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Questions tagged [tags]

The tag has no usage guidance.

5
votes
1answer
205 views

How can I keep track of a “role” in an organisation (eg. secretary) over time (1980-1995)

Under individual contacts, I want to keep track of roles over time within my organisation's executive committee. So, every couple of years the Secretary, Treasurer, Chair, London Rep, Wales Rep etc ...
1
vote
0answers
16 views

Can activity tags be included in activity reports or exports?

tags have been added to a variety of activities by a user over the last few months. Now they want to include the tag details in a report. As far as I can see activity reports can filter by tag, but ...
3
votes
1answer
38 views

Tags, relationships, or custom fields to record custom data?

Apologies if this isn't the best place to ask, I'm completely new to CiviCRM and could do with some advice on the best way to store custom data. I'm building a database of churches. For each church I ...
3
votes
2answers
33 views

Mass deletion of bad addresses

I have several hundred individual records that have bad mailing address and have tagged them in CiviCRM. How can I delete these from the system in bulk? I have tried Civi's upload process by leaving ...
0
votes
0answers
8 views

If Tag(s) field is in a Profile that is used for Batch Update it shows no results - and removes all existing Tags when updated

I can add Tags field to a Profile I can then use that Profile for bulk updates The Tags field shows as empty on the screen (and hence is easily ignored/overlooked) Upon save ALL tags are removed ...
3
votes
1answer
28 views

Is there a way to edit tag colours through the UI?

Having created a number of tags I've decided it would be useful to have them colour-coded. It is straightforward to specify a colour when creating a tag, but I can't work out how to apply a colour to ...
1
vote
1answer
37 views

How to search for all contacts without a tag? Registered for event

I need to find all contacts that are in our system without a tag AND are Individuals AND registered for a specific event. This is what I am doing: Contact -> Contact Type = Individual Participant -> ...
7
votes
1answer
85 views

Behavior of Tags

In using tags and creating searches based on tags - I have run into some issues. Tag Tree Example Tag Set 1 Parent A Child A1 Child A1a Child A1b ...
1
vote
1answer
46 views

Add contacts to group using CSV with contact e-mails

I'm looking for a way to add contacts to a group from a CSV file including e-mails of contacts already existing in Civi. When I import into Civi, I use the update option and select primary e-mail, and ...
2
votes
2answers
36 views

Tags not saving in Profiles

USAGE: I've created a Profile that includes the global Tagset. I'm using it to designate a Region Tag for all Contacts as we roll out a directory. The Tags have values such as "Northeast", "...
0
votes
1answer
17 views

Drupal account creation adds users into a CiviCRM group or tags them

We are trying to create a report that shows our new website members (those who have created an account) who are designated by mandatory CiviCRM profile fields that define a member type which the user ...
0
votes
1answer
17 views

Tags for contact in drupal view shown on separate rows

I'm creating a drupal view based on civicontact. The fields are user id, user roles, I link to civicrm_uf_match table to get the contact id, then add a field for the tags associated with that contact....
2
votes
1answer
26 views

Creating tags from fields

Is it possible to create tags from fields, where someone selecting a certain option tags them with that option. I.E. selecting the volunteer option tags the new contact as volunteer?
1
vote
1answer
20 views

Manage Tags is loading a blank page

When a staff or admin goes to manage tags, the page doesn't seem to load anything. I have checked in Drupal permissions that both admins and staff have permissions to administer tags and tag sets (in ...
4
votes
2answers
53 views

How can I make tags in tagsets visible to users who want to tag contacts

When I have a group of tags in a tagset, I notice that when I'm trying to add tags to a contact I can't see the list of tags (as I would if it was a standard CiviCRM multi-select field). Instead all ...
1
vote
2answers
29 views

DB Error: syntax error when using custom profile to inut a new contact

I'm running CiviCRM LTS (4.6.31) on Drupal 7.56 and a MySQL DB. i built a custom profile to simplify Contactcreation. Each time i add my custom tags to that form i get the DB Error: syntax error when ...
1
vote
0answers
43 views

Missing Tag Sets in Profile Tags Field

I am using CiviCRM 4.7.23 (on drupal & wordpress) Is it normal that Tag sets (custom ones) are not showing when rendering the Tag(s) Field in profiles? I've reproduced the case on http://dmaster....
1
vote
0answers
23 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 ...
2
votes
3answers
106 views

How to add a tag or group to a set of pre-existing contacts via import?

I have a list of contacts (names and email addresses). I know that all of these contacts are in the Civi database, but I want to add a tag or a group to all of them, and i have the list in a CSV file. ...
3
votes
1answer
42 views

Tag Contact Via Link in Email

Is it possible to build a url to be included in an email sent from CiviCRM such that when the user clicks the link, they will automatically be tagged with a term in the system? Or maybe add an ...
3
votes
2answers
52 views

Send an Email When Tag is Applied - or When Added Automatically to a Smart Group

I'm looking to set up a series of drip emails once a contact is tagged. Unfortunately, the rules around tagging are convoluted to the point where I'm afraid to use them since I have the potential to ...
0
votes
1answer
21 views

Update user Tags direct from civiMail link

We'd like to let existing civiCRM Contacts tell us what they are interested in by following a link in a civiMail email, which takes them to a form with a few checkboxes. They check a few boxes, then ...
3
votes
1answer
26 views

DB error on tag page after installation

I'm new to CiviCRM and just installed it (v. 4.7.17) on Wordpress 4.7.3 When I access the tag management page (wp-admin/admin.php?page=CiviCRM&q=civicrm%2Ftag&reset=1), I get a DB Error + a ...
4
votes
1answer
71 views

How can I add a tag to a tag set?

Using CiviCRM 4.7.16. I create a new tag and I want to add it to a tag set. But when I click on the Parent Tag pull down menu, it only shows tags that have not been assigned to a set. Tag sets are not ...
0
votes
1answer
12 views

Untagging activities

I have a search result of activities tagged with a certain activity-tag. How do I untag them, without updating each single activity? CiviCRM version 4.4
2
votes
2answers
48 views

how to add a field in tags

I would like to ask how to add more fields to the tags for each individual. We have a lot of individuals who are parents but we do not know where to define them as parents since we don't know the ...
3
votes
1answer
69 views

How to tag a contact when importing possible duplicates

I want to import a list of participants that attended an event and tag them and put them in a group. Many of the names are already in the system so it doesn't import them based on the dedupe rule of ...
1
vote
1answer
32 views

Export tags to separate column?

When exporting information, is it possible to separate each contacts' various tags into separate columns? That way I'd be able to sort the resulting spreadsheet by specific tags, instead of having ...
2
votes
0answers
24 views

Tags in Search Columns

I wanted to include the tags field in a search profile, so they can be shown in the list of search results. But it is not possible because the option "column in search results" is not available with ...
0
votes
1answer
24 views

Modify the Tags (Categories) Administration page

I'm using CiviCRM 4.7.9 in a Drupal 7 environment. CiviCRM does an amazing amount of stuff remarkably well. Unfortunately, its Tags (Categories) Administration page (http:///civicrm/admin/tag) page is ...
3
votes
1answer
107 views

Drupal Views Exposed Filter (operators) and CiviCRM Multiple Tags

We expose CiviCRM contact tags (Tag Name) fields via Drupal Views in order to create simple contacts search by tag(s) via Drupal as front-end. Since almost every contact has more than one tag, "...
2
votes
3answers
39 views

Is there a way to make a contact page immediately visually arresting?

As I mentioned in my previous question, I'd like a way to show that a contact page is special immediately upon opening the page. Some sort of flag or label, something like a graphic or colour change ...
1
vote
1answer
21 views

How can I export contacts and tags, but only for a particular tag?

Is it possible to export contacts and related Tag information, but only for one particular Tag Set? Thanks.
4
votes
1answer
48 views

Why does selecting one (or more) tag options in a form created using webform-civicrm add *all* tag options to the user record?

We are on CiviCRM 4.6.19.0 and Drupal 7.50. I've created a webform using the excellent webform-civicrm. The form is a draft of a data entry/update form for use by staff and volunteers. I've added ...
3
votes
1answer
98 views

How to get a CiviCRM popup form (eg create new Group / Tag etc) working via a Drupal link

We wanted to let a Drupal user 'create new group' in civicrm without needing to go in to CiviCRM itself. Clues from here suggested we might be able to do it without using API etc. The suggestion was ...
1
vote
2answers
76 views

Chained API Call : Membership.contact_id EntityTags

I am looking to get a list of all contacts with active memberships, and their respective tags. I went about this by starting from an api call to give me all current memberships owned by a company. ...
2
votes
1answer
64 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 ...
3
votes
1answer
49 views

Civi AJAX API Search by “AND”ing 2 Tags

I would like to search the Civi API for Contacts that have both of two tags. I'm at a loss as to how to do this. Right now if you provide multiple tags, the default is to use an OR operation. For ...
3
votes
0answers
36 views

Civi Ajax API Search by Multiple Tags

As sort of a followup to this question. I am trying to retrieve all the contacts who have tag:5 AND who have tag:7. I tried the following code: CRM.api3('Contact', 'get', { "sequential": 1, "...
5
votes
1answer
116 views

CiviCRM Ajax API - Searching by Tag

I'm working with the CiviCRM API and it's been great--I've been able to make a very useful tool for our team. However, I've encountered a problem. I would like to do a search on contacts based on ...
3
votes
1answer
54 views

Group, Type, or Membership type - please advise

I'm setting up CiviCRM for our artist workshop, but after reading the good book I still haven't wrapped my head around how best to setup for the data I'd like to cover, so thought I'd check with my ...
4
votes
1answer
57 views

How do I make tag sets searchable in Find Contacts?

I'm pretty new to civiCRM and it feels like I'm missing something obvious. The tags that are in tag sets don't show up in the Find Contacts search. They show up in Advanced Search just fine. Is this ...
1
vote
1answer
43 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 ...
3
votes
2answers
90 views

How and when should I create custom data fields?

I need at least 50 different "categories" or "custom fields". Everything from Contact Info like Name, Address, etc. to specific information that I would have to uniquely name. I am getting extremely ...
2
votes
1answer
69 views

Change Drupal username when auto creating using tags

I'm using Pete's great way of creating Drupal users by adding a tag, but was wondering (as Michael McAndrew did in the comments on that page) how a different username could be auto-created, e.g. email ...
5
votes
2answers
221 views

Excluding in search doesn't work

It seems that it's not possible to find contacts who are in group A, but not in group B. The only place where it's possible to exclude a group is Search Builder, but when I give two criteria (contact ...
2
votes
1answer
52 views

Non-administrators unable to tag contacts using Tags tab redux

I'd like to draw attention to a flaw in the ACL permissioning. I'm a volunteer setting up a national database for a new non-profit, but I want non-admins to be able to edit the data for their state ...
2
votes
7answers
595 views

How can I use <html>, <head>, <body> tags in a mailing?

As a follow-up to: How do I override the default CKEditor configuration? The issue We have a custom email template that uses <html>, <head>, <body>. When using either the CKEditor ...
6
votes
2answers
1k views

How do I override the default CKEditor configuration?

The question Where/how can I override the default CKEditor configuration files in CiviCRM? Original issue / follow-up question We have a custom email template that uses <html>, <head>, &...
2
votes
1answer
37 views

Where/how do you tag an attachment?

Whilst looking at tags for other reasons, I noticed that you can create tags to be Used for Attachments. I haven't found where this is covered in our documentation (certainly not in the section on ...