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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Import Contact ID as the External ID

I need to make the contact ID to match the external ID in order to match the import file for activities. Is there a way to do this upon the import of contact files? I already deleted the contact ...
Mary's user avatar
  • 145
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1 answer
22 views

Best practices for idle contacts

What is the best practice for contacts that are considered idle? We have a number of contacts who gave once 10+ years ago but never since. We'd like to clean things up so that we don't waste ...
ldgpangeo's user avatar
1 vote
1 answer
36 views

Finding source of contacts

In our CiviCRM installation contacts are either created by staff or they are created by a couple of different webforms. The webforms automatically include a Contact Source, and the staff are supposed ...
zip's user avatar
  • 163
3 votes
1 answer
71 views

Ownership of a VIP contact

I would like to know the best way in CiviCRM to assign ownership of VIP contact records to specific staff members. When a contact is flagged as part of our VIP group, how can we designate an owner for ...
Mike Wilson's user avatar
1 vote
1 answer
24 views

Merge Contacts throw an error: DB Error: no such table

Enabling the debug mode, I got more details: Error Field Error Value Type DB_Error Code -18 Message DB Error: no such table Mode 16 UserInfo UPDATE civicrm_afform_submission SET contact_id = ...
marcelo2605's user avatar
1 vote
1 answer
24 views

Preventing some users from viewing/editing a specific sub-contact type?

I am using CiviCRM v5.66 on WordPress v6.4.2, and using using the WordPress Access Control. I have created a new Individual sub-type contact called MySubType. I have created a new WordPress role ...
jsherk's user avatar
  • 541
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1 answer
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How can I see a contact's date of birth?

How can I see a contact's date of birth? I know it's entered because it's a mandatory field in the event sign-up form, but when I view the contact, I just see very limited data. How do I see ALL the ...
Torben Gundtofte-Bruun's user avatar
0 votes
2 answers
24 views

Merge fails with DB Constraint violation

When merging 2 contacts this error appears however when the contact is checked the merge has succeeded: $Fatal Error Details = array:3 [ "message" => "DB Error: constraint ...
Paul Butler's user avatar
2 votes
1 answer
83 views

relationships no longer working as expected - data corruption?

Yesterday I asked a question that I thought expressed the problem I was having, but this morning as I tried to implement a fix, I realized that this CiviCRM site has a more serious problem. There is a ...
kapn's user avatar
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1 answer
31 views

Using the View button on Notes tab returns blank form

I am using CiviCRM 5.68 on WordPress 6.4.2 On Civi contact profiles, when we navigate to the "Notes" tab and click the "View" button, we see a blank form to fill out, not the data ...
fdarn's user avatar
  • 107
0 votes
1 answer
20 views

Create links between contacts that create corresponding relationships in the background

We work with three contact categories that always belong together in some way (people who form groups and are interested in a house). I have used the Employe field for the connection between the ...
Gregor's user avatar
  • 45
0 votes
1 answer
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Adding fields to Contacts Pop Up

I have tried searching for this but not sure what it's called? Is it possible to alter the fields that display in the pop-up you get if you hover over a contact? We want to add some of the custom ...
John Knight's user avatar
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1 answer
56 views

Import Contacts Issue After Joomla 4.4.0 Upgrade - Stuck at 'Running Queue

I am using CiviCRM 5.64.2. A few days ago, I upgraded Joomla from version 4.3.0 to 4.4.0. Normally, I used to import a list of user data that I receive daily with a CSV file separated by semicolons ...
Fatih ATEŞ's user avatar
1 vote
1 answer
52 views

Get Phone or Email with API4 not possible?

I played around with the ApiExplorer for API4 While the doc says default select would be * it doesn't return all contact details. So I added the SELECT for phone_primary and email_primary and joined ...
Gesko's user avatar
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1 vote
0 answers
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Civicrm Error Message

I am facing the following error when click to view a contact. Could someone please assist me? Here is more details of the error: Oct 17 16:04:46 [debug] $backTrace = #0 /var/www/html/wp-content/...
Cas's user avatar
  • 73
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How can I manage multiple memberships for an individual with multiple addresses for each membership?

I'm using civi memberships to, among other things, manage a subscription service. Two problems we're having: We have five subscription types, one of which is an annual subscription. These are all set ...
Icarchris's user avatar
1 vote
1 answer
56 views

How to Search for Contacts stored in a Contact Reference Custom Field

Got a Civi newbie question. I'm looking to use a Contact Reference custom field as a foreign key in a many-to-one entity relationship, but I don't see how to build the search query properly in ...
Justin657's user avatar
  • 185
1 vote
1 answer
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Adding New Contact with Employer

When adding a new individual with a current employer we are getting the following error: Error thrown Call to undefined method CRM_Contact_BAO_Relationship::legacyCreateMultiple() The individual ...
KilakwaBT's user avatar
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0 answers
44 views

Getting a TypeError: CRM_Import_Parser::getFieldMetadata() when importing contacts

We tried to update contacts with a csv file on CiviCRM 5.61.2, Drupal 10.0.9 and PHP 8.1.11. We get the following error: TypeError: CRM_Import_Parser::getFieldMetadata(): Return value must be of type ...
Matthieu Rickly's user avatar
2 votes
2 answers
29 views

Export contacts with last donation date/amount (if there is a donation)

I need to export a list of our contacts which is easy enough. However, I cannot figure out how to include in that export if they are a donor - and ideally the date/amount of their last donation. When ...
user2984710's user avatar
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1 answer
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Is it possible to bulk delete Contact Notes?

I have around 500 Contact records with notes I would like to delete. Is it possible to do this in bulk?
Victoria H's user avatar
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0 answers
27 views

Extra E-mail address consistently set as Invalid

After a contact is created from a Webform (latest version on D7) used for membership with Stripe, two E-mail addresses are created: one, set as Main Address which corresponds to the setting of the ...
Guillaume Sorel's user avatar
2 votes
1 answer
46 views

Why am I getting "Mismatched contact type." when I try to import any contacts?

Wordpress 6.1.1, Civi 5.59.4 I have been getting the error "Mismatched contact type." which is possibly linked to this: https://lab.civicrm.org/dev/core/-/issues/3927 but that appears ...
themak's user avatar
  • 3,458
0 votes
1 answer
19 views

Error saving CiviCrm profile card in Drupal's user area

everybody. I have an error every time that an existent user saves the contact profile data in drupal, associated to civicrm fields. The Drupal's user data are updated correctly. The error is a bad one ...
Alessandro Bronzo's user avatar
0 votes
0 answers
24 views

api pull custom field value based on id not label

Using API 4 (php), how do I retreive a custom field value for a specific contact, using the custom field id instead of the custom field name. This works (for contact with id=1234), but requires the ...
jsherk's user avatar
  • 541
1 vote
1 answer
40 views

Allow anonymous users (not logged in) to edit their fields?

The question is simple: I have created a profile, but I would like to share a URL to the anonymous user so they can fill out the profile WITHOUT LOGGING IN and these responses will go to their contact....
Suri Gang's Hallen's user avatar
1 vote
1 answer
57 views

Publish FormBuilder to Edit Contact

In my WordPress installation I am working with a form to edit a profile because we need contacts to be able to fill in information from their own custom fields. I have also enabled the two boxes for &...
Suri Gang's Hallen's user avatar
0 votes
1 answer
17 views

Know the change made in the Change History

I can see the history of the people who have modified the contact and when they did it, but... How do I know what this change is? For an administrator it is important to know what modifications were ...
Suri Gang's Hallen's user avatar
0 votes
1 answer
23 views

How to import contact via CSV and trigger CiviRule for Trigger "Address is added"

I set up a CiviRule that when an Address is added for a Contact some relationships are created depending on the zip code for that Contact. Now I create some Contacts via an import of a CSV file. I ...
mplh's user avatar
  • 101
2 votes
1 answer
112 views

FormBuilder form is not visible on public page

I am building a form with the help of the FormBuilder extension in CiviCRM. Currently I am using Version 5.57.0 in Wordpress 6.1.1 and I need to embed the form in a public page and I am adding the ...
Suri Gang's Hallen's user avatar
1 vote
1 answer
29 views

What CiviCRM permissions do I need to grant in order to allow "create user record" for a CiviCRM contact

What CiviCRM permissions do I need to grant in order to allow "create user record" for a CiviCRM contact? I want to allow for a user with a certain role ("Organizer") to create a ...
mplh's user avatar
  • 101
0 votes
1 answer
13 views

How to change the Wordpress role assigned through "Create User Record" function

When using the "Create User Record" function on a CiviCRM Contact record, a wordpress (or other CMS) user is created. How can the default wordpress/CMS role of that user be modified in ...
mplh's user avatar
  • 101
1 vote
0 answers
32 views

Updated to Version 5.57.0 from 5.56.1. Profile contact form now returns a "There has been a critical error on this website."

Updated to Version 5.57.0 from 5.56.1. Profile contact form now returns a "There has been a critical error on this website" page even though the new contact is captured. wp-core ###. ...
wilesmcd's user avatar
2 votes
1 answer
120 views

Civicrm 5.57.0 Error on Contact Notes View

Civicrm 5.57.0 on Wordpress 6.1.1 Within a single contact you can leave notes. since the last update, if you want to view the notes, this error appears in the log file and nothing come up. When I ...
Bernd's user avatar
  • 41
2 votes
2 answers
46 views

How to manage a Mentoring-System with CiviCRM

I would like to organize a mentoring-platform where mentees/mentors can register via a website. Mentees can get assigned to mentors in geographical proximity by an organizer of that region. Mentors ...
mplh's user avatar
  • 101
1 vote
1 answer
24 views

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 ...
Kiara Grouwstra's user avatar
1 vote
1 answer
43 views

Import data, given Contact ID

I have a CSV with various fields, including Internal ID and Phone. I want to match Internal ID to Contact ID, and add Phone to the set of phone numbers for each contact. I use a simple field mapping ...
Ken Williams's user avatar
0 votes
1 answer
17 views

Trying To Get A Full Contact Report

There’s been a lot of turnover at my job, which means there are tons of duplicate entries in our civi records. I’m trying to do a reconciliation to remove the duplicates by downloading all the ...
M011y's user avatar
  • 1
1 vote
2 answers
33 views

Add Bulk Notes to Contacts

I have about 200 contacts that I need to add a bulk note to. I can add bulk activities using CiviRules, but I can't find a way to add a bulk note. Does anyone have any ideas or know of an extension ...
ben_fairless's user avatar
2 votes
2 answers
42 views

Attaching private documents to contact

Is it possible to create a custom File field for contacts, but somehow limit the view to only certain types of users? Use case would be attaching an employment contract containing private information ...
jsherk's user avatar
  • 541
1 vote
0 answers
24 views

Missing column in contact import screen

I cannot figure this out. The column for mapping a contact import is just missing. I have disabled all the themes, switching to the basic WP theme, and the backend theme. I have disabled all the ...
BubbaWanders's user avatar
1 vote
0 answers
23 views

Can I dedupe by primary email or primary phone only?

I want to dedupe contacts who have the same primary email address (ditto for contacts with the same primary phone). However, I'm not seeing a way to include primary-ness as a factor in a dedupe rule. ...
Lindsey Challis's user avatar
0 votes
1 answer
47 views

concatenate two fields and copy to another one

For each contacts of a given sub type (subtype = child) we need to concatenate to set the external identifier as the concatenation of lastname & first name. We are doing this by exporting to excel,...
stackexchange user's user avatar
0 votes
1 answer
72 views

Error when trying to delete custom fields

I'm not sure if it's a bug but when I try to delete a custom field it shows me a loading screen that never finishes. Additionally if I enable this custom data set for the contact and if I need to see ...
Suri Gang's Hallen's user avatar
0 votes
0 answers
15 views

All New Contact Pages Blank?

On a new default CiviCRM installation on Wordpress, when trying to create any new contact (e.g. individual, household, etc), the screen is essentially empty. For example, after performing a ...
Greg R's user avatar
  • 1
1 vote
1 answer
29 views

Can you select more than one bulk email address?

Example 1: One contact, has personal and work email addresses, uses both to register for events, donate, etc. Depends on how they feel. They want bulk mail sent to both addresses. I would like to ...
themak's user avatar
  • 3,458
0 votes
1 answer
15 views

How to search for civi contacts who don't have a Joomla user account

Is there a way within the civiCRM GUI to search for just those contacts who do or do not have an associated Joomla user account?
A. Block's user avatar
  • 535
1 vote
0 answers
74 views

Building forms with logic on WordPress civicrm

I am looking for guidance on how to build a form with some IF-THEN logic. I was looking at Profiles but do not see how I can add any logic (correct me if I am wrong) and am wondering of Form Builder ...
jsherk's user avatar
  • 541
0 votes
1 answer
53 views

Wordpress anonymous user can not access profile page

So I am trying to setup a profile that the anonymous (not logged in) user can access on CiviCRM with WordPress. I have read the other threads and tried setting the the WordPress Access Control options ...
jsherk's user avatar
  • 541
0 votes
1 answer
48 views

Possible Deleted Contact - Trying to Restore Records - Possible SQL Solution?

So here is the issue - that I think was caused by a merger of contacts without transferring the related fields to the new contact. I have a contact, that seems to be missing a large number of ...
themak's user avatar
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