Questions tagged [user-interface]

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Front end user experience for employees

I am brand new to Wordpress, Civi CRM and most IT so I will apologise in advance if this is a silly question. I have installed Civi CRM to Wordpress using a subdomain of our website for the not for ...
GCserve's user avatar
  • 21
2 votes
1 answer
46 views

remove left sidebar (Joomla)?

I'm a new CiviCRM user, trying to find my way through the extensive number of options. What a powerful solution!! Working on a small screen, I'd prefer to be a able to hide the sidebar with the '...
Stefan Schoch's user avatar
2 votes
2 answers
30 views

How to hide extension upgrade notifications?

Is there a way to hide the notification about available updates for our clients i.e all non-admin users? I find it stressful for them.
Guillaume Sorel's user avatar
0 votes
2 answers
10 views

can't "enable" a disabled event -- the "More" dropdown seems to be hidden behind other events and isn't clickable?

I'm trying to "enable" a disabled event in CiviEvent but the user interface doesn't let me click the "Enable" item in the "More" dropdown menu. It's like it's grayed out and hidden behind the other ...
minbori's user avatar
  • 531
0 votes
1 answer
16 views

How to restrict the Donors to have limited functions of CiviCRM?

Here is what I have in mind... The donor needs to have access to submit credit card donation/events and View only his historic contributions. He needs to access his basic contact info and edit if ...
Tapash's user avatar
  • 2,950
4 votes
1 answer
71 views

How do I find the ID of a custom field, contribution, option value, etc.?

Many answers posted here involve finding an ID number for a custom field, or a group, or something else. How do I do that?
Jon G - Megaphone Tech's user avatar
1 vote
2 answers
33 views

How to obtain user input from an API call

This may be a stupid question - sorry if so. I am writing an API function to create a new case, and I want it to pre-fill the New Case form with field contents based the case source contact and two or ...
Jern's user avatar
  • 1,300
1 vote
1 answer
81 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 ...
tanbog's user avatar
  • 317
0 votes
2 answers
26 views

Spanish protection of data obey. Question about a possible Sue against your company

I am really worried about the Spanish law of data protection. I would like to know if you have applied a special plan to obey this law. Thank you
Daniel Tarazona Lapeña's user avatar
3 votes
2 answers
146 views

Allow user to cancel a recurring contribution

What I want is for a user to be able to log into a website, click a Cancel Membership button and that cancels the recurring contribution attached to an auto-renew membership thus making the membership ...
Tony Horrocks's user avatar
0 votes
2 answers
169 views

Is there a way to customize CiviCRM UI?

I am running a fresh site CiviCRM with Drupal. I am very new to CiviCRM and Drupal too.. I am in need up building an intranet CRM application that can look like a professional CRM applications. I am ...
user2823396's user avatar
1 vote
3 answers
364 views

Redirecting Wordpress users on login

I'm just starting to work on CiviCRM for Wordpress, after having worked on CiviCRM for Drupal for such a long time. The one thing I dislike about wordpress is that when a user goes to log in, they are ...
Matthew's user avatar
  • 293
1 vote
2 answers
59 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.
ñull's user avatar
  • 1,208
1 vote
3 answers
115 views

Problem to view forms registration for anonymous user

I'm using WordPress and Civicrm. I can see user registration when I am logged in but not when I am an anonymous visitor. Thank you, I'm a French user.
user3396's user avatar
1 vote
1 answer
92 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 ...
Joe McLaughlin's user avatar
2 votes
1 answer
21 views

How can I create branching scripts that a caller can use as part of a membership signup workflow, etc?

We're on Drupal and Civi 4.6.16. I want to create forms with branching scripts for staff to use when doing membership signup calls, fundraising asks, etc. I've created a webform using webform-...
Joe McLaughlin's user avatar
8 votes
3 answers
135 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 ...
Joe McLaughlin's user avatar