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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 votes
1 answer
61 views

How to automatically add to group based on county

I would like to setup CiviCRM on Backdrop to automatically add new contacts to groups based on the county they are listed in. BUT, not every group has a record in so some of these groups are empty, ...
Dan's user avatar
  • 97
0 votes
0 answers
15 views

Limit Access to Form (Formbuilder)

I am currently familiarizing myself with FormBuilder. I see it is possible to limit access to a Form by ACL Permissions. But is there a way of limiting Access by group or even individual user? If not, ...
BennHi's user avatar
  • 11
2 votes
1 answer
19 views

how do i bulk delete contacts rather than deleting each one individually?

i have customers who are now 6 years old, so due to data protection rules need to delete. I can delete an individual contact using the actions, but don't want to delete hundreds one by one. Is there ...
Pat kenyon's user avatar
1 vote
1 answer
16 views

User creation error on Deb 12, CiviCRM/Backdrop

Fresh install of both backdrop and CiviCRM on Deb 12. When creating a user, I'm receiving the following: Fresh install on backdrop and receiving a similar message: _civicrm_group_roles_validate_groups(...
Larry G. Wapnitsky's user avatar
1 vote
1 answer
20 views

How to troubleshoot broken link for mailing list subscription confirmation

we have routinely used the option for users to register for a mailing list via a mailing group. Also we automatically send out an Email for confirming the registration (double-opt-in). Unfortunately ...
mplh's user avatar
  • 121
1 vote
1 answer
21 views

Categorize contacts automatically created from inbound emails

Would it be possible to set Civi that contacts which were created from inbound emails will be of a certain type? Or added to a certain group? A tag will be added to it, to allow a rule to catch it an ...
Itamar's user avatar
  • 31
0 votes
0 answers
23 views

Recipient of forwarded bulk email can unsubscribe the original recipient from group

A CiviMAil bulk mail that was sent, it includes the unsubscribe token {action.unsubscribeUrl}. The recipient ([email protected])receives that bulk email The recipient ([email protected]) of ...
EricLB's user avatar
  • 385
1 vote
1 answer
56 views

Subscribe contacts to newsletter in bulk

We've been using a separate tool for newsletters, but I'd like to move those subscriptions into Civi - basically, add users to a mailing group in bulk. There are several thousand of them. I'd prefer ...
zip's user avatar
  • 165
0 votes
1 answer
50 views

ACLs and Permission to add to Groups

I am trying to setup our Civi with a horizontal and vertical permission structure for different departments and roles. By horizontal I mean what's configured in WP Permissions such as access to ...
BennHi's user avatar
  • 11
2 votes
2 answers
58 views

AdminUI Display of Groups is Cluttered - How can we improve?

AdminUI comes bundled with CiviCRM - when enabled, it does a pretty great job on most pages - but on groups - I hate it. (I do like the search functionality though) It ignores hierarchy (parents, sub ...
themak's user avatar
  • 3,441
0 votes
1 answer
21 views

FormBuilder's "In Groups" field does not support permissions

When using the field "In Groups" in FormBuilder it does not limit the groups to the ones I have ACL permissions to but lists them all. Other groups selections in CiviCRM do this. Is this by ...
Jan's user avatar
  • 107
2 votes
1 answer
123 views

WordPress group sync - after migrating from Drupal

I'm migrating my site from Drupal to WordPress, and could use some advice about how to handle syncing between CiviCRM groups (not members) and WordPress groups. I guess the first question is: how do I ...
Ken Williams's user avatar
0 votes
1 answer
25 views

How to create a drop-down list of Groups for a form?

Our organisation (a u3a) has many Groups. Each Group (apart from administrative Groups) has a Group coordinator. I have created a custom field ‘Coordinator of’ and would like the profile entry to be a ...
Camilla Jordan's user avatar
1 vote
2 answers
109 views

Where is the option to add multiple contacts to a group

I used to be able to do a specific search (such as for contributions in a given period) and then add the results of that search to a new group. The online documentation still refers to it-- "...
Nancy Gibbs's user avatar
0 votes
0 answers
33 views

Contact Dashboard permissions

We have had the CiviCRM contact dashboard operational for a while, showing only Membership and Contribution data. However we now want to show assigned activities as well. I ticked the checkbox and ...
Rob Brandt's user avatar
0 votes
1 answer
49 views

Split a large mailing list into 2

I see the "Split Group" extension isn't available anymore. I have a group that I am mailing to that has 74,000 emails. My team would like to split this into 2 mailing lists due to how long ...
erin's user avatar
  • 241
1 vote
0 answers
100 views

"Loading Failed" when selecting recipient group in Civimail mailing

I know this has been asked before, but in that case the problem was fixed without identifying the problem or the solution. I'm trying to send mails using CiviMail, but when I try to select mailing ...
Jern's user avatar
  • 1,300
0 votes
0 answers
30 views

User Dashboard not showing assigned groups

I have gone through the permissions, and I cannot find the one where users view their own groups, and the dashboard isn’t showing groups for logged in users. I need this to be able to be viewed by all ...
Dan's user avatar
  • 97
2 votes
1 answer
56 views

Unable to add multiple groups to mailings

Recently, when using CiviMail, I have been unable to include or add more than one group for the mailing recipient or exclude fields. It only allows me to select one group, and if I try and add another ...
Ben's user avatar
  • 946
1 vote
3 answers
224 views

Recipient loading failed in mailing after upgrade to 5.65.1

I am running Civicrm on Wordpress 6.3.1 and today I upgraded Civicrm from 5.58.1 to 5.65.1 successfully with no errors. Log output - [info] Running task: Finish core DB updates 5.65.1 I did notice ...
markd's user avatar
  • 71
1 vote
1 answer
32 views

Outbound Twilio SMS to group - Will send to some, but not all

We have Twilio SMS set up and it works great for the most part. The issue we are having, however, is trying to send to a group of contacts. The group has 137 individual contacts in it. When I try to ...
Margaret's user avatar
  • 121
0 votes
0 answers
21 views

how to synch CiviCRM user groups to Joomla ACL groups

trying to figure out how to synch CiviCRM groups (especially smart groups!) with Joomla ACL groups. I did find this extension (CiviCRM-Group-Sync) but it's 3 years old and last tested systems were ...
minbori's user avatar
  • 551
0 votes
2 answers
38 views

Multiple group profile sign up

My organisation are moving over to CiviCRM. We currently offer a range of different newsletters about different themes and issues. I will obviously need a group for each theme, and I want to build a ...
Cozy4907's user avatar
  • 487
2 votes
1 answer
88 views

Can you disable or organize searchkit searches?

Searchkit has become so powerful, we use it in place of reports for most things nowadays. This has led to a mess of a page. Luckily the search function has saved us a bit. However is there some way to ...
themak's user avatar
  • 3,441
0 votes
1 answer
22 views

Individuals records in 1 group cannot be assigned to another group

Added more information to my question: Here is the situation. We are using WordPress and CiviCRM. We have Donors and Volunteers. With donations, we upload a CSV file for our new donors (new donors ...
Allen Pattiselanno's user avatar
2 votes
1 answer
28 views

Emails being send to explicitly excluded contacts

In a recent mailing we noted that CiviMail is not respecting the "excluded" groups option. In this case, we were contacting people to respond to a survey, and created a group for those who ...
LMK Web's user avatar
  • 571
2 votes
0 answers
67 views

Is there a way to send an opt-in reminder (with a subscribe link to click) to people whose group status is pending?

I have the same problem that was described here in 2017: How can I chase up mailing list subscribers who don't confirm their opt-in? I am wondering if anyone has found a solution. To summarize the ...
Victoria H's user avatar
0 votes
1 answer
30 views

How can I restore the data from a deleted Group

Scenario is - contacts had been added to a Group (in this case for subsequent deletion) but a user then incorrectly deleted the Group, rather than the contacts in the Group.
petednz - fuzion's user avatar
  • 28.3k
0 votes
1 answer
33 views

How to fix "Class not found" Error when it is in the filesystem

When a Civi Contact wants to resubscribe to a Mailing List the contact was previously subscribed to, I get the following error: Fatal error: Uncaught Error: Class 'CRM_Mailing_Event_BAO_Resubscribe' ...
Cristina P.'s user avatar
0 votes
1 answer
16 views

Can a group have a child relationship to two or more different parent groups?

Assuming that I have the groups GR1, GR2, GR3, GR4, etc and parent groups PG-A and PG-B; can GR1 be configured to be a child group both in parent group PG-A and simultaneously be a child group in ...
EricLB's user avatar
  • 385
2 votes
2 answers
53 views

How to manage a Mentoring-System with CiviCRM

I would like to organize a mentoring-platform where mentees/mentors can register via a website. Mentees can get assigned to mentors in geographical proximity by an organizer of that region. Mentors ...
mplh's user avatar
  • 121
0 votes
1 answer
59 views

What is the expected behaviour of ACL in regard to group management (and are there changes planned for the future)?

I have observed the following behaviour during testing an ACL-Setup. Could anyone let me know if this is the expected behaviour and if there are any more or less particular plans to change that in the ...
Fabian's user avatar
  • 3,597
1 vote
0 answers
35 views

Can a contact be added to a group by URL?

I'd like to add a button that adds a contact to a specific group to a Search Kit display. Is there an URL I can specify in the display with the contact id?
Lars SG's user avatar
  • 4,073
2 votes
1 answer
127 views

Undefined array key "rows" in Search.tpl.php when entering "Manage Groups"

The PHP warning appears everytime when a user enters "Manage Groups" (/civicrm/group). The full warning: Warning: Undefined array key "rows" in include() (line 6 of sites/default/...
Tobias Krause's user avatar
3 votes
1 answer
14 views

Putting Contact Tags in Email Template

I would like to add the tags/groups of a contact into the email body of a template. Is there a shortcode that can do this? Thanks in advance!
teivovo's user avatar
  • 31
2 votes
1 answer
73 views

API3 Error Custom Fields

Deleted Custom Field set called Area and added a new custom field set called Regions and I get the below. I cannot access any Contacts now. CiviCRM_API3_Exception: "'group_areas' is not a valid ...
Paul Williams's user avatar
0 votes
1 answer
72 views

Check Group Permission in Drupal Views

I have a Drupal 7 Views that produces a case activities report. It has columns like scheduled activity date, contact id, notes, etc. The user can search by contact id and all activities related to ...
Kristine's user avatar
  • 1,173
1 vote
0 answers
51 views

How do hide Groups from a user role unless they're permitted via ACL

I see that ACLs allow one to permit a user role to view selected Groups, however, something is enabled somewhere allowing all users to view all the Groups. I don't have the permission setup allowing ...
flantascience's user avatar
3 votes
1 answer
66 views

When should a CIVI group be disabled vs deleted?

I am wondering what the difference between archiving and disabling a Group is? I would like to clean up our list of groups (including Smart Groups) without deleting or affecting any of the historical ...
HPerez4's user avatar
  • 33
0 votes
0 answers
13 views

How to make it possible to add a group of fields indefinitely?

In my country, when submitting grants, we fill in the calendar plan calendar plan. I implement this through a group of fields, but I need the user to be able to fill in this group once or an infinite ...
Константин Канивец's user avatar
2 votes
1 answer
104 views

How to find out when Contact added to a Group

I'm trying to find out when people were added to a SmartGroup. I want to be able to see when they joined the group so I can see when their membership is expiring. Anyway to do this? I have tried doing ...
Joshua W's user avatar
2 votes
1 answer
35 views

API4 GroupContact does not update Subscription History?

When I use the API4 GroupContact update I do not have the option to change the date of the change (which is kept in civicrm_subscription_history). Also, when I use the update to set the status to ...
ErikH - CiviCooP's user avatar
1 vote
1 answer
40 views

"Notify when profile form is submitted" not working

I'm a beginner. I created some simple profiles to collect volunteer interests from new contacts. I specified a Group Name for "Add contacts to a group?" and specified a valid email address ...
ArloGueswith's user avatar
2 votes
2 answers
55 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 ...
Jennifer's user avatar
1 vote
3 answers
78 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?
dsmith63's user avatar
  • 419
1 vote
2 answers
101 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 ...
Jennifer's user avatar
1 vote
0 answers
32 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 ...
Cirrus's user avatar
  • 53
0 votes
2 answers
55 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 ...
Andy Burns's user avatar
  • 3,681
1 vote
1 answer
55 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 ...
emptyhometax's user avatar
0 votes
1 answer
17 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 ...
Markus's user avatar
  • 1

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