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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12
votes
4answers
434 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 ...
12
votes
5answers
215 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 ...
9
votes
2answers
413 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
4answers
371 views

Smart group with manually added contacts

A smart group is a result of a search. The contacts in the group change dynamically depending on the criteria. Though, I have several use cases where i want to be able to force some contacts in the ...
7
votes
1answer
137 views

How to disable cache refresh on Manage Groups page

The Manage Groups page in Civi 4.5+ displays counts of contacts in each group, and in the process refreshes the smart group contact cache. We've turned off this cache elsewhere as it takes 10mins to ...
7
votes
2answers
143 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
3answers
139 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 ...
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 ...
6
votes
3answers
67 views

Search by date removed from group

I need to rebuild some groups where all the members were removed by the link between CiviCRM and Mailchimp. I have found the ability to list all members of a group who have ever been removed from that ...
6
votes
1answer
82 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 ...
6
votes
1answer
228 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
1answer
277 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?
5
votes
2answers
231 views

Excluding in search doesn't work

It seems that it's not possible to find contacts who are in group A, but not in group B. The only place where it's possible to exclude a group is Search Builder, but when I give two criteria (contact ...
5
votes
1answer
78 views

How can I create a smart group with no matching contacts?

Is there a way via the UI to create a smart group with no matching contacts in the database? For example, our database does not currently have any contacts where the city is "Cottonwood," but I'd like ...
5
votes
2answers
176 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-...
5
votes
1answer
73 views

Manage Group broken on 4.7.5

after update to 4.7.5, the "manage Groups" page just says "No groups have been created for this site". Although the groups are functioning otherwise. This also happens on the sandbox/demo site.
5
votes
3answers
79 views

Find Contacts who are in one and only one group?

i could write a sql query but is there a way to do this search from the UI?
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 ...
5
votes
1answer
271 views

How to grant permissions (ACL) when working with nested groups?

I pushed a topic here that has not yet been solved in the forum and that affects our organizations: http://forum.civicrm.org/index.php?topic=29381 Managing ACLs is really heavy and is very ...
4
votes
2answers
114 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. ...
4
votes
2answers
139 views

Parent group isn't counting contact in child groups

In the WordPress demo site I just create a group called parent_01 and a child group inside this one called child_01. I create a contact called test1 and added to child_01 gruop, but in the Manage ...
4
votes
1answer
64 views

Special search problem

I have input around 1000 contacts from a specific country. Most of these are already in groups. I want to create a group for contacts from that country that are not yet in a group. How can I do that? ...
4
votes
3answers
362 views

Manually adding/removing contacts in a Smart Group

If you manually add/remove contacts to a Smart Group will they remain in the group when the group updates?
4
votes
2answers
72 views

How to send a confirmation email when adding a contact to group via API?

I'm using the REST API to create contacts and add them to an existing mailing group. I want to add them as pending and trigger the confirmation email but I can't find a way to do it via the API. The ...
4
votes
1answer
150 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
201 views

Can I use CiviCRM group as mailing list - or sync with Mailman?

Currently I use CiviCRM as basically a "pure" CRM, and then I use an external Mailman provider to maintain two smallish discussion group lists (one with about 8 people, the other with about 50). I ...
4
votes
1answer
66 views

Possible cause? CiviMail sent “400%” of queued messages, hit each recipient 4 time

On a well established site that uses CiviMail and Groups for a range of mailing lists, a message was sent out this morning as usual to a list of over 1400 people. Inexplicably, each recipient ...
4
votes
1answer
222 views

Creating ACL for Smart Groups

Is it possible to create an ACL associated with a Smart Group? I'm attempting to create a members directory that is only accessible to members. I can't seem to get it working. Here's what I've done ...
4
votes
1answer
36 views

Group - Added (by Email) - how do i prevent this?

I have a contact which is a member of 2 groups and the status is "Added (by Email)" - i don't want this to be possible! on the same day, the account i use for bulk email received a (no subject) email ...
4
votes
1answer
32 views

Is there a way to search/export potential duplicates?

I'm about to run dedupe (Contacts > Find and Merge Duplicate Contacts) and I was wondering if there is a way to put all potential duplicates from a certain rule into a group so I could export them as ...
4
votes
0answers
99 views

Problems with editing recipient groups of CiviMail

Sometimes I cannot remove a group from recipient list of a Mailing. This can happen for instance when I re-use a mailing, but I want to change the group – I can add a new one, but clicking "x" on the ...
3
votes
3answers
114 views

Can one change the order of Groups shown on a profile?

I would like to change the order of the set of groups that are displayed to a user. In my case, I'm working with Mailing List groups, and all five are set to "Public Pages" visibility. If they are ...
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
3answers
658 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": "...
3
votes
3answers
513 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 ...
3
votes
3answers
999 views

Manage Groups - 'Invalid JSON response' error

Environment: CiviCRM 4.7.21 on Drupal 7.x on LAMP stack Error Message: DataTables warning: table id=DataTables_Table_0 - Invalid JSON response. For more information about this error, please see http:...
3
votes
3answers
153 views

How to give a group by default to a new contact?

I'm a new user testing CiviCRM 4.6.2 with WordPress 4.2.2. I have users U1, U2... belonging respectively to groups G1, G2... I would like that when user U1 creates a new contact, this contact would ...
3
votes
2answers
227 views

How can I show groups in membership report columns?

I've got the request to display (certain) groups in the membership detail report. A lot has been written over time about customizing reports, and I'm not sure what info is up-to-date. This looks good: ...
3
votes
3answers
217 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 ...
3
votes
3answers
65 views

Is it possible to automatically email individuals once I manually add them to a group?

I'm with a small non-profit, and we'd like new additions to our general mailing list to automatically receive a "welcome" email when we manually add them to the list (a group in Civi). Is this ...
3
votes
1answer
80 views

How can I make every new Group a type Mailing List?

I have a request to enable making every new Group created (using search results -> Actions -> Add Contacts to Group) a group type Mailing List by default, thereby saving a user having to check the box ...
3
votes
2answers
631 views

How to design ACL for a multi-level organisation

We have an Organisation with cca. 400 local branches and have trying to achieve a following ACL behaviour: -- Organisation members needs to be able to login and have access to their Organisation ...
3
votes
2answers
139 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
95 views

Where in the database is the Date Added for Group records?

I'm trying to help a friend. A slew of his contact records got added to groups that they don't belong in. It happened on July 19th. I thought the civicrm_group_contact table would have a timestamp ...
3
votes
2answers
71 views

After Import to group, individuals in that group not showing up as recipients to in CiviMail.

OK, this is a new one to me. I'm running CiviCRM 4.6.6 on WordPress 4.3. For the individual contacts I added manually, CiviMail works awesome. But here's where things get weird. I just finished ...
3
votes
1answer
51 views

In CiviMail reports, how do I enable “Add these contacts to Group” for user levels other than Admin?

I want to enable other user levels to be able to add contacts to a Group based on a list of results in a CiviMail Report using 'Add these contacts to Group'. For example, a CiviMail Bounces Report ...
3
votes
1answer
26 views

Backend Registrations face group-based pricing (extension) selections

https://github.com/zengenuity/civicrm_groupprice/issues/7 Does anyone have a creative work-around or fix for this? Basically, when we make a back-end registration, we want to see all price set fields/...
3
votes
2answers
104 views

Failed to import contacts into groups (with csv import) [duplicate]

I have contacts belonging to different groups. I made a first csv import successfully : I have all data of contacts and they are all in the same big group. But then I tried to import them group by ...
3
votes
2answers
44 views

CiviCRM: how to manage several areas for the same organization?

Good afternoon, we are analyzing CiviCRM as a possible solution for our organization. It is a governmental entity and in the same there is more than one area that is in a position to use CiviCRM to ...