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Questions tagged [user-experience]

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0
votes
1answer
18 views

Allow Website URL field without “http://” string

Is there a way to allow a user to input urls into the website field of a contact without adding http:// or https:// to the string? I can't find a way to change settings for this field. A number of ...
1
vote
0answers
26 views

Disable keyboard popup on select field entry — ios

When a registrant clicks on our event fee block with field type "select", the keyboard pops up and can block the selection field (on mobile). Is there a way to keep the keyboard for activating on the ...
0
votes
1answer
19 views

How to automatically add contacts to a group that matches the ACL?

I've got ACLs set up. Certain users can only have access to contacts in a particular group. The problem is that when this user creates a contact they have to remember to add the contact to that group,...
1
vote
1answer
23 views

What is the contact ID of my own user record?

Often, when giving support, it's helpful to direct people to their own record. Is there a good way to find this? As a dev, I can use the techniques listed here, but I don't see a non-technical way ...
0
votes
1answer
29 views

Saving User Preferences

Does anyone know how I can turn off this improvement? https://issues.civicrm.org/jira/browse/CRM-11761 Save user preferences for filtering Activities tab listings The requirement is to ...
0
votes
0answers
54 views

Drop down menus & slider buttons not working

I've set up a localhost installation of CiviCRM on top of Wordpress, using the Debian unstable packages. The Wordpress version is 4.7.2 and the CiviCRM Wordpress plugin version is 4.7.14. When I ...
0
votes
1answer
14 views

Validate Drupal accounts after becoming a member?

In Drupal, our website is set up so that people must validate their accounts when they sign up for one. Normally, they are not able to access the "subscribe" page (for specific training content that ...
3
votes
0answers
42 views

How do I force a reload after a CiviCRM summary action?

In our CiviCRM instance, the value of a some contact custom field can be retrieved by calling an external API. So I implemented hook_civicrm_summaryActions. If the user clicks on a custom action I ...
2
votes
2answers
22 views

Multi-country use?

Our organization has a branch in the US and one in Canada. Can we use Civi for both combined and just filter info by country? For example, entering donor info in Canadian currency, then our Canadian ...
1
vote
1answer
87 views

How to a create custom field that is multi-line text or text area?

I want to create a custom 'About Me' field for a web profile, but there doesn't appear to be anyway to make a text area or multi-line text custom field. I know I can set the field length to allow ...
1
vote
2answers
42 views

WYSIWYG Custom field Post Help text

Is there a way to have custom field Post Help text HTML formatted? Not even new lines are recognised and it makes the help text very difficult to read.
1
vote
1answer
46 views

Is there a setting to automatically Refresh Dashboard Data on a user login, or when returning to CiviCRM Home?

We're on Civi 4.6.17 and Drupal 7. I'm looking for a way for users to be able to select an option to be able to automatically Refresh Dashboard Data on login, or when returning to their CiviCRM ...
8
votes
3answers
121 views

What are ways to make CiviCRM more user-friendly for people who prefer spreadsheets?

Like many other organizations, I suspect, I work with great, dedicated organizers and other staff who prefer the relative speed and simplicity of creating and updating contact lists in spreadsheets ...