Questions tagged [search]

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10
votes
1answer
749 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 ...
9
votes
4answers
397 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 ...
9
votes
3answers
341 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?
7
votes
5answers
224 views

Civicrm search results page URL

How can I save the Civicrm search results page URL to link to it directly later from any account. At present the link we get is based on the qkey that does not work once we logout and login later. We ...
7
votes
2answers
392 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 ...
7
votes
2answers
92 views

Were they a member last year?

We are trying to come up with some reports that show retention rates over the years. I had thought that I would be able to do a include/exclude search where I include members from 2015 and exclude ...
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 ...
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 ...
6
votes
3answers
357 views

Custom Field doesn't show up in Advanced Search

I created a custom data set called Volunteer Fields with one field. The name of the field is "Volunteer?". It's a Yes/No radio button and it's marked as Searchable. The documentation says: Is this ...
6
votes
3answers
66 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 ...
6
votes
1answer
352 views

How to retrieve contacts from trash

I inadvertently deleted a number of contacts and sent them to "trash". How do I retrieve them?
6
votes
4answers
175 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". ...
6
votes
1answer
190 views

How to set custom relative date filters

I noticed that the relative date filters (e.g. "This week", "Previous quarter) have some new options available in 4.7, and I heard that you can now customize them to create new options. I don't know ...
6
votes
1answer
268 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 "...
6
votes
1answer
69 views

What sort of fix is needed to make Drupal Search work correctly on a civicrm page such as an Event or Contribution page

Just spotted that if you have a Drupal search block on eg a Contribution page, and try to use it, it will either take you back in to CiviCRM with a qf key (back to the last thing i modified i think), ...
6
votes
1answer
78 views

Contacts export only contains one entry

In CiviCRM 4.7.5 and 4.7.6 (tested in both) we have a problem exporting event participants. If you 'find participants' > search results screen > select all records, and then click 'export ...
5
votes
5answers
261 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 ...
5
votes
2answers
230 views

Excluding in search doesn't work

It seems that it's not possible to find contacts who are in group A, but not in group B. The only place where it's possible to exclude a group is Search Builder, but when I give two criteria (contact ...
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 ...
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 ...
5
votes
3answers
226 views

List Parents of Children having certain values

Is there a way to query the Custom Fields on a Child and then show their Parent's detials? Scenario: email all parents whose children attend a certain class.
5
votes
1answer
62 views

Is there a URL that can open a contact search?

I'd like to know if it's possible to craft a URL that performs a Contacts search – Something akin to typing a name into the search box in the navigation menu. For a non-functional example of what I ...
5
votes
3answers
78 views

Find Contacts who are in one and only one group?

i could write a sql query but is there a way to do this search from the UI?
4
votes
4answers
51 views

Search Builder - find one word amongst many

I'm in the process of testing CiviCRM for managing our non-profit contacts. I'm in the process of testing the import function. We already have our current contacts organised into groups. When I ...
4
votes
1answer
55 views

Can I add phone number as a searchable field on Advanced search Page?

We are currently running on civiCRM version 4.1. Can I add phonenumber as a searchable field on Advanced search Page?
4
votes
1answer
63 views

Special search problem

I have input around 1000 contacts from a specific country. Most of these are already in groups. I want to create a group for contacts from that country that are not yet in a group. How can I do that? ...
4
votes
1answer
13 views

Struggling: Search report for dontations 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 ...
4
votes
1answer
150 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 ...
4
votes
1answer
137 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
31 views

Is there a way to search/export potential duplicates?

I'm about to run dedupe (Contacts > Find and Merge Duplicate Contacts) and I was wondering if there is a way to put all potential duplicates from a certain rule into a group so I could export them as ...
4
votes
1answer
62 views

How can I manage the drop down field lists in Search Builder?

I upgraded a site from 4.2 to 4.4. They use Search Builder to run specific searches against custom data, and build quarterly reports. Previously the field list in search builder was grouped by data ...
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 ...
3
votes
4answers
211 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 ...
3
votes
3answers
98 views

Is it possible to make the UI simpler?

My organization uses CiviCRM and we are contemplating moving away from it, but before we make that decision I wanted to canvass this site for some information. I'm not incredibly familiar with the ...
3
votes
3answers
142 views

Finding memberships with 'Status Override' set

I was asked recently if there was a way to find all members who have the 'Status Override' setting turned on. I didn't see an option in the advanced search or member search: As an alternative, I made ...
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?
3
votes
2answers
91 views

“does not equal” operator not working

We're trying to set up a search that includes contacts with one tag but excludes ones with another tag. Yet the "does not equal" operator does not appear to be functioning. Any ideas what the issue ...
3
votes
1answer
20 views

How can I search for all employees of several (a limited set of) employers

Can someone tell me how I can easily search for all employees of several employers, ideally using a single search string - i.e. something like: employee of: 'employer A' OR 'employer B'? Ideally 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.
3
votes
2answers
126 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
2answers
81 views

Can I search for contacts with activity added by specific person?

I am trying to create a smart group for contacts that have activity added by specific person. Advanced search allows me to search either (1) for contacts based on some activity; (2) for activities ...
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 ...
3
votes
2answers
29 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 ...
3
votes
1answer
49 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 ...
3
votes
1answer
32 views

Is smart/fuzzy searching possible in CiviCRM?

I'm not sure what the feature is called, but Google seems to collapse all accented letters to their base character when indexing. So a search for "Nandor" will find a record "Nándor". But searching my ...
3
votes
1answer
48 views

CiviCRM and Apache Solr - Drupal 7

I have CiviCRm installed Drupal 7 and Apache Solr Api. My search configuration says that the site is 100% indexed, however there are CiviCRM events that do not show up in a search. For example, we ...
3
votes
1answer
27 views

Randomize display of results from a Proxmity Search

We are using civiCRM 4.7.25 with Joomla 3.8.1 We have a proximity search to allow people to find nearby members of an national association. The proximity search returns matching members ...
3
votes
2answers
43 views

How can I search in CIviCRM for people who have got a “Full” membership less than 5 months after their “Student” membership expired?

We are looking at membership progression. So we want to find out who has a current "Full" membership who started their full membership less than 5 months after their "Student" membership expired. ...
3
votes
1answer
134 views

Create a Group using a CSV of existing contacts with an ID

Sorry for the potentially elementary question here, bur I have seen this done by a former coworker. I can't for the life of me remember how to use a CSV or comma delimited string of CiviCRM IDs to ...
3
votes
1answer
37 views

Is it possible to set up to search name of attached document or better yet, contents of attach doc?

We're still trying to figure out if CiviCRM will work for our organization. Our users would like to have the functionality to search the name of a document that has been attached to a case. Ideally (...