Questions tagged [tags]
The tags tag has no usage guidance.
63
questions
2
votes
1answer
20 views
Retrieve Contacts with Tags in API4
I am creating some custom directory screens to display a table of contacts with associated email addresses and any tags (just a simplified directory for non-admin staff to view/sort basic CRM data). ...
0
votes
0answers
23 views
Not all tags are available in a Contact Search
I have created a tag set which has one tag, "Changed Address". This tag is set using a rule when a contact's address is changed. When I perform a contact search, this tag does not show in the list of ...
2
votes
0answers
36 views
API v3 Include Some Tags and Exclude Others
I can do a custom search on Contacts to include those with a list of tags, and exclude those that also have an additional tag. And I get the results I expect.
I can't for the life of me figure out ...
3
votes
1answer
47 views
What is deleting my Tag?
I've run into this twice this month and scratching my head. Read this image upside down: We hit post create Address hook -> my regex extension creates a Tag - all good; happy dance; then something in ...
1
vote
2answers
42 views
Is there any way to group cases?
Is there any way to group cases, other than using tags?
We currently need this for an implementation where case management is used to fulfill wishes for children with chronic diseases. The ...
0
votes
0answers
9 views
Update Multiple Records - Tags
I understand you can select a large number of contacts and tag them all something. Is it at all possible to use the update multiple contacts option - and tag them all from that screen - especially if ...
1
vote
1answer
33 views
Management of Tags not possible
Every time when i try to manage the existing tags i get into a loading loop without any end! No Tag is listed, no modification is possible)
Installation: wp 5.x multisite but civicrm is active only ...
5
votes
1answer
228 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 ...
2
votes
0answers
22 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
48 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
35 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 ...
1
vote
0answers
11 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
32 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
41 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
98 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
75 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
42 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
21 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
18 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
31 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
2answers
28 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
65 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
32 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
50 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
27 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 ...
3
votes
3answers
201 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
46 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 ...
2
votes
2answers
72 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
23 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 ...
2
votes
1answer
28 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
85 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
13 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
49 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
87 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
36 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
29 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
25 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
126 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
43 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
29 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
50 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 ...
2
votes
1answer
124 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
99 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
82 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
57 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
39 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,
"...
4
votes
1answer
129 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 ...
2
votes
1answer
63 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 ...
3
votes
1answer
64 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
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 ...
