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Questions tagged [smartgroups]

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2 answers
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Does a smart group that has been created through several steps retain final criteria even when preceding smart groups are deleted?

We will often create smart groups in several steps to create a mailing list using the Advanced Search. For example, Search 1 may produce a list of all schools in a given area which we save as Smart ...
Jamie's user avatar
  • 29
1 vote
1 answer
33 views

using relationships to create a (smart) group from another group

I have a group of contacts that are organizations. They are institutional members of the organization I'm working for. That part works fine. We are trying to send a renewal email and the normal way to ...
kapn's user avatar
  • 919
2 votes
1 answer
46 views

Where's the smart group profiler in 5.67?

The release notes for 5.67 says 'Smart groups: a smart group profiler was added to help identify slow smart groups'. Where is this profiler? - I can't see it in the menu, and it doesn't seem to be an ...
Andy Clark's user avatar
  • 4,845
1 vote
0 answers
28 views

Problem with Smart Group display pagination past 500 contacts

CiviCRM 5.66.0 / WordPress / PHP 8.1.24 There is a smart group with ~870 contacts. A user goes to view the contacts from the contacts shortcut on the Manage Groups page. When viewing the contacts at ...
user15932's user avatar
0 votes
0 answers
21 views

how to synch CiviCRM user groups to Joomla ACL groups

trying to figure out how to synch CiviCRM groups (especially smart groups!) with Joomla ACL groups. I did find this extension (CiviCRM-Group-Sync) but it's 3 years old and last tested systems were ...
minbori's user avatar
  • 551
0 votes
0 answers
18 views

How to show organization and individual information on a membership directory list

On a Joomla 3.9 website, I currently have a membership directory that lists all of the fields (organization name, phone, industry, city) that I want for a member (contact) with one exception: the ...
Margaret's user avatar
  • 121
2 votes
1 answer
28 views

Why is the access control option not available for smart groups anymore? Fresh install

civicrm 5.55.2 drupal 9.4.8 smart groups acl not available. parent group has the option. does not matter if smart group is parent or child
Eldon Leeburstroghm Allison II's user avatar
1 vote
0 answers
17 views

Do Hidden Smart Groups get 'calculated' when we click on Smart Groups on a Contact's 'Group' tab?

Does anyone know if Hidden Groups are checked or ignored when a COUNT of contacts in a Smart Group is run, or when you click on Smart Groups on a Contact's Groups tag? Am looking in to why clicking on ...
petednz - fuzion's user avatar
  • 28.3k
1 vote
1 answer
37 views

"update smart group counts" button missing from manage groups

Wp 6.01 civi 5.51.1 as below. Standard Admin theme or Radstock
LesleyJill's user avatar
0 votes
1 answer
24 views

Advanced Search returns contacts with current memberships even though Current Member set to "No"

When using Advanced Search and 'Display Results As' is set to "Contacts", I assumed that if I selected "No" for 'Current Member', it would not include contacts that had at least ...
MtnPavlas's user avatar
  • 856
1 vote
0 answers
31 views

No longer seeing "Remove" in the contact record for smart groups

Are other also no longer seeing any way to remove a contact from a smart group from within the contact record? "Remove" and other action links are no longer displayed since I upgraded to 5....
Daniel Strum's user avatar
1 vote
1 answer
29 views

Are contacts cached when scheduling a mailing?

This might be a stupid question, but I know some poorly designed systems out there, so I just want to make sure. Scenario Monday - Create an Email - Choose a Group/Smart Group - Schedule it to go out ...
themak's user avatar
  • 3,441
2 votes
1 answer
52 views

Slow smart group display on a contact after update to 5.46.3 from 5.35.x

When viewing the group tab of a contact, there's a "smart groups" openable tab, which triggers an ajax call to https://example.org/civicrm/contact/view/smartgroup?cid=youcontactid&...
Alan Dixon's user avatar
  • 6,851
1 vote
1 answer
62 views

Rebuild Smart Group Cache - One of parameters (value: 28,55,57) is not of the type Int

Running 5.47.1 at the moment on latest version of WP. I've been getting this error repeatedly: Finished execution of Rebuild Smart Group Cache with result: Failure, Error message: One of parameters (...
ben_fairless's user avatar
2 votes
1 answer
104 views

How to find out when Contact added to a Group

I'm trying to find out when people were added to a SmartGroup. I want to be able to see when they joined the group so I can see when their membership is expiring. Anyway to do this? I have tried doing ...
Joshua W's user avatar
0 votes
1 answer
38 views

How to setup a "Schedule Reminder" to trigger on a regular interval that sends an email to a "Smart group"

I have a smart group and would like to send an email to all those contacts on a regular interval. For example, every Sunday at 10am. How can I set this up please? I have tried but cant seems to ...
Tapash's user avatar
  • 3,004
2 votes
1 answer
49 views

How to hide individuals from Directory and only show organizations

I can't get the membership directory on my website to show only organization information. It leaves a line for each individual who signs up on behalf of the company (see image.) It doesn't "show&...
Lester's user avatar
  • 153
1 vote
0 answers
96 views

DB Error: syntax error INSERT IGNORE INTO civicrm_tmp_e_gccache a < problem

I'm using Wordpress 5.8 and civicrm 5.39.0. I think i found a bug. I get an error when i want to view the smart groups on a contact card. The error is: INSERT IGNORE INTO ...
Jan-Derek Vos's user avatar
0 votes
0 answers
21 views

Can I send a report from a smart group?

On Drupal 7 / CiviCRM 5.36.1 I have a smart group that I export with a special mapping mixing data coming from relationships for each contact. I can use the url : https://domain.net/civicrm/group/...
Guillaume Sorel's user avatar
3 votes
2 answers
96 views

Is it possible to view smart group membership in Views?

I have a view set up to display the content of groups but it only works for viewing manual group membership, not smart groups. (I have the form set to require input rather than the basic form style.) ...
RayWright's user avatar
  • 2,488
2 votes
1 answer
62 views

CiviCRM Smart Group Cache SQL Collation Error

Running CiviCRM 5.32.2 on Drupal 7, PHP 7.3, MySQL 8, Apache2, Ubuntu Server 20.04. This instance of CiviCRM has just been migrated from another server and the migration has largely gone well. However,...
Rich Smith's user avatar
4 votes
2 answers
86 views

How to exclude contacts from a mailing who share an email with a group of contacts?

If I'm sending out emails asking for donation, I exclude all the contacts who have donated recently with a smart group. Unfortunately, because we have many contacts who share an email (generally ...
Lars SG's user avatar
  • 4,073
1 vote
2 answers
52 views

Can you create a mailing list based on tags

Is there a way to use tags, possibly multiple tags e.g. using the tags Students and Attended Conference X, to create a bulk mail to members who fit into just those two categories.
IARS2020's user avatar
2 votes
0 answers
59 views

Smart Groups and ACL

I have read the comments relating to this matter. Still I just wonder if it is possible to assign ACL ownership to a Smart Group. No option for Access Control on the Group page is available. Is this ...
Claes Rickeby's user avatar
1 vote
1 answer
25 views

Do manually added contacts stay in a smart group forever?

If a contact is manually added to a smart group (so has the status of 'Added') do they stay there for ever (until manually removed)? I am about 99.9% certain that this is the case. I've had some ...
Andy Clark's user avatar
  • 4,845
0 votes
1 answer
27 views

Adding contacts to group after receiving mail from them

Say, for example that I want to divide my contacts into two groups, an active group (contacts from whom I've received a mail in last few months) and an inactive group (countacts from whom I haven't ...
mrMoonpenguin's user avatar
2 votes
1 answer
40 views

Self referential Smart Group - good idea?

An organisation has local campaign groups. Some of these campaign groups belong to a set we call the "core activist network". I want the core activist network group to contain: all these ...
artfulrobot's user avatar
  • 3,932
1 vote
2 answers
102 views

Changing Smart Group Update Frequency

I'd like to have a large number of smart groups but don't want to bog down the site when employees are using it. Is there a way to set up a smart group so that it will only update itself at a ...
Michael J's user avatar
3 votes
1 answer
98 views

Smart Group DB error

Viewing some Smart groups (not all) causes DB error. [error] $Fatal Error Details = Array ( [callback] => Array ( [0] => CRM_Core_Error [1] => exceptionHandler ) [...
Pál Rudan's user avatar
1 vote
1 answer
70 views

how to search for contacts selected in contact reference fields

Civi 5.15.1, WordPress 5.4.1 Some of our contacts ask us to send our communications to someone else, a "designated contact" or DC. To accommodate them, we created custom Contact Reference fields for ...
John Mark's user avatar
  • 159
3 votes
3 answers
125 views

System status - disabled/deleted fields on Smart Groups (5.24)

After upgrading to 5.24 I get the above message in system status. I've disabled and re-enabled all smart groups but the message persists and I can't find any redundant custom fields. The message ...
Andy Clark's user avatar
  • 4,845
1 vote
1 answer
48 views

Network Error when Looking for Smart Groups

Under the groups tab in a contact summary if we click to view the smart groups the contact is in we get: Network Error Unable to reach the server. Please refresh this page in your browser and try ...
KilakwaBT's user avatar
  • 2,351
1 vote
2 answers
62 views

Is smart group cache set to 0 OK for this situation?

Using ACLs I have setup a group of users to have edit access to a smart group of contacts. The smart group is based upon the contact type. The problem is when one of these users creates a contact of ...
Andy Clark's user avatar
  • 4,845
3 votes
1 answer
100 views

How can I automatically add a Capability or additional Role in WordPress based on the data stored in CiviCRM?

* EDIT * We have a multi record custom data group with a field called "Status". When this field changes value to "Completed" we want people to see specific pages in WordPress. I have tried to setup a ...
Darren's user avatar
  • 751
2 votes
1 answer
165 views

Sync smart group to WordPress role, group, or capability

I have a WordPress site which is already using the CiviCRM WordPress Member Sync plugin to sync memberships to roles. On this same site, I also want to show/hide certain content based on the user's ...
TwoMice's user avatar
  • 1,824
1 vote
2 answers
64 views

Smart groups break when database is restored

When we clone our production instance to staging, we restore the database with updated host information prior to restoring the database. Querying a smart group returns all contacts in database, not ...
Andy Burns's user avatar
  • 3,681
2 votes
1 answer
36 views

Can I save bulk update screens for future use?

I'm not sure if my title is 100% clear, but here's the situation I'm facing. We have custom fields that once a year we have to manually update for all current members. A smart group was created to ...
Paul Dufresne's user avatar
1 vote
2 answers
106 views

Create a smart group that excludes

Is there a way to have more exclude options in smart groups? The only exclude I see is from contact preferences. I would like to create a smart group for donors that live in CA BUT do not live in ...
Iowa Boy's user avatar
  • 2,388
1 vote
1 answer
82 views

how to find contacts who have paid for their membership?

Civi 5.15.1, WP 5.3.2 My organization manually enters all memberships and membership payments using the Civi UI (we don't expose this functionality on our website). I need to create a smart group of ...
John Mark's user avatar
  • 159
1 vote
0 answers
44 views

How to create smart Group based on BuddyPress profile field data?

We have a WordPress site with BuddyPress, and a few thousand members around the world. Our BuddyPress profile fields include "City", which is saved in wp_bp_xprofile_data (and assigned a geocode saved ...
PlantSwap's user avatar
2 votes
1 answer
19 views

How can I find membership totals on a month by month basis eg. total members end of Jan, Feb ect so i can then analyse the increase month by month?

I have found how to get Civi to show me how many new members of each type joined per month. However I need the total of all members at the end of January Feb etc so I can see if there is an increase ...
Adam Brown's user avatar
1 vote
1 answer
14 views

Display different profile (in Drupal) based on CiviGroup (or tag)

Thanks in advance Drupal 7 / CiviCRM 5.13 I am looking for a way to display different profiles, in Drupal, based on different groups that the contact belongs to in Civi (or based on different tags if ...
ArisK's user avatar
  • 123
1 vote
1 answer
40 views

Fatal error on Export in 5.18.1

I just updated to 5.18.1 to resolve a bug caused when selecting " Exclude contacts with "do not mail" privacy, no street address, or who are deceased." But now I have a new issue: I set up an export ...
A. Block's user avatar
  • 555
2 votes
2 answers
84 views

Error "Cannot unset string offsets" exporting using custom field mapping

I'm running civiCRM 5.17.5 under Joomla 3.9.12 When I select a specific smart group with a saved field mapping for export, and select "Exclude contacts with "do not mail" privacy, no street ...
A. Block's user avatar
  • 555
4 votes
1 answer
393 views

SOLVED!! DB Error: no such table ERROR searching erroneous ACL table

I have read other related questions but I do not see a match with my mistake. Civicrm version 4.7.31 Drupal 7.67 MySQL 5.6.42 PHP7.1 After migrating from civicrm 4.5.8 and php5.6 everything works fine ...
Jon's user avatar
  • 41
2 votes
1 answer
43 views

how to retrieve non-grouped contacts?

Civi 5.15.1, Wordpress 5.2.3 I'm trying to get a list of all contacts who are not in any group (Smart or otherwise). I've done this two ways, with the same result: the first is by filtering the ...
John Mark's user avatar
  • 159
1 vote
1 answer
57 views

Can CiviCRM be managed as a group of companies, where there is a parent company of the group of child companies?

An example of this Group of Financial Companies, which is the Parent company, then below it, are the other daughter companies, but that each one is granted their independent clients and their ...
Dominican Cloud's user avatar
2 votes
1 answer
70 views

How do you create a Smart Group with participants from multiple events

I'm trying to create a smart group for all registered users in any 2019 event. There are 5 events I'm trying to pull participants from into a smart group. The process I am trying to use is: Click "...
Kurt Leadley's user avatar
1 vote
0 answers
44 views

Contacts not appearing in a smart group

We have a smart group which returns 1,521 records. One contact which ought to be appearing in it isn't. When I go in to the smar group settings there is an unfinished selection line, when I delete ...
Gillian McIntosh's user avatar
4 votes
2 answers
131 views

Discrepancy between # of contacts in smart group vs # of contacts in smart group mailing

Using Drupal 7.67 and CiviCRM 5.13.5. We run volunteer inductions, and send an email to all people who have attended volunteer inductions (as per CiviEvent) after the induction. We only run ...
josh's user avatar
  • 584