Questions tagged [search]

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5
votes
2answers
24 views

Struggling: Search report for donations by creation date not receive date

I want to send thank you letters and gift aid forms to everyone who 'created' a contribution donation (not membership contribution) within a period of a few months, a one off or recurring donation ...
2
votes
1answer
13 views

Organisation relationship search

My organisation is primarily (but not solely) a network of other organisations, so on Civi we have lots of "organisation" contact types, and lots of individual contacts. Some of these individuals are ...
1
vote
1answer
28 views

How to fix it? By pressing “Print Summary”, there are extra 2 blank pages printed

By pressing "Print Summary", there are extra 2 blank pages printed. One of them is before the content and the other is after. How can I make them disappear? I'm using CiviCRM version 5.10.4. Thanks.
0
votes
0answers
22 views

Not all tags are available in a Contact Search

I have created a tag set which has one tag, "Changed Address". This tag is set using a rule when a contact's address is changed. When I perform a contact search, this tag does not show in the list of ...
0
votes
0answers
8 views

Cannot reach Server Error when searching for “?” via Full Text Search in ALL TABLES

I have used ? and ?? as placeholders for problematic names in CIVICRM records and was searching for them via Full Text Search in All Tables. This returned ok on different tabs for returns in Contacts, ...
2
votes
2answers
49 views

I get a WSOD when I use the search function on CiviCRM

CiviCRM was working fine until I downloaded an extension called CiviRules. I looked into the API for field UFMatch, clicked around in there, and pressed execute (got no warning that it was going to ...
2
votes
2answers
110 views

How do I find individuals that are participants in multiple (two) events?

I want to see who is registered for both of two events. How can I do that as a search or a report?
2
votes
2answers
79 views

Smart Group for Soft Credit Name

Is there a way to create a smart group that contains contacts that have made a contribution with a specific soft credit name? I see that I can run a Soft Credit Report and add contacts to a group but ...
1
vote
0answers
11 views

State/Province Field - Searching drop down menu with keyboard

Recently upgraded from 4.6.17 to 5.11. My staff uses the keyboard to search and select from the drop down menu in the "State/Province" field when entering data. Before the upgrade, the keyboard ...
0
votes
0answers
35 views

email search failure

I get this error when searching for any email address in advanced search or search builder. https://pastebin.com/6LRJDyt1 The 1-address alias is not defined, so it fails. In advanced search it does ...
2
votes
1answer
43 views

How can I search for all contacts without email?

To find offline members or incomplete records, I would like to list all contacts that do not have an email address set. Is there a way to search for this?
0
votes
0answers
17 views

Search builder “not empty” “not null” question

I'm using CiviCRM to (in part) manage a large group of translation volunteers for our organisation. I've got everything set up quite nicely, using custom fields and groups to help our staff manage ...
0
votes
1answer
18 views

Re-ordering search results changes results

Has anyone else seen this bug or reported it? I ran a Participant Search with the search criteria set to the event name and event type (exhibition). The search returned 22 bookings. But if I reorder ...
1
vote
3answers
37 views

Participant Search - Failed to interpret input for search

In the latest version of CiviCRM on the latest stable version of Drupal 7, if I attempt the following: Events > Find Participants Enter an event name AND a participant status The search results in ...
4
votes
0answers
21 views

How can I create a public-facing search with mapped results when using Wordpress as the host CMS?

Using Drupal Views and the contributed module CiviCRM Contact Distance Search I was able to create a search tool to enable unauthenticated users to find contacts and show them on a map based on ...
0
votes
1answer
44 views

How to link profile field with multiple values?

I would like to create a link to a pre-filtered profile search. I have a field (custom_2) with multiple values. I was able to link using one value (ex id=2) suing this url: .../index.php?option=...
2
votes
1answer
114 views

full-text search not working consistently; case search in custom field not working

First, I'll explain how I stumbled upon the issue. We need some serious, working search functionality. I set up a custom field for cases. I set up the custom field to be searchable. I then created a ...
1
vote
1answer
15 views

Search for contacts with documents

I am in a process of migrating CiviCRM data to a separate database. I am using the Documenten extension to store some files attached to my contacts and I would like to find the contacts which have ...
2
votes
1answer
62 views

Nothing happens when selecting any “Actions” dropdown options

After upgrading to 5.12.1 (and then 5.12.3), none of the dropdown options under "Actions" work. For example, when conducting an Advanced Search and selecting, "Print/Merge Documents" or "Export ...
1
vote
1answer
44 views

How do I removed accordions in the advanced search

My charity needs a custom address field, rather than the address field that comes with civicrm. This is mostly set up, but there is one issue we have. We have removed the fields from the advanced ...
0
votes
1answer
32 views

Searches generate error 'CiviCRM_API3_Exception: “Constructor failed”'

Either toolbar searches or advanced searches on Joomla/Civi latest version generate the following error (with full debugging/backtrace on - and reformatting to make more legible, the actual error ...
3
votes
1answer
50 views

How can I identify the hard contributions/contributors that lead to a soft credit?

I have just upgraded from 4.4 to 4.7.19 and can't seem to identify a certain group of contacts now that the "In honour of" functionality has been subsumed into Soft credits. When admin processes a ...
2
votes
1answer
47 views

When using search builder to find contacts that are in multiple specific groups (AND, not OR), 0 results returned

Let's say you have Group A & Group B, and two contacts, Contact A and Contact B. We want our search to find those contacts who are in both Group A AND Group B. For example, if Contact A is in ...
1
vote
1answer
21 views

How to fix it? By pressing “Print Summary”, there are 2 extra blank pages printed

By pressing "Print Summary", there are 2 extra blank pages printed. One of them is before the content and the other is after. How can I make them disappear? I'm using CiviCRM version 5.10.4. Thanks.
1
vote
1answer
16 views

How to identify case activities in find activities or advanced search

In Activity Detail Reports I can set a filter to include or exclude case activities. Is there a way of filtering activity searches in a similar fashion?
2
votes
2answers
24 views

Searching for users by Total Contributions (CiviContribute, Drupal7)

I process donations on a third party site and would like to import these records to CiviContribute. I've imported each donation as a separate contribution, e.g. Peter has made a donation on 14/01/19 ...
2
votes
2answers
32 views

Custom profile only displaying one result in search

I've been trying to build a profile to customise the columns shown in search results. I have the profile working, showing the columns I wanted, but for some reason the results page is only displaying ...
5
votes
2answers
351 views

Accessing a user's search history

It seems as though one of the members of my organization has used their access to our contact information in a way that they shouldn't have. I've been tasked with proving that they searched for, and ...
2
votes
2answers
53 views

How to create and fetch custom URL for advanced search?

I like to search for very specific parameters, the resulting URL's look like this: http://localhost/crm4/civicrm/contact/search/advanced?_qf_Advanced_display=true&qfKey=...
2
votes
2answers
39 views

CiviCRM profile search not working when integrated with Wordpress

We're currently facing an issue. We are running Wordpress 4.9.8, and running CiviCRM. We're looking to publicly display a search widget on one of our wordpress pages, to search within a specific ...
1
vote
1answer
25 views

Can you search for only manually added members of a smart group?

Is there any way to search or sort the manually added members of a smart group (versus the smart members)? It seems like there should be, but I don't see any option anywhere. It isn't possible to sort ...
3
votes
4answers
212 views

Searching for someone not in a relationship

We're using CiviCRM to primarily build a network of activist groups around the country. There are "area organisers" and people they are linked with. We are using the relationship function to link ...
2
votes
2answers
76 views

Can not enable Contact Distance Search under CiviCRM modules

I have installed CiviCRM 4.7 and CMS is Drupal 7.56 CiviCRM Contact Distance Search is showing disabled in the modules list. Why is it disabled? how to enable it?
1
vote
1answer
27 views

Activity search by subject - advanced search vs activity search

I've noticed the upgrade to the activity search now lets you search either the Subject or details of an activity (I'm in Civi 5.5.3, Drupal 7.59) which is great but on the Advanced search screen it ...
2
votes
1answer
203 views

Advanced Search: Proximity search fails; returns “We could not geocode the destination address.”

Side Note: This worked before upgrading from 4.7.8 to 4.7.10. When we go to Advanced Search (ourdomain/civicrm/contact/search/advanced): Address Fields, enter a Postal Code and a range (ex: Find ...
2
votes
1answer
28 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 ...
2
votes
1answer
30 views

Trouble searching for deleted cases

In Civi 5.5.3 (Drupal 7.59) I'm running into an error trying to search for deleted cases. In case search with our without additional parameters set, if I check the "Deleted Cases" box I get an error ...
1
vote
1answer
26 views

Civicase- order results in find case

Following links in Civicase dashboard (4.6.38) normally takes you through to a set of search results in the Find Cases search. Initially cases are displayed by client name, alphabetically. There are ...
6
votes
3answers
137 views

Is there anyway to search on a non-primary email address?

Right now, as far as I can tell and from what I've seen in old issues and current jira issue, searches only search for primary email address. Worried about performance issues. So it appears there is ...
1
vote
1answer
50 views

Mail merge export issue

I've had a good search and not seen anyone asking a similar question - I'm testing out the mail merge function to see if it will work for our next mailing. I'm able to export labels as a PDF from an ...
0
votes
2answers
58 views

Best way to search through multiple postcode regions

I'm in the UK where the postcode regions are - well not exactly designed for the digital age shall we say? I need to group everyone in our database into 7 regions that fit our organisation's needs but ...
2
votes
1answer
169 views

Getting “DB Error: syntax error” When searching for Deleted cases

When I try and do any kind of search for cases and I select the box for "deleted cases" I get a page saying: DB Error: syntax error I am using Civi 5.3.1 and Drupal 7.59. The log gives the following ...
5
votes
3answers
229 views

Is there a recommended way to customise the quicksearch?

I'm trying to customise the top-left quicksearch box so that it recognises some of our internal codes without selecting a specific option in the dropdown. I used to adapt xavier's great Quick ...
3
votes
2answers
26 views

Any way to allow non validated (public visitors) to search the PCP pages available for an event?

Still evaluating CIVICRM for use by my organisation and I love most of the functionality. One thing I need, and I'm surprised it's not core functionality - or perhaps it is and I haven't found it ...
1
vote
3answers
47 views

How can I generate a search results page from a list of contact IDs, programatically?

I have an extension that lets people filter contacts in various ways. I'd like them to be able to click to show these contacts in a standard Civi results page - with the action box at the top etc. So ...
2
votes
3answers
399 views

Search by radius to postal code or zip

I tend to do a lot of roster pages on Drupal + CiviCRM sites (Drupal Views, exposing CiviCRM contact record fields). One of the search filters I'd like to try would be to allow visitors to enter a ...
6
votes
3answers
67 views

Search by date removed from group

I need to rebuild some groups where all the members were removed by the link between CiviCRM and Mailchimp. I have found the ability to list all members of a group who have ever been removed from that ...
1
vote
2answers
40 views

Show default country and state for public proximity search

I'm trying to figure out how I can set public-facing proximity searches in 4.7.25 to default to civiCRM's default country? Currently, the user is required to select a country and state, but 99% of ...
0
votes
1answer
18 views

Program Question

In the search feature, where is the date range filter? We recently transitioned to JManage, which uses your programming for their database. Their documentation specifies that one can filter the search ...
2
votes
0answers
29 views

Custom data sets, search and display in CiviCampaign

I am currently setting up CiviCRM for the small NGO I currently work for, and I am having a lot of trouble with CiviCampaign. We use CiviCampaign to record every fundraising campaign the organization ...