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1answer
40 views

How can i add organization Legal name to search?

I am looking for a way to add Legal name to search. I can see on this page that it is possible to add Nickname to search, which i have done. Civi webform adds great functionality to add relationship ...
1
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1answer
38 views

Why is Activity statuses Scheduled and Completed added?

Is it a bug that in Advanced Search section Activities the Activity Statuses get filled automatically with Completed and Scheduled. It happens when: I open Activities section when doing Advanced ...
1
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1answer
131 views

Relationships Search other than via Advanced Search?

Is there an option to find the related contacts (e.g. employee of) of an organization other than with the advanced search? We seem to have an error/bug in our advanced search. It shows the correct ...
1
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1answer
52 views

How do make an ACL to allow the searching of contacts in a smart group?

I want to allow someone to send email to a group. So I'm trying to set up an ACL to allow for the searching for contacts in this group. In the ACL definition dialog I'm choosing the 'search' ...
1
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1answer
41 views

Sticking quick search target tyoe

While cleaning our contacts database, our users claimed that it would be beneficous to have the quick search bar remember the type of field to search in. In many cases it's helpfull to repeatedly ...
1
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1answer
68 views

search for two relationships at once

is it possible to search for two relationships at once? Until now I search for relations like - search - advanced search - relationships - choose the desired relationships thx.
1
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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
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1answer
25 views

Case Overview Button Not working [closed]

I'm using Civi CRM as a local Healthwatch. I can't see an overview of cases - when I click the button, or try to enact a search, the page below shows. Any idea how to fix it? TIA!
1
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1answer
44 views

Trying to do a search using tags

I have tags set in my database. A few that I want to search by are D1 School, D1AA School and Recruiter. I want to find all contacts that have D1AA School and Recruiter checked off but I can't find ...
1
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1answer
44 views

How to find contacts that haven't confirmed their registration?

Coming through various channels (webform, newsletter subscription, api calls..) I have contacts that have never confirmed their subscription to a group. If I go to the group tab, I can see that they ...
1
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1answer
76 views

Problem with Date Range in searches

There seems to be a bug in doing searches on date ranges - specifically in Advanced Search and in Find Contributions. We're using Drupal and Civi 4.6.2. When I type into Adv Search's Member Since ...
1
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1answer
29 views

Find Contributions Search 503 error

I'm getting a 503 error when I use the contributions search: .../wp-admin/admin.php?page=CiviCRM&q=civicrm%2Fcontribute%2Fsearch&reset=1 I've checked the following: Wordpress page called ...
1
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2answers
257 views

How to view CiviCRM Event Participants Custom Participant Fields?

We have an event and need to track any special dietary needs for attendees. I have created a custom field 'Dietary Needs' for event participants. This works as expected. HOWEVER, the only way that I ...
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0answers
9 views

State/Province Field - Searching drop down menu with keyboard

Recently upgraded from 4.6.17 to 5.11. My staff uses the keyboard to search and select from the drop down menu in the "State/Province" field when entering data. Before the upgrade, the keyboard ...
1
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0answers
27 views

Mixing Contact sub-type with Individual data in Profile?

I have a profile containing first name, last name, employer, and contact sub-type. When I load the profile in the front-end and click on search, I'm able to see everyone. On the first screen, I'm ...
1
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0answers
35 views

Pre-fill custom field value on advanced contact search form

I have a custom field that I want to be searched when a user chooses a custom quicksearch option. I have the autocomplete working with the custom quicksearch option, but I want the behavior of ...
1
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0answers
38 views

“Receipts - print or email” not working from Advanced Search

I carry out the following steps: Perform an Advanced Search displaying as contributions Select one or more contributions From the actions menu select Receipts - print or email No matter how many ...
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0answers
24 views

Displaying Tags as search result

Trying to get all assigned tags displayed for my contacts when doing a quick search / using search builder or advanced search. When adding tags through a profile, it seems they don't get displayed in ...
1
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0answers
67 views

Advanced search with geocoding generates error

I have installed Drupal and then installed Civicrm 4.7.19 with the demo data and I have enabled google maps to geo code contacts address. The problem now when I search using 'address fields' in '...
1
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0answers
34 views

Profile field pre and field post help on search pages

I am finding that field pre and post help do not display in Edit Search Query forms. Nor does form help, or even formatting fields. Am I missing something? We have a membership directory that our ...
1
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0answers
36 views

Specific reports from civicase

We have developed a sophisticated and fairly detailed civicase. However, we are having some difficulties in using Advanced Search to produce detailed reports based on some of the fields we have ...
1
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0answers
22 views

Error when trying “profile search form” from frontend

I've recently moved to a different hosting and had to change configuration. The site runs on Joomla 3.5.1 with CiviCrm 4.7.4 which was upgraded to 4.7.7 Everything seems to be running fine except for ...
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0answers
42 views

Exposing custom field and custom option group to advanced search export

I have a custom field (tempField) and a custom option group (tempGroup) with options (1, 2 and 3) I want to expose these to the export form. For example, when you choose "Individual -> Phone" field ...
1
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0answers
21 views

Advanced Search/Smart Group returning wrong results based on participant role (CiviEvent participant roles overlap?)

We have a number of participant roles setup in CiviEvent, with IDs ranging from 1-10. This includes a "Participant" role with ID 1 and "Sponsor" role with ID of 10 (and various roles with IDs 2-9 in ...
0
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2answers
39 views

accessing merge screen through URL

I need an advice on a small problem. My database contains many duplicate Contact records, of which I have determined the contact id. I have a log list with pairs of contact id.s What I would like is ...
0
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1answer
95 views

How can I make External ID a searchable field?

Or create a directory that displays all recorded external IDs?
0
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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
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1answer
36 views

How to search contacts with certain prefix say, “Dr”?

I want to search contacts with prefix "Dr." and if possible make it as a smart group. How to achieve these?
0
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1answer
30 views

new feature? - all addresses needs to be searchable

In the latest releases of civicrm 4.7.18 onwards ,we can see the supplemental fields are searchable which is a very good feature. However, one can have multiple addresses and civicrm allows to add ...
0
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2answers
98 views

Custom field not working in search

I have a search page set up with a shortcode like this: [civicrm component="profile" gid="18" mode="search" hijack="0"] Everything seems to be working except that searching on a custom data field, "...
0
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1answer
17 views

Re-ordering search results changes results

Has anyone else seen this bug or reported it? I ran a Participant Search with the search criteria set to the event name and event type (exhibition). The search returned 22 bookings. But if I reorder ...
0
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1answer
18 views

Program Question

In the search feature, where is the date range filter? We recently transitioned to JManage, which uses your programming for their database. Their documentation specifies that one can filter the search ...
0
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2answers
56 views

Best way to search through multiple postcode regions

I'm in the UK where the postcode regions are - well not exactly designed for the digital age shall we say? I need to group everyone in our database into 7 regions that fit our organisation's needs but ...
0
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1answer
51 views

UPDATED State field selector and Profile Search not working

Joomla 2.5.28 CiviCRM 4.7.7 PHP 5.5.30 MySQL 5.6.30 I have a Search Profile that allows a member to search for a local group based on Country and State OR they can search by name. When the Country ...
0
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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
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1answer
61 views

What went wrong with events search? “Counted” link gives error… How to fix it?

I am on civicrm 4.6.5. From a Event Dashboard when I select the "Counted" link to see the list of participants, "DB Error: syntax error" appears on the screen. And from civicrm log I get the following ...
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2answers
33 views

Can “Find Activity” automatically shows result with set parameters without going into selection every time?

For my volunteers I want to create an activity search based on set parameters, i.e. Phone, email. & scheduled. So they do not need to select parameters everytime. If I enter &force=1 in the ...
0
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1answer
32 views

Searches generate error 'CiviCRM_API3_Exception: “Constructor failed”'

Either toolbar searches or advanced searches on Joomla/Civi latest version generate the following error (with full debugging/backtrace on - and reformatting to make more legible, the actual error ...
0
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1answer
61 views

Search for Individuals with Employee Relationship for Organisations with Certain Criteria

We have a custom organisation option field showing the "Membership Type". I want to do a search (create a smartgroup) to find all individuals with a relationship "Employee of" for organisations that ...
0
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1answer
68 views

How to recover deleted (?) activity

I think I may have deleted a bunch of activities by accident. Here's what seems to have happened: I had "Activity X" scheduled to occur every Saturday from 6/10/17 to 12/30/17 As 2017 rolled along, ...
0
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1answer
14 views

creating a Smartgroup out of post held in an organization

I created an organization type called "Extension centers". Each extension center will have a post called President. I have already uploaded all the extension centers and the president details into ...
0
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1answer
13 views

Search results - detail pane

I realise this probably requires custom development, but curious if anyone has considered a two pane search results, where the left pane is the listing and the right pane a detailed contact record. ...
0
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1answer
53 views

Error: Sorry we are unable to provide this at the mom

CiviCRM 4.6 WordPress 4.8.1 This is a brand new installation with one record in the contacts table. When I did a search I got this error. There are no custom fields. More error details: Database ...
0
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1answer
15 views

Wrong headings diplaying on contact search results

Using CiviCRM version 4.7.20 on WordPress 4.8 the headings are wrong on the results of Find Contacts and also Advanced Find. They are all shifted three places to the left, cyclically. The links on the ...
0
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2answers
30 views

Wordpress main search widget - Search events

Does the search widget in wordpress integrate with CiviCRM. I need for people in mi site to be able to search for events in a particular city. For example if I have an event in Miami and someone ...
0
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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. ...
0
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2answers
33 views

Search counts vary by screen

I have set up a smart group to list current memberships by chapter. When I search contacts by a certain chapter I get 222 contacts. If I search by the smart group defined for that chapter I get 221 ...
0
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1answer
12 views

Is There A Way to Aggregate PDF Letters the Way Labels are Aggregated

When you create labels you can aggregate them by address. I want to be able to do this for PDF letters as well so that they match the labels. I have looked all over and do not see another way to do ...
0
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1answer
54 views

Can I create a block like of CiviCRM autocomplete search using “Search AutoComplete” module?

Can I create a block like of CiviCRM autocomplete search using "Search AutoComplete" module? https://www.drupal.org/project/search_autocomplete I have tried to figure out but cant seem to work it ...
0
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1answer
37 views

How do I add a search box to our website?

When I read the help section, it tells me where to go, but it says I don't have access. I just want a search box on our site.