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3
votes
1answer
51 views

How do I determine how many active members there were on a date in the past? [duplicate]

I've been asked to mine CiviCRM to determine how many active members we had on a particular date in the past, i.e. How many active members did we have on Dec 31, 2015? Is there a search or report ...
3
votes
1answer
125 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
85 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
4answers
138 views

Contacts age as a search criteria/smart group?

I would like to create 2 smart groups. 1 for members under 18 and one for members over 18. There is no search criteria for age rather only a static date. Any idea?
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
201 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
60 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
45 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
25 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
48 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
440 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
112 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
65 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
200 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
57 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
35 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
36 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
81 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
27 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
222 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
65 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
149 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
81 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
1answer
18 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 ...
2
votes
2answers
37 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
44 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
31 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
19 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
53 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
119 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
52 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
38 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
109 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
51 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
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 ...
2
votes
1answer
31 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
108 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
33 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
45 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
43 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
77 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
34 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
38 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 ...