Questions tagged [custom-search]

The tag has no usage guidance.

Filter by
Sorted by
Tagged with
9
votes
3answers
349 views

How to find contacts with no group?

I want to do some spring cleanup and see who in my individual contacts aren't in any group, is there an easy way to do it?
8
votes
4answers
148 views

Can you save an advanced activity search?

After using Advanced Search to create a pretty detailed search on activities, I need to save it. If my search results were contacts, I could create a smart group based on the search which would ...
7
votes
1answer
229 views

Creating a custom search to produce contributions as results

I've followed the documentation to create a custom search and I find this capability to be quite powerful for finding and displaying information about contacts. Now I would like to create a custom ...
6
votes
4answers
190 views

How to search active relationships (e.g) during past year?

We record volunteer relationships for our Volunteer contacts. A contact is an active Volunteer of our organization if exists a relationship "volunteer for" and this relationship has no an "end date". ...
5
votes
2answers
323 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
2answers
118 views

Why doesn't custom search enable “Actions” items for selected records after upgrade to 4.6.3?

I have a custom search extension and it was working fine in 4.4.14. Since I have upgraded to 4.6.3, "Actions" items only enabled for All records. But if I select certain records from result it does ...
4
votes
2answers
49 views

Organisational search option

I have three types of organisations: a. institution, b. supplier, c. corporate member. I am creating different menus for manipulating each one of these (requirement of our users). I would like to ...
4
votes
3answers
670 views

How should I generate a report (or view) showing contacts and people they have relationships to?

I would like to create a view, or custom report, whoever is easier, to show the following: -The names of all contacts in a specific group -Some of their contact information -The names of all contacts ...
3
votes
1answer
64 views

Find contacts that have been moved out of a group

Working with Advanced Search and Search Builder but I can't figure out how to find contacts that were moved out of a group. Civi version 4.7.1 on Drupal. Thanks!
3
votes
2answers
213 views

Upcoming Birthdays custom search not working

I have followed the instructions to install the "Upcoming Birthdays" customer search from here. However, when I run this custom search, CiviCRM gives me blank screen. Our organization is using ...
3
votes
1answer
32 views

How do I put saved searches or smart groups as menu options in WordPress?

Is it possible to make custom searches (smart groups) available from the custom menu. For instance, I am tracking elections (organizations) with custom fields for special elections, open races, ...
3
votes
1answer
85 views

Multi-value Custom fields not showing up for export

I have created custom fields for individuals. When I am trying to export data, those which are single value custom fields, I am able to export. While Multi-value Custom fields are not showing up for ...
3
votes
1answer
50 views

How do I find users who have resubscribed via {action.resubscribeUrl}?

As a matter of ensuring consent is up to date, and because our bounce handling is broken, I have asked my newsletter subscribers to either resubscribe, unsubscribe or opt out. The unsubscribe and ...
2
votes
1answer
42 views

Shortlisting contacts with complete address

How do I search in the contacts search / Advanced search that I get only contacts with complete postal address? I have many contacts in civicrm. Some have only city and country names, which is not ...
2
votes
2answers
83 views

Search extension for first name = last name (to purge spam submissions)

Some years back there was a forum discussion about a custom search to find contacts where the first name was equal to the last name, which is (or was) common for spam submissions that ended up ...
2
votes
2answers
60 views

Can I customise the columns on the 'Find Participants' page?

I'd like to customise the columns on the 'Find Participants' page. I want to swap 'fee level' and 'amount' for 'employer' and 'job title'. Have I missed something obvious in Civi's customisation ...
2
votes
2answers
21 views

Custom Search Include/Exclude error message

Using Civi linked to joomla web to manage our membership and various mailing lists. I would like to be able to use a custom search function to find, for example, individuals who are not members, or ...
2
votes
1answer
22 views

building a group from a list of email addresses of contacts

I have a list of email addresses of contacts. I want to create a group out of those contacts. What would be the easiest way to do that on 4.5.3 ? Note, the IN operator of the search builder doesn't ...
2
votes
1answer
20 views

Organisation relationship search

My organisation is primarily (but not solely) a network of other organisations, so on Civi we have lots of "organisation" contact types, and lots of individual contacts. Some of these individuals are ...
2
votes
1answer
70 views

HTTP Error 500 during search request - CiviCRM 5.1.1

I have a new installed CiviCRM 5.1.1 property on my server. My current system configuration is: Wordpress 4.9.6 The problem: I importet a few contacts but I realized that besides using the search ...
2
votes
3answers
73 views

How can I save Search results with preserving Views For Display Contacts (defined in Profile)?

I have a smart group which I would like to display with specific info in custom columns. I can do Advanced search, select this group and choose predefined Profile in Views For Display Contacts. Then ...
2
votes
1answer
13 views

Searching for incomplete fields

Is it possible to search for a list of records for which a specific field has not been completed? For example, if the options in the custom field are 'yes' or 'no', is it possible to find which ...
2
votes
1answer
95 views

Update to 4.7.7 broke CiviCRM contact search

I update to CiviCRM 4.7.7 from 4.7.6 and immediately got errors for my contact search. The contact search in the upper left corner, Find contacts, and Advanced Search. The error I get is: @import ...
2
votes
1answer
56 views

How do I create a Smart Group of Participants using a Custom Data Field in Events?

We use the Events module to offer three main types of classes: adult art classes, youth art classes, and professional development workshops. Students register online. What I would like to be able to ...
2
votes
2answers
32 views

Negative searches: volunteers WITHOUT relationship to supervisor

I need to get a list of Volunteers (contacts) who DON'T have a supervisor (relationship) ...I've tried Advanced Search and looking for relationships, and I've just tried Search Builder. I can put the ...
2
votes
1answer
25 views

Could an extension add fields to the standard Find Contributions form?

A client would like to search for contributions by payment processor. The built-in search forms don't include a payment processor field, although the data exists within the Civi database. As the ...
2
votes
1answer
83 views

Current members in expired membership search results

In our database, if expired members 'renew' (or rejoin) after their grace period, on their contact page, on the memberships tab, it shows both an expired membership and a current one. That is correct, ...
2
votes
1answer
34 views

How can I search in the greeting fields?

I would like to do a search in the greeting field for all contacts with the greeting 'Dear%'. Neither with the search builder nor the contact search I was successfull. Can anyone help? Thanks!
2
votes
0answers
29 views

Tags in Search Columns

I wanted to include the tags field in a search profile, so they can be shown in the list of search results. But it is not possible because the option "column in search results" is not available with ...
1
vote
1answer
39 views

Supplemental address should be searchable

I want the supplemental address fields to be searchable under at least "advanced search". Right now the text entered in "supplemental address" can never be used for searching and retrieving. how do i ...
1
vote
2answers
18 views

How do I search Contact Source?

I am getting people added to our database from Contact Source called Get Updates. I don't know what that is.
1
vote
1answer
36 views

Proximity search doesn't always work for towns

I'm noticing that the proximity search doesn't seem to work quite as well on towns as it does for postcodes. I've seen this behaviour sporadically. For some contacts it's not an issue, for others it ...
1
vote
2answers
241 views

DB error: Unknown error in search

Using both WP & Drupal with different databases. CiviCRM version : 4.6.28 Drupal version 7.54 Wordpress version :4.7.4 I am trying to use the search option given in CiviCRM. It fails in both ...
1
vote
1answer
47 views

How to search for contacts without a specific relation?

I'm trying to figure out how to search for contacts (individuals) that do not have a "Current Employeer" relation. Is that possible?
1
vote
1answer
130 views

Custom Searches

I created a custom search a while back. I copied an existing search and added the fields/sql I needed for the custom search. Things were working fine until the last civi upgrade. Now I am getting this ...
1
vote
1answer
151 views

How to add “ACTION” Column in a custom Search?

I have a custom search extension for contacts. Search result shows by default "VIEW EDIT" option in "ACTION" Column. How Can I bring the "MORE" option just like the one appears if I use built in ...
1
vote
1answer
54 views

searching custom field

I have a custom field for storing educational data. A person's degree is stored as either Btech or B.Tech or B.Tech. so what should I give in search option so that I can get all 3 in my result in a ...
1
vote
1answer
142 views

Relationships Search other than via Advanced Search?

Is there an option to find the related contacts (e.g. employee of) of an organization other than with the advanced search? We seem to have an error/bug in our advanced search. It shows the correct ...
1
vote
2answers
476 views

Custom Search Unknown column 'contact_a.id' in 'field list'

I'm trying to code a custom search (CiviCRM 4.7.11 - WordPress) and I keep getting Unknown column 'contact_a.id' in 'field list' I built the search by civix as per docs and that created a contact ...
1
vote
1answer
95 views

How can i solve search issue in civiCRM?

In Wordpress I create two forms: one for a teacher and a second for a student. I need to search for teacher data using the student search form. But I can't understand how to do it. Please give ...
1
vote
1answer
108 views

Extending default search for name to consult a custom field

How would it be possible to hook into civi's searches to always lookup a custom field when searching for name? Background: In our setup we handle big departments as distinct contacts. Their name is ...
1
vote
1answer
70 views

How to provide a default sort on a custom search?

There is a function helper function all($offset = 0, $rowcount = 0, $sort = NULL, $includeContactIDs = FALSE, $justIDs = FALSE) { // delegate to $this->sql(), $this->select(), $this->from(...
1
vote
1answer
57 views

Can't edit or create Custom Search options via front end?

I'm a little confused as to whether I should post likely bug reports here or on the forum since the top of the forum indicates that bug reports should still be there, but the Using CiviCRM boards are ...
1
vote
1answer
22 views

Unable to use Price Set Details for Event Participants custom search if price set field option is disabled after a registrant has already selected it

Issue: After disabling an event price set field option that one or more participants had already selected in their registration, you are now unable to run the custom search "Price Set Details for ...
1
vote
0answers
18 views

Missing column headers on a custom search

CiviCRM 5.6.1 Drupal: 7.59 I have a problem with my custom search outside of core, but i was able to replicate issue on "Proximity Search" which comes in core. Steps to reproduce: Go to Proximity ...
1
vote
0answers
27 views

Mixing Contact sub-type with Individual data in Profile?

I have a profile containing first name, last name, employer, and contact sub-type. When I load the profile in the front-end and click on search, I'm able to see everyone. On the first screen, I'm ...
1
vote
1answer
72 views

Why are export field mappings not available for custom search results?

When using custom searches such as the Include/Exclude search, the resulting contacts can be exported, but there's no option given to select the fields. Fields to be included in the export file are ...
1
vote
0answers
22 views

Advanced Search/Smart Group returning wrong results based on participant role (CiviEvent participant roles overlap?)

We have a number of participant roles setup in CiviEvent, with IDs ranging from 1-10. This includes a "Participant" role with ID 1 and "Sponsor" role with ID of 10 (and various roles with IDs 2-9 in ...
1
vote
0answers
30 views

Javascript prevents search function!! Selecting result not enabling “Action” menu after upgrading to 4.6.4? [duplicate]

On 4.4 install it was working perfectly. Since I have upgraded to 4.6.4 from 4.4.16 When I do a search (Search ...Custom Searches ... Basic Search) and I get a list of contacts that is more than 1 ...
0
votes
1answer
42 views

Search Confusion

I do not understand how to run searches & be sure that anyone who does not have an email address or has opted out of emails in any way is not included. How do I segment the database, to run ...