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.

Filter by
Sorted by
Tagged with
4
votes
2answers
158 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
169 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 ...
5
votes
1answer
166 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 ...
4
votes
1answer
100 views

How to customize Contact Map popup on clicking on icons?

I'm trying to remove the street address right now from the Google Map that's created from Search Contact -> Map Contacts when you click on the people icons placed on the map. This is for privacy ...
2
votes
1answer
115 views

Unsupervised dedupe rules in the background?

It is my understanding that unsupervised dedupe rules take effect when one attempts to create a new contact, and they can also be run manually like any other rule. Can unsupervised deduplication be ...
4
votes
1answer
69 views

Possible cause? CiviMail sent "400%" of queued messages, hit each recipient 4 time

On a well established site that uses CiviMail and Groups for a range of mailing lists, a message was sent out this morning as usual to a list of over 1400 people. Inexplicably, each recipient ...
5
votes
1answer
37 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? ...
0
votes
2answers
41 views

Uploading from CSV with first and last name in the came column

I am uploading lots of CSV files and using addressee and addressee custom it will skip the first and last name and leave me to do it manually. edit: while renaming i realized I derped and addressee ...
2
votes
3answers
59 views

Confusion over Contacts and Profiles

I am sure I am just confused about profiles and was hoping someone could clarify a few things for me. We run a non-profit that assists foster children in our community. I am attempting to set up ...
1
vote
1answer
60 views

Adding value conditions to dedupe rules

It's possible to specify on a dedupe rule that 'Contact Subtype' must match. Is there any way of attaching specific values to that, for example, 'and they must both be Student'? Some of this could be ...
5
votes
5answers
690 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 ...
6
votes
2answers
269 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 ...
2
votes
2answers
118 views

How to use a CiviCRM generated form in an Android App

I'm programming an Android App for a company, and they use CiviCRM for subscribing to newsletters. The form is available to anyone online, but I have to add the form in an android app. On the android ...
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
3answers
358 views

How can I set up a two part sign up form, where first submit leads to second with more fields?

My client doesn't want to scare potential subscribers off with a long form. Is there a way to capture, and save, the name, email and phone of a subscriber and then redirect this user to a form that ...
4
votes
2answers
498 views

Wordpress CiviCRM groups, members and permissions

We are looking to use a Wordpress Multisite / CiviCRM integration and have a multisite development environment setup. We're not sure whether we should be using CiviCRM or Wordpress (or a combo) to ...

1
10 11 12 13
14