All Questions
15,814
questions
8
votes
2
answers
134
views
non technical approach to associate contributions with memberships
Does anyone know of an extension / not technical approach that allows users to manually associate contributions with a membership when they have not been properly associated.
I've seen this happen for ...
- 2,505
8
votes
2
answers
147
views
Deduping within contact records
I've noticed that some of our contact records have the same email duplicated (e.g. as 'home' and 'work' or 'main' and 'work' emails). I'm not seeing a simple way to find these records so we can clean ...
- 1,004
8
votes
3
answers
322
views
Has anyone come up with an easy way to enter a household, the members, create the relationship, share the address, etc.?
Civicrm is extremely flexible with relationships. The downside of that is it's a pain to enter new household and their members. My users complain bitterly about how many steps it takes. Yes, there ...
- 2,965
8
votes
1
answer
309
views
How do i list upcoming events publicly using CiviCRM in Wordpress
I've created a couple of events and a public info pages for them in Wordpress
How do i create a page / public report that lists all these upcoming events?
Cheers
phil
- 335
8
votes
3
answers
376
views
Is there a way to encrypt a single field in Civi database?
To protect sensitive data - such as HIPAA info
- 1,239
8
votes
1
answer
197
views
Scheduled reminders working for some but not all
Drupal 7.41, Civi 4.6.9
The scheduled reminders are working except for 1 or 2 per day might not be sent. It appears random which ones don't get the reminder sent. The 1 or 2 a day is based on a ...
- 353
8
votes
1
answer
97
views
How do I find more information about the ACL regression introduced in 4.6.7?
Email was received stating
If you are currently using 4.6.7 and your site uses ACLs to segment access to contacts you are strongly encouraged to upgrade. The 4.6.7 release included a regression in ...
- 586
8
votes
2
answers
238
views
How can I merge two memberships in the same contact (without losing contribution info, etc)?
Occasionally, we end up with a single contact that has two membership records (e.g., an old expired one and a newer current one). I would like to programmatically merge the two memberships cleanly, so ...
- 430
8
votes
2
answers
257
views
GDPR and CiviCRM for a small but internationally operating and serving organisation
In our relatively small UK based charity, our CiviCRM database holds personal data of members, donors, event attendees and volunteers from around the UK, Europe, USA and other countries around the ...
- 81
8
votes
2
answers
100
views
Is it possible to limit membership renewals to next membership term?
While testing payment integration with membership renewals, I observed that the membership end date may extend to any point in the future by just purchasing more and more renewals. Any limit set to ...
- 509
8
votes
4
answers
620
views
Tracking expenses with Civi
Some time ago I saw a post about how one organization was or was considering using Civi to track not only income but to also track expenses (e.g., to track expenses against a campaign so that revenue ...
- 141
8
votes
1
answer
271
views
Can I easily sync/import Facebook Event attendees with a CiviCRM Event participant list?
A lot of my users like to use Facebook Events for quickly inviting their friends and contacts to an Event.
Facebook allows Event attendees and status to be exported by the Event owner or manager - ...
- 2,739
8
votes
2
answers
311
views
Add relationship on profile submission
Currently there is no a way to add relationship to a profile on submission. Meaning when someone submits a new profile that a relationship be attached to that contact.
This question outlines how it ...
- 472
8
votes
1
answer
149
views
Can form submissions dedupe and "fill" instead of "override"?
while deduping in a contact import, you can choose whether you want new data to "fill" or "override".
is there a way to enable this feature for a form submission?
example would be ...
- 131
8
votes
4
answers
238
views
Can you save an advanced activity search?
After using Advanced Search to create a pretty detailed search on activities, I need to save it. If my search results were contacts, I could create a smart group based on the search which would ...
8
votes
1
answer
410
views
How can I customize the User Dashboard (Frontend)
I am working on 4.7 on Wordpress 4.6 and I trying to customize the User Dashboard in the Frontend shown for the request myURL.com/civicrm/?page=CiviCRM&q=civicrm%2Fuser&reset=1.
First I ...
- 427
8
votes
1
answer
161
views
What is needed to make Payflow Pro Recurring Donations work?
CiviCRM supports comes with PayFlow Pro but it doesn't support recurring payments. I looked at the code and there's code for recurring. What is needed to finish this part of the payment processor? ...
- 621
7
votes
8
answers
2k
views
Best platform for a new website with CiviCRM: WordPress or Drupal?
Which platform - at the present day (but also with an eye for the future) - is recommended to use for a new organization that is setting up a completely new website and want to use CiviCRM?
I'm ...
- 247
7
votes
3
answers
4k
views
How do I set up an API key for a user?
The current documentation for creating an API key for user is on the wiki at https://wiki.civicrm.org/confluence/display/CRMDOC/REST+interface#RESTinterface-CreatingAPIkeysforusers. Unfortunately ...
- 6,741
7
votes
5
answers
2k
views
"Cannot redeclare class CRM_Core_ClassLoader" in backup site
I had a civicrm 4.4.6 site in my drupal 7 subdomain, which is beta.mydomain.com.
I want to have a backup site to perform update on civicrm, but it shows:
Fatal error: Cannot redeclare class ...
- 447
7
votes
6
answers
172
views
How should one pronounce CiviCRM?
How do you pronounce civicrm when speaking to others? Is it "civi" or "civik-c-r-m?
- 752
7
votes
3
answers
1k
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....
- 171
7
votes
4
answers
332
views
Simple, consistent N. Am. phone validation/reformatting everywhere?
If we want to put in some validation and reformatting for phone numbers to make sure they conform to N. Am. standard for 10 digit numbers, is there a simple way to catch this for everywhere a phone ...
- 6,741
7
votes
6
answers
4k
views
**Network Error - Unable to reach the server
I am the manager of our organizations Drupal/CiviCRM site. Since we are an all-volunteer organization, I have other managing certain aspects of the system.
One of our board members is responsible for ...
- 285
7
votes
4
answers
440
views
Smart group with manually added contacts
A smart group is a result of a search. The contacts in the group change dynamically depending on the criteria.
Though, I have several use cases where i want to be able to force some contacts in the ...
- 2,331
7
votes
3
answers
477
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 ...
- 1,614
7
votes
1
answer
225
views
How to change hard coded limit of 50 transactional emails?
I'm sure I read recently that it was possible to change the maximum number of emails that can be sent using the transactional mail in CiviCRM. Did I imagine this or can the hard coded limit of 50 be ...
- 619
7
votes
2
answers
492
views
How can I create a user automatically when someone submits a CiviCRM-Webform?
When someone submits a CiviCRM-enabled Webform, can I create a user for them automatically in Drupal or Backdrop?
- 8,253
7
votes
7
answers
1k
views
What Civicrm Theme(s) are better than Garland?
I've been using Garland for a long time, but our staff complain that it's drab. Anyone have a suggestion for something brighter but also very clean (ie. good workflow, low rendering overhead)?
- 668
7
votes
4
answers
569
views
Change address location type for all contacts?
I have a bunch of Organization contacts with "Work" addresses. I would like to change all of these to "Main" addresses. What is the most straightforward way to quickly get this done?
This is quite ...
- 1,614
7
votes
2
answers
150
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?
- 1,571
7
votes
2
answers
1k
views
Cron sending reports weekly
Sending reports by email is a really nice feature in CiviCRM. This is done by creating a specific cron job for each report.
However, this will be sent only at the intervals given. And they are "daily"...
- 2,271
7
votes
4
answers
452
views
Where is the CiviCRM ERD / data-dictionary?
In a variety of contexts it is useful to have a Entity Relationship Diagram (ERD) / data-dictionary:
Using the API
(Xavier avert your eyes) querying the database with SQL
Developing extensions; and ...
- 1,571
7
votes
2
answers
262
views
Find CiviCRM version programmatically?
Within a CiviCRM extension, what's the best way to determine the current CiviCRM version in versions 4.6.x and above?
- 1,814
7
votes
5
answers
331
views
Civicrm search results page URL
How can I save the Civicrm search results page URL to link to it directly later from any account. At present the link we get is based on the qkey that does not work once we logout and login later.
We ...
- 71
7
votes
2
answers
147
views
Transfer contribution to other contact
Due to an error a bankaccount (iban) was connected to a wrong contact, so several contributions must be transferred to the right contact. What is the procedure for this action?
7
votes
4
answers
1k
views
CiviCRM training courses for beginners
I'm a new user of CiviCRM and I would like to ask for specific training courses for beginner users. Where could I find them? Thanks a lot!
7
votes
2
answers
835
views
How can I provide mailing receipients an "Unsubscribe All" option?
When recipients click "Unsubscribe" in my mailings, it takes them to a page where they can unsubscribe from every group the mailing was sent to. Is there a way to let them opt-out of one and not the ...
- 71
7
votes
3
answers
1k
views
Escaping quotes in ckeditor breaks smarty-syntax
The ckeditor has the habit to escape characters like quotes or umlauts. This breaks the smarty-syntax when generating PDFs or mails.
Is there a good work-around or solution?
- 321
7
votes
2
answers
2k
views
How do I override the default CKEditor configuration?
The question
Where/how can I override the default CKEditor configuration files in CiviCRM?
Original issue / follow-up question
We have a custom email template that uses <html>, <head>, &...
- 1,922
7
votes
3
answers
338
views
Is there a recommended way to customise the quicksearch?
I'm trying to customise the top-left quicksearch box so that it recognises some of our internal codes without selecting a specific option in the dropdown.
I used to adapt xavier's great Quick ...
- 2,044
7
votes
5
answers
2k
views
How do I configure SMTP with STARTTLS?
I know that CiviCRM can send e-mail using SMTP and SSL by prefixing ssl:// to the SMTP server name, but my organization uses Office365, which only supports SMTP with TLS. Is there a way to get CiviCRM ...
- 175
7
votes
2
answers
517
views
Upgrade to 5.47.x fails with error: Exception: "API error: DB Error: constraint violation on ReportTemplate.create"
On running an upgrade to 5.47.1 I get the following
[Error: Finish core DB updates 5.47.1]
Exception: "API error: DB Error: constraint violation on ReportTemplate.create"
Partial stacktrace
#...
- 1,855
7
votes
4
answers
289
views
After upgrade to CiviCRM 5.48.0, all submissions say "Mailing cannot be sent. There are missing or invalid fields (subject,name,from_name,from_email
After upgrading from CiviCRM 5.46.x to 5.48.0, any attempted mailing creates an error after clicking "Submit Mailing" with "Mailing cannot be sent. There are missing or invalid fields (...
- 430
7
votes
3
answers
159
views
Recommendations or Experiences on Archiving Mailing Data
We have an instance that has been using CiviMail extensively for years.
The civicrm_mailing and civicrm_activiy tables far exceed the number of records of any other tables.
It seems likely that these ...
- 626
7
votes
2
answers
66
views
Are there up-to-date CiviCRM coding standards available?
I am using NetBeans 8.1 under Windows to develop/debug some CiviCRM code. Previous attempts at getting the contribution accepted ran into trouble as they failed to comply with the coding standards. ...
7
votes
2
answers
279
views
Stripe Checkout integration
I see that Stripe can be used with CiviCRM but is Stripe Checkout ( https://stripe.com/checkout) an option with CiviCRM?
- 71
7
votes
4
answers
419
views
Mass Deleting Scheduled and Sent Mailings, Drafts, etc
DB has grown so huge and it started to cause problems with sending mass mailings. I want to delete old mass mailings, the sent ones and the drafts, etc. Is there away to do it in one click instead of ...
- 73
7
votes
3
answers
101
views
Is it possible to notify a staff coordinator for offline/backend contributions?
On online contribution page setup there is a the ability to send email notifications to different email address using CC & BCC. Using that, our coordinator receives the notifications for each ...
- 2,992
7
votes
3
answers
227
views
How to display CiviCRM status messages on CMS pages
We have a web page which links users to CiviCRM profiles, to allow them to update their details. After saving, the profile redirects users to the original web page.
Since the original page is not in ...
- 1,922