Questions tagged [search]

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5
votes
2answers
359 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 ...
2
votes
2answers
79 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
2answers
56 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 ...
3
votes
4answers
235 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 ...
2
votes
2answers
94 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?
1
vote
1answer
29 views

Activity search by subject - advanced search vs activity search

I've noticed the upgrade to the activity search now lets you search either the Subject or details of an activity (I'm in Civi 5.5.3, Drupal 7.59) which is great but on the Advanced search screen it ...
2
votes
1answer
246 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
33 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
34 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 ...
1
vote
1answer
32 views

Civicase- order results in find case

Following links in Civicase dashboard (4.6.38) normally takes you through to a set of search results in the Find Cases search. Initially cases are displayed by client name, alphabetically. There are ...
6
votes
3answers
168 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
83 views

Mail merge export issue

I've had a good search and not seen anyone asking a similar question - I'm testing out the mail merge function to see if it will work for our next mailing. I'm able to export labels as a PDF from an ...
0
votes
2answers
82 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 ...
2
votes
1answer
261 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 ...
7
votes
3answers
268 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 ...
4
votes
2answers
27 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 ...
1
vote
3answers
73 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 ...
2
votes
3answers
493 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 ...
6
votes
3answers
82 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 ...
1
vote
2answers
45 views

Show default country and state for public proximity search

I'm trying to figure out how I can set public-facing proximity searches in 4.7.25 to default to civiCRM's default country? Currently, the user is required to select a country and state, but 99% of ...
0
votes
1answer
20 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 ...
2
votes
0answers
31 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 ...
0
votes
2answers
31 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
votes
0answers
16 views

Search Irregularities

We are on WP 4.9.4 and Civi 4.7.29 multisite. There is incorrect behavior when trying to do a search on a smart group that is combining a activity type field and a custom field. We have 750 search ...
4
votes
2answers
271 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 ...
1
vote
3answers
69 views

Link to Directly View Default List of Contacts (Drupal)

I would like to be able to link directly to the page listing contacts (same as if searching for a wildcard (searching without entering . Even better would be able to pass in variables through the link ...
1
vote
0answers
28 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 ...
0
votes
1answer
89 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, ...
2
votes
1answer
61 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('...
1
vote
0answers
47 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 ...
2
votes
1answer
137 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 ...
0
votes
1answer
95 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 ...
2
votes
0answers
63 views

why does a search in contacts using full name in lowercase not find the contact?

Example: I have a contact Leo Bakx. The following searches find the contact successfully: leo; bakx; Leo Bakx. However the search leo bakx (all lower case) results in no match found. The search %leo ...
1
vote
1answer
49 views

Where is the search and replace feature?

I want to replace the value in a field (yahoo Home) with another value for multiple contacts. The field is in the summary screen for contact types = Organization.
1
vote
0answers
40 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 ...
1
vote
1answer
35 views

Unable to Update Search Preferences After Upgrading to CiviCRM 4.7.28

I have just upgraded from version 4.7.22 to 4.7.28 (with Drupal version 7.56) and am no longer able to save changes on the Search Preferences screen. When I try to save I get an error: "Save Failed - ...
0
votes
1answer
19 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 ...
3
votes
1answer
96 views

Extending CiviCRM Advanced search (queryObjects hook)

I am adding a Soundex featured to the advanced search. I am using the queryObjects hook to add this into the query. The documentation on this is spotty, only referencing CiviHR. I have downloaded that ...
2
votes
1answer
48 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 ...
1
vote
1answer
19 views

Add another position to a contact or enable fullt-text search for position field

in CiviCRM running on WordPress I had to recognize that it creates problems when filling in two positions into the position field when adding a contact. The main problem is that you've got to type the ...
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 ...
1
vote
1answer
27 views

MembershipEndDate not exposed in Search Builder

I had hoped to use Search Builder to find memberships where Membership End Date was between certain ranges, but in 4.7.25, this field isn't available, although Membership Start Date is. Am I missing ...
2
votes
1answer
44 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
34 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
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 ...
0
votes
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. ...
1
vote
2answers
78 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 ...
2
votes
2answers
24 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 ...
3
votes
2answers
35 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 ...
2
votes
2answers
36 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 ...