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.
721
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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 ...
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47
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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 ...
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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 ...
- 2,341
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28
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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 ...
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2
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24
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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 ...
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20
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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?
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27
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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 ...
- 2,513
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39
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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 ...
- 3,312
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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 ...
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22
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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 ...
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22
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Incorrect shortcode structure
I would like to display the profile on an external page so that an anonymous user could edit the fields just by opening the page and I need to specify the contact id for the changes to be applied.
But ...
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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....
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41
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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 &...
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16
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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 ...
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21
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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 ...
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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 ...
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26
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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 ...
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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 ...
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30
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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 ###. ...
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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 ...
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41
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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 ...
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19
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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 ...
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27
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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 ...
- 429
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28
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Critical web error when trying to import contacts
I have a working installation of CiviCRM on Wordpress. I am trying to import 334 contacts with a CSV file from excel.
Even though the file has no errors, I am getting errors related to the classic *
&...
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16
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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 ...
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2
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25
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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 ...
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2
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42
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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 ...
- 521
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24
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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 ...
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19
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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. ...
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39
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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,...
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61
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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 ...
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14
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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 ...
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28
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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 ...
- 3,312
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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?
- 535
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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 ...
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42
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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 ...
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42
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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 ...
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29
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Network error trying to access Notes tab but Summary access is fine
I have started having an issue when I view a contact where I can view/edit the SUMMARY tab without an issue, but when I click on the NOTES tab I get:
Network Error Unable to Reach the Server
But there ...
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55
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Sending emails to contacts - How to default to general FROM email not user FROM email?
When I am viewing a contact and I click on their email address to send them an email, FROM email defaults to my logged in user email address. I setup a general email address, which I can change to ...
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How can I lock contacts that are currently being edited?
We often have a group of volunteers calling through the same list of people, eg we might have 20 people calling through lapsed members. Using Call Next is working well to make it easy on the ...
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19
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Contact Layout Editor side by side columns
When setting up a custom layout for contacts with the Contact Layout Editor extension, is there a way to setup certain fields (within a tab) side by side instead of on top of each other?
So this is ...
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4
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3
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72
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Cleaning contacts
How do I identify the contacts who haven't opened any mailings in the last 3 years?
I'm unsure which are the appropriate fields in the Advanced Search to make this process as easy as possible.
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Creating a report with specific individuals
I have an excel document of donors that are already in the system but I want to make a specific contribution report for them to see who hasn't given in the last 36 months.
I do not want to import this ...
3
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68
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Allow deletion of contacts but not in trash?
I have the impression that many CiviCRM users share this scenario: They would like to allow everyday users to delete contacts and they are happy about the fact, that in case of mistakes these can be ...
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29
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Change "SIC Code" Field To "NAICS Code" In Organization/Contact
So, the SIC Code appeared as an issue early on dealing with EU folks, but I never found anything other than some postings in the old wiki. I am in the US and while Public companies sometimes deal with ...
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In Contact reports, why are the contacts' names not linked to their records?
Using CiviCRM 5.48.2 with WordPress (current version).
The other day I noticed that in my contact reports (e.g. Current Member List), the names are not linked to the person's record. The links are ...
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22
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New Member entry in Civi
What is the proper way to enter a new member (that is also a new company in the database). I tried to do this via "memberships" "new member" and it did not seem correct and gave ...
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29
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Find Contacts Custom Searches Zip Code Range Search lists duplicates
I entered a range of zip codes and the selected records were duplicated. How do I go about reporting the issue to have my request analyzed for an error on my part or get bug fixed?
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51
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DB Error: no such field "created_date"
When I try to add or edit an "Employee of" Relationship, I get a "no such field" error, although this field exists in the database. Any ideas how to proceed?
CiviCRM 5.48.2; MySQL:...
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API4 PHP Fatal error Uncaught API_Exception Authorization failed
So I was happily programming and testing away, and everything was working and then suddenly I started getting this error:
PHP Fatal error: Uncaught API_Exception: [0]: Authorization failed
thrown ...
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