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.

Filter by
Sorted by
Tagged with
3
votes
3answers
514 views

CiviMail Does Not Send To A Whole Group

Evening Everyone; I have found an issue with CiviCRM 4.4.14 (Drupal 7.39) which I can not fathom. I have checked everything that I can think of and nothing obvious springs out. I have a non-Smart ...
2
votes
1answer
60 views

There is some inconsistent/confusing workflow managing contacts from smart groups?

CiviCRM allows add and remove contacts from smart groups. This is an useful functionality that allows us to cover some cases managing groups. However this functionality often leads to confusion among ...
6
votes
1answer
83 views

Restrict contacts available to be assigned to an activity

We're looking to restrict the contacts that are available when assigning an activity. Has anyone done this before? The email function is really useful, but due to the sensitive nature of some of the ...
12
votes
4answers
438 views

Which contacts in a mailing group are NOT recipients of a mass mailing?

I have a mailing group with 1396 contacts in it, 8 of whom don't have email addresses and 21 of whom have opted out of bulk email. Therefore there should be 1367 contacts emailed. However, when I ...
3
votes
2answers
93 views

How and when should I create custom data fields?

I need at least 50 different "categories" or "custom fields". Everything from Contact Info like Name, Address, etc. to specific information that I would have to uniquely name. I am getting extremely ...
3
votes
1answer
34 views

When does civicrm-webform remove you from groups?

If you use civicrm-webform, you can add civigroups to your form. You can choose 'user select' to have the user select one or more groups. In the form component, you can choose 'static' to show only a ...
12
votes
5answers
219 views

How do I prevent a user from adding contacts to ACL groups?

I have successfully set up CiviCRM ACLs so that only contacts within the group "NYC Team" have access to certain events. What I am trying to figure out is how to prevent low-level users from adding ...
5
votes
1answer
156 views

Reverse sync CiviCRM groups to Drupal organic groups

We have a client who would like to sync their CiviCRM groups to Drupal organic groups. This is opposite to the CiviCRM Organic Groups module which syncs organic groups TO CiviCRM groups. Their are ...
9
votes
2answers
415 views

Multi-level Organization ACL Permissions

For my first CiviCRM implementation I need to set it up for an organization that has several national branches, each with a number of centres. Contacts belong to a centre and therefore its country. ...
7
votes
2answers
144 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 ...
6
votes
1answer
285 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 ...
5
votes
2answers
155 views

Finding contacts in Group A AND Group B?

It seems like there must be a way to search for (and hopefully perform group operations on)contacts that are in both Group A AND Group B but I can't find it. Suggestions?
2
votes
1answer
117 views

How to get a CiviCRM popup form (eg create new Group / Tag etc) working via a Drupal link

We wanted to let a Drupal user 'create new group' in civicrm without needing to go in to CiviCRM itself. Clues from here suggested we might be able to do it without using API etc. The suggestion was ...
2
votes
3answers
160 views

How to add a tag or group to a set of pre-existing contacts via import?

I have a list of contacts (names and email addresses). I know that all of these contacts are in the Civi database, but I want to add a tag or a group to all of them, and i have the list in a CSV file. ...
6
votes
1answer
230 views

How Do I Import 75+ Groups

What's the best way to batch import a list of groups? The list contains 75+ entries, so having a team member manually enter each group is not the best use of time.
6
votes
4answers
144 views

What does Group Type = Mailing List do?

When you create a group in CiviCRM there are two tick boxes for Group Type: Access Control and Mailing List. I presumed that the latter controlled whether that group was available in CiviMail, however ...
5
votes
2answers
179 views

How can I assign tag when certain profiles are submitted

Anyone who signs up online for a membership on our site must create a Drupal user account at the same time (advanced setting on profile used for membership sign up). This gives them access to member-...
4
votes
1answer
151 views

Add non-Primary email address to Group

I have contacts with multiple email addresses. I want to assign non-Primary to specific Groups, ie, Billing different than Main (Primary). Also, when using simple or Advanced Search, it doesn't find ...
4
votes
2answers
115 views

How can I use Drupal Rules to remove a contact from a group

Webform_CiviCRM integration enables me to add contacts who submit a form to a Civi group. What I'd like to do is to remove them from another group at the same time, as part of a pipeline process. ...
3
votes
2answers
147 views

Searching/filtering by the date a contact was added to a group

When viewing a contact's Group tab, you can see the groups as well as the date that they were added to the group. I've been trying to find a way to search based on the date that a contact was added ...
3
votes
1answer
165 views

Using ACLs to manage access to contacts

As I understand it I can use CiviCRM's Access Control Lists to to control the groups that users can see and work with. But I'm not clear on a few points about this: If a user does not have the ...
3
votes
2answers
213 views

Disable opt-in e-mails for joining groups

I use a custom Drupal Webform for contacts to join groups. This happens within a restricted environment, the user is logged in and managing his/her own profile behind a password. I don't want any e-...
3
votes
1answer
80 views

How to tag a contact when importing possible duplicates

I want to import a list of participants that attended an event and tag them and put them in a group. Many of the names are already in the system so it doesn't import them based on the dedupe rule of ...
2
votes
3answers
113 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 ...
1
vote
1answer
55 views

CiviMail - 'No recipients': nothing added to table civicrm_mailing_recipients

I have migrated an existing installation to a new server followed by an upgrade to 4.7.31. When creating a new mailing I keep getting "No recipients" when I add groups or smartgroups. If I add ...
1
vote
1answer
93 views

CiviGroup Roles Sync errors

After upgrading Drupal to 7.3.8 (don't know if this is related), I'm getting an error when a user logs on and belongs to groups/holds a role that is set up with CiviGroup Roles Sync. Role groupname ...
1
vote
2answers
79 views

Can I offer different pricing for an event based on user group?

I have an event in CiviEvent that should be a paid event for some of our user base but should be a free event for other users. Presently the users are grouped using smart groups, but I could also ...