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8 votes

How to make status always 'Completed' for activities added to a case?

Might be easiest to update the database is_default field. Works for me on a 4.6 site: update civicrm_option_value set is_default=0 where option_group_id=26 and name='Scheduled'; update ...
Demerit's user avatar
  • 24k
6 votes

How to remove notice at login

This is a preference you can set, but it's not exposed in the web interface. There's a section of civicrm.settings.php that documents it. In case you've upgraded from an older version of CiviCRM ...
Jon G - Megaphone Tech's user avatar
6 votes

How to enter relationship dates before 1997?

For CiviCRM 4.6+ go to Administer menu > Customize Data and Screens > Date Preferences. From there, change the Start Offset of SearchDate. I found this answer in Member since date before 1995 and ...
ñull's user avatar
  • 1,208
6 votes
Accepted

What differences are there between CiviCRM 4.6 and 4.7?

The performance improvements to move from 4.6 to 4.7 when you have a large installation is, in itself, worthwhile (we did it when we had about 500k contacts, we would have done it earlier if we'd ...
Xavier's user avatar
  • 10.2k
4 votes

How to make status always 'Completed' for activities added to a case?

You can use the buildForm hook on an activity to check if the activity belongs to a case (in which case case_id will not be empty I think) and then set the default status to Completed. There is an ...
ErikH - CiviCooP's user avatar
4 votes
Accepted

Missing Activities tab when viewing contacts

this is configurable at this path civicrm/admin/setting/preferences/display?reset=1 which is found from Administer > Customise > Display Preferences. The top section is called Viewing Contacts and ...
petednz - fuzion's user avatar
  • 28.6k
4 votes

Why, in Civicase, is 'other relationships' purely additive & why do they show up on every subsequent case?

I found the answer here in an old forum posting Civicase creates a group called 'Case Resources' into which it drops any contact you add (as described above). So to remove these from all cases you ...
Andy Clark's user avatar
  • 4,915
3 votes

How to remove notice at login

Thanks Jon G for providing the solution to turn off the community messages. However, as one of the organizers of CiviCamp Brussels 2018, I am very happy with this feature. It's an effective way to ...
AlainB's user avatar
  • 564
3 votes

Country ISO and World region in Views

As of CiviCRM Entity 2.0-beta8 the Views relationships to Country and World Region have been made available. You must install the CiviCRM Entity Views Extras submodule. CiviCRM Entity can be ...
Bryan D.'s user avatar
  • 126
3 votes

How hard is it to obtain PCI compliance?

I have had experience with AuthorizeNet and PCI compliance both with CiviCRM installs and other sites with custom configurations. the process is the same, generally the merchant account provider will ...
KilakwaBT's user avatar
  • 2,381
3 votes
Accepted

How hard is it to obtain PCI compliance?

A great explanation of PCI compliance and things an organization should consider relating to PCI compliance is available from this CiviCon Denver 2015 talk: CiviCon Denver Data Security and Payment. ...
Allen Hutchison's user avatar
3 votes

How to make status always 'Completed' for activities added to a case?

You can also use CiviRules: https://civicrm.org/extensions/civirules You can set a trigger when a case activity is saved, that the status always changed to "Completed."
Kristine's user avatar
  • 1,183
3 votes

Add new case: "Case Type is a required field"

This was due to permissions in the templates_c folder. Some entries in there were not deletable by the user that Apache was running as. I discovered this by attempting to clear caches at civicrm/admin/...
artfulrobot's user avatar
  • 3,932
3 votes

Can I safely trim civicrm_job_log and civicrm_log?

Truncate civicrm_job_log as often as you like - the data is only of very very marginal interest and only for a short period I usually prefer to turn on DB logging - in which case the data in the ...
eileen's user avatar
  • 2,354
2 votes

How can I improve the performance of the change log table?

Take a look at the INNODB logging extension. It converts the log table format from ARCHIVE to INNODB, adding indexes and speeding up as a result.
michaelmcandrew's user avatar
2 votes

Syncing Drupal Roles from CiviCRM Smart Groups

You could in a custom module, implement hook_user_login() Then you could make an API call to get the contact id for the user... Then you can do an API lookup to see if the contact is in the group (...
jackrabbithanna's user avatar
2 votes

Link State to Country in Custom Fields

Well, after hunting around on my own, I think I may be able to answer my own question. For others who want to "link" a Profile's custom field Country to a custom field State so that changing the ...
Paul B's user avatar
  • 827
2 votes

How to get relationship changes logged?

If you have enabled the detailed logging it is currently displayed under the target contact of that relationship. Arguably it would be better if it is shown on both contacts. You can view all ...
Thomas Schüttler's user avatar
2 votes

Is there a way of removing 'View' from event reports

This is a bug. In replicating it I saw it was easy to fix, so I did. See the bug report here: https://issues.civicrm.org/jira/browse/CRM-19782 If you don't want to wait for this to be incorporated, ...
Jon G - Megaphone Tech's user avatar
2 votes
Accepted

Custom fields of type select not displaying in Activity Report

This appears to be a regression in CiviCRM 4.6.32. (It doesn't appear to affect CiviCRM 4.7.28.) I have recreated this on the sandbox site. I have raised this as a bug in the CiviCRM issue queue: ...
William Mortada's user avatar
2 votes

Contribution Summary can't be filtered by payment method

I suggest you use the Contribution Details Report rather than the Summary Report. In the "Columns" tab, choose "Payment Type". In the "Sorting Tab" select "Choose a Payment Method" as the sorting ...
peterb's user avatar
  • 1,014
2 votes
Accepted

Expanding the Relationship Notes field

Modifying field types in CiviCRM is bound to create problems later on (e.g. with upgrades), so I wouldn't do that. The straightforward approach would be to create a custom fieldset for relationships ...
Alan Dixon's user avatar
  • 6,921
2 votes

Is the GDPR extension compatible with civicrm 4.6?

We've just released a new version, 2.1, which is 4.6 compatible. The only difference is that in 4.6 installs the Forget Me function will not clear out IM messages as the API in CiviCRM crashes out.
Parvez Saleh's user avatar
  • 2,406
2 votes
Accepted

ISSUE upgrading CiviCRM 4.6 to 4.7 (or 5.1) in Wordpress (comes from a Drupal multisite)

we were able to update CiviCRM from ver. 4.6.18 to version 5.2.1! I will tell you below how we solved the problem: a) we realized that we had 3 extensions (CiviVolunteer + Angular + CiviRules) that ...
Alessandro Letizia's user avatar
2 votes
Accepted

Upgrading from 4.6 to 5.5.3 - [Error: Remove Moneris] CiviCRM_API3_Exception: "Could not delete payment processor type"

This error relates to the fact that there used to be payment processor code in CiviCRM core to support the Moneris payment processor. If you don't interact with Moneris, this is fairly safe to ignore....
Jon G - Megaphone Tech's user avatar
1 vote

Why do I get security warning & how to remove?

So as he why you get security warnings: because civi has found your configuration insecure, ie. you have files that shouldn't be accessible on the web but are. As how you fix it (and get rid of the ...
Xavier's user avatar
  • 10.2k
1 vote

Custom fields of type select not displaying in Activity Report

Just updated to 4.6.36 and the bug has been resolved! Thank you
Keith Webb's user avatar
1 vote

How to customise the activities tab listing

You can't realy customise the main activities tab. However there are several other options to create other tabs which show activities which do allow more customisation. Activity Tabs extension ...
artfulrobot's user avatar
  • 3,932
1 vote

Mosaico and 'View in your browser' not working

In general, bugs with extensions should be reported on the extensions' github page. In this case, you may be interested to know that there is a new CiviMail/Mosaico extension nearing completion which ...
Coleman's user avatar
  • 19k
1 vote

Event Custom Fields not Looking Right with 4.6.27 Upgrade

Often JS errors after an upgrade are caused by needing to clear the browser cache. Give that a go and retry. Another approach to resolving this is to try to create new equivalents of those fields ...
JohnFF's user avatar
  • 2,343

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