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9
votes
2answers
246 views

Remove the “-none-” option in Price Set choices?

When using price sets, at least with radio, it adds an automatic - none - option. Why is that and how can I remove or hide it? Sample screenshot
2
votes
2answers
124 views

Why is format returned for multi-select custom field API different for Contact vs. Relationship?

I have contacts with an Alphanumeric/CheckBox custom field on, and I have relationships with an Alphanumeric/CheckBox custom field on. (The former is legacy and is copied into the latter.) These seem ...
1
vote
2answers
82 views

Edit address using webform and views

Searched diligently before posting this but couldn't find an answer. I'm working on a webform/view combo to edit contact's addresses. I'm having trouble figuring out how to pass the location id in ...
2
votes
2answers
139 views

“Is deceased” checkbox and Views

We have a simple directory built with Views and a few exposed filters for searching. One of the (non-exposed) filters is intended to make sure all listed contacts are not marked as deceased. However, ...
2
votes
1answer
90 views

How to restrict access to only one Contribution Page

Drupal 7 / CiviCRM 4.5.8 Working on a site which has several contribution pages. We want to leave the majority of them accessible to anonymous users, but have just one that we want to restrict to "...
4
votes
3answers
326 views

Adding a Facebook Conversion Pixel Code to the contribution confirmation screen

To track the efficacy of a Facebook ad campaign, my users want to insert a Conversion Pixel to some (but NOT all) contribution confirmation pages. What's an effective way to do this?
6
votes
3answers
156 views

Recurring Payment Issues

I have a site that is using PayPal Standard as their Payment Processor and WordPress as the CMS. After the upgrade from 4.4.x to 4.5.8 Recurring Payments are no longer working. Could this be ...
1
vote
1answer
40 views

Is it possible to prevent a certain role from changing the activity status in a case activity?

The use case is that every user should see their cases and their activities, but only certain users (based on their Drupal roles and permissions) should be able to change the status of some activities....
6
votes
1answer
274 views

Since upgrade, dompdf.php is presenting a security risk?

Upgraded to 4.5 a few weeks back on Joomla 3.3.6 and everything is working fine, except for a warning that I see when I first access CiviCRM. Reads: Security Warning File /home/[directory]/...
3
votes
2answers
149 views

How to register for event without an email address?

Sorry for such a brain dead question but we have people that want to register for our events that have no email address. Hard to imagine in this day and age but it happens. A lot of our contacts are ...
3
votes
2answers
107 views

How to decide between using a custom Relationship and using a custom Contact Reference field?

This is admittedly open-ended any may just depend too much on use-case. I am looking for advice on when it is preferable to create a custom Contact Reference field instead of just creating a custom ...
2
votes
2answers
153 views

What to do when upgrading from 4.3.4 to 4.6.0 is failing?

I loaded a new 4.6.0 database with data dumped from a 4.3.4 database. The update ran okay to a certain point, when I got this message: *[Error: Upgrade DB to 4.6.alpha7] Error Field Error Value Type ...
7
votes
2answers
104 views

Has CiviCRM ever undergone formal usability testing?

Drupal 7 was put through formal usability testing at the University of Minnesota's excellent Usability Services Lab. Has CiviCRM ever been through such a process? If not, I would be interested in ...
2
votes
2answers
74 views

Can I add non-contact fields (such as membership, contribution, relationship, etc) in bulk emails?

I want to add fields from other modules, such as membership,contributions, relationships etc in bulk emails? I don't know php so I hope I can put the field name inside {}. Is this possible? If so, ...
5
votes
3answers
272 views

Pull data from Drupal entity reference field into CiviCRM?

I'm using Entity References and CiviCRM Entity to create some limited silent auction functionality. In CiviCRM, I have an "In-Kind" contribution type with some custom fields for each donation of an ...
3
votes
1answer
102 views

How do I test a CiviCRM upgrade script?

I have a PR that adds a file CRM/Upgrade/Incremental/sql/4.7.alpha1.mysql.tpl. How should I go about testing this code?
1
vote
1answer
580 views

How to use API chaining to create a contact and a relationship

I've read all the docs I could find, the code examples, the 4.6 explorer, but I'm not grasping one piece. Below is code to create a new adult contact (via profile submit, to get some extra validation ...
3
votes
2answers
134 views

How to display an extension's form as a public Wordpress page

I'm experimenting with the jQuery Repeater plugin to create multiple contacts via a single form. Using Civix, I've created an extension and a custom form. The form loads normally on the admin side, ...
3
votes
3answers
202 views

How do I set up custom permissive relationships?

I am currently using D7.35 and Civi4.4.14 We have custom relationships on our Civi installation. What I would like them to do is give the individual permission to view and edit the organisation which ...
3
votes
2answers
205 views

How to remove CiviCRM links from Drupal user account page?

By default CiviCRM adds links for » View Contact Record and » View Contact Dashboard on the Drupal user account page for users that have permission to do these things. These links have proven to be ...
7
votes
1answer
105 views

How can I allow non-admin users to manage tags?

I have a Drupal role which I have given the permission CiviCRM: administer Tagsets and CiviCRM: administer reserved tags but not CiviCRM: administer CiviCRM. They still get access denied when ...
11
votes
1answer
247 views

Will CiviCRM work with Backdrop?

I've been keeping one eye on the Backdrop CMS since the fork from Drupal was announced, especially because part of the core audience is "small to medium sized ... non-profits" and the philosophy ...
1
vote
2answers
49 views

Why do Personal Campaign Pages stay live after their Contribution Page is closed

I'm working with someone who posed the following question to me: Why do personal campaign pages stay live, even following the closing date for the contribution page they are attached to? How do I ...
5
votes
2answers
166 views

How do I upload mailing content in 4.6?

I love the new Civi mail enhancements in 4.6 but just wondering what happened to the "upload content" button. Is it still possible to upload mailing content from a file?
4
votes
1answer
60 views

How to update latest.civicrm.org?

There's a file http://latest.civicrm.org/versions.json which isn't up to date - it's missing a few betas, but most notably, it's missing CiviCRM 4.4.14. This is the source data for CiviMonitor, which ...
5
votes
1answer
115 views

How can I reference a contact's Drupal/Wordpress/Joomla account with a CiviMail token?

From time to time we need to send messages through CiviMail that include a contact's CMS (Drupal/Wordpress/Joomla) username or ID. How can we add this to the available tokens?
6
votes
2answers
488 views

How Do You Create Users from Contacts?

I am currently using a Drupal 7.35 CiviCRM 4.4.14 build for a new website. I have all of contacts set up, with their relationships and memberships, and all the rules in place so that as it changes in ...
3
votes
2answers
71 views

How can I tell if the logged in user has a certain permission?

How can I tell if the currently logged-in user has a certain permission in CiviCRM? Should I use CMS-dependent functions, like user_access('permission') in Drupal, or can I use one CiviCRM function ...
7
votes
2answers
126 views

How is the restful API secured?

In order to access the API securely what do I need to do? Is it as simple as using https and letting my CMS manage session authentication?
5
votes
1answer
190 views

How do I import an activity with multiple target contacts?

Has anyone got tips for the best implementation for this that's friendly to a savvy end-user? I can script it in an ETL tool, but that's not an option for them. "Import Activities", as best I can ...
3
votes
1answer
170 views

Example of adding multi-record custom fields to a contact via API

When I attach a multi-record custom field group to a profile for contribution pages, Civi only allows visitors to enter the fields once. I've read through jira a bit and see that the capability isn't ...
6
votes
2answers
124 views

Using contacts as event locations

Is there any extension or any other way to use regular contacts as event locations? This has been asked on several occasions in the forum, and the response has been "well, at least you can re-use ...
2
votes
1answer
100 views

Custom options on CiviEvent registration forms to handle breakout session choices

A common need in event registration systems is the ability to allow participants to select from a list of concurrent "breakout" sessions that will occur in various time slots during the course of the ...
3
votes
1answer
87 views

Enable location “Name” in CiviEvent location configuration?

Is there a way to enter a location name above the address fields in CiviEvent location settings? When configuring an event: It would be nice to be able to place the name just above the address like ...
8
votes
3answers
972 views

Can I put custom field tokens into a message template?

I want to add custom fields to mail templates without writing tokens. Is this possible? If so, where can I find the entity relationship diagram for civi? Thanks,
2
votes
2answers
117 views

How do I allow registration for one day of a multi-day event?

A use-case has come up where there is a need to hold a multi-day event where participants can register for "One day only". So if the event was Wed, Thurs & Fri, they could choose "Friday only" at ...
6
votes
2answers
238 views

Views Proximity Search on Latitude / Longitude

Has anyone used a proximity filter or sort in Drupal Views based upon a contact's geocoded address? I think it would be doable with the GeoPHP module and a special handler, but I don't know if it has ...
3
votes
4answers
197 views

Can I find the target contact ID in hook_civicrm_buildForm?

Summary Is it possible to extract the target contact ID of a form during hook_civicrm_buildForm? Details We are trying to manipulate a wide range of fields across the site, ones that might be ...
3
votes
3answers
305 views

How Can I Attach a PDF Certificate for a Membership Payment?

On Drupal 7.35 / Civi 4.4.14 - is it possible for a membership payment via CiviContribute to e-mail a membership certificate as a PDF as an attachment to a receipt? What we currently do is print ...
1
vote
1answer
51 views

How do I automatically make roles inactive when case is resolved

CiviCRM Version 4.5.6 Looking at some case types (it seems to work for other case types) where after case status has been changed to "resolved," case roles remain active. Is there a way to ...
4
votes
2answers
42 views

How to automatically set PDF 'Activity Subject' from template subject?

Is it possible to automatically set the 'Activity Subject' of PDF letters to the 'Message Subject' of the selected template? I swear I've seen this done with a quick bit of code, but the keywords are ...
6
votes
3answers
739 views

How to compare CiviCRM to Salesforce?

I'm advising a small NGO and trying to figure out what is the best solution for them. Their data is essentially: client data: phone numbers, identification numbers, gender, etc. client-wise logs, e.g....
4
votes
2answers
266 views

How do I create a Webform that will open a case and assign case role

I'm trying to set up a webform to open a case and assign a case role. 3 contacts: Source, Client, Case Coordinator The open case part works great, but if I add the Case Coordinator relationship, ...
7
votes
2answers
390 views

How to add/remove search fields from the search box dropdown in the navbar?

In the CiviCRM global menu there is a nice search box on the left. This box allows for targeting specific fields via radio buttons in a dropdown, like this: Is it possible to remove or change the ...
5
votes
2answers
234 views

Wordpress duplicates my contacts

I haven't quite worked out under which circumstances, but our WordPress (4.0.1) and Civi (4.5.2) seems to create duplicate contacts for the same WordPress user. I think it happens when they log in, ...
2
votes
1answer
44 views

Custom payment processor for credit balance - need ideas and advice

Our organization maintains a "deposit account" or "credit account" for our constituents. Account balance info is stored in a 3rd party MS SQL application. I would like to hear high-level ideas and ...
4
votes
2answers
516 views

Why am I getting no values when using REST api?

I've mainly used the php apis in the past but I would like to use the REST API. I added an api key to the contact record, and I attempted to use the really simple example in the documentation. Yet I ...
3
votes
1answer
167 views

How should I delete a CiviCase or a Case Type

If I need to delete a CiviCase Type or a CiviCase it can be confusing given that 'deleted' Cases are not actually removed from the db.
15
votes
6answers
562 views

How to allow parents to register children but still record their own info

For class registrations, parents register their children, but they don't need to register themselves (because they won't be attending the class). Has anyone come up with a way to handle this, that ...
10
votes
2answers
1k views

Are there recommended directory ownership and permission settings for CiviCRM files?

CiviCRM (and Drupal) issue warnings when a file directory permission presents risk. However, periodic warnings also indicate that a file directory cannot be accessed because of a permission setting. ...

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