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Categorize contacts automatically created from inbound emails

Would it be possible to set Civi that contacts which were created from inbound emails will be of a certain type? Or added to a certain group? A tag will be added to it, to allow a rule to catch it an ...
Itamar's user avatar
  • 31
0 votes
1 answer
66 views

Is it possible to use a URL format "https://[something]/[Tag]" to generate lists of contacts or activities using that Tag?

SearchKit and FormBuilder are a fantastic couple and I'm creating various reports and dashlets for my CRM colleagues. I have a display showing all tags sorted by the amount of times they are used in ...
icaria36's user avatar
3 votes
1 answer
107 views

civicrm_api4: How do I create a Contact with Tags (EntityTag)?

Creating a CiviCRM contact using "Chaining" for a group works, but not with Tags (EntityTag), any idea why? If I remove the chain using EntityTag the contact is created. here is the error: ...
Jeremy M's user avatar
0 votes
1 answer
23 views

How to add Activity Tag(s)

How do you add a new Activity tag(s)? I can see how you add a tag at /civicrm/tag but when I add one it doesn't show up as a option when creating an activity? Is there somewhere else that you add a ...
Mike Wilson's user avatar
0 votes
1 answer
13 views

Schedule reminders by the tag info

We're using the tab 'tags' to clasify certain members that belong to a specific working group. Is it possible to schedule a reminder by the type of tag? Thank you in advance for all the help!
Tatiana Agudelo Monguí's user avatar
1 vote
2 answers
44 views

Access tags as admin only

I would like to use tags only as admin. Is there a setting to prevent other users to use them? I have looked into the roles in Drupal, but could not find it.
Webmaster COVS's user avatar
1 vote
2 answers
43 views

Can I use SearchKit to display a specific Contact Tag on a public directory?

I am building a membership directory and want to display information on each member that is contained in the form of Contact Tags. I can obviously display the full list of Tags, but we use some for ...
Simon Thornton-Wood's user avatar
3 votes
1 answer
14 views

Putting Contact Tags in Email Template

I would like to add the tags/groups of a contact into the email body of a template. Is there a shortcode that can do this? Thanks in advance!
teivovo's user avatar
  • 31
2 votes
1 answer
32 views

Why can't you make the selection of at least one tag required in a profile?

It is possible via the profile user interface to mark the tags field as required. But, when the profile is displayed in user-create mode, the little red asterisk is absent and you can in fact add a ...
Jamie's user avatar
  • 1,246
0 votes
0 answers
20 views

Can you see and bulk modify tags or update the tags of multiple different contacts on one screen?

Just as I am able to modify update multiple contacts using profiles for other attributes, I want to also do that for tags but I can't seem to get the tags to expose themselves when I have a profile ...
themak's user avatar
  • 3,441
1 vote
1 answer
55 views

Is there a way to include group and tags on a contact report

I built a report off of the Constituent Summary report and I am wondering is there a way to include groups and tags in that report that will export as a csv? Also why are some reports only exportable ...
emptyhometax's user avatar
0 votes
1 answer
32 views

Unable to do a search using tag

When doing a contact search using tags from search builder Civi throws DB syntax error, this was working before until Civi upgraded to 5.35.1 Error: SELECT DISTINCT LEFT(contact_a.sort_name, 1) as ...
FullStack-Dev's user avatar
1 vote
1 answer
64 views

Why is CiviRules not firing when the trigger is adding a tag?

Using CiviCRM 5.35.1 with Drupal 7. Just installed the new CiviRules extension 2.23. I've been waiting for this because CiviRules has not been working with Tags for a couple of months and it has ...
The Amateur's user avatar
1 vote
0 answers
45 views

CiviRules not accessing 'Tags' after extension upgrade

Since the CiviRules extension was upgraded, the extension no longer has access to tags. I had a dozen rules setup that assigned a specific tag when a condition was met. None of those existing tags are ...
Ben Russell's user avatar
4 votes
1 answer
219 views

CiviRules Action to add tags not working

Wordpress 5.6.1, CiviCRM 5.33.1, CiviRules 2.21 I would like to add a tag to a contact when a membership is added/renewed. I can select the action "Add Tag to entity", but I can't see any of ...
Masswear's user avatar
1 vote
0 answers
33 views

How to filter contacts according to tags in views in Drupal 8 with CiviCRM entity?

I want to be able to filter organizations by tags. However, the reference in "Relations" is not available for tags even though it exists for groups : "CiviCRM Tags uses created_id" ...
Jipi's user avatar
  • 21
1 vote
1 answer
101 views

Associate a tag with a contact where drupal tables have a prefix using civicrm 5.32.2 - drupal table prefix missing

CiviCRM 5.32.2 is missing the drupal 7.77 prefix when trying to access drupal tables that should have the drupal table prefix applied. How can I fix this? I am using Shoreditch theme, running with ...
barbaraec's user avatar
1 vote
2 answers
52 views

Can you create a mailing list based on tags

Is there a way to use tags, possibly multiple tags e.g. using the tags Students and Attended Conference X, to create a bulk mail to members who fit into just those two categories.
IARS2020's user avatar
4 votes
1 answer
89 views

Extension for hierarchical custom fields?

Does anyone have a generic extension for hierarchical custom fields? For example, we have 'Country', 'State' and 'County' - the value of Country determines what States are valid, and the value of ...
Aidan's user avatar
  • 13.5k
1 vote
0 answers
32 views

How to add and remove tag based on the value of a custom field using civirules

I have a YES/No radio Custom field for individual. When the custom field is set to Yes, I would like to tag the contact. And when NO is selected, I would like to remove the tag. I have managed to ...
Tapash's user avatar
  • 3,004
2 votes
2 answers
60 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 ...
charitycase's user avatar
1 vote
0 answers
17 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 ...
Andy Burns's user avatar
  • 3,681
1 vote
1 answer
29 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 ...
Iowa Boy's user avatar
  • 2,388
0 votes
2 answers
21 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 "...
Southside's user avatar
2 votes
1 answer
32 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 ...
Andy Clark's user avatar
  • 4,845
1 vote
1 answer
123 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 ( [...
Andy Burns's user avatar
  • 3,681
2 votes
2 answers
79 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?
Flying's user avatar
  • 2,271
1 vote
1 answer
46 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 ...
Tapash's user avatar
  • 3,004
0 votes
0 answers
21 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 ...
Scott's user avatar
  • 61
2 votes
1 answer
59 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?
Steve Barmett's user avatar
1 vote
2 answers
47 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 ...
Tony Horrocks's user avatar
1 vote
1 answer
65 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 ...
James Creen's user avatar
2 votes
1 answer
184 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). ...
Sean Võ Kirkpatrick's user avatar
0 votes
0 answers
32 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 ...
Vietyank's user avatar
  • 996
2 votes
0 answers
55 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 ...
repertor's user avatar
3 votes
1 answer
75 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 ...
KarinG - Semper IT's user avatar
1 vote
2 answers
87 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 ...
user avatar
1 vote
1 answer
40 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 ...
Harald Bäs-Fischlmair's user avatar
5 votes
1 answer
241 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 ...
Daniel's user avatar
  • 51
2 votes
0 answers
57 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 ...
Craig Almond's user avatar
  • 2,037
3 votes
1 answer
82 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 ...
somnolentsurfer's user avatar
3 votes
2 answers
71 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 ...
GSheehanEWA's user avatar
1 vote
0 answers
20 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 ...
petednz - fuzion's user avatar
  • 28.3k
3 votes
1 answer
50 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 ...
Graham's user avatar
  • 4,055
1 vote
2 answers
82 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 -> ...
themak's user avatar
  • 3,441
7 votes
1 answer
149 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 ...
themak's user avatar
  • 3,441
1 vote
1 answer
125 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 ...
Gilberto's user avatar
2 votes
2 answers
66 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", "...
ChaosBuster's user avatar
0 votes
1 answer
25 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 ...
Christia's user avatar
  • 2,457
0 votes
1 answer
26 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....
Jack Donohue's user avatar