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9
votes
4answers
395 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 ...
10
votes
1answer
728 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 ...
6
votes
2answers
230 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 ...
3
votes
2answers
44 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.
6
votes
4answers
173 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". ...
7
votes
2answers
390 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 ...
6
votes
1answer
264 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 "...
5
votes
3answers
228 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 ...
2
votes
2answers
65 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 ...
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
123 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 ...
5
votes
5answers
259 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 ...
4
votes
1answer
122 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 ...
4
votes
1answer
149 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 ...
3
votes
2answers
115 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 ...
3
votes
1answer
70 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?
2
votes
1answer
36 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 ...
2
votes
1answer
95 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."
2
votes
0answers
109 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 ...
2
votes
1answer
95 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 ...
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 ...
1
vote
1answer
104 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 ...
1
vote
3answers
90 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 ...
1
vote
1answer
39 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 ...
1
vote
1answer
222 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 ...
1
vote
2answers
84 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/...
1
vote
2answers
67 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 ...
1
vote
2answers
97 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 (...
0
votes
1answer
155 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 ...
0
votes
1answer
42 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 ...
0
votes
1answer
43 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. ...