Questions tagged [groups]

Groups categorise contacts and make it possible to treat them as a cohesive unit. Groups are the base for mailing lists and access control.

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2
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2answers
23 views

Is there a way to modify/customize the fields shown in the Group Contacts Window?

Is there a way to modify/customize the fields shown in the Group Contacts Window? When we're looking at the Contacts in a Group, under >Contacts >Manage Groups, is there a way to modify this ...
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3answers
39 views

Does CiviReport have a concept of "Group By"?

My org wants to know which countries were represented at an event. A simple way to do this is to "group by" country. Does CiviReport have a concept of grouping by a column?
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2answers
36 views

Is there a way to export Group Details?

Is there a way to export Group Details? I've tried to look into the custom reports, and various report options, without success. Ultimately, it would be great if you could export group details similar ...
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0answers
19 views

Contact Groups and ACL Management

I am using Civi 5.38 on a WordPress site, and have a query on ACL permissions. We want to use different tiers of access for the information stored in custom data sets. We have created ACLs and applied ...
0
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2answers
51 views

Group search not available on all search screens except for search builder

Ever since Civi 5.35.2, group search does not populate for non-admin users. See discussion here: https://github.com/civicrm/civicrm-core/pull/19372. Before all groups would show. On multisite. Users ...
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1answer
20 views

Is there a way to include group and tags on a contact report

I built a report off of the Constituent Summary report and I am wondering is there a way to include groups and tags in that report that will export as a csv? Also why are some reports only exportable ...
0
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1answer
10 views

group visibility missing options

I Would like to create groups "exposed publicy and for listings". Buit while the option is available in search-form under "Manage Groups", ist not available within the group ...
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2answers
15 views

I want to find a specfic group and get their email addresses

I need to know how to request a specific group (Fundraisers) using their email address.
1
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1answer
19 views

Mailing is saved but does not reach recipients

I'm really out of my depth now. Here is the situation: CiviCRM version 5.36.0 Wordpress Plugin Hosted on Linux Server Administer->System Settings->Outbound Mail: enteredSMTP-Server, Testmail is ...
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0answers
22 views

Groups not visible despite correct ACL after going from 5.18 to 5.35

Users with visibility to a group of contacts no longer see that group as selectable in search. At first I suspected that migration failed in some way, but after creating a whole new group, group ...
1
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0answers
22 views

HOWTO organize hierarchical groups and ACLs in WordPress

We are currently using CiviCRM ver. 5.35.1 on WordPress ver. 5.7.1. All our contacts and organizations are included in groups related to (Italian) Regions, with Provinces within (the same organization ...
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1answer
25 views

How to automatically create/import some 4000 groups in bulk from a csv file

We are considering data migration to CiviCRM. We have two CSV files, one has the details of thousands of "individuals" and another has a list of over 3000 needed "groups". ...
0
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1answer
26 views

Export CSV of an smart group's contacts via REST API?

How can I make a REST API call to Civi that creates a CSV file with all the Contacts details (name, email, telephone...) from an specified Smart Group? Thanks.
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0answers
16 views

Database error "Unknown field" when trying to add contacts to a group from a report

Created a report with some custom fields in it. The report show up correctly with the custom field used When I click on "Add Contacts to Group" and choose a group I see a blank page stating ...
0
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0answers
20 views

Users cannot view ACL groups in search that they should see. Why?

Users have ACL access to just a couple of groups, one of which is a smart group and a subset of the other. Although they can see all the contacts that they should, when going to 'Search' and select '...
0
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0answers
24 views

Assigning activity to an entire group without doing the search beforehand?

What would be the easiest way to a get the Record Activity screen prefilled with the contacts from a group without having to search before hand? I wanted to add a link to the menu which would give me ...
1
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2answers
21 views

Can you create a mailing list based on tags

Is there a way to use tags, possibly multiple tags e.g. using the tags Students and Attended Conference X, to create a bulk mail to members who fit into just those two categories.
1
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1answer
25 views

Create Role in WP from Group in CiviCRM

In WP 5.5/CiviCRM 5.29 I have only one membership type at the organization level and 2 groups of beneficiaries depending on some criteria. I have all the needed extensions from Christian Wach. I need ...
1
vote
1answer
24 views

Getting Groups Associated with Campaigns using REST API

CiviCampaign allows you to 'include group(s)' as a part of a Campaign. Is there a way to 'get' which groups have been associated for a given campaign ID using the REST API? The GET API for Campaign ...
1
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1answer
47 views

Mailing to contacts in a group - deleted contacts were included to the list of recipients

We discovered a bug on this weekend with our last newsletter. We use CiviMail to send our newsletter to all contacts within our "Newsletter" group. As usual we collected the group as the ...
1
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2answers
22 views

How to save a search criteria?

is there a way to save the search criteria from a 'search builder' or 'advanced search' for future use without making it a smart group? TIA
2
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2answers
35 views

Can Civirules differentiate between 'pending' and 'added' group status?

I'm using Civirules to assign tags to members who add themselves to a group via public webform using the Linked Trigger 'Contact is added to group,' but the group requires double opt-in. Civirules ...
2
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2answers
74 views

Warning: Disabled/Deleted fields on Smart Groups

After upgrading to CiviCRM 5.27 (and now, to 5.28) on Drupal 7, I see this warning message. As you can see, GROUP is listed as "-" (minus). When I try to click on settings (Gear icon), it ...
3
votes
1answer
45 views

Unsubscribe link shows all groups in Civicrm

When an email recipients clicks on the unsubscribe link in a Mosaico email, every group in Civi is revealed. EG Are you sure you want to be removed from the mailing list(s) shown below: 100 plus ...
3
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1answer
38 views

How to import groups of contact and make it a new group

I am new in the CiviCRM community! As I am accustomed to closed-source CRM platforms, I have issues finding an answer to my need: I would like to import a group of contacts, and then make it ...
0
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1answer
23 views

Adding contacts to group after receiving mail from them

Say, for example that I want to divide my contacts into two groups, an active group (contacts from whom I've received a mail in last few months) and an inactive group (countacts from whom I haven't ...
3
votes
1answer
57 views

Send certain welcome message after subscription to certain mailing list

I think this is an obvious feature, but I can't find it anywhere. I can set several custom "Welcome" Automated Messages but I would like to be able to assign certain custom "Welcome" automated ...
5
votes
2answers
48 views

Listing Groups in a mail template

I'm creating an email template to be used to confirm a contact's membership status, and I would like to include a list of the Groups (representing Committees in our case) that the contact belongs to. ...
1
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1answer
26 views

How to allow users in ACL group to add & remove contacts in groups

I'm implementing ACLs for a client. Users can only have view or edit to a group when adding permissions, so then don't have the ability to add or remove a contact from that group. In fact, I've found ...
3
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2answers
33 views

Report of groups and number of members

I would like to have a report that lists: the name of each group the description of each group the number of members in each group How can I do that?
1
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1answer
48 views

Is anyone using Google Group Integration for CiviCRM?

We have tried implementing Google Group Integration for CiviCRM - we got 90% there but ran into issues. We have some funds to get a fix - but we have not heard from the developer. Is anyone using ...
2
votes
1answer
30 views

What entity to use for committees (both a group and a collection of projects)?

Having some trouble mapping CiviCRM database entities to conceptual entities in my organization. We have long lists of committees; each committee can have any number of projects; projects can have any ...
5
votes
3answers
60 views

How do you report group history? (audience growth/change)

We transitioned from MailChimp to Mosaico - overall is been okay - but there is a report we were asked to generate that I can't seem to figure out. The report would display group size over time (...
2
votes
1answer
86 views

Ajax error with Manage Groups after upgrading to PHP 7.3, MySQL 8.0 and 5.22.0

I may have done too many upgrades at once but I was really eager to upgrade my environment following the release of Civi 5.22.0. I started out with upgrading my Civi Wordpress environment from 5.21.0 ...
1
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2answers
36 views

Constraint violation when viewing Mailing Detail Report (group_id the cause)

CiviCRM version: 5.19.4 CMS: Drupal 7.69 PHP version: 7.1 When trying to view the Mailing Details Report page, I get the following error: DB Error: Constraint violation Looking in the error logs,...
2
votes
4answers
92 views

Assign all contacts created by a user to one group automatically?

Just what it says in the title. I have an issue with ACL where the user that has access to only one group creates a New Individual (through civicrm) winch then they do not have the access to. My ...
1
vote
1answer
24 views

Contacts unexpectidly added to Mailing Groups (by Admin)

I'm using CiviCRM with Wordpress and have around 1500 contacts. I have 3 groups with around 120 contacts in each group which I use for mailings. I sent a bulk email to one of the groups then around ...
1
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1answer
55 views

Tracking Yard Signs

Just getting started with CiviCRM and got my voter registration list imported and created contacts. Now we are getting requests for political yard signs coming in. What would be easiest way to track ...
2
votes
1answer
35 views

What information does log_civicrm_group keep? How is it useful?

Do you use the log_civicrm_group logs? Our log file is now about 300MB - quite crazy. Are records of removal and adding contacts to groups stored here? Thats information we would like to keep. How do ...
1
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0answers
16 views

Revoke permission to add contacts to groups

My client has a strange and complex group of relationships that I'm trying to properly permission. We are granting permission to a group of 3rd party managers to admin protected groups of contacts. ...
0
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2answers
44 views

Feature request: Relate memberships to Groups and have separate access

Overview I have a number of groups. Each group has one or more memberships. With ACL I can discern between the access to the different groups and their contacts. However, when access is granted, the ...
2
votes
1answer
15 views

How can I find membership totals on a month by month basis eg. total members end of Jan, Feb ect so i can then analyse the increase month by month?

I have found how to get Civi to show me how many new members of each type joined per month. However I need the total of all members at the end of January Feb etc so I can see if there is an increase ...
5
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0answers
48 views

Setting note privacy to groups instead of just author [duplicate]

[On Civicrm 5.19.1, Drupal 7] Is it possible within Civicrm to make a new privacy setting that limits viewing notes to an entire group, and not only the author? We would like all tarification people ...
2
votes
2answers
40 views

Are virtual community tools (groups, mailinglists, profiles, "friends", ...) playing nice with CiviCRM?

We are looking into integrating online community tools (like buddypress, peepso): members can open closed and public groups groups have mailinglist functionality, ideally posts to the group can be ...
3
votes
1answer
23 views

How do I automatically add a user to a Backdrop (or Drupal) role?

I figured out how to automatically add a newly-created user to a group when they fill out a contribution or event page, but I want to add them to a Backdrop role as well. How can I do that?
1
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1answer
35 views

Unable to list groups with CiviCRM API

When I run the API command (via CiviCRM API Explorer) to list all the "Mailing Lists" i.e. $result = civicrm_api3('Group', 'get', ['group_type' => "Mailing List"]); I get the full list of mailing ...
1
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2answers
39 views

can a search for the individuals in a group display notes instead of address, etc

I would like to be able to read the notes for a group of individuals when I am looking at the resulting list of contacts from a search.
4
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1answer
31 views

Importing contacts and adding to a group also adds contacts with imported relationships to the same group

I'm importing a CSV of contacts with a relationship to other contacts and adding the new contacts to a group. To my surprise, the group ended up with more contacts than I had imported. I saw that all ...
1
vote
1answer
49 views

Unable to load the recipients group when sending mailing with Civimail

I am running CiviCRM 5.17.4 on Wordpress 5.2.3. The problem I am facing is that I am unable to send mailing to mailing lists (defined as groups) via CiviMail. When I try to enter the group in the ...
2
votes
1answer
30 views

how to retrieve non-grouped contacts?

Civi 5.15.1, Wordpress 5.2.3 I'm trying to get a list of all contacts who are not in any group (Smart or otherwise). I've done this two ways, with the same result: the first is by filtering the ...

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