {last_name}

Hopefully self explanitory. I want to extract the initial from the first name (if there is one) e.g. Mr John Smith appears as Mr J Smith as default. Would be grateful for any help on this one.
2
votes
2answers
75 views

How to create latitude and longitude automatically for civirm contact

I want to generate latitude and longitude automatically for CiviCRM contact when the address is present. How to achieve this?
3
votes
1answer
30 views

Is there a way to update the contact.addressee field in batches?

I have about 50,000 contacts to update and I have a scheduled update greeting job set up (based on this post Update addressee values for all contacts after modifying Addressee Type Options - thanks ...
2
votes
2answers
25 views

How to use civicrm to achieve campaign requirements

I'm looking at using CiviCRM as part of a solution for a campaign. what we need is a solution that aids volunteers to go into the field, speak to and collect data from voters ( we do not have adequate ...
1
vote
2answers
46 views

My custom fields are not visible on Contact's Activity Log

I try to show (first for the admin user) all changes for a contact. That works on Contact's Activity Log page. I can see the date and time of modifying my custom fields, but the old and the new values ...
1
vote
0answers
26 views

Event registration from contact's “Events” tab “Add New Registration” is broken

UPDATE 28 OCT: I just updated to Civi 5.6 and PHP 7.1 and this is still a problem. Grateful for any other suggestions. I'm having pretty much the same issue as this person did not long ago. I'm ...
1
vote
1answer
28 views

Extracting email address for the who database?

How do you extract email addresses from CiviCRM to go into an excel file? Thanks,
1
vote
2answers
35 views

Address formatting

I'm trying to find a way to change the address format in CiviCRM, to the Australian address format. I've had a good search but can only find this these from 5 years ago. https://civicrm.org/blog/...
1
vote
1answer
39 views

Child groups with all parents disabled shows in group list

I'am currently using Civicrm version 5.3.1 with drupal 7.59. Steps to replicate: Create one group, parent A. Create a one group, child A and assign parent A group created above as parent. Disable ...
0
votes
1answer
23 views

All seems fine but I still get this: You are not currently subscribed to any Groups

Can't get customers to show up on "My contacts Dashboard" URL. Using CIVE CRM 5.x and Drupal 7 I checked all settings, created a group,assigned customers to group, but still not showing up...on the ...
4
votes
2answers
82 views

Bug with Check for Matching Contact(s) button

Following the upgrade to 5.3.0, we are finding that the 'Check for Matching Contacts' button, which is in the edit contact screen, is not working. The screen refreshes and reloads the same contact, ...
0
votes
1answer
28 views

CiviRules Issue with Smart Groups

I am trying to use CiviRules to give a membership to contacts automatically when a contribution is added. I have a Membership smart group to filter members and non-members but getting an error when ...
1
vote
1answer
18 views

Name order on CMS's add user block

How can I change the sequence of first and last name field in the block, witch comes up on Drupal's "Add new user" page's bottom. Now the sequence is first_name then last_name, but I should have ...
0
votes
1answer
10 views

How to share the user profiles with other users?

The requirement is if Contact A's specific field values(custom fields) are matching with Contact B field values then Contact C(Admin) should b able to share Contact A's profile with contact B by ...
2
votes
1answer
50 views

CiviCRM will not recognize valid email address

I am trying to add a new email address for an existing contact. The address is valid. However, the new address will not save and I received this message: Please enter a valid email address The ...
3
votes
2answers
42 views

How can I sync the Drupal User Profile image and the CiviCRM contact image?

I'm trying to find a way to automatically update the CiviCRM contact image when a user updates their Drupal profile image. I'm specifically looking for Drupal8.5/Civi4.7 but I'll take anything that ...
2
votes
2answers
52 views

How to update contact email with JavaScript API?

I'm trying to update a contact and, especially, the email address. As far as I can tell using the API explorer, this is the correct JavaScript code for that: crmApi('Contact', 'create', { ...
1
vote
2answers
39 views

Contact Summary Hook Implementation

I am trying to add contact created date in contact summary. I am sure that https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_summary/ helps the requirement. But I'm not getting how to ...
3
votes
3answers
53 views

Deduping between Individuals and Organisations

An issue that's come up while we've been cleaning up our records for GDPR - we have a significant number of records where organisations have been entered as individuals, and vice versa. This is ...
7
votes
2answers
50 views

Deduping within contact records

I've noticed that some of our contact records have the same email duplicated (e.g. as 'home' and 'work' or 'main' and 'work' emails). I'm not seeing a simple way to find these records so we can clean ...
1
vote
2answers
58 views

Setting up rule to link CiviCRM contact (created when webform is submitted) with Drupal 7 account

I have configured the rules same as in Setting up rule to link CiviCRM contact with Drupal 7 account it creates a drupal user if contact is created or updated in CiviCRM. But it doesn't get fired if ...
1
vote
2answers
31 views

Use case: management of planning / volunteers for a music festival

I'm taking care of the management of volunteers (about 800 people) for a 10-days music festival. I've been using drupal+civicrm for this for about 5 years now. There were some complaints that the way ...
1
vote
2answers
35 views

Cannot filter on contact subtype in Drupal8 views

I don't know the depth of CiviCRM's official commitment to Drupal8 yet, but I've followed the instructions posted here for setting it up. After creating a contact subtype of "Committee" and creating ...
4
votes
2answers
65 views

How to send a confirmation email when adding a contact to group via API?

I'm using the REST API to create contacts and add them to an existing mailing group. I want to add them as pending and trigger the confirmation email but I can't find a way to do it via the API. The ...
0
votes
0answers
19 views

Changing Required Contact Information

The Contact Summary fields are now all required. How do I change the fields to not be required? Many thanks.
3
votes
2answers
45 views

Countries with Multiple World Regions

Is it possible to have a country with more than one world region? I like the functionality of the world region search but I would like for some regions to be smaller (North America vs. South America) ...
1
vote
1answer
28 views

Insert custom date field from Drupal Webform

I'm trying to set up a Drupal Webform that will (among other things), automatically update a custom date field in the connected CiviCRM contact record. The date field in the webform is hidden, and I'm ...
2
votes
1answer
59 views

Email On Hold? options

It looks like there are two options for indicating that an email address in on hold. Is there a way to add another option? If so, how would I go about doing that?
1
vote
1answer
31 views

Global editing of CiviCRM fields

How can I globally edit a particular CiviCRM Contact field? For example, I would like to search for a specific set of contacts, then assign them all a particular Contact Subtype.
1
vote
0answers
20 views

Contact SubTypes and Display Preferences

I'm really trying to utilize the core CiviCRM for my custom purposes by using the tools provided. I need to have a database of dogs with specific custom fields, that are related to an owner (Contact)....
-1
votes
1answer
49 views

Contact field, DB Error: no such field

So I just updated CiviCRM to 5.0 and I keep getting the error DB Error: no such field when I try and view/edit a contact. It doesn't allow me to view any contact but I can search and find my contacts. ...
0
votes
1answer
31 views

Primary Emails not Being seen as primary

I have an a bunch of organizations we imported via csv. The email addresses are checked under the contacts summary as 'primary'. However they are not receiving emails and reminders and in search ...
7
votes
1answer
85 views

Behavior of Tags

In using tags and creating searches based on tags - I have run into some issues. Tag Tree Example Tag Set 1 Parent A Child A1 Child A1a Child A1b ...
3
votes
2answers
32 views

contacts where name = email

I inherited an installation where a predecessor imported an email list of 70K records and populated the Contact Name AND the Email address with the email address. How can I isolate, export, and ...
1
vote
1answer
35 views

New Profile adding custom fields issue

I created a new Contact Type, Parish, based on Organization. No data added yet. I will display this as a field in a Contact Records as a Parishoneer of relationship. I am following a tutorial ...