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6
votes
3answers
402 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
38 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
164 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
22 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 ...
1
vote
0answers
44 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
vote
1answer
33 views

Hanging Searches, Listings

I'm trying to test CiviCRM to see if it'll be right for our organization, but try as I might, I just can't get contact searches (either through the quicksearch or profile -> frontend) to return any ...
0
votes
1answer
58 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 ...
1
vote
1answer
142 views

Batch update participants by profile - show more than 9 fields

I'd be grateful if anyone knows the answer to this: I need to make a variety of batch update profiles that allow me to edit details of up to 40 custom participant fields on one screen. The batch ...
2
votes
1answer
99 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
51 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
70 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 ...
0
votes
1answer
59 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
votes
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 ...
2
votes
1answer
161 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 ...
0
votes
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 ...
2
votes
1answer
60 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 ...
7
votes
2answers
101 views

Were they a member last year?

We are trying to come up with some reports that show retention rates over the years. I had thought that I would be able to do a include/exclude search where I include members from 2015 and exclude ...
3
votes
1answer
60 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 ...
2
votes
2answers
204 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" ...
0
votes
1answer
38 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.
1
vote
1answer
70 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
vote
0answers
25 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 ...
1
vote
1answer
18 views

civievent - add 2097 participiant to an event

I tried to add 2097 contacts as a participant to an event. procedure: - search - advanced search for "individuals" - action add 2097 participants to an event - waited for more than one hour -...
1
vote
1answer
57 views

Search cases - find case by case role

I'm looking for a simple solution to allow staff to search for a case by Case Role in addition to client name. currently the search cases screen (civicrm/case/search?reset=1) has only the client ...
1
vote
1answer
113 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
vote
2answers
40 views

Exact Search Results

Is there a way for e.g. searching by last name, of producing exact search results. So if I searched for Last Name, Head. I currently get email addresses with head in etc not just people with the ...
3
votes
2answers
100 views

“does not equal” operator not working

We're trying to set up a search that includes contacts with one tag but excludes ones with another tag. Yet the "does not equal" operator does not appear to be functioning. Any ideas what the issue ...
2
votes
1answer
40 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 ...
6
votes
1answer
483 views

How to retrieve contacts from trash

I inadvertently deleted a number of contacts and sent them to "trash". How do I retrieve them?
1
vote
1answer
107 views

Membership directory

I created a public list (directory) of members based on a relationship. I was able to set-up a smart group with a profile and can see the list. But I want to customize the list by country, without ...
4
votes
4answers
52 views

Search Builder - find one word amongst many

I'm in the process of testing CiviCRM for managing our non-profit contacts. I'm in the process of testing the import function. We already have our current contacts organised into groups. When I ...
1
vote
1answer
27 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
vote
1answer
46 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 ...
3
votes
3answers
146 views

Finding memberships with 'Status Override' set

I was asked recently if there was a way to find all members who have the 'Status Override' setting turned on. I didn't see an option in the advanced search or member search: As an alternative, I made ...
2
votes
0answers
124 views

Search result sort by Last Name

Which method really works if search results listing (doesn't matter, simple search or advanced one, both are the same) should be sorted by Last name, not by Contact ID? Things we've tried so far (none ...
2
votes
0answers
83 views

Custom fields with advance search and search builder returning wrong results

We have a custom fields to define our contacts regions as tick box for the region, after we upgraded to CivicRM 4.6.8 when we search using this custom field to find the client in a particular region ...
6
votes
1answer
206 views

How to set custom relative date filters

I noticed that the relative date filters (e.g. "This week", "Previous quarter) have some new options available in 4.7, and I heard that you can now customize them to create new options. I don't know ...
6
votes
2answers
238 views

Excluding in search doesn't work

It seems that it's not possible to find contacts who are in group A, but not in group B. The only place where it's possible to exclude a group is Search Builder, but when I give two criteria (contact ...
2
votes
3answers
51 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, ...
6
votes
1answer
71 views

What sort of fix is needed to make Drupal Search work correctly on a civicrm page such as an Event or Contribution page

Just spotted that if you have a Drupal search block on eg a Contribution page, and try to use it, it will either take you back in to CiviCRM with a qf key (back to the last thing i modified i think), ...
1
vote
1answer
49 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
vote
2answers
148 views

Changes in Quick Search/Search

It seems that the ability to search on a list of last names (delimited by a space) was removed from searching. We are using version 4.6.4. Whether or not this was intentional, we need to be able to ...
2
votes
0answers
374 views

Problem with Advanced Search and Search Builder

We are using Civi (version 4.6.3) primarily as a case management tool. In Advanced Search, when I try to create a query with more than one Custom Field Set used for two different Case Activities, ...
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
39 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 ...
1
vote
1answer
72 views

How do I search for contacts with “not empty” multiple records field?

today I realized that the search builder does not provide access to custom multiple-record-fields. Thus I'm wondering how it's possible to search for contacts having at least one record of such field. ...