Questions tagged [primary]
The primary tag has no usage guidance.
8 questions
6
votes
1
answer
78
views
Can only Primary Members renew a membership?
We have a membership type where the relationship type is specified as "Spouse of", with the idea that this would be how we implement a Family Membership. However it seems that only the contact who is ...
- 867
4
votes
2
answers
171
views
Setting primary email and phone upon contact update
We want to update a bunch of contacts with e-mail adresses and phone numbers, for which previously these did not exist. The import works fine, as a result the contacts now have a Home (for example) e-...
- 41
2
votes
1
answer
42
views
Feature request: Make search more forgiving and spaces after comma and non-primary emails
Two longstanding inconvenient issues about the search:
it does not locate non-primary emails (see attached)
if you fail to place a space between the lastname, firstname it will not return any results
...
- 889
1
vote
2
answers
69
views
How do I email to two addresses on an individual without Civi creating a new record for the second email address?
I've read everything I can. I know you can bulk mail to non-primary email addresses. I know I can split contacts up into "Ann" and "Bob" rather than "Ann and Bob", but unfortunately it is far better ...
user2857
1
vote
1
answer
243
views
Search view profile to show only the primary phone number
Is there a way to set up a search view profile so that it shows the primary phone number for a contact regardless of what type of phone it is? When setting up this profile, I am required to indicate ...
- 381
0
votes
1
answer
26
views
No address marked as Primary
I need to pull a list of members who has no primary address ticked. Has anyone any idea on how I can do this?
When our data came over from our old membership system it took over the addresses but ...
- 11
0
votes
0
answers
17
views
What's the default process for an address to be designated as 'primary'?
I have a membership sign-up form which asks for two postal addresses, type 1 and type 2. What I'm seeing is that the first address in the form appears to be automatically designated as the primary ...
- 4,135
0
votes
0
answers
16
views
Billing info becomes primary
We are using CiviCRM 5.58.1 on WordPress 6.2
We use the iATS extension for credit card payments.
The issue is if someone purchases a membership via the iATS form, their billing address becomes the ...
- 127