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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.

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1answer
13 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
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1answer
22 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
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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 "...
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3answers
23 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.
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2answers
33 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
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1answer
13 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
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2answers
59 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
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1answer
29 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
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2answers
24 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 ...
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2answers
40 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 ...
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0answers
13 views

Event registration from contact profile is (stil) broken

UPDATE 1 OCT: I just updated to Civi 5.5.3 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 unable to add ...
1
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1answer
27 views

Extracting email address for the who database?

How do you extract email addresses from CiviCRM to go into an excel file? Thanks,
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2answers
32 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
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1answer
32 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 ...
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1answer
21 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 ...
3
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2answers
74 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
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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
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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
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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
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1answer
45 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
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2answers
38 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
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2answers
46 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
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2answers
37 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
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3answers
46 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 ...
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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
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2answers
57 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 ...
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2answers
30 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 ...
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2answers
34 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
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2answers
57 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 ...
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0answers
18 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
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2answers
43 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
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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
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1answer
57 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
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1answer
29 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.
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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)....
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1answer
47 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
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1answer
29 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
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1answer
83 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
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2answers
31 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
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1answer
34 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 ...
5
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1answer
69 views

Upload a contact image via the API

Can someone give me a simple example of how to upload a Contact image via the API? I am guessing it will involve a call to the File API as well but not sure. I have the original image as a URL but ...
3
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2answers
39 views

Effect of address change on current employer

I need your opinion on a standard CiviCRM behavior: When you add or change the address of an individual AND you check "Use another contact's address", AND that target contact is an organization, then ...
1
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1answer
22 views

WordPress - user record URL doesn't show for one user. Can't see why?

In the user detail view for a member with a WordPress account there's usually a link to the WordPress user record like so: Contact ID / User ID : 1354 / 1561 For one member the user ID doesn't ...
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3answers
20 views

Best way to copy Contact name to Nickname & Legal name

CiviCRM 4.7.29 / WP 4.9.4 Maybe it's a bit of OCD but I imported about 1000 Organizations and the name imported into Contact name. That left the nickname and legal name fields blank, which drives me ...
2
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3answers
41 views

Dealing with CiviCRM contact records of Drupal blocked accounts

Is there a way to automate removing the contact records of Drupal accounts that are blocked such as because of spam? I am using the spambot module to block accounts and remove their spam. I fear that ...
0
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1answer
22 views

Which contacts in Civi are wordPress user as well?

I have 500 contacts on my CiviCRM groups and also I have 250 users for my WordPress, I am wondering to know is any way to find which one of my civiContacts are in WordPress?
3
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1answer
19 views

How can a pull a report with notes includes

We are trying to export a list with notes included. We are creating a prospect list for Employment Engagement team. We will add names to the database, this list is obtained from events that we host. ...
0
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1answer
18 views

CiviCRM Contact Information Merging and Overriding Unrelated Users/Donors

Ok, I am going to try and explain this as best I can: I am working with nonprofit to help export their donors for last year, but some of the contacts have their own email address listed as well as ...
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0answers
9 views

Exporting activity information for a specific client group

I've never been able to find a way, either in reports or advanced search, to export specified activity details for a specified group of contacts. Here's an example of what i'd like to do: I'd like ...
1
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1answer
26 views

can't edit Contact Details for records with a custom subtype (Error: One or more contact subtypes have been de-selected from the list …")

I first posted this issue under another question (after upgrade, can't edit Contact Details fields (Custom Addressee and de-selected subtypes errors)) thinking two separate issues were related. ...