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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18
votes
3answers
1k views

how can I change the contact type for one contact (to/from individual/household/organization)?

All contacts have a type of either "individual", "household", or "organization". How can I change this type for an existing contact?
8
votes
5answers
209 views

How to hide old contacts from default search? (best practices for old contacts)

Deleting contacts causes problems because it removes their contribution records. At the same time we don't want old contacts to show up unless they are explicitly requested (such as when searching ...
14
votes
3answers
474 views

Number of contacts vs. hosting space required

Apologies if these questions seem pretty elementary, but I am having a hard time finding definitive answers anywhere else on the web: 1) Is there a maximum number of contacts one can include in a ...
6
votes
1answer
248 views

How to disconnect civi contact record from Drupal user

I created a contact record for some testing using the site admin email address which is associated to the corresponding Drupal user account (user 1). However it's now causing some problems with ...
3
votes
1answer
75 views

checkbox import problems

Right now I have a custom data set set up that has 3 custom fields inside of it. Inside each custom field is a list of options that can be checked. (checkbox is the option) In my spreadsheet that I ...
3
votes
1answer
113 views

Can CiviCRM be used in a HIPAA context?

I was talking to somebody over the weekend regarding a site that seemed a perfect match for CiviCRM -- including donations, event registration, contact/relationships, case management. When I mentioned ...
3
votes
2answers
96 views

How and when should I create custom data fields?

I need at least 50 different "categories" or "custom fields". Everything from Contact Info like Name, Address, etc. to specific information that I would have to uniquely name. I am getting extremely ...
11
votes
3answers
538 views

Get or generate a contact checksum via API?

Is there a way to view or generate a Contact's checksum via the REST API? I'm looking to use the checksum to provide relevant form links, etc., but need to get it programmatically on a Contact ...
6
votes
2answers
543 views

How Do You Create Users from Contacts?

I am currently using a Drupal 7.35 CiviCRM 4.4.14 build for a new website. I have all of contacts set up, with their relationships and memberships, and all the rules in place so that as it changes in ...
5
votes
1answer
152 views

After upgrade to 4.7 on Drupal 7, Can't edit a contact

I get the following error and backtrace. If I disable the Formal title option in Admin Display Settings then I dont' get the error. Exception: "Unsupported html-element " #0 /home/saintfran/www/www/...
4
votes
2answers
167 views

How can I set “Assigned To” for an Activity to default to the logged-in user name?

Our users are creating many new Activities which are Assigned To the user creating the Activity. I want to save them time and keystrokes by having Assigned To: default to that logged-in user's name. ...
4
votes
3answers
108 views

How to clone a contact?

Just hit a few cases where it would be great to have a contact with exact same status eg event, member, relationship, contribution, and of course custom fields on contact and those other entities etc ...
2
votes
1answer
67 views

Is there an Import option to allow overwriting fields with null (empty)?

I'm trying to do a bulk tidy-up of Address fields in CiviCRM 4.7 by exporting the data, manipulating it in a spreadsheet and re-importing it. This involves moving some values around between postal ...
2
votes
2answers
342 views

field like “Current Employer” that creates new organization and relationship

Is there a way to create in a new custom field the functionality in an Individuals "Current Employer" field? For example, trying to create a generic "Organizational Affiliation"... How to create the ...
2
votes
1answer
134 views

How to get a CiviCRM popup form (eg create new Group / Tag etc) working via a Drupal link

We wanted to let a Drupal user 'create new group' in civicrm without needing to go in to CiviCRM itself. Clues from here suggested we might be able to do it without using API etc. The suggestion was ...
2
votes
1answer
109 views

After upgrading to 5.20.0 - unable to edit or enter contact email addresses- “Email is not valid.”

Just upgraded from 5.19.2 to 5.20.0. Upgrade appeared to run through without a hitch.Joomla! 3.9.13, php 7.3.12, mySQL 5.7.28 Now, when editing existing email address, or when entering new contact ...
1
vote
1answer
34 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 ...
5
votes
0answers
47 views

Setting note privacy to groups instead of just author [duplicate]

[On Civicrm 5.19.1, Drupal 7] Is it possible within Civicrm to make a new privacy setting that limits viewing notes to an entire group, and not only the author? We would like all tarification people ...
5
votes
1answer
696 views

WordPress: Creating new WP Users from Civi Contacts

I've seen some example posts here for other CMS', but I haven't seen it explained for a WordPress environment. My situation is I have an Individual DB of 2,500 Contacts in Civi, and I want to turn ...
4
votes
5answers
2k views

CSV file import problem with file from Mac MS Office

I am trying to import contacts as .csv file, however when I try to upload it I get an error message saying that the input file must be in a CSV format - which it is! I'm using a Mac and I've read that ...
4
votes
1answer
252 views

how do I find error log to see what is causing the error

I am not the technical person - merely a user so I am very unfamiliar with this tool. I am trying to find the reason for the error I receive when trying to search the contacts for all individual ...
4
votes
1answer
157 views

Add non-Primary email address to Group

I have contacts with multiple email addresses. I want to assign non-Primary to specific Groups, ie, Billing different than Main (Primary). Also, when using simple or Advanced Search, it doesn't find ...
4
votes
2answers
112 views

Why do deleted contacts cause errors?

I deleted a bunch of contacts because I imported the wrong data pertaining to them. I then imported it again, with the right data and it wouldn't let me because of "duplicate" contacts. However I ...
4
votes
2answers
136 views

is there any way to restrict data export?

Is there any way to restrict data export while still allowing users to see all data? I still want to give this permission 'View ANY CONTACT in the CiviCRM database, export contact info and perform ...
3
votes
2answers
218 views

Uploading null email address

Is there a way to overwrite a Contact's email address with a null value? I tried uploading contact info (via: Import Contacts) with a blank email field, but this doesn't override an existing email ...
3
votes
3answers
87 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 ...
3
votes
2answers
136 views

Something is seriously wrong with CiviCRM - Replicating Contacts

Wordpress 4.7.5 & CiviCRM 4.7.19 My contact is replicating in our system, to the point there were 700+ records with just my email and name. I am not sure what is happening but I have some ideas. ...
3
votes
1answer
136 views

Enabling 'New Organisation' button for Current Employer field in View Contact

We recently upgraded to CiviCRM 4.7.19 on Drupal 7.52 and for some reason the New Organization button isn't appearing when searching for an unknown organization for a contact's current employer. I can ...
3
votes
1answer
104 views

What is effect of marking contact as deceased?

What is the effect of marking a contact as deceased? Does this automatically stop email traffic to the contact's email address
2
votes
4answers
257 views

DBError and Network Error when saving phone numbers to contacts

In our organization's new civi database, we are unable to add phone numbers to contacts. I've tried keying in the number and importing a contact with a number. (It took me hours to figure out that it ...
2
votes
1answer
148 views

Change Household contact to Organization contact

A staff member added quite a few contacts as Households but they should have been added as Organizations. I can find no form control to switch the contact type to Organization. Can you suggest a ...
2
votes
1answer
88 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
42 views

Search Builder Smart Group with Latitude, Street Address criteria 1292 Truncated DB Error

CiviCRM 5.9.1. Issue has occurred since an upgrade from version 4.7.17. The Smart Group/Contact Group in question is built on two simple search builder criteria: Contacts Primary Street Address is ...
2
votes
1answer
23 views

Contact Types Not Updating in Main Menu

When editing or adding Individual and Organization contact types the main menu doesn't update the contact type text. For example the options under Contacts > Individuals > are still New Student, New ...
1
vote
1answer
896 views

How do I bulk delete contacts?

Is there a way to bulk delete contacts? I don't see a way out of the box of civicrm to select contacts individually form a report or search result, the way that views bulk operations does in drupal (...
1
vote
1answer
70 views

after upgrade, can't edit Contact Details fields (Custom Addressee and de-selected subtypes errors)

I've just updated a Joomla 2.5.28 site from an older version of CiviCRM (4.4) to the latest 4.7.29. Now I can't edit any of the fields under the "Contact Details" pane for existing records. There ...
1
vote
1answer
79 views

Restricting access to a group of contacts

I've done some searching, but can't seem to hit the right keywords. I'll pick on the major donor group for this question, though it would apply in other ways. Most of our users should have access to ...
1
vote
2answers
65 views

Contact Names showing up on Google Search even when they are not public

All of our contact first name & last name are appearing visible on our site even when they have requested not to be. It is pulling their contact id and putting it into a public directory drupal ...
0
votes
1answer
58 views

How do I restore City, County, State to the Address block in Contact Summary

I'm on Civi 5.20.0 and Drupal 7.67. I installed and re-installed the Electoral extension, see https://github.com/josephlacey/com.jlacey.electoral/issues/23 and https://github.com/josephlacey/com....
0
votes
1answer
69 views

Is there a setting to prevent Paypal Express overwriting contact details with provided Paypal billing details?

We are using CiviCRM 4.7.22/Drupal 7.56 and are increasingly encountering a scenario where Civi contacts are sharing their log in details with admin/PA staff to make payment via PayPal with a credit ...
0
votes
1answer
59 views

noob query : Importing contacts and membership

I am going to freshly import data from excel into civiCRM. I have some contact related information like addresses, educational info, etc and also membership data like membership date, enrolled by whom,...
0
votes
0answers
48 views

Email and Addresses Missing [duplicate]

We suddenly lost about 75% of our contact's email and addresses. We've reset our SQL and it hasn't helped. In addition, some of the missing emails still work in our event registration section while ...