Questions tagged [custom-search]

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3
votes
2answers
94 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 ...
0
votes
0answers
10 views

Pass variables from Custom Search Form to Tasks?

I created a Custom Search, it works fine. It has a search option for a date range, for the contact's name and a mandatory field on custom field's value (which stores, what is the status the contact's ...
1
vote
1answer
35 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 ...
5
votes
3answers
130 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 ...
5
votes
3answers
376 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)....
2
votes
1answer
21 views

search database to identify addresess

we have about 1400 people in our database. All have email addresses and some have physical addresses. How can I sort/search so I can produce a list of those who have physical addresses? Once we have ...
2
votes
2answers
36 views

Search for people who have NOT registered for an event using a custom search or data processor

I need to search for all users who have not registered for an event. Five years ago, I asked the question, and the answer was to create a group of users who did register and then do an include/...
0
votes
2answers
29 views

Custom Search with No Input Parameters just Results

I'd like to create a custom search that goes directly to the results page, without asking the user for input parameters (the WHERE clause is hard-coded, no need for inputs). How can I do this?
0
votes
0answers
7 views

Default sort field for a Custom Search?

I'm building a custom search and I would like it to have a default sort on (order by) a specific field other than the first field in the list. How can I provide a default sort field? This ...
0
votes
1answer
17 views

How do I use a hidden column in a custom search template?

I have created a custom search based on relationships. Each row shows a contact and a related organisation in separate columns as well as other info. Each contact is automatically linked to the view ...
4
votes
1answer
33 views

How to search for contacts by date added or date range added. Alternately: list contacts by date added

How to search for contacts by date added or date range added. Alternately: list contacts by date
2
votes
1answer
68 views

How can I make a Custom Search do an initial search?

I have created a custom search, and it works nicely. What I would really like though is to pass default values to the custom search and it doing the initial search with those values. The user can ...
3
votes
1answer
126 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 ...
4
votes
2answers
56 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 ...
2
votes
1answer
29 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 ...
3
votes
1answer
35 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, ...
1
vote
2answers
26 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
0answers
22 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 ...
0
votes
0answers
46 views

Can I pass parameters in the url to a custom search?

I got a custom search which takes one parameter, group. This search gives us back the people in the group plus a custom status. I'd like to be able to add a number of menu items that would run the ...
2
votes
2answers
86 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 ...
1
vote
1answer
47 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 ...
2
votes
2answers
23 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
86 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
1answer
94 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, ...
1
vote
0answers
29 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 ...
3
votes
1answer
82 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!
8
votes
4answers
200 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 ...
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 ...
2
votes
2answers
88 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 ...
0
votes
1answer
47 views

How to search contacts with certain prefix say, “Dr”?

I want to search contacts with prefix "Dr." and if possible make it as a smart group. How to achieve these?
2
votes
2answers
47 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
45 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 ...
1
vote
1answer
67 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 ...
3
votes
2answers
250 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 ...
0
votes
1answer
31 views

new feature? - all addresses needs to be searchable

In the latest releases of civicrm 4.7.18 onwards ,we can see the supplemental fields are searchable which is a very good feature. However, one can have multiple addresses and civicrm allows to add ...
6
votes
4answers
234 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". ...
1
vote
1answer
43 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 ...
0
votes
2answers
36 views

Custom field data - maintaining uniformity

I want to add Educational information of individuals as custom field set. However I want the data to be entered to be uniform. In our organization, different people will enter data into civiCRM. Some ...
1
vote
2answers
266 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 ...
2
votes
1answer
29 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 ...
1
vote
1answer
171 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 ...
2
votes
3answers
93 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
0answers
31 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
2answers
619 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 ...
2
votes
1answer
14 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 ...
1
vote
1answer
49 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?
0
votes
1answer
22 views

How to locate household for event participant

We organize a yearly week where children come to our community center to play and have fun. All children are entered and linked to their household, which is also where we put all contact-information ...
3
votes
1answer
56 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 ...
0
votes
1answer
61 views

How can I specify which location type address to use for a proximity search

I collect both home and work address data for contacts. I assume - although I've not yet tested it - that the default location type is used when a proximity search is carried out. I have work address ...
0
votes
1answer
101 views

How do I find users who haven't opened any bulk mail from me recently?

Bounce handling is broken on my site, and so I'm trying to clean my list through several steps. I'd like to get a list of users who have not opened any mailings in the recent past (say six months). ...