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3
votes
1answer
120 views

Changing the activity dashlet

CiviCRM 4.5.6. (trouble updating at this time) Drupal 7.34 I am just beginning to explore customizing CiviCRM. I have a lot of questions. Any answers to the following question will give me a better ...
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?
2
votes
3answers
75 views

'OR' search syntax

How can I search for organisations that share a part of the name (i.e. 'embassy of') but then add more attributes with OR? So, for example: 'embassy of' AND ('the US' OR 'the UK')
2
votes
2answers
196 views

Find contacts who haven't donated

We are an organization that has donors ("constituents") and potential donors (also referred to as "constituents"). We would like to run a query that identifies potential donors--i.e. "constituents" ...
2
votes
2answers
49 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
1answer
42 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?
2
votes
2answers
22 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
1answer
46 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 ...
2
votes
3answers
392 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 ...
2
votes
2answers
72 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
1answer
59 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 ...
2
votes
1answer
154 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 ...
2
votes
1answer
50 views

How do I search for the exact string match using CiviCRM API

How do I perform Contact GET for the contact with the exact display name which will return only contacts with that exact display name? Say I create two users xyz and xyzA $result = civicrm_api3('...
2
votes
2answers
33 views

Contacts I created wont come up on search

I have installed Drupal and CiviCRM. I have created a new Drupal role and given the following permission CiviCRM: add contacts CiviCRM: view my contact CiviCRM: edit my contact CiviCRM: access ...
2
votes
1answer
35 views

Added some custom fields but it'snot coming in advanced search

I have 4- 5 custom fields in CIVI CRM but I am not getting it in advanced search. Please help me I want to search based on custom fields.
2
votes
2answers
77 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 ...
2
votes
1answer
199 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
63 views

Hide profile icon when using Profile in listing mode

We're using a Profile to create a members directory that is only accessible when members are logged in. The profile search is working fine, and we've restricted access so users only see what we want ...
2
votes
1answer
148 views

can't search by first name last name; WordPress dashboard

I would like to enable the basic intuitive functionality to search by first and last name in all search tools. Currently on our new install, with no other plugins enabled, I get "no matches found" if ...
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 ...
2
votes
3answers
50 views

Search behavior Individual/Household

I have a individual contact called: "John Wayne". He is connected to a household called "John and Margret Wayne". When I search now for "John Wayne" in the simple search an in the advanced search, ...
2
votes
2answers
80 views

Patch or workaround for search with checkbox or multiselect field

I believe we have a bug when search criteria includes a checkbox or multi-select fields (it may include other fields). I created a ticket: https://issues.civicrm.org/jira/browse/CRM-16947 Create a ...
2
votes
2answers
31 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 ...
2
votes
2answers
35 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 ...
2
votes
1answer
28 views

Search for contributions made in previous 4 months

I'm trying to search for contributions made in the previous 4 months. Example - We are in October, but I want to be able to see if people have contributed since June 1. I can search by previous ...
2
votes
2answers
16 views

How to use Find Contribution to find folk who Donated via a line item on a Membership Price set

Scenario: (FT = Financial Type) A price set is created using eg Member Dues FT and Donation FT. Contribution page is submitted (which is FT = Member Dues). A person submits the form above so have ...
2
votes
1answer
18 views

Search by User that Created the Contact

I would like to create a group of contacts added by a particular admin. How can I search for contacts added by x contact? Thanks!
2
votes
1answer
51 views

Excluding blank or null values from report

I'd like to create a report that includes a record if ANY value for a particular column is present, but excludes if there is no value. For example, for gender of Male or Female, I'd like to filter if ...
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 ...
2
votes
2answers
118 views

Search builder participants - relative start dates and event types

I'm trying to setup a search that finds participants for: a specified event type, with events that have started within a variety of time periods relative to today: I need to be able to find events ...
2
votes
1answer
49 views

How do I create a Smart Group of Participants using a Custom Data Field in Events?

We use the Events module to offer three main types of classes: adult art classes, youth art classes, and professional development workshops. Students register online. What I would like to be able to ...
2
votes
2answers
49 views

Using Search Builder to search on a field with custom location gives DB error

On current CiviCRM demo site (4.6.10) if you add a new location type, then populate a contact with an email address of that location type, then use Search builder to search for email address with ...
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
4answers
108 views

Linking spouse relationship information

I am very new to this, and am a user and work for a charity and have very little experience in this field and would really appreciate some advice! I want to print labels to post invitations to all our ...
2
votes
2answers
50 views

Problem with navigating search results

Working on a site running civicrm 4.4.11 Using Find Contacts to find contacts of type "organisation" Returns 1206 contacts paged over 25 pages. We can use forward and back to navigate between ...
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 ...
2
votes
1answer
29 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 ...
2
votes
1answer
97 views

Set Default View for Views For Display Contacts in Advanced Search Form

I want to change the columns that are shown in the advanced search results. I have created a Search Views Profile and this shows up in the dropdown list of the Search Views on the Advanced Search ...
2
votes
1answer
31 views

Can I batch update participant role for an event for all contacts registered for an event who have a certain tag?

The scenario is this: I have an event -- we'll call it "Meeting." There are 200 contacts registered for "Meeting." All 100 have the participant role "attendee." 60 of the contacts who are registered ...
2
votes
1answer
43 views

How to get new or updated CiviCRM entities (Memberships) indexed by Drupal Search API?

Based of the terrific guidance provided in this blog post we have built a faceted directory of our business members using CiviCRM Entity, Search API, and Facet API. To accomplish this, we have ...
2
votes
1answer
23 views

Could an extension add fields to the standard Find Contributions form?

A client would like to search for contributions by payment processor. The built-in search forms don't include a payment processor field, although the data exists within the Civi database. As the ...
2
votes
1answer
42 views

Error with Contact Custom Field in Advanced Search

We had an issue with the addresses of our contacts, so for now we added a temporal custom field that saves the province of that contact, so we can easily filter them. The thing is that when I do an ...
2
votes
1answer
71 views

Advanced Search AND Operator doesn't operate for Multiple Tags Search (at least)

Have discovered recently while searching for multiple tags. Even if Search operator radio button AND selected, search for two tags returns results with OR logic. Mean, there is a contact, which has ...
2
votes
2answers
33 views

Incorrect results appearing when searching for events by date range

Has anyone else found the "Search All or by Date Range" option in "Manage Events" to return incorrect results, particularly if you have events that have a start date but no end date recorded? I've ...
2
votes
1answer
37 views

Can't find a »Back to search results« link on contact pages

When visiting a contact from the results list of a civicrm search, it's possible to navigate forward and backwards through the results set. Wouldn't it be good to add back-to-list-button which ...
2
votes
1answer
29 views

All search modes redirect me to search page over and over.

The problem: Every time I try to use any of the search functions (Find contacts, Advanced Search, full-text searh, etc), I fill out the fields, and when I hit "search", it takes me back to the blank ...
2
votes
1answer
34 views

How can I search in the greeting fields?

I would like to do a search in the greeting field for all contacts with the greeting 'Dear%'. Neither with the search builder nor the contact search I was successfull. Can anyone help? Thanks!
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
0answers
28 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 ...