Questions tagged [search]

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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 ...
1
vote
1answer
60 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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0answers
69 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
vote
1answer
57 views

searching custom field

I have a custom field for storing educational data. A person's degree is stored as either Btech or B.Tech or B.Tech. so what should I give in search option so that I can get all 3 in my result in a ...
1
vote
1answer
44 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 ...
0
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1answer
24 views

want to change search algorithm in custom fields

Suppose I have phone number having format as (xxx)xxx-xxxx.Is their anything in search so that I can simply search with this format which excludes brackets and characters like xxxxxxxxxx.
0
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1answer
31 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
votes
1answer
47 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. ...
6
votes
4answers
204 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". ...
1
vote
1answer
39 views

Supplemental address should be searchable

I want the supplemental address fields to be searchable under at least "advanced search". Right now the text entered in "supplemental address" can never be used for searching and retrieving. how do i ...
4
votes
2answers
92 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 ...
2
votes
1answer
39 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.
0
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2answers
108 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, "...
1
vote
1answer
39 views

Clicking Fields in Front-end Profile View Gives Inconsistent Results

These issues have existed for a while, but perhaps without resolution? Front-end Profile View Issues When you go to view the full profile from a profile-based search, all the fields are clickable ...
1
vote
2answers
246 views

DB error: Unknown error in search

Using both WP & Drupal with different databases. CiviCRM version : 4.6.28 Drupal version 7.54 Wordpress version :4.7.4 I am trying to use the search option given in CiviCRM. It fails in both ...
3
votes
1answer
38 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 ...
1
vote
1answer
64 views

Search custom fields with multiple records

I'm not really sure how to describe this but hopefully I can describe it clear enough. I created a custom field set that holds borrowing information for items (like tools, equipment, etc.). It has 3 ...
3
votes
2answers
44 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. ...
4
votes
1answer
36 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 ...
7
votes
5answers
268 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 ...
1
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3answers
86 views

Autocomplete Contact Search - Add Contact ID possible?

I'm working with a direct mail company on a donation campaign. They plan on including the contact ID on the top of the donation tear off. Then when we manually enter the donation we're be able to ...
0
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2answers
42 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 ...
2
votes
2answers
66 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 ...
0
votes
1answer
104 views

How can I make External ID a searchable field?

Or create a directory that displays all recorded external IDs?
2
votes
1answer
88 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
1answer
26 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 ...
3
votes
3answers
104 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 ...
1
vote
4answers
61 views

How can I find contacts with only 1 contribution during last 12 months?

How can I build a search for contacts that match two criteria? 1) The contact has contributed in the last 30 days; AND 2) The contact has not contributed another donation within the last 12 months....
1
vote
1answer
153 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 ...
2
votes
1answer
55 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 ...
1
vote
1answer
44 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 ...
3
votes
0answers
40 views

Unable to sort event participants by participant name after search?

It seems it's not possible to sort event participants by name after the search. To reproduce: Go to events, find participants, Select an event under event name, Select participant status (example ...
4
votes
1answer
259 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 ...
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 ...
6
votes
2answers
249 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 ...
1
vote
1answer
27 views

Search for address of person contacts through current employeer

I'm looking for a way to search for contacts for which we have an address of their current employeer on record. How do I do that? I often find myself in this situation, wanting to find contacts based ...
3
votes
1answer
38 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 (...
1
vote
1answer
47 views

How to search for contacts without a specific relation?

I'm trying to figure out how to search for contacts (individuals) that do not have a "Current Employeer" relation. Is that possible?
0
votes
2answers
34 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 ...
2
votes
2answers
133 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 ...
1
vote
2answers
105 views

Is it a bug that Relative Dates are broken in Search and Smart Groups?

According to CiviCRM user guide article's Searching section The Date Range Filter: Relative date ranges are especially useful for searches that you would like to then save as Smart Groups (...
0
votes
0answers
27 views

Is there a bug in Follow-up activity search?

Is there a bug in Follow-up activity search? I open Advanced search > Activities Choose: Has a Followup Activity? = Yes Click Search Result = Error Also tested in CiviCRM Drupal sandbox. Option ...
6
votes
3answers
395 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 ...
1
vote
0answers
37 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 ...
3
votes
1answer
157 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 ...
0
votes
1answer
21 views

How to locate household for event participant

We organize a yearly week where children come to our community center to play and have fun. All children are entered and linked to their household, which is also where we put all contact-information ...
1
vote
0answers
38 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
vote
1answer
44 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
vote
0answers
24 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 ...
6
votes
1answer
82 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 ...