Questions tagged [search]

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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 ...
2
votes
2answers
84 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 ...
0
votes
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 ...
1
vote
1answer
32 views

Is something missing in Activity search?

In Advanced search I see the radio buttons With, Assigned to and Added by. However there is no option to enter any person's name. Is there something missing on interface level in Activities section ...
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 ...
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 ...
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. ...
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
103 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
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4answers
60 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....
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
29 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!
6
votes
3answers
77 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 ...
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 ...
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 ...
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 ...
4
votes
1answer
252 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
0answers
61 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
150 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
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 ...
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
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 ...
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 (...
2
votes
1answer
243 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 ...
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
156 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
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
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 ...
0
votes
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 ...
1
vote
0answers
23 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 ...
1
vote
0answers
43 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 ...
6
votes
3answers
392 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
1answer
31 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 ...
2
votes
1answer
120 views

full-text search not working consistently; case search in custom field not working

First, I'll explain how I stumbled upon the issue. We need some serious, working search functionality. I set up a custom field for cases. I set up the custom field to be searchable. I then created a ...
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 (...
0
votes
1answer
55 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
141 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
98 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
1answer
69 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
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
159 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 ...
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 ...
6
votes
3answers
167 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 ...
2
votes
2answers
132 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
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 ...
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 ...
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 ...
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 ...