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?
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 ...
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 ...
9
votes
0answers
109 views

Can anybody volunteer to test my Android App: Cividroid - A CiviCRM companion on Android!? [closed]

I am working on an Android App for CiviCRM: Cividroid - A CiviCRM companion on Android! as a GSoC 2015 project. I am not a regular CiviCRM user and hence I don't have a live environment to test the ...
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 ...
7
votes
1answer
172 views

is there a maximum number of memberships?

Is the number of contacts or memberships we can manage for free limited ? I don't see this information on your website.
7
votes
2answers
107 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 ...
7
votes
1answer
104 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 ...
6
votes
4answers
160 views

Where do you put human contacts on the Organization entry?

When you create a new contact for an organization on CiviCRM, there does not seem to be any place to add the name of a human contact. Am I missing something?
6
votes
3answers
480 views

Remove Employer/Job Title Fields and Reorder Fields

How do I remove the "employer" "job title" "nickname" fields in the Individual contact summary? Is there a way to reorganize the information on this screen (e.g., demographics should go first)? I'm ...
6
votes
2answers
239 views

How can I show contacts that DO NOT have an activity of type X in last Y months?

I'd like to be able to track which contacts details have been confirmed every so often. Every so often, we'll go through our contacts and confirm that their address, email address, phone numbers, etc ...
6
votes
4answers
93 views

Kid gloves and hotspot flagging

Is there a good (and simple :) way to have CiviCRM flag up when contacts may need to be handled with care (as a way of forestalling situations where we can never contact them again, ever)? Obviously ...
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 ...
6
votes
2answers
970 views

How to delete sample data?

When I accepted sample data on install I did not realize there would be 200 contacts added with no clear way to get rid of them. How do I delete these contacts?
6
votes
1answer
445 views

How to retrieve contacts from trash

I inadvertently deleted a number of contacts and sent them to "trash". How do I retrieve them?
6
votes
1answer
213 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 ...
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 ...
6
votes
1answer
69 views

Changes not saving when using other contact's address

In our Joomla 3.4.1/CiviCRM 4.6.3 setup, we heavily depend on setting up households and linking people to them. For instance, if you become a contributor, the entire family is entitled to discounts, ...
5
votes
5answers
619 views

What are best practices for bad postal addresses?

I work with a number of organizations that do a lot of outreach via postal mail. What is the best way to handle the bad addresses when returned mail is received? I do not want to simply delete the ...
5
votes
2answers
53 views

Do any token extensions provide a token for “age” rather than just DOB?

Age is displayed on a contact record but only DOB is a token available in message templates. Are there any extensions that make age available for use? I've not been able to locate anything.
5
votes
1answer
78 views

How can I create a smart group with no matching contacts?

Is there a way via the UI to create a smart group with no matching contacts in the database? For example, our database does not currently have any contacts where the city is "Cottonwood," but I'd like ...
5
votes
1answer
154 views

Easily switch group of contacts to a newly created contact subtype

I'm creating a new contact subtype, "Student", based on Individual. I've already got a bunch of individuals who I know are students, and I would like to quickly just convert them over to this new ...
5
votes
3answers
235 views

Multiple contact (sub)types for an individual

I am new to CiviCRM and I am wondering what would be best practice regarding the use of contact (sub)types in our organization. The situation is following: Type of business: coaching and training. ...
5
votes
1answer
46 views

Where does CiviCRM store Merge 'history'?

After Merging Contacts -> dig up a Contact in the Trash bin and you'll see something like: Where does CiviCRM store this information? How does it track which Contact is merged with which Contact?
5
votes
2answers
333 views

How do I configure a phone number format?

Where do I set a phone number format (like date or address options at Administer/Localization)? Thank you. I'm on rev 4.6.6
5
votes
1answer
110 views

Is there a way to see the actual change performed by the entry in the change log?

The change log as it stands seems pretty pointless if you only can see that someone has changed something (anything) for a contact. Is there any way to see what was changed?
5
votes
2answers
141 views

Contact Management - Best practices for couples and households

What are the best practices for storing couples and households? Currently, every contact is an individual and a household is created for couples and families only. This causes two undesirable ...
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 ...
5
votes
1answer
146 views

Can I add fields to the “New Individual” popup window?

When adding a new contribution we have the option of a quick entry popup for "New Individual" when associating it with a contact, which shows up as follows: Is there a way to add additional fields ...
5
votes
3answers
379 views

How do I create conditional forms?

The charity I work for has two specific scenarios where I need to create conditional activities based on form input. 1) We run a food bank and referring organisations fill in an online form. However, ...
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/...
5
votes
1answer
60 views

CiviEvent Overwriting Contact Info

I am using a Civi install that was originally part of a Drupal installation. A month ago I switched over to using Wordpress and migrared the Civi install to Wordpress. Since then, something weird has ...
5
votes
2answers
340 views

How can I search for upcoming birthdays?

Is there a way to find upcoming birthdays in version 4.7? When I try to find people by birthday in the advanced search, it still searches for people whose birthday is in the current year (birth-date)....
5
votes
1answer
35 views

Any way to limit geocoding to city or zip?

For privacy purposes in making a public member map - I'd like to set up the geocoding not by the full address, but by the city or zipcode. Is there a way to do this without creating a custom geocoder? ...
5
votes
1answer
29 views

Track activities and changes that were made in civicrm by staff

What is the best way to track what changes that a staff member has made in civicrm? I am trying to track activities and changes that were made in civicrm by staff.
5
votes
2answers
42 views

Webform (Contact Create API) doesn't set Communication Style

I have a webform set up as a Contact page that creates a civi contact and activity and assigns it. I have a scheduled reminder send out a "Thanks for contacting us...we'll get back to you asap..." ...
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 ...
4
votes
4answers
276 views

How to create joint accounts in CiviCRM contacts

I am coming from a database that has support for joint accounts. Basically, it has First Name, Last Name fields and then a secondary First Name,Last Name for a spouse or partner in one donor record. ...
4
votes
2answers
628 views

How to Identify Contact as Deceased

We have a contact in our database that is now deceased. We would like to maintain their historical records for archival use, but want to ensure that we stop sending mailings. How do I identify ...
4
votes
2answers
154 views

I Need more contact base types

I need to add to my CRM object which are neither Individual/Household/Organization. In my case an example would be embryos which relate to their parents (yes, in fertilization process) which have many ...
4
votes
1answer
410 views

How can I mass edit country or city values of many contacts?

In Drupal you've got something like views bulk operations and 'modify entity values' but in CiviCRM that is not available. I have read in the documentation that this be accomplished using 'Profiles', ...
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
3answers
46 views

HOWTO: provide log-in (uid and pass) to Civicrm Contact - NEW or Existing

Is it possible to assign contacts created in Civicrm with Drupal UserID and Password during either CIVICRM contact creation or contact editing process with new, existing or imported contact? I ...
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
1answer
46 views

How to change Notes editor to HTML

How can we change the editor for a contact's notes to an HTML editor instead of a standard textbox?
4
votes
1answer
62 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 ...
4
votes
2answers
193 views

CiviCRM and GDPR

To how large degree is CiviCRM GDPR-compliant. One example that I just now thought of is, what if someone calls us and wants all our records of correspondence deleted from our systems. Can I just ...
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 ...
4
votes
1answer
198 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 ...
4
votes
3answers
106 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 ...

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