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Questions tagged [profile]

Questions about the CiviCRM profiles system.

9
votes
5answers
285 views

How should I add sign up forms into 3rd party sites?

Our install is on Joomla, but Civi newsletter signup forms are needed also on other sites. They use everything from manual HTML (etc.) to other CMS platforms. How can I add group sign up forms to them?...
8
votes
2answers
667 views

Creating a public Members directory with CiviCRM in Wordpress using Profiles

I'm trying to create a public Members directory with CiviCRM in Wordpress using Profiles. First i created a "Smart Group" through Search that lists all the members filtered as i wanted - i've called ...
8
votes
3answers
257 views

Editable “Other” option in multiple choice / select field?

Is there a way to create a CiviCRM form like this: What would you like to eat at the event? Falafel Kebap Other: ......................... <-- user can make a free entry here ...
7
votes
2answers
256 views

Add relationship on profile submission

Currently there is no a way to add relationship to a profile on submission. Meaning when someone submits a new profile that a relationship be attached to that contact. This question outlines how it ...
7
votes
2answers
103 views

Create a membership list with employee name

I have a public directory list that is created based on a relationship with an organization that is set-up as a smart group. I have a profile that lists the organizations that are included in the ...
6
votes
1answer
251 views

No emails sent automatically when someone joins a group

The documentation says: After people subscribe to mailing list groups—via the subscribe link or a profile—CiviCRM will automatically send them an email asking them to confirm their subscription....
6
votes
2answers
78 views

How to collect user and billing email address at same time?

I have a scenario where I am creating a membership form for minors, which is filled in by their parents. Therefore, I need to collect a 'billing' e-mail address which is different from the minor's e-...
6
votes
1answer
99 views

Why won't the “Employee of” field autocomplete when used as part of a edit profile form in Wordpress

I am really new to CiviCRM and so this question may just display my lack of understanding of some basic concepts. I serve a membership driven organization whose members are themselves almost all ...
6
votes
1answer
52 views

CiviCRM Profile / new contact: is there a way to automatically update the Source Field?

I set up a Profile which collects contact information for new supporters. It automatically creates a new contact record, but I'd like the CiviCRM Source field to be automatically filled in (e.g. ...
5
votes
3answers
52 views

Is there a way to easily locate Profile entries?

We use profiles as contact forms on our website, using custom fields for the form options. I am trying to find a list of the contacts that have recently submitted forms, but there doesn't seem to be a ...
5
votes
1answer
63 views

Can I use autocomplete to add users in a webform (they might be existing contacts)?

I want to provide a screen for users to add some information about contacts (including custom info). Some of the contacts will be existing contacts, but some will be new. An autocomplete box would be ...
5
votes
3answers
140 views

Why does the html snippet for a profile not include the url of the site for linked Jscript and css files?

When our users create an html snippet for a Profile, it requires a lot of editing to get the references to work. I don't understand why it's written that way. For reference, here's a snippet of the ...
5
votes
2answers
160 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
2answers
41 views

How can I get Double Opt in to work when using a Profile for to create a user/contact

Wordpress 4.9.8, CiviCRM 5.6.0 I'm in Wordpress trying to use CiviCRM profile forms to capture information from users for registration. At the same time, this will create their Wordpress user. ...
5
votes
1answer
53 views

How do you allow a user to add their bulk email address?

Trying to find a way to allow users to indicate which of their email addresses should be used for bulk mailings. Not seeing an option in profile creation.
5
votes
2answers
114 views

Autoresponder for filling out profile

I have a volunteer profile set up and it's working just fine. I need to send an email response with additional info to users who sign up. I can't find any info on how to do this. Any help appreciated....
5
votes
1answer
204 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 ...
5
votes
2answers
111 views

Why does the profile field contact subtype only display individual subtypes but not organisation subtypes?

If you visit here on the CiviCRM Demo site http://d46.demo.civicrm.org/civicrm/admin/uf/group/field?reset=1&action=browse&gid=16 (What I did to create this was create a new profile, for the ...
5
votes
2answers
167 views

Why won't data entered into CiviCRM profile html snippet save?

I'm using Joomla 3.4.1 with CiviCRM 4.6.3 on a demo site as part of a re-design. I've used the CiviCRM profiles html snippet to create a Joomla signup module. See here for example. It worked once - ...
4
votes
1answer
38 views

My Summary Overlays are bad after upgrading to 4.7

On two separate sites that were upgraded to 4.7, the "Summary Overlay" function seems to have been uglified. Specifically - in the past, when hovering over the person icon on the left of many contact ...
4
votes
2answers
36 views

Drupal Civicrm searchable profiles

I Have a production drupal website(7.32) integrated with CIVICRM(4.4), and I have drupal user object which is associated with CIVICRM Profiles. I am trying to integrate a membership dashboard as ...
4
votes
1answer
110 views

What are best practices around newsletter signup on contribution page, profiles and contact seeing their donation history?

I have a question about what the best way to set something up. I am using Drupal 7 and CiviCRM 4.6. I have a contribution page, where I want to add people to a newsletter group when they make a ...
4
votes
1answer
29 views

Search Profile troubles

Is there a way to create a search profile that just brings up results on a webpage without having to manually start the search on the page?
4
votes
1answer
101 views

Unable to add or edit profiles on contribution pages

I am unable to add, edit or delete profiles from my contribution pages. I am not sure what is happening. I decided to not modify reserved profiles and create a custom profiles and trying to change ...
4
votes
1answer
110 views

Enable use of do_shortcode when using CiviCRM and WordPress templates

I am trying to add a simple CiviCRM profile shortcode to a template of my theme, but the required CiviCRM files are not being loaded in the wp_head and therefore the shortcode does not render the ...
4
votes
2answers
29 views

Strict warning: Non-static method CRM_Core_BAO_UFGroup::profileDisplay()

As administrator I get the following error message: Strict warning: Non-static method CRM_Core_BAO_UFGroup::profileDisplay() should not be called statically in CRM_Core_BAO_UFGroup::profileDisplay() ...
4
votes
2answers
40 views

Hiding Extra Profiles when Manually Adding/Editing Registrant

I have a site that has multiple different event types on it. Each of these event types have a different profile associated with the event. The client has back-end access to CiviCRM and when they try ...
4
votes
2answers
127 views

Creating a relationship when filling in a Profile

I love the way the "Employee of" relationship can be created simply by adding the "Current Employer" field to a profile. Is there a corollary for other relationships? I need to be able to track if ...
4
votes
2answers
181 views

How do I allow custom date field over 10 years ago?

Civi 4.7.3 and Wordpress 4.4.2 Since upgrade from 4.7 to 4.7.3 I cannot seem to add a custom date field and allow the user to select a date older than 10 years ago. Recreated on Demo site: Click ...
4
votes
1answer
38 views

Unable to view profile instructions or see profile drop down menu in Contribution page

I am using WP and just upgraded to 4.7.7, and changed theme to Alone. The profile instructions to fill out are now not visible on the public contribution pages. On back end of Civi, the drop-down menu ...
4
votes
2answers
50 views

Is postURL no longer supported?

We have recently upgraded from 4.4 to 4.7.3 and are now experiencing an issue with one of our profiles. It seems that the civi will no longer use the postURL we are passing to it in an html form. I ...
4
votes
1answer
109 views

Pulling Reports with Custom Fields

Ok, I have a customer that has created an event that has a rather extensive profile setup, which includes a field to upload a file. When they pull the report, the full URL to access the file isn't ...
4
votes
4answers
242 views

How do I create a profile listing of multiple-record user relationships?

I am trying to generate a profile that lists and allows the user to edit his employment/education history in their Drupal My account page. I was hoping to get something similar to what is described in:...
4
votes
1answer
33 views

Option to add new contact freezes up - won't work

Can anyone help? I just upgraded CiviCRM and have been having problems since. I cleared cache and cookies and that helped with a bit but now we have issues with clicking on Creating a new contact -- I'...
4
votes
0answers
31 views

Links in pre-form help not showing [closed]

I have a WordPress site running in FR and EN. I duplicated a profile to be able to have the information in both (pre-form help wasn't allowing dual languages). In the EN version, a link inserted in ...
3
votes
3answers
108 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
1answer
319 views

How can I mass edit country or city values of many contacts?

In Drupal you've got something like views bulk operations and 'modify entity values' but in CiviCRM that is not available. I have read in the documentation that this be accomplished using 'Profiles', ...
3
votes
2answers
404 views

Why does CiviCRM render a validation failure without the Wordpress theme?

I have a wordpress site http://logisticsworkersnetwork.org/ There is a 'profile' sign-up form on the front page. The sign-up form works fine but there is no CSS or theme html when someone makes a ...
3
votes
3answers
290 views

Custom fields do not appear in profiles for anonymous users

I am running 4.5.2 Civicrm on a Drupal 7 installation and I have the following issue: I have created a couple of donnor's pages with Civicrm contribute pages. In this pages I have included a couple ...
3
votes
3answers
54 views

Multi-part Join Form

I want to collect a lot of information from members, but I don't want it to have 30 fields on the same page, it'll be too intimidating. I want to break it up across multiple pages. "Join - Page 1 of ...
3
votes
1answer
143 views

Use custom field in front end of website

We are testing your application CiviCRM and we tried to create a custom field as contact reference for all kind of contacts. However though in the preview on the back end this field works fine, when ...
3
votes
3answers
42 views

Mass editing contact's birthdays

Due to problem on our end we have about 13 000 contacts with "01.01.1970" as their birthday. I'd like to remove that from all those contacts, and tried doing that by using "Batch Update via Profile". ...
3
votes
1answer
105 views

Using Profiles for Data Entry

I am using profiles for data entry in my CiviCRM instance. They seem to be working (the contacts that should be created are saving), but I get the following (big ugly) notices at the top of the page ...
3
votes
3answers
90 views

How do I add a Membership Expiry view-only field to a user profile page in Wordpress?

I want to let members see their membership expiry date. I am running Civi 4.6 with Wordpress 4.4.1. I have tried creating a Membership Details profile with one field "Membership Expiration Date" in it,...
3
votes
2answers
55 views

Membership Directory Search

Following the instructions for the creation of a membership directory using profiles we have been successful at creating a searchable directory. However, I wish to use the directory almost like a ...
3
votes
1answer
534 views

Creating a public Members directory with CiviCRM in Wordpress using Profiles and shortcode

Issue at hand is shortcode output of permissions error. Anons and logged in users of all kinds can view whole list at ?page=CiviCRM&q=civicrm%2Fprofile&force=1&gid=14 without issue. ...
3
votes
3answers
59 views

Is there an autorespond email function for profile form sign ups (wordpress)?

I have a sign up form that adds users to a group- essentially a mailing list which also saves other information about the subscriber. It's a civiCRM 'profile' form. This all works OK. A user adds ...
3
votes
3answers
102 views

Question for current employer field

This is actually a very common use case which in CiviCRM, it doesn't seems to be a way to deal with it yet. Scenario: a CiviCRM integrated site that keeps both users and their employment information ...
3
votes
2answers
75 views

profile email notifications: can CiviCRM indicate what information has changed?

Members on our site can update their own profiles, using a custom profile that is set to send notification emails to administrators when an update is submitted. The notification email contains all ...
3
votes
2answers
185 views

Edit Multi-Value / Multi-Record Fields in Profiles

I really need to allow WordPress users to submit their work experience via a page and shortcode... I've read here that it's not possible to allow a multi-value set of fields to be edited via a profile ...