Questions tagged [tags]

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2
votes
2answers
27 views

Can Civirules differentiate between 'pending' and 'added' group status?

I'm using Civirules to assign tags to members who add themselves to a group via public webform using the Linked Trigger 'Contact is added to group,' but the group requires double opt-in. Civirules ...
1
vote
0answers
12 views

Prevent on the fly tag creation in a tag set

If you create a tag set (not using main tag tree), it allows creating tags on the fly by end users. In this case I have 3 tags and aded a 4th called 'D'. Docs: [Tag Sets] allow tags to be created on ...
1
vote
1answer
23 views

Cannot create Drupal user, email: invalid!! (double exclamation is the error message, not my urgency)

Drupal 7.72 Civi 5.24.5 Webform Civi Integration 7.5.1 I just set it up so that Drupal users are created when a webform is submitted. Using petednz's guide. But I get the following error message ...
0
votes
2answers
20 views

Allow region reps to have RO to global mship info - but only to their own regional records. Db field or tag for “region”?

As the title says, I need to appoint reps for each region who can access their "own" regions records to send mailings. We are using Wordpress and everything is the latest versions. Is "...
2
votes
1answer
17 views

Activity Details report filter missing tags

The Activity Details report filter is missing the 'Tags' filter. The last filter is 'Groups' and just before that is 'County' which is where 'Tags' should be. The criteria for this field is 'Is one ...
1
vote
1answer
42 views

Deprecated function CRM_Core_Config::defaultContactCountry error

In the ConfigandLog directory, this error is produced every minute: [warning] Deprecated function CRM_Core_Config::defaultContactCountry, use CRM_Core_BAO_Country::defaultContactCountry. Array ( [...
2
votes
2answers
53 views

List of count of tag members?

Is it a report or anything like that, that could display a list of all tags together with a count of contacts with each tag?
1
vote
1answer
30 views

“Failed to execute rule” - Civirules error, How to solve?

I have a set of civirules in places, when a contact is tagged it should send a welcome email. But I am keep receiving the following error message in log and welcome email is not sent. It happens for ...
0
votes
0answers
16 views

Tag added when profile used

When the reserved profile "New Individual" is used (just the 3 standard fields) it also adds one of the tags from the tag tree (the same one each time). Why is that happening and how to stop it from ...
2
votes
1answer
42 views

How do I restore a deleted tag?

In attempting to remove a tag from a contact, i succeeded in deleting the whole tag for everyone. Is there a simple way to restore it?
1
vote
2answers
35 views

Unable to manage case tags

Im getting this error when attempting to add tags to a case. If I create a case and add tags at the same time, they get added. If I subsequestly try to remove a tag, no problem. If I subsequently ...
1
vote
1answer
52 views

Tracking Yard Signs

Just getting started with CiviCRM and got my voter registration list imported and created contacts. Now we are getting requests for political yard signs coming in. What would be easiest way to track ...
2
votes
1answer
49 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
27 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
37 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
54 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
49 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 ...
1
vote
1answer
34 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
235 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
27 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
54 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
46 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
12 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
34 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
47 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
111 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
86 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
46 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
22 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
19 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
33 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
29 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 ...
5
votes
2answers
70 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
34 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
59 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
29 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
259 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
48 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
83 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
24 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
29 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
92 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
14 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
53 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
93 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
39 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
28 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
145 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
44 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 ...