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Questions tagged [custom-search]

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5
votes
3answers
375 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)....
1
vote
1answer
113 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
169 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 ...
0
votes
2answers
93 views

Custom search settings

I'm trying to set up a new custom search but when I try to run it I get told the search does not exist and " Please verify your custom search settings in CiviCRM administrative panel." I can't seem to ...
0
votes
1answer
83 views

Custom Search Problem - Unknown column contact_a.id in field list when tagging returned contacts

I'm running into almost the same problem that was detailed a couple years ago on the forums at https://forum.civicrm.org/index.php?topic=28829.0. When I run a custom search using the built in ...
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". ...
2
votes
1answer
26 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 ...
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 ...
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!
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 ...
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 ...
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(...
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?
1
vote
1answer
62 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 ...
0
votes
2answers
34 views

Can “Find Activity” automatically shows result with set parameters without going into selection every time?

For my volunteers I want to create an activity search based on set parameters, i.e. Phone, email. & scheduled. So they do not need to select parameters everytime. If I enter &force=1 in the ...
1
vote
1answer
157 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 ...
7
votes
1answer
269 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 ...

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