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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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 ...
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1 vote
0 answers
28 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?
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CiviCRM WP Member Sync returns error "Could not add user to group." in log file

We have a website that registers people to events and adds them as contacts and participants via CiviCRM. I'm having issues with syncing WP users from WP group with id 7 to CiviCRM, according to the ...
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2 votes
1 answer
28 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/...
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!
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2 votes
1 answer
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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 ...
0 votes
1 answer
45 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 ...
  • 1,141
1 vote
0 answers
24 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 ...
3 votes
1 answer
47 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 ...
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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 ...
2 votes
1 answer
53 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 ...
1 vote
0 answers
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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 ...
1 vote
1 answer
28 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 ...
2 votes
2 answers
43 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 ...
1 vote
3 answers
64 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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1 vote
2 answers
56 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 ...
1 vote
0 answers
25 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 ...
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2 answers
53 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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1 vote
1 answer
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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 votes
1 answer
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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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2 answers
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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.
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1 vote
1 answer
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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 ...
1 vote
0 answers
25 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 ...
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1 vote
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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 ...
1 vote
1 answer
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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". ...
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0 votes
1 answer
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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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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 votes
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28 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 ...
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1 vote
2 answers
33 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 vote
1 answer
33 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
1 answer
28 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 vote
1 answer
57 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 vote
2 answers
34 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 votes
2 answers
44 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 votes
2 answers
88 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 ...
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3 votes
1 answer
67 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 votes
1 answer
48 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 votes
1 answer
24 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
1 answer
77 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 ...
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5 votes
2 answers
51 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 vote
1 answer
43 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 ...
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3 votes
2 answers
45 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?
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1 vote
1 answer
56 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 ...
  • 3,229
2 votes
1 answer
31 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
3 answers
76 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 (...
  • 3,229
2 votes
1 answer
110 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 vote
2 answers
37 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,...
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3 votes
4 answers
108 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 ...
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1 vote
1 answer
26 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 vote
1 answer
62 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 ...

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