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.
35 questions
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 ...
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 ...
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 ...
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 ...
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 ...
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-...
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 ...
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 ...
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 ...
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 ...
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 ...
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.
...
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.
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 ...
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 ...
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 ...
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 ...
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 ...
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?
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 ...
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. ...
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-...
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 ...
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 ...
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. ...
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 ...
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?
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...