Questions tagged [dashboard]

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Empty profile after saving

We have small forms (profiles) on the dashboard to create contacts. However, these do not empty after saving, so that inexperienced users do not see the small "saved" note in the corner and ...
Gregor's user avatar
  • 41
0 votes
1 answer
28 views

Changing the colour of text inside text boxes

As standard after a new install on backdrop, the text on dashboards and some help text is white on a very light background, meaning you can't see it very well. How would I change the colour of the ...
Dan's user avatar
  • 39
1 vote
1 answer
28 views

Can't add dashlets on empty dashboard

When I remove all dashlets from my dashboard the droppable areas seems to be gone and I can no longer add any dashlets to it. There is no javascript error in the browser console. Having a least one ...
Jan's user avatar
  • 85
0 votes
1 answer
21 views

Conditional Allow Contacts to create or add a new case

CiviCRM Noob here... I have the requirement to allow for contacts/individuals to file a request for benefit. I have a case and timeline created. My question is how does the contact initiate the case ...
Eldon Leeburstroghm Allison II's user avatar
0 votes
0 answers
13 views

dashlets drag and drop broke. no columns to drag

Good morning, I'm new to Civicrm and I'm hooked! I was configuring the reports and dashlets for the Civicrm dashboard. At first everything was fine, but I decided to remove all the dashlets I already ...
GUILLERMO PALACIOS RINCÓN's user avatar
2 votes
1 answer
57 views

dashboard and dashlets drag and drop broken. can drop any dashlet in dashboard

Good morning, I'm new to Civicrm and I'm hooked! I was configuring the reports and dashlets for the Civicrm dashboard. At first everything was fine, but I decided to remove all the dashlets I already ...
GUILLERMO PALACIOS RINCÓN's user avatar
0 votes
1 answer
111 views

civicrm 5.54.0 status page and menus not loading after upgrade

After upgrading my CIVICRM is not working anymore. Menu's are not available and Dashlets are empty. There seems to be an AngularJS issue. The file https://www.instituutvlaamsevolkskunst.be/sites/...
Stefaan H's user avatar
1 vote
2 answers
110 views

How to configure dashboard for new users

We have a number of new contacts (about 40) who will be having a signon to Civi and for whom we want their dashboard to show a certain report- and not the 2 default items that a new user currently ...
Andy Clark's user avatar
  • 4,720
1 vote
1 answer
201 views

Error: [ng:btstrpd] App already bootstrapped with this element '<crm-angular-js modules="crmDashboard">'

Getting this Error: [ng:btstrpd] App already bootstrapped with this element '<crm-angular-js modules="crmDashboard">' on Dashboard with the only "CiviCRM News" ...
yurg's user avatar
  • 1,829
0 votes
1 answer
64 views

Contact Dashboard in Wordpress

Does anyone know if this information on Configuring Front-end Contact Dashboard in Joomla Sites is possible in Wordpress? If so, where can I find the corresponding information? CiviCRM includes the ...
Scarlett's user avatar
1 vote
2 answers
142 views

Make CiviCRM dashboard full-width

This used to be achieved with the code linked but since the dashboard code was heavily revised in Civi 5.33+? the old code doesn't work. Ref: https://forum.civicrm.org/index.php%3Ftopic=24355.0.html ...
Andy Burns - iXiam's user avatar
1 vote
1 answer
44 views

How do I eliminate the "civi Dashboard" tab

So far, I've used civiCRM to build my database. I'm about to go public on registration for an event and I don't want registrants to see the "civi Dashboard" tab. I have my civiCRM on Drupal ...
Tom's user avatar
  • 131
0 votes
0 answers
33 views

How does CiviCRM work out the numbers it reports in the 'Renew' columns on the Membership Dashboard?

I've just been responding to a client's query about why the numbers in the membership dashboard (/civicrm/member?reset=1) don't tally up. I assume, although it's not clear, that the data displayed in ...
Graham's user avatar
  • 3,935
4 votes
1 answer
60 views

Getting a two-column dashboard in CiviCRM 5.33+

After the recent rewrite of the CiviCRM dashboard, many of the sites I work with have only a single column where previously they had two columns. How does one restore the two-column behavior?
Jon G - Megaphone Tech's user avatar
4 votes
1 answer
57 views

Can't add dashlets on dashboard

on Drupal 7.67 + CiviCRM 5.32.2 I do can see the dashlets but I lost ability to add and suppress them, so I guess Ajax doesn't work any more. It stopped working with the upgrade to 5.32.2 before it ...
Guillaume Sorel's user avatar
3 votes
1 answer
87 views

How to create a recent new contacts report?

I'm trying to create a report of recent new contacts, ideally to make it available to our team as a dashboard widget. I've managed to get a report with the results I want using the Contact Logging ...
somnolentsurfer's user avatar
0 votes
2 answers
68 views

CiviCRM Dasboard Disappeared

Since updating to WordPress 5.5, my CiviCRM dashboard is gone and the "Configure Dashboard" link does nothing. Also, all of my menu bars are gone. My data still seems to be there, but the ...
TrevorN's user avatar
  • 43
1 vote
1 answer
109 views

Contribution pages fail after WP upgrade to 5.5

Our previously smooth running membership sign-up process failed leaving me scratching my head after a WP upgrade to 5.5. I had made some changes to the form at the same time and was blaming myself for ...
Southside's user avatar
1 vote
1 answer
33 views

Installing CivicRM

I have installed CivicRM in Wordpress but there is no menu or dashboard. All I see is the attached. What have I done wrong? Thanks Paula
Paula's user avatar
  • 11
1 vote
1 answer
109 views

CiviCase dashboard shows cases for invisible contacts

iam using CiviCRM 5.25 and Drupal 7.71. I have a bunch of acls running to limit the access to contacts, so with using CiviCase it controls the limited access for case managers to contacts, or more ...
lbl's user avatar
  • 68
0 votes
1 answer
58 views

How do I hide or re-size the Event Calendar in a CiviCRM Dashboard?

I'm using CiviCRM 5.25 and Drupal 7. I've created two Views in Drupal and added them as Dashlets to my CiviCRM Dashboard. After adding those, I now see an Event Calendar at the bottom of my ...
Joe McLaughlin's user avatar
1 vote
0 answers
33 views

Customizing the display of Recent Contributions on Contribution > Dashboard

I would like to be able to display a contributors assigned/chosen Campaign on the Recent Contributions dashboard: Any way to customize these dashboards? Thanks, E
epauldc29's user avatar
2 votes
2 answers
49 views

Editor Log-In Through WordPress

Rookie here. Installed CiviCRM WordPress plug-in, and it works great. We've given permissions to several people for entering contact data, events, etc., however, I would prefer they not go in through ...
TrevorN's user avatar
  • 43
0 votes
2 answers
51 views

Dashlet memo pad

I'm sharing the administration of CiviCRM with 2 other people. I would like the capability to leave notes and reminders for the other admins on their dashboard. Does anyone know of an extension that ...
Crofter's user avatar
  • 69
3 votes
1 answer
41 views

CurrentUser function in Reports?

I'm wondering if it is possible for the "Assignee Name" field in a report to have a Current User function. My goal is to create 1 report for the CiviCRM Dashboard where users can see all the ...
Scott Pulver's user avatar
1 vote
1 answer
62 views

How can we view past civievents in the events summary dashboard on civi? we can only see current and future ones

We want to see past events in our civi events dashboard. How can we do this?
Liz's user avatar
  • 11
2 votes
0 answers
39 views

How to add a custom field to the civicontribute dashboard?

I've researched a bit on how to create a custom field and believe I understand the process (from this post), but I would now like to add the content of this field to the CiviContribute dashboard. ...
Tony Fleming's user avatar
2 votes
1 answer
17 views

Why do I get `(Object) CRM_Contact_Page_DashBoard` at ~/dashboard?

I'm running Civi 5.19.alpha1 locally, installed using buildkit with drupal-clean on my laptop running Ubuntu 19.04. So I just manually installed or updated a bunch of Drupal modules (I started off ...
Joe McLaughlin's user avatar
1 vote
1 answer
72 views

Edit birth date

I have setup a webform to register people to an event, which we need to collect DOB. I have included the Birth Date field in the CiviCRM webform. One person can register multiple people. If they do ...
Ben's user avatar
  • 353
3 votes
2 answers
88 views

Keyboard shortcut to access contact Quick Search?

Is there a way to activate the contact Quick Search form field at the top of each page, with a keyboard shortcut rather than moving the mouse cursor?
Norris's user avatar
  • 870
2 votes
2 answers
49 views

Replacing the Contact Dashboard with Views

Has anyone started a project of creating views to replace the contact Dashboard that would show: Recurring Contributions Memberships Donations Event Attendance etc. I am considering starting this ...
Zachary's user avatar
  • 1,777
1 vote
0 answers
49 views

Membership dashboard issue caused using webform for membership signup

I am having an issue with the member dashboard when users signup for their membership via a webform. I roughly followed this to setup the webform/Drupal signup process. The membership is assigned to ...
Ben's user avatar
  • 353
2 votes
2 answers
401 views

How to create a custom dashlets?

I want to create a custom dashlet but I don't know how to do that.Please guide me to build a new dashlet. Any github reference or any source. Thanks in advance.
deepak's user avatar
  • 197
4 votes
3 answers
105 views

How to create a non report based dashlet

Expanding on this question here: dashlet creation If I wanted to create my own dashlet with somewhat static content I'm wondering how that is accomplished, I have a loose idea below but not sure if ...
RayWright's user avatar
  • 2,488
1 vote
1 answer
46 views

Relationships and Dashboard are broken with https

I recently tried forcing https in the htaccess file and noticed that the relationships in the main contact screen disappeared. They show up if I access them through a listing on the dashboard, but if ...
Kevin Butler's user avatar
2 votes
0 answers
96 views

Fatal Civi Error: "Invalid cache key: Not a string" error in Wordpress

I'm using Wordpress 4.9.9 and CiviCRM 5.4.1. Earlier today I updated several plugins, everything works fine except Civi. ** UPDATE: With civi activated, I get a blank page any time I try to edit a ...
kzburn's user avatar
  • 363
1 vote
0 answers
24 views

Soft contributions in user dashboard

qq re soft credits: on a supporter's dashboard, he/she sees the full contribution amount instead of just the soft credit assigned to them (e.g. if a company sends us a check for $1,000 for donations ...
MtnPavlas's user avatar
  • 826
1 vote
0 answers
47 views

Cannot access Civi dashboard

Earlier I updated several Wordpress plugins. One of those updates broke my access to Wordpress admin. So, I restored the backup I made prior to updating the plugins. After the restore I still cannot ...
kzburn's user avatar
  • 363
2 votes
0 answers
69 views

Some reports not showing in dashboard

As of version 5.6.0, some of our reports are no longer showing up in people's dashboards as a dashlet option. The reports have "Available for Dashboard" set and permissions seem right, I even set ...
Paul B's user avatar
  • 765
2 votes
1 answer
27 views

Incorrect Month To Date in member dashboard

Member Dashboard shows following headings October – (Last Month) March (MTD) 2018 (YTD) Obviously the month to date heading should be "November" rather than "March". Where is civicrm getting its ...
dgk112's user avatar
  • 367
2 votes
2 answers
351 views

How to allow logged in user to view their own civicrm contact dashboard in wordpress?

I want to allow logged in user to edit own contact details(own) from contact dashboard and edit custom fields(own) WordPress Version 4.9.8 CiviCRM Version 5.5.1
harshal's user avatar
  • 841
1 vote
1 answer
255 views

The CiviCRM public extensions directory at https://civicrm.org/extdir/ver=5.4.1|cms=WordPress could not be contacted

I'm getting this error pretty regularly lately, specifically after upgrading from 5.4.0 to 5.4.1: The CiviCRM public extensions directory at https://civicrm.org/extdir/ver=5.4.1|cms=WordPress could ...
Matt Woodward's user avatar
3 votes
1 answer
71 views

Amending relationship types has broken civi case

I was updating a site adding new relationships for cases, and relabelling old relationships to make more sense in case context. What I've since found is that the updates to the relationship table don'...
Craig Almond's user avatar
  • 2,037
1 vote
1 answer
269 views

Why is my Menu and dashboards not working on clean installation on Wordpress?

I have installed Civicrm 5.4 on a new Wordpress installation, I ran through the setup with one issue of a dashboard contact ID and have gone through the Configuration Checklist, but after that my ...
Jacques de Klerk's user avatar
1 vote
2 answers
350 views

Display CIVICRM Contact Dasboard

Drupal 7.59 Civi 4.7.27 In Blocks there is a default CiviCRM Contact Dashboard. #block-civicrm-3 I have assigned it to Content. It displays for Admin but not for any other roles. I want it to display ...
Iowa Boy's user avatar
  • 2,388
1 vote
0 answers
76 views

Possible bug re: participant counts?

Using CiviCRM 5.0 I can see an overview of my event participants using the Events Dashboard https://your.domain/civicrm/event?reset=1 Some of the numbers displayed here are however incorrect, in ...
Graham's user avatar
  • 3,935
1 vote
1 answer
226 views

Error on Member Dashboard after upgrading to PHP 7.0

After Upgrading to PHP 7.0 - I keep getting the following error on the Member Dashboard. Do you know what causes this? This happened to be before - I changed the resource URLs to Absolute and that ...
themak's user avatar
  • 3,352
2 votes
1 answer
107 views

dashlet creation

I have been asked if it is possible to create a 'team info' dashlet that can be used for getting info to everyone in the team when they log on to CiviCRM at the start of each working day. Any ideas as ...
SPM's user avatar
  • 71
1 vote
1 answer
129 views

CiviContribute Dashboard Chart Layout does not display

CiviContribute dashboard does not show chart_layout. Tested on Civi Demo as well as several installations. is there a configuration requirement? See image
Dave T's user avatar
  • 1,229
1 vote
0 answers
43 views

Configuring Front-end Contact Dashboard in Joomla Sites

After the configuration steps at https://docs.civicrm.org/sysadmin/en/latest/integration/joomla/dashboard/ I get the following error and can't resolve the issue. url(/administrator/components/...
David Waite's user avatar