Questions tagged [smartgroups]

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9 votes
2 answers
956 views

Creating a public Members directory with CiviCRM in Wordpress using Profiles

I'm trying to create a public Members directory with CiviCRM in Wordpress using Profiles. First i created a "Smart Group" through Search that lists all the members filtered as i wanted - i've called ...
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8 votes
4 answers
254 views

CiviMail and Smart Groups: when does CiviCRM identify the actual list of email recipients?

If I set up a mailing to a smart group, and schedule it to go out one month from today, will CiviMail send to the contacts in the smart group as they are defined at the point when I create the mailing,...
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  • 3,664
2 votes
1 answer
75 views

There is some inconsistent/confusing workflow managing contacts from smart groups?

CiviCRM allows add and remove contacts from smart groups. This is an useful functionality that allows us to cover some cases managing groups. However this functionality often leads to confusion among ...
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5 votes
3 answers
556 views

What do I do when rebuild Smart Group Cache fails?

(Sorry, was hoping to not have to start a new Question but instead comment on another's but StackExchange doesn't allow it unless you have 50 points of privileges.) CiviCRM 4.6.0 Joomla 3.4.1 I am ...
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  • 811
4 votes
1 answer
247 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". ...
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4 votes
1 answer
312 views

Can Drupal Views filter contacts based on Smart Groups

Taking the liberty of creating this new ticket since the previously similarly titled (since retitled by me) post was not really addressing the issue. Laryn is correct when he said on the above post ...
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  • 27.1k
6 votes
1 answer
263 views

How to use Smart Groups with relative dates?

How can I setup a Smart Group to include members based on relative dates (e.g. last Activity)? When I try to use relative date, e.g. Yesterday in advanced search, it correctly finds users with ...
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  • 1,012
2 votes
1 answer
98 views

smart group change log criteria

I am using CiviCRM 4.7.7 on Drupal 7. I want to send an e-mail to each contact added "Today". So I supposed to create a smart group with the search criteria "Added=Today" in the "Change Log" section. ...
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  • 31
2 votes
2 answers
274 views

Syncing Drupal Roles from CiviCRM Smart Groups

(Drupal 7.52 CiviCRM 4.6.24) I am trying to make sense of a work-around for keeping Drupal roles in sync with a smart group. The Smart Group takes into account: Contact Type in Organisation Contact ...
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7 votes
2 answers
281 views

Can I create a Smart Group programatically?

I'm setting up our system to match up contacts with the geographical regions covered by our different chapters. I've gotten to the point of using the built in geocoding, along with polygon ...
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  • 870
7 votes
1 answer
183 views

CiviMail: What is the expected behaviour when unsubscribing from a mailing sent to a parent group?

I'm sure I remember reading somewhere ages ago that when unsubscribing from a mailing sent to a parent group, the contact would be removed from all of the child groups that they belong to that are ...
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  • 141
3 votes
1 answer
66 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"). ...
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2 votes
2 answers
156 views

ACL controls not working with smart groups?

I submitted a bug on an ACL problem in Nov 2014. CRM-15662. It was fixed in 4.5.5, and I tested it as working. This appears to be broken again in 4.7.1. I have not tried to use this feature in a year ...
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  • 740
5 votes
2 answers
127 views

How Smart Groups Work

What updates a smart group? Is it all based on the cron/scheduled job that runs updating the group members based on specific criteria? Additionally are hidden smart groups updated when the cron/...
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  • 471
3 votes
1 answer
309 views

Why do Smart Groups now give database errors?

I just updated from 4.6.3 to 4.6.5, on Joomla. I have a number of Smart Groups which worked fine before, but now inconsistently fail to load contacts or settings, giving a database error instead. ...
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  • 870
3 votes
1 answer
81 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 ) [...
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2 votes
2 answers
256 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 ...
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  • 831
2 votes
4 answers
161 views

Multiple branch/chapter management with various access level of information

I am newbie to CiviCRM. I an searching for a solution to manage a multiple branches of an organisation with CiviCRM. Multiple branches will be spread across the glob. All the branches should have ...
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  • 21
2 votes
3 answers
196 views

How to show Users their Membership status so that even users without a membership status get to see the block

We have a client we would like to show the current logged in users membership status in a Drupal View alongside other contact fields. As the user may not have a membership yet at all then this can't ...
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1 vote
2 answers
106 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 (...
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  • 1,012
1 vote
1 answer
92 views

Restricting access to a group of contacts

I've done some searching, but can't seem to hit the right keywords. I'll pick on the major donor group for this question, though it would apply in other ways. Most of our users should have access to ...
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  • 1,116
1 vote
2 answers
94 views

How to use advanced search to search contacts created by logged in user

Basically what I need to do is search for contacts created by the current logged in user. I have tried the change log tab but that does not work for me because then it would be contacts created by ...
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1 vote
1 answer
116 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. ...
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0 votes
3 answers
121 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 ...
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