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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8 views

How does it work to add a new group with multiple parents?

I have created groups 1 through 7, and inside each of those is another subgroup 1 through 7. What happens if I create subgroup 1 and list all 7 top level groups as parents? I tried, and it seemed to ...
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1answer
327 views

Permissions, ACL and Groups

I would like to confirm this statements regarding permissions, ACL and groups (Wordpress 4.7.1, civicrm 4.7.15) Permission to edit contacts (ACL or general), allows user to assign contacts to ANY ...
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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 ...
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4answers
124 views

Multiple branch/chapter management with various access level of information

I am newbie to CiviCRM. I an searching for a solution to manage a multiple branches of an organisation with CiviCRM. Multiple branches will be spread across the glob. All the branches should have ...
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1answer
52 views

Child groups with all parents disabled shows in group list

I'am currently using Civicrm version 5.3.1 with drupal 7.59. Steps to replicate: Create one group, parent A. Create a one group, child A and assign parent A group created above as parent. Disable ...
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2answers
31 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 ...
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2answers
62 views

How to get contacts in children of a parent group using the API

I have a child groups C and B, each with 20 different contacts in them. Both child groups are in parent group A. I need to find all contacts in all children of A since C and B might be removed later ...
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1answer
42 views

deleting groups

under contacts, manage groups, delete; the following notiThis group currently has 35 members in it. Deleting this group will NOT delete the member contact records. However, all contact subscription ...
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1answer
77 views

Send scheduled reminder to group

I am trying to send an Activity-triggered scheduled reminder to a group. These contacts will not be otherwise associated with the Activity. Recipients > Send to group doesn't seems to be working and ...
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1answer
12 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 ...
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2answers
24 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.
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40 views

Setting note privacy to groups instead of just author

[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 ...
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1answer
38 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 ...
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1answer
24 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 ...
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1answer
19 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?
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1answer
36 views

Can CiviCRM be managed as a group of companies, where there is a parent company of the group of child companies?

An example of this Group of Financial Companies, which is the Parent company, then below it, are the other daughter companies, but that each one is granted their independent clients and their ...
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1answer
20 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 ...
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1answer
26 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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18 views

Send an email to all contacts that can manage an organization's membership

Scenario: Membership by organization - each organization has at least one contact person that is an individual that has contact permissions. I want to send an email to each member organization's ...
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2answers
117 views

In mailing all recipients are not showing

I have a problem related to 'mailings'. When I create a new mailing and select a group (for example, 'current members') in 'Recipients' then it is not showing all recipients. For example, I have 5681 ...
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3answers
237 views

How can people view which mailing lists they're subscribed to?

We have a number of mailing lists for various topics, and sometimes people aren't sure which ones they've subscribed to. I would like to send a newsletter to our main mailing list (group) with an ...
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1answer
48 views

CiviMail shows empty recipient list

CiviCRM 4.7.24 on Drupal Since updating to 4.7.24, no groups appear in the recipient list
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1answer
24 views

Does CiviCRM OG Sync support PHP 7 +?

After updating PHP to 7.1 we are now unable to save new organic groups and receive a Civi error. No new group is created in CiviCRM. backTrace #0 /sites/all/modules/civicrm/CRM/Core/Error.php(377): ...
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3answers
85 views

Import Contacts with Email field issue

If I import contacts via a CSV file and indicate a home email, the email address does get imported without any issue. However, in order to send an email to the contact (in my case sending to an ...
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1answer
33 views

Link Contact Type with Drupal Roles

I have the CiviGroup Roles Sync working fine but realistically i want to link Drupal Roles to the CiviCRM Contact Types. Is this possible? So if i add a role in Drupal it will be reflected in Civi? ...
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3answers
155 views

Importing Contacts into multiple groups

I am trying to work out how to import contacts into multiple groups. The list of contacts to import has some contacts listed in multiple groups. I've been unable to work out how. EG Fred Smith is in ...
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1answer
22 views

How to setup a contact journey and add them in specific mailing group after a delay?

I would like to setup a web signup form with 2 of our newsletter groups. After contacts sign up, I would like to send them 2 welcome emails after 10 days of delays. Then add them to the 1 of 2, or ...
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1answer
15 views

Manage Groups shows no groups after server move

We moved our CiviCRM install to a new server a couple of weeks ago. Everything seemed to go smoothly, but we've now noticed that the Manage Groups page is empty: Clues that I've got so far: This ...
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1answer
67 views

Listing events that only belong to a group

I have CiviCRM 5.12 on drupal 7. I want to create a drupal view containing the next events that are printed if only the contact belongs to an authorized group. That is, when I create an event, I link ...
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2answers
42 views

Is there any way to group cases?

Is there any way to group cases, other than using tags? We currently need this for an implementation where case management is used to fulfill wishes for children with chronic diseases. The ...
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1answer
17 views

How to expose Mailing Groups in webform?

I would like to create a webform with a certin mailing group exposed to the user via the checksum link, so that they can subscribe to the mailing group. If I select "User Select" option during ...
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3answers
685 views

API Get Contacts which are members of a certain group

While trying this request $result = civicrm_api3('Contact', 'get', array( 'return' => "id", 'group' => "Administrators", )); we've got { "error_code": "no such field", "sql": "...
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1answer
41 views

Anonymous user filing out a profile unintentionally remove themselves from groups

When an anonymous user fills out a contribution or other form with a profile that includes the ability to select groups, the user may leave those checkboxes blank, like so: If the anynomous user ...
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3answers
26 views

How to keep contacts to a GROUP for a limited period?

We have kids activity event that runs for a year, for example, event name is KIDS CLUB - 2019. Registration is done by webform. We capture parent details as relationship and added to PARENT GROUP. ...
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1answer
56 views

How do I add a contact to a group using the API?

I looked in the documentation but I can't seem to find a way to add a contact to a group using the API.
2
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1answer
31 views

List all Group linked in ACL for specific User

How do I list group linked for a specific user in CiviCRM Example: I have three user group in Civi - Admin, user and staff I have linked only one group (staff contact) for staff user with ACL Now ...
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2answers
26 views

Manage Groups not listing groups

None of my groups are listed on the Manage Groups option in the Contacts menu. Its applies to all my sites which vary between CiviCRM 5.2 to 5.11. Some are new sites some upgraded from 4.7.x where it ...
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2answers
102 views

How can I extract email addresses from a Group?

I've created a Group of individuals and I would now like to extract all of their email addresses. Is there a way to do this? When I view the list of individuals in the Group I can partially view the ...
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0answers
17 views

Is there a way to limit the child groups displayed on an opt out message?

If you have a mailing group with child sub groups, when you offer an "opt out from this list" option, all child groups are displayed - including ones that the recipient isn't a member of eg a parent ...
2
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1answer
33 views

How to change or transfer mailing list groups properly?

Right now - we have a smart group with all individuals tagged, in this example "Email List" and of type "Individual" as our main email list. This has worked fine for us - as we rarely sent emails. ...
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0answers
31 views

Email segmentation with thousands of groups

I am curious if there are any usability concerns with having thousands of regular mailing groups (not smart groups) to segment by county (3,142) in the US? Is there any guidelines or instances of Civi ...
3
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1answer
40 views

Advanced Search Using Custom Profile as Display View that Includes Groups Not Working after Upgrading to 5.9.0

After upgrading Civi from 5.3.1 to 5.9.0 (with drupal 7.61) any search results that use a custom display view (profile) does not work properly if that profile includes the groups or tags fields in the ...
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46 views

Effects of hidden groups and multisite mailing

I'm looking for some clarity on hidden groups. We have 50 states using a multisite instance and the mailer doesn't work well with multisite. To achieve segmentation, it seems like creating mailings ...
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2answers
149 views

CiviMail: What is the expected behaviour when unsubscribing from a mailing sent to a parent group?

I'm sure I remember reading somewhere ages ago that when unsubscribing from a mailing sent to a parent group, the contact would be removed from all of the child groups that they belong to that are ...
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0answers
28 views

CiviCRM OG Sync on Drupal

Is CiviCRM OG Sync (Druapl 7.x-5.8.2) still working on CiviCRM 5.8.2? I see the user being added to CiviCRM Groups, but when deleting the member from the OG group, the user wasn't deleted from the ...
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1answer
34 views

Assign a group from logged in user contact group to new individual

I am trying to assign a group from currently logged in user(One group in assigned only) to a newly created individual. function search_civicrm_post($op, $objectName, $objectId, &$objectRef){ { $...
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1answer
16 views

Getting problem while getting group id of current logged in user

I am trying to get a group id of currently logged in user function search_civicrm_preProcess($formName, &$form) { $getContactId = (int) CRM_Core_Session::singleton()->getLoggedInContactID(...
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0answers
40 views

how to show all groups in user dashboard?

In our system, we have some groups that only a manager can add or remove people to, however we would still like the contacts to be able to see that they are included in those groups via their contact ...
2
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1answer
35 views

CiviCRM access for Wordpress custom group users

I am using CiviCRM 5.8.1 (update to 5.8.2 will be done shortly) on Wordpress 5.0.1 with German localization. For extended permission management on WP, I use Advanced Access Manager. I created a group ...
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1answer
49 views

Sport organisation using CiviCRM

I've been asked to help setting up CiviCRM installation for local judo association. Never used the system before so if I could get some guidelines how to setup the organisation in the system I'd be ...