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9 votes
4 answers
520 views

How can I make it easier for users to generate the reports they need?

I am working with an organisation that uses CiviCRM to record information about their clients. They need to generate reports on a quarterly basis that summarise their work with clients. The reports ...
William Mortada's user avatar
12 votes
1 answer
1k views

Change the default fields (columns) in contact search results

Very frequently I get users asking if we can remove Address/City/State/Postal/Country columns from the default search results table. Often they want to show some of our custom fields instead. Or to ...
LunkRat's user avatar
  • 1,614
6 votes
2 answers
268 views

Member since date before 1995

I'm cleaning up membership data that was imported and need to make changes in the "member since" field. Some people have been members since the 80's. When I try to add pre-1995 dates, I get the ...
GrannyKat's user avatar
  • 493
4 votes
1 answer
769 views

how do I find error log to see what is causing the error

I am not the technical person - merely a user so I am very unfamiliar with this tool. I am trying to find the reason for the error I receive when trying to search the contacts for all individual ...
janetwish's user avatar
3 votes
2 answers
71 views

Search contacts with attachments

I want to search for all contacts that have an attachment. How do I do this? I have looked under custom and advance searches. as well as searched all help documents for an answer.
Karen's user avatar
  • 81
9 votes
3 answers
381 views

How to find contacts with no group?

I want to do some spring cleanup and see who in my individual contacts aren't in any group, is there an easy way to do it?
Xavier's user avatar
  • 10.2k
7 votes
3 answers
474 views

How to add/remove search fields from the search box dropdown in the navbar?

In the CiviCRM global menu there is a nice search box on the left. This box allows for targeting specific fields via radio buttons in a dropdown, like this: Is it possible to remove or change the ...
LunkRat's user avatar
  • 1,614
7 votes
3 answers
329 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 ...
Andrew West's user avatar
  • 2,019
7 votes
1 answer
311 views

Is it possible to customize the automatic date ranges in Advanced Search?

I was trying to help a group make a simple smart group of all memberships set to expire within the next 2 months and the dropdown for "End date" in the Membership section of Advanced Search only had "...
Laryn's user avatar
  • 8,253
6 votes
3 answers
215 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 ...
Paul-Tahoe's user avatar
  • 2,933
6 votes
5 answers
306 views

How to search active relationships (e.g) during past year?

We record volunteer relationships for our Volunteer contacts. A contact is an active Volunteer of our organization if exists a relationship "volunteer for" and this relationship has no an "end date". ...
Francesc Bassas i Bullich's user avatar
5 votes
5 answers
370 views

How do I search for contacts with no contributions?

Is there a non-code way to search for contacts with no contributions recorded? (A search in search builder will only result in contact with contributions with null values, which is not the same as no ...
Flying's user avatar
  • 2,271
5 votes
2 answers
426 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 ...
Laryn's user avatar
  • 8,253
4 votes
1 answer
181 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 ...
BruceW's user avatar
  • 811
4 votes
1 answer
120 views

Extending CiviCRM Advanced search (queryObjects hook)

I am adding a Soundex featured to the advanced search. I am using the queryObjects hook to add this into the query. The documentation on this is spotty, only referencing CiviHR. I have downloaded that ...
David Hayes's user avatar
3 votes
2 answers
42 views

Search comparing two date fields

I would like to be able to create a smart group of contacts who: 1) are participants for an event in the future 2) have passport expiration dates (a custom Individual Contact date field) that are ...
Phil Morice Brubaker's user avatar
3 votes
1 answer
80 views

How can I tell what the query that is executing when I do an Advanced Search looks like?

When I perform an advanced search I would like to see the query that is created based on the criteria I have chosen in the Advanced Search. Is there a way to see the query that is created?
pmatt's user avatar
  • 111
3 votes
2 answers
133 views

ERROR Class 'CRM_Search_Upgrader' not found since upgrading to 5.45.1 Joomla

When I try to navigate to "system status" nothing shows up now after upgrading to 5.45.1. I get a blank screen. When I select "administrator" then select "extensions" I ...
Lester's user avatar
  • 153
2 votes
1 answer
106 views

Why aren't my advanced search results sorting properly?

A copy of this issue: http://forum.civicrm.org/index.php/topic,36263.msg154206.html#msg154206 Which says: "column header sort option does nothing at my advanced search results."
Alan Dixon's user avatar
  • 6,766
2 votes
1 answer
64 views

Search for people who have NOT registered for an event

I am trying to search for any person within a specified group in Civi that has NOT registered for a specific event. The intention is to then send them all an e-mail to ask why they have not yet ...
richardsplayground's user avatar
2 votes
1 answer
51 views

Why do the exported contacts differ from the contacts presented on the Advanced Search using Display Results as Related Contacts?

If you perform an advanced search using the Display Results As Related Contacts feature, the related contacts presented are correct but when you export but the original contacts are exported instead ...
pmatt's user avatar
  • 111
2 votes
2 answers
74 views

Unknown DB Error When Trying to Disable the Automatic Wildcard Option

We are trying to disable the automatic wildcard option in Civicrm (Wordpress 4.7.2). However, when we try to disable the option and save we get an error that says “Save Failed: DB Error: Unknown ...
rui's user avatar
  • 31
2 votes
1 answer
101 views

Update to 4.7.7 broke CiviCRM contact search

I update to CiviCRM 4.7.7 from 4.7.6 and immediately got errors for my contact search. The contact search in the upper left corner, Find contacts, and Advanced Search. The error I get is: @import ...
Hudson Essex Terraplane Club's user avatar
2 votes
0 answers
139 views

Search result sort by Last Name

Which method really works if search results listing (doesn't matter, simple search or advanced one, both are the same) should be sorted by Last name, not by Contact ID? Things we've tried so far (none ...
yurg's user avatar
  • 2,005
1 vote
1 answer
157 views

Batch update participants by profile - show more than 9 fields

I'd be grateful if anyone knows the answer to this: I need to make a variety of batch update profiles that allow me to edit details of up to 40 custom participant fields on one screen. The batch ...
Andyg8's user avatar
  • 1,611
1 vote
2 answers
108 views

Is it a bug that Relative Dates are broken in Search and Smart Groups?

According to CiviCRM user guide article's Searching section The Date Range Filter: Relative date ranges are especially useful for searches that you would like to then save as Smart Groups (...
Aivars's user avatar
  • 1,044
1 vote
3 answers
98 views

Different search results in Adv Search vs Search Builder

We upgraded yesterday from 4.5.8 to 4.6.5 (with Drupal 7.38). We have a number of custom fields for Individuals which are type multi-select (child's grade in school, marital status, etc.). When we ...
Allen Hutchison's user avatar
1 vote
2 answers
98 views

"Empty needle" error when exporting from Advanced Search results

I get the following Warnings when export contacts after performing an advanced search: Blockquote Warning: strpos(): Empty needle in /home/iskcohdx/public_html/crm/wp-content/plugins/civicrm/civicrm/...
Sudesh's user avatar
  • 707
1 vote
1 answer
323 views

Saving Advanced Searches for later use

Can advanced searches be saved for later use and made to appear in the Search menu, so users dont need to enter the search criteria every time? Similar to how custom reports can be created once and ...
Sudesh's user avatar
  • 707
1 vote
1 answer
117 views

Extending default search for name to consult a custom field

How would it be possible to hook into civi's searches to always lookup a custom field when searching for name? Background: In our setup we handle big departments as distinct contacts. Their name is ...
nielo's user avatar
  • 1,294
1 vote
2 answers
115 views

How to use advanced search to search contacts created by logged in user

Basically what I need to do is search for contacts created by the current logged in user. I have tried the change log tab but that does not work for me because then it would be contacts created by ...
nmeegama's user avatar
1 vote
3 answers
125 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 ...
Andrew West's user avatar
  • 2,019
1 vote
1 answer
48 views

Clicking Fields in Front-end Profile View Gives Inconsistent Results

These issues have existed for a while, but perhaps without resolution? Front-end Profile View Issues When you go to view the full profile from a profile-based search, all the fields are clickable ...
user1147171's user avatar
0 votes
1 answer
177 views

Advanced Search error after upgrade to 4.6.5

We upgraded from 4.5.8 to 4.6.5 today (on Drupal 7.38). The only known issue at this point is on the Advanced Search screen. Using the Relationship search field "Target Contact(s) in Group" results ...
Allen Hutchison's user avatar
0 votes
1 answer
47 views

Using custom fields to store secondary addresses

As of now only primary address of a contact is searchable in advanced search. Search is not possible for other addresses of the same contact. So I want the other addresses of contact also searchable. ...
Parthibaraj Rajasekar's user avatar
0 votes
1 answer
52 views

Search Confusion

I do not understand how to run searches & be sure that anyone who does not have an email address or has opted out of emails in any way is not included. How do I segment the database, to run ...
SproutMediaLab's user avatar