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.

Filter by
Sorted by
Tagged with
0
votes
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
votes
1answer
19 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. ...
1
vote
1answer
23 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
votes
1answer
45 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'...
0
votes
0answers
16 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 ...
1
vote
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. ...
1
vote
1answer
17 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-...
1
vote
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 ...
0
votes
1answer
13 views

Rest API contribution get doesn't return display_name

in my Civicrm 5.31 on Wordpress 5.5 I'm trying to retrieve contribution data via Rest API, using the apiExplorer I get the code: wp-content/plugins/civicrm/civicrm/extern/rest.php?entity=Contribution&...
0
votes
0answers
19 views

Word upload function in print/merge

CiviCRM 5.27.5, Drupal 7.72 I've been attempting to use the print/merge function with no success. I've tried both .docx and .odt, which the help text says are valid file formats. However, when I ...
2
votes
1answer
28 views

Associate a tag with a contact where drupal tables have a prefix using civicrm 5.32.2 - drupal table prefix missing

CiviCRM 5.32.2 is missing the drupal 7.77 prefix when trying to access drupal tables that should have the drupal table prefix applied. How can I fix this? I am using Shoreditch theme, running with ...
2
votes
1answer
17 views

Word Replacement won't replace deceased on contact profile

We are using the deceased function for both contacts that are deceased or no longer employed. In word replacements we changed "Deceased" to "Terminated or Deceased" - however, on ...
0
votes
1answer
20 views

How to automatically create relationship between Drupal role user and a group of civi contacts?

I have webform where volunteers signup for newsletter. They land on group called "Volunteer". Our volunteer co-ordinator users are in a drupal role called "Coordinator" What I want ...
4
votes
2answers
39 views

How to exclude contacts from a mailing who share an email with a group of contacts?

If I'm sending out emails asking for donation, I exclude all the contacts who have donated recently with a smart group. Unfortunately, because we have many contacts who share an email (generally ...
0
votes
0answers
6 views

DataTables warning: table id=dupePairs - Ajax error

Getting this error when running any merge rule in Civi 5.10.4. I tracked it down to a 502 ajax request failure triggered by this post: admin.php?page=CiviCRM&q=civicrm%2Fajax%2Fdedupefind&...
1
vote
1answer
29 views

Unable to Create New Contact Field

I'm currently setting up the CIVICRM platform, now at the stage of importing data I am unable to create new contact fields, I followed the instructions available to create custom fields however none ...
0
votes
1answer
39 views

DB: No such field! Error message

We're just a very small charity trying to put this together with limited experience. I had set up some custom fields for the database but some changes to those fields was requested which I made and ...
1
vote
2answers
33 views

contact import process

I am importing 955 contacts and assigning them a tag or a group (or both). Time estimate showing is 20 minutes. During the import the connection times out. After waiting a long while, I go back to ...
1
vote
1answer
19 views

How to identify if a contact id is associated with an administrator role?

I need to write a code to identify if a contact id is associated with an administrator role in my civiCRM extension and it needs to be platform independent. How can I achieve it ?
2
votes
2answers
67 views

Contribution Amount not displaying on Contact

I am on civi v5.25 with Wordpress v5.5.3. After adding manual off-line contributions (no credit card) each with a different financial type to a contact, none of the amounts display on the contact's ...
1
vote
1answer
12 views

How to search the change log?

The docs on synchronizing users to contacts say: You can then search your contact records to view or edit the new contact records. Go to Advanced Search , >>Change Log section and enter dates ...
1
vote
1answer
19 views

uploading new contacts with relationships

We are using civi to help us fundraise for our school. Each year we upload the new parents to the database from a csv from schoolbase. We need to add a relationship for each parent to their child(ren)....
1
vote
1answer
32 views

How to chain api calls i.e. GETFIELD contact for fieldID after doing GET profile on profileID?

I want to join the below api calls- API 1 http://ec2-3-6-40-236.ap-south-1.compute.amazonaws.com/civicrm/sites/all/modules/civicrm/extern/rest.php?entity=Profile&action=get&api_key=userkey&...
1
vote
1answer
15 views

Field 'Type' in Contacts -> GetFields API

What does the 'type' refer to in the results of 'getfields' action of the Contact Entity. It has a numeric value (1,2, 16 etc). Below are a few sample results. "id": { "...
2
votes
2answers
56 views

“QuickForm Error: nonexistent html element” on New Contacts (all types) - Joomla 3.9.22, CiviCRM 5.30.1

When trying to create a New Contact of any type: Organization, Household, or Individual, the system reports "Sorry, due to an error, we are unable to fulfill your request at the moment. You may ...
0
votes
2answers
36 views

Enter Phone Number, Show Contact Details with API?

There is a system where we answer calls from our members. We save all of these calls by creating contact information on CiviCRM and create the conversation in an activity. People answering the calls ...
2
votes
1answer
51 views

DB error for sort_name when adding contacts with long names in 2 bytes UTF8 characters

The problem occurs when I try to add a contact (in the example it's an organization) with long name in Cyrillic (multiple words in it's name). I get the nativecode=1406 ** Data too long for column '...
1
vote
0answers
16 views

Rest API for Reserve and Interview Respondents

Is there a way to Reserve and Interview Respondents using the Rest API? Couldn't find a way to do it using the 'Survey' Entity.
1
vote
1answer
41 views

Mailing to contacts in a group - deleted contacts were included to the list of recipients

We discovered a bug on this weekend with our last newsletter. We use CiviMail to send our newsletter to all contacts within our "Newsletter" group. As usual we collected the group as the ...
1
vote
1answer
25 views

(Solved) When adding a new contact, redirected to Civicrm home page

This started after upgrading Civicrm. When I click on any Civicrm menu item, I get redirected to the Civicrm home page. Please advice. This is the url shown in the browser: /civicrm/contact/...
1
vote
2answers
17 views

How to save a search criteria?

is there a way to save the search criteria from a 'search builder' or 'advanced search' for future use without making it a smart group? TIA
0
votes
0answers
7 views

Profile | more | Use - Listing - Mode not working

I have a profile that used to work to allow members to search our contact list. Now when we use it even from the CiviCRM profile list it brings up a wordpress page .../civicrm/?q=civicrm%2Fprofile&...
0
votes
1answer
34 views

PHP Fatal error: Uncaught CRM_Core_Exception: [0: Transaction integrity error: Expected to find active frame

We recently moved our database to a new server, but when adding a new contact we now get this error: This is what our server admin found: [20-Sep-2020 21:53:47 Europe/Amsterdam] PHP Fatal error: ...
1
vote
1answer
21 views

How to change or overwrite block reportlets created by ExtendedReports (reportlets)

I can't work out how to change the block/extended report once created, that I then use in the Contact Layout Editor, as overwriting it with the same name just made another block appear with the same ...
3
votes
1answer
24 views

How to add extended reports blocks to Contact Layout Editor

I asked a question about the Contact Layout Editor and how to add blocks such as memberships and contributions and have the answer so am posting here. I struggled to find out how to create a block for ...
1
vote
1answer
20 views

How do I reclassify a contact to be a household when it has been created as an organisation?

Some of our household contacts have been wrongly inputted as organisations and I would like to alter the classification of the contact to make it a household rather than an organisation and vice versa....
0
votes
2answers
21 views

Invalid currency “Arr” when modifying member profile

Why do I get this error message when simply modifying a contact? Obviously there is no "Arr" currency in Civicrm. This is a new message. Any thoughts ?
1
vote
1answer
17 views

Is there a way to create specific permissions for a tab of information?

Is there a way to add more permissions to custom tabs that we add to Civi? I would like certain tabs of information in a contact record viewable/editable to some users but not to other users. Thanks....
0
votes
0answers
16 views

Unable to edit custom fields for contacts in wordpress

I have had a custom application written to search and display using the API, but since this has happened, I have been unable to edit custom fields in the contacts. I have checked that I can edit the ...
1
vote
1answer
13 views

Modify unsupervised dedupe rule to ignore whitespace?

I have noticed in many occasions, duplicate contact is created just because there’s an extra space in names or a missing one. Just wondering is it possible to setup the unsupervised dedupe rule in a ...
2
votes
0answers
24 views

Different Schema / Database in Multisite

We're planning to use CiviCRM for a large number of voters (~10M voters). This questions is related to the one here. We were wondering if it's possible to split these 10M voters into different schemas....
3
votes
0answers
27 views

Using CiviCRM + S3 for ~10M contacts

We're planning to use CiviCRM for a large number of voters (~10M voters). Most of these voters will never be contacted and so we don't need all of them in CiviCRM. We'd like to store these contacts in ...
0
votes
1answer
37 views

How to change Greetings in CiviCRM?

This was already a topic and I was able to fix it using Smarty and the help of the community but Smarty doesn't work with Mosaico and Greetings are showing pretty poorly in CiviCRM (dear e.g cher ...
1
vote
1answer
30 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?
3
votes
1answer
23 views

How do I permanently disable the “Similar Contacts Found” pop up?

Whatever name I enter into the first name field I get a pop up of dozens of "similar contacts found" that takes up half the screen, so I have to hit x to close it so I can continue entering ...
0
votes
1answer
21 views

How can I link E-Mail greetings/Postal greetings to “formal” or “informal” communication style?

is there a way to link a defined E-Mail greeting or Postal greeting if the communication style "formal" or "informal" is selected? I thought it could work with CiviRules but we don'...
0
votes
0answers
18 views

How to set a bool (yes/no) value in a CiviCRM contact using Caldera forms?

We have calera forms where people may submit their interests on particular offerings of our organisation. We would like for each form to set a "yes/no" bool value in the contact's dataset. ...
2
votes
1answer
37 views

Member as chapter and company

So I know that the Organization contact type is sort of used for two purposes. One it can be a chapter of the primary org that the CiviCRM is setup for and it can also be used for a company that a ...
0
votes
1answer
44 views

Regenerating UF Match

I started with a fresh install of Drupal 8 and did a migration of about 5K users. I am trying to force a recreation of the UF Matches. I cannot find a way to get CiviCRM to do this so I wrote the ...
0
votes
1answer
22 views

Adding contacts to group after receiving mail from them

Say, for example that I want to divide my contacts into two groups, an active group (contacts from whom I've received a mail in last few months) and an inactive group (countacts from whom I haven't ...

1
2 3 4 5
13