Stack Exchange Network

Stack Exchange network consists of 174 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers.

Visit Stack Exchange

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.

3
votes
1answer
21 views

Adding a Privacy Option

For the contact field Communication Preferences> Privacy How difficult would it be to add a new option "Do Not Voicemail" One of our clients is a counselling service. So this would be useful for ...
3
votes
2answers
26 views

Is there a way to disable a contact?

I am using CiviCRM 5.7.3. Is it possible to disable a contact? For background, we receive a list of organizations and their program ID's so those applying for grant applications can choose those they ...
1
vote
1answer
13 views

Activity list is not showing in contacts after upgrade to latest civicrm 5.9.1

Activity list is not showing in contacts after upgrade to latest civicrm 5.9.1 I enable SQL debugging and its shows last query: SELECT COUNT(DISTINCT(tbl.activity_id)) as count FROM ( SELECT ...
3
votes
0answers
40 views
+100

When making an in memory of donation -> why does the deceased contact not get marked deceased?

I noticed this with one of my clients who processes a lot of in memory of donations. I've reproduced this on https://dmaster.demo.civicrm.org : 1. enabled in Memory of profile on https://dmaster.demo....
6
votes
1answer
201 views

How to handle deadnames?

Are there any recommendations with how to store the deadname of a contact that is undergoing a gender change? i.e. They have not yet changed their legal first name and we want to communicate with them ...
1
vote
1answer
27 views

Error adding new new contact: getaddr info?

Suddenly I started getting error when trying to save any new contact using web version of CiviCRM 4.5.3. Persisted for several days now, across 3 different browsers. Looks like this, any advice?:
2
votes
2answers
34 views

Unable to delete contacts permanently

I have an org that has split into two. They already were working with two payment processors -> we're all sorted out - contacts and contributions have been migrated over into the spin-off CiviCRM ...
1
vote
0answers
14 views

wordpress/civicrm mobile optimi2ed themes

The existing thread is stale (2017), a lifecycle ago in internet terms. Seeking theme which enables contact search/edit/update functionality and activity add via mobile theme. civicrm mobile access ...
2
votes
3answers
23 views

Is there a way to hide certain transactions from general viewing?

In my organization, everyone raises support through Civi's typical donation processing. Because everyone can view all of the records (both contact and transactional), it's easy for people to see how ...
2
votes
1answer
43 views

Create buttons on action from ResultTasks

I´m trying create buttons in ResultTasks.tpl for "show on map" and "export". This actions are in dropdown list with select named "task". I first tried duplicate the select, but it worked only last ...
1
vote
1answer
37 views

Unsupervised De-Dupe Rule failing in 5.9.0

Since upgrading to 5.9.0 (Drupal 7.6), we have noticed that all self-service / online event registrations are creating duplicate contacts - of both the individual end the organization (employer) ...
1
vote
0answers
14 views

Contacts -> New Email give Unknown Error in Smarty when Allow Mail to be sent from logged in contact's email address disabled

Running CiviCRM 5.8.2 (and earlier) under Joomla yields Unknown error in packages/Smarty/Smarty.class.php on line 1100. Has anyone else seen this? It seems to be due to CRM/Core/Smarty/plugins/...
1
vote
1answer
14 views

How do you restore contacts that have a deleted custom contact type?

I am getting an error Invalid Filter error when trying to open a contact that was configured with a contact type that has since been deleted. The contacts are returned in the search but I am unable to ...
2
votes
1answer
16 views

Sync between different Civicrm dbs

We are looking for a way for multiple branches of our organization to maintain separate CiviCRM installs while syncing a particular group of contacts with each other. WE thought of using Mailchimp to ...
1
vote
1answer
31 views

100s of duplicate contacts created of current user when using CiviCRM

I have recently migrated a CiviCRM instance from Joomla to Wordpress, everything went smoothly. The installation is using CiviCRM 5.7.2 and PHP 7.2. We're now seeing a peculiar problem where, when ...
2
votes
1answer
45 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
18 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
49 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 ...
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
vote
2answers
28 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
14 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.
4
votes
1answer
45 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 ...
1
vote
1answer
19 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 ...
3
votes
1answer
35 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?
2
votes
1answer
23 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 ...
2
votes
1answer
35 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
vote
3answers
34 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
39 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
101 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
31 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
26 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
53 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
31 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
29 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
40 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
43 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
24 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
84 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
32 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
54 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
45 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
61 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
42 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
60 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
55 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
59 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 ...