Questions tagged [custom-search]

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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". ...
9
votes
3answers
356 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?
7
votes
1answer
270 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 ...
4
votes
3answers
713 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 ...
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 ...
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 ...
2
votes
1answer
100 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
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 ...
1
vote
0answers
31 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 ...
1
vote
1answer
78 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
114 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 ...
0
votes
1answer
43 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 ...