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1answer
106 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 ...
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1answer
71 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. ...
1
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1answer
155 views

How to add “ACTION” Column in a custom Search?

I have a custom search extension for contacts. Search result shows by default "VIEW EDIT" option in "ACTION" Column. How Can I bring the "MORE" option just like the one appears if I use built in ...
1
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1answer
28 views

Searching based on members that have a twitter website address

Is there a way via the advanced search query to return all contacts that have a twitter website address entered? Currently the only search item appears to just be "Your website" but I cannot see ...
1
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1answer
17 views

Search for contacts with documents

I am in a process of migrating CiviCRM data to a separate database. I am using the Documenten extension to store some files attached to my contacts and I would like to find the contacts which have ...
1
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1answer
24 views

How to fix it? By pressing “Print Summary”, there are 2 extra blank pages printed

By pressing "Print Summary", there are 2 extra blank pages printed. One of them is before the content and the other is after. How can I make them disappear? I'm using CiviCRM version 5.10.4. Thanks.
1
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1answer
28 views

How to identify case activities in find activities or advanced search

In Activity Detail Reports I can set a filter to include or exclude case activities. Is there a way of filtering activity searches in a similar fashion?
1
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1answer
37 views

Can you search for only manually added members of a smart group?

Is there any way to search or sort the manually added members of a smart group (versus the smart members)? It seems like there should be, but I don't see any option anywhere. It isn't possible to sort ...
1
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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 ...
1
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1answer
30 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 ...
1
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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 - ...
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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 ...
1
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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
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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
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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 ...
1
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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 ...
1
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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 ...
1
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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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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
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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
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
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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
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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 ...
1
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1answer
47 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
78 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
32 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
268 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
8 views

Profile listing shows all contacts regardless of permissions — how to limit results to permissioned contacts only?

If I create a profile for search/listings, and provide access to that profile to some class of users, the profile results will include all contacts matching the search criteria, even though the ...
1
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1answer
23 views

Search within a case type

I would like to be able to search for a specific Case Type as well as a Case End Date within this case type. To give an example, say I have a record that contains both Case A (which ended January ...
1
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0answers
14 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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1answer
34 views

How to fix it? By pressing “Print Summary”, there are extra 2 blank pages printed

By pressing "Print Summary", there are extra 2 blank pages printed. One of them is before the content and the other is after. How can I make them disappear? I'm using CiviCRM version 5.10.4. Thanks.
1
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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 ...
1
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0answers
45 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
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
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0answers
28 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
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
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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 ...
1
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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
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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 ...
1
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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 ...
1
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0answers
24 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 ...
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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 ...
0
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1answer
104 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
45 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
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
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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, "...
0
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1answer
20 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
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 ...