Questions tagged [smartgroups]

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1
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1answer
11 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 ...
1
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1answer
11 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 ...
1
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1answer
28 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 ...
2
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2answers
27 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 ...
3
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1answer
51 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 ...
2
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1answer
26 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 ...
1
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1answer
36 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 ...
2
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1answer
27 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 "...
1
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0answers
23 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 ...
3
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2answers
64 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 ...
2
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1answer
72 views

How do the Rebuild Smart Group Cache scheduled job and the Smart group cache timeout setting interact?

According to the UI (Administer > Customize Data and Screens > Search Preferences) the 'Smart group cache timeout' setting allows you to specify "the number of minutes to cache smart group contacts". ...
3
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1answer
32 views

How do I put saved searches or smart groups as menu options in WordPress?

Is it possible to make custom searches (smart groups) available from the custom menu. For instance, I am tracking elections (organizations) with custom fields for special elections, open races, ...
0
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1answer
22 views

How to setup a contact journey and add them in specific mailing group after a delay?

I would like to setup a web signup form with 2 of our newsletter groups. After contacts sign up, I would like to send them 2 welcome emails after 10 days of delays. Then add them to the 1 of 2, or ...
2
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1answer
43 views

Neither Advanced Search nor Search Builder offer option to save as Smart Group

The documentation says I should be able to save a search as a Smart Group, but I don't see an option anywhere to do so. I've used both Advanced Search and Search Builder. Neither results screen offers ...
3
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1answer
30 views

How to Create a Smart Group before Anyone Belongs to it?

The usual way to create a Smart Group is : Select (via Advanced Search) the contacts who meet the Search Criteria Create the pertaining Smart Group But is it possible to create a Smart Group before ...
3
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1answer
36 views

Caldera Forms and Smart Groups

I want to have a newsletter signup form that has a dropdown field that a non-signed in user can select from. I want their selection to assign them to a smart group for later use in bulk mailings. What'...
0
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2answers
71 views

How to fix Undefined index notice in contribution_date_relative?

When I try to Update Smart Group Counts in Manage Groups, the CiviCRM provides me with numerous notices. What is wrong and where do I fix that? Notice: Undefined index: contribution_date_relative ...
0
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1answer
41 views

deleting groups

under contacts, manage groups, delete; the following notiThis group currently has 35 members in it. Deleting this group will NOT delete the member contact records. However, all contact subscription ...
2
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1answer
33 views

How to change or transfer mailing list groups properly?

Right now - we have a smart group with all individuals tagged, in this example "Email List" and of type "Individual" as our main email list. This has worked fine for us - as we rarely sent emails. ...
4
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2answers
167 views

Can't update smart group counts

My smart groups show unknown counts. Debugging shows this when I click "update smart group counts". Wordpress 5.0.3, Civi 5.9.0, PHP 7.2.14 #0 /var/www/sln/wordpress/wp-content/plugins/civicrm/...
3
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1answer
42 views

Smart Group dropping search criteria on save

I've searched the archives and see there are a number of posts pertaining to smart groups not saving criteria, but it seems those were bugs addressed in updates, and we are running the latest version ...
2
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0answers
27 views

Problems with Smart Group Updating

CiviCRM 5.8.2 / Drupal I have defined a Smart Group based upon a custom field (recipient) = 1, to be used as a smart mailing list. (I use VBO to set this field to 1 for my selected recipients, and ...
2
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0answers
28 views

Wrong Group counter showing on Contact tab

It can be reproduced in dmaster following the next steps: Go into dmaster Create a Smart Group Add "Manually" a Contact in the Smart Group Go to the Contact (the counter in the Group Tab shows a ...
2
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2answers
45 views

CiviCRM profile search not working when integrated with Wordpress

We're currently facing an issue. We are running Wordpress 4.9.8, and running CiviCRM. We're looking to publicly display a search widget on one of our wordpress pages, to search within a specific ...
2
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3answers
65 views

How to quickly update a Smart Group?

On CiviCRM 5.6.0 I have a Smart Group based upon custom_param1=1 (as an example). I change some values of custom_param1, to update my Smart Group in order to send a mail to its updated members. But ...
1
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1answer
29 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 ...
2
votes
1answer
21 views

greater-than-or-equal-to value in search builder is not displaying

When creating a smart group I am no longer able to select the greater-than-or-equal-to value in the operator field. I tested it several times and the only time I can choose the greater-than-or-equal-...
0
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2answers
75 views

Cannot update Smart Groups after upgrade to 5.6.1

After upgrading to 5.6.1, I've discovered that the option to edit the smart group search is missing. Steps: Contacts->Manage Groups Click on Settings beside a group At bottom of screen in 5.6.0 ...
5
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1answer
58 views

Deadlocked queries cause an instant error for end-users, but are retried in other circumstances

We have a lot of smart groups, and consequently a lot of deadlocks. There's already code in Civi that detects deadlock Exceptions, and then retries the query a few times. This is really helpful - I ...
0
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1answer
45 views

View and subscribe to Public Smart Mailing groups using {action.subscribeUrl}?

I'd like to use {action.subscribeUrl} so email recipients can view and subscribe to public mailing lists. However, it does not show public Smart group mailing lists. Is there a way to show Smart ...
1
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1answer
45 views

Can I convert a smart group to a static group by editing the db directly?

We have a bunch of smart groups that a lot of other smart groups rely on. I'd like to turn these former groups into regular groups and then generate them once a day, to improve performance. But ...
0
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1answer
50 views

CiviRules Issue with Smart Groups

I am trying to use CiviRules to give a membership to contacts automatically when a contribution is added. I have a Membership smart group to filter members and non-members but getting an error when ...
1
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1answer
64 views

Configuration for Smart Group Cache

I have a very simple use case for Smart Groups. I have only two small Smart Groups that are both used exclusively for bulk mailings, once or twice per month: All Individual Contacts: approximately ...
0
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3answers
91 views

Smart Group Features Extension to Memberships, Events, Contributions, Activities,

I have a lot of Organisations, each having their own Administrator(s) who manage their own memberships, events, contributions, activities, ... (that I predefine for them) I would like those ...
5
votes
2answers
160 views

Deadlocks in Rebuild Smart Group Cache

Sorry in advance for my lack of familiarity with civi, I'm not the most experienced member of the team. We seem to be running into a problem with the Rebuild Smart Group Cache job where the cpu will ...
1
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2answers
106 views

Count data for smart groups is not currently calculated

When I go to "manage groups", some of my smart group counts are listed as "unknown" and the notification "Count data for smart groups is not currently calculated" appears. Does anyone know how to ...
2
votes
2answers
235 views

Can a user removed from smart group manually be added back automatically if criteria is satisfied?

I have a requirement, where I need to Limit Scheduled Reminders to Only Members with Active and Grace Status(which is a smart group) But If I remove a user manually from Member with Active And ...
7
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2answers
147 views

Preventing slow performance with smart groups

After doing some research (Capacity Planning), it appears as if Civi slows down when there are a lot of smart groups or if the smart groups are children of other groups. What should be some good ...
1
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1answer
46 views

Hidden Smart Group Refresh

I've set up a mailing based on a search. A Hidden Smart Group was created, just like it should. If I schedule that mailing to go out a week from now, will the hidden smart group update and include ...
0
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0answers
16 views

Search Irregularities

We are on WP 4.9.4 and Civi 4.7.29 multisite. There is incorrect behavior when trying to do a search on a smart group that is combining a activity type field and a custom field. We have 750 search ...
1
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2answers
54 views

Trouble understanding how Profiles and Smart Groups are supposed to work together

Fist off, I think CiviCRM is awesome! As an erstwhile systems software programmer from the nineties who saw the birth of the World Wide Web while working for major corporations and governments it is ...
1
vote
1answer
89 views

Should Manage Groups display the Smart Group contact count, or just display it as Unknown

When I run Manage Groups, the Smart Group contact count comes up as Unknown for each group. Clicking the Update Smart Group Counts link appears refreshes the group list, but still returns Unknown. ...
1
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3answers
53 views

How can I identify DB error?

Suddenly an error appeared out of nowhere when managing groups. "Count data for smart groups is not currently calculated. You may click Update >Smart Groups to generate it. Be aware this can cause ...
2
votes
1answer
28 views

Smart Groups and 'event dates'

might there still (or again) be an issue with 4.7.27 on wordpress like this? How to use Smart Groups with relative dates? i'd need to create a dynamic group based on the 'register date' for any ...
0
votes
1answer
80 views

Search for Individuals with Employee Relationship for Organisations with Certain Criteria

We have a custom organisation option field showing the "Membership Type". I want to do a search (create a smartgroup) to find all individuals with a relationship "Employee of" for organisations that ...
3
votes
1answer
62 views

Smart Group relative date criteria not saving

There is a history of a bug in which Smart Groups do not store the proper relative date ("Next 60 days") criteria, but rather convert the relative date into a hard date ("3 Jan 2018" to "4 Mar 2018"). ...
1
vote
1answer
23 views

CiviCRM Smart Group Based on Contact's Drupal Role

I need all users of a particular Drupal role to be added to a CiviCRM Smart Group. (All Drupal users are currently also CiviCRM contacts.) The site uses CiviCRM 4.4.21 and Drupal 7.56
2
votes
3answers
90 views

how to add contacts to smart groups

I have entered about 5000 contacts and i want to add some of these contacts to a smart group. This smart group is a list of our paying members. How to add individuals from the list of contacts to a ...
0
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1answer
16 views

creating a Smartgroup out of post held in an organization

I created an organization type called "Extension centers". Each extension center will have a post called President. I have already uploaded all the extension centers and the president details into ...
3
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4answers
48 views

CiviCRM for selection and subscription to paid online content

Consider this case: We manage a very very long hiking trail across many states. It's divided in 20 sections. To get the digital maps, section coordinator contacts, section emergency alerts, section ...