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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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4 votes
3 answers
642 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 ...
Darren Whittenham-Gray's user avatar
2 votes
1 answer
87 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 ...
Francesc Bassas i Bullich's user avatar
12 votes
4 answers
530 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 ...
TheBarnacle's user avatar
7 votes
1 answer
203 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 ...
oskylark's user avatar
  • 141
6 votes
1 answer
119 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 ...
Heather O.'s user avatar
  • 1,378
5 votes
2 answers
271 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-...
JoAnne's user avatar
  • 3,450
4 votes
2 answers
111 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 ...
SproutMediaLab's user avatar
3 votes
1 answer
59 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 ...
commonpike's user avatar
  • 1,191
1 vote
1 answer
135 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
  • 1,302
1 vote
1 answer
116 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 ...
Marian Zastawny's user avatar
12 votes
5 answers
340 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 ...
Sarah Poger Gladstone's user avatar
9 votes
2 answers
500 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. ...
savedario's user avatar
  • 191
7 votes
1 answer
293 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.
Kames Cox-Geraghty's user avatar
6 votes
1 answer
655 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 ...
Daniel Martínez's user avatar
6 votes
4 answers
204 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 ...
William Mortada's user avatar
5 votes
2 answers
434 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 ...
Laryn's user avatar
  • 8,288
5 votes
0 answers
54 views

Setting note privacy to groups instead of just author [duplicate]

[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 ...
eics's user avatar
  • 51
5 votes
1 answer
176 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 ...
Oliver Gibson's user avatar
5 votes
2 answers
204 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?
Paul's user avatar
  • 51
4 votes
1 answer
188 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 ...
BruceW's user avatar
  • 811
4 votes
2 answers
162 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. ...
Graham's user avatar
  • 4,135
3 votes
2 answers
344 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-...
commonpike's user avatar
  • 1,191
3 votes
1 answer
217 views

How can I set up an email discussion list based on CiviCRM groups?

Is it possible to create civicrm integrated email discussion lists? For example I want the members of a civicrm group to be able to send an email to [email protected] and have it sent to ...
Cynthia Woodard's user avatar
3 votes
1 answer
140 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 ...
rosanne ponkowski's user avatar
3 votes
3 answers
476 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. ...
Graham's user avatar
  • 4,135
3 votes
1 answer
284 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 ...
Graham's user avatar
  • 4,135
3 votes
1 answer
33 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?
Jon G - Megaphone Tech's user avatar
2 votes
1 answer
68 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 ...
Lars SG's user avatar
  • 4,093
2 votes
4 answers
197 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 ...
Ujjval's user avatar
  • 21
2 votes
1 answer
176 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 ...
petednz - fuzion's user avatar
  • 28.7k
1 vote
3 answers
248 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
67 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 ...
Tom B.'s user avatar
  • 480
1 vote
1 answer
137 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 ...
pmoz's user avatar
  • 1,821
1 vote
2 answers
169 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 ...
richardsplayground's user avatar
0 votes
1 answer
69 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
  • 3,637