Questions tagged [profile]

Questions about the CiviCRM profiles system.

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3
votes
3answers
72 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 ...
1
vote
1answer
97 views

how to add fieldset to profile

I added a multi-record field set to individual contacts: Field set name = Organizational Affiliations Field 1 = Organization Name Field 2 = Position or Title ...and see I can now add ...
5
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4answers
339 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
190 views

Profile search/listings not working in 4.6.3/4?

I updated to the 4.6.3 version of CiviCRM for Wordpress, and discovered that I'm not able to bring up a listing/search page via the 'Use Profile-Listings Mode' - I get taken to a page on the front-end ...
1
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3answers
85 views

How do I view cookie or session information on the server?

This question is because of troubleshooting I've been doing on Why won't data entered into CiviCRM profile html snippet save? Loading a Profile makes otherwise malfunctioning embedded forms work, ...
9
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2answers
918 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 ...
3
votes
1answer
113 views

Drupal CiviCRM update account info with CiviCRM profile

I want to allow my registered Drupal users the ability to update certain information in their CiviCRM contact record. I've created a profile and made enabled the following Standalone form or ...
1
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1answer
168 views

How to show only the relevant County/State of multiple countries in a profile?

I created a profile with Countries and County/States along with name and address. County/States actually merges all the available states regardless of selected country. Is there a way to show only ...
2
votes
1answer
161 views

How to include "Same as Billing/Home address" in a payment processing page?

I know This can be easily done by webform. But Civicrm webform does not allow the price set to be included. So its a limitation... We use paypal website pro service. A profile is included to the ...
2
votes
1answer
92 views

Drupal single user, multiple civicrm memberships, editable details: What's a good logical approach to integrating them?

Drupal 7 site, and each Drupal user could have more than one civicrm 'membership'. Each membership is for a business and each business with a 'type1' membership is entitled to a listing on a directory ...
3
votes
1answer
123 views

How to make a single form that works with an individual, and organisation and their Relationship in Wordpress

Most of the Memberships for my organisation reside with Organisations which are then represented by a named individual. Is it possible using CiviCRM in Wordpress to design a website form which ...
1
vote
1answer
27 views

How to remove a financial type from profile is already created and data is submitted?

By mistake I have included a financial type while creating a profile which should not have selected. Now if I go to settings of profile now its disabled. How can I get it enable again? or a way to ...
6
votes
1answer
307 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....
3
votes
2answers
445 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 ...
2
votes
2answers
42 views

Profile creation workflow message, where is it located?

I would like to modify format and content of profile creation notification email message. Which template is it?
1
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4answers
75 views

How to enable "Contribution note" field while recording Contribution in the backend?

"Contribution Note" field seems only available thru Profile. Although it looks like a civicrm core component. I did not create this using custom fields. How Can I enable it as part of other ...
1
vote
3answers
58 views

How to add extra date in contribution template? or best way to do it?

We have 10 Financial Types and different online contribution based on those. I need to add an extra date field in contribution such as "Date of sponsorship". I have already created 10 different ...
1
vote
2answers
279 views

How to view CiviCRM Event Participants Custom Participant Fields?

We have an event and need to track any special dietary needs for attendees. I have created a custom field 'Dietary Needs' for event participants. This works as expected. HOWEVER, the only way that I ...
6
votes
1answer
111 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 ...
1
vote
1answer
67 views

My Subscribe to mailing list only works with logged in users

I've made a Profile that allows me to add someone to a mailing list from a html snippet. But only users that are logged into civicrm can finish the form, when you attempt to submit i get this error: "...
5
votes
2answers
138 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....
4
votes
0answers
32 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
335 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 ...
1
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1answer
49 views

Does the email address always have to be in the donation section on a Contribution Form?

I tried to add an email address in the "Name and Address" profile, hoping it would remove the email address from up in the donation amounts area (keeping all the contact info in one section). Instead ...
3
votes
3answers
131 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 ...
2
votes
1answer
57 views

How to let CiviCRM not send a confirmation to a new Mailing Group member?

I added Groups to a Profile for a Contribution Page. The public Mailing Group is nicely shown on the Contribution Page. Can I prevent CiviCRM from sending a confirmation email? It's on a Donation ...
1
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3answers
177 views

How to Fix Missing Organization Profile Dropdown in Contribution Form Settings

I'm working on my first install of CiviCRM. So far it's been a fairly smooth process. I'm at the point of creating a form to register members (as we are a 501c6). I created a contribution form, and I ...
5
votes
1answer
74 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 ...
2
votes
2answers
78 views

How do you change the default status message that shows when one submits a profile form?

At the moment it says 'Thank you. Your information has been saved' after one submits a form. I can't work out where to change this. Any ideas?
4
votes
1answer
115 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 ...
9
votes
5answers
376 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?...
2
votes
2answers
156 views

"Is deceased" checkbox and Views

We have a simple directory built with Views and a few exposed filters for searching. One of the (non-exposed) filters is intended to make sure all listed contacts are not marked as deceased. However, ...
3
votes
1answer
203 views

Example of adding multi-record custom fields to a contact via API

When I attach a multi-record custom field group to a profile for contribution pages, Civi only allows visitors to enter the fields once. I've read through jira a bit and see that the capability isn't ...
1
vote
2answers
254 views

How can I include Profiles on Drupal user registration?

I have a current Drupal and CiviCRM installation running LoginToboggan, Panopoly and Multiple Register. I can toggle the original Name & Address Profile included with the installation, but when I ...
2
votes
1answer
46 views

Can a profile submission redirect to a PDF?

On CiviCRM 4.5/Wordpress 4.1, I'd like to create a profile that, when filled out, automatically downloads a PDF. Is such a thing possible? It didn't work when I put a URL to the PDF in the "Redirect ...

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