14
In CiviCRM Administration > Display Preferences you can turn off emails to activity assignees globally
civicrm/admin/setting/preferences/display?reset=1
10
The process is slightly roundabout:
Create a smart group that captures all contacts called "All Contacts".
Create a second smart group consisting of people who have the activity type "Confirm Contact Details".
Use the "Include/Exclude Search" (Search menu > Custom Searches) to include the first smart group and exclude the second smart group.
Once you've ...
answered Apr 27 '15 at 19:59
Jon G - Megaphone Tech
31.3k1 gold badge23 silver badges82 bronze badges
9
Go to configure it in your settings
/civicrm/admin/setting/misc?reset=1
9
Jon -
If you use events to track your attendance, you actually get the benefit of both (since event registrations also generate activities). :-) Depending on your version of Civi (which unfortunately you didn't specify), you may be able to create your event as a recurring event. You could then import your attendance lists (assuming of course all your ...
6
I think you're referring to the fact that viewing an activity now happens in a pop-up window, and that window is missing a print button.
I think this is probably an oversight and would be nice to fix. In the meantime here is a workaround:
On the list of activities, instead of clicking on the "View" button, right-click it and select "Open in a new tab."
...
6
No aggregation necessary.
Under relationships add two relationships for activity contacts. Select one to be the source and the other to be the target.
Once you've got those relationships, you can add two display name fields. One tied to the source relationship and one tied to the target relationship.
Under filters add activity is deleted false, ...
5
Export the contacts with their contact ID, first name and last name. (Hopefully you have a way of searching for just the new contacts, but if not, exporting a larger group of contacts will be OK)
Open each CSV in something like Excel or Calc and create a combined "First Last name column in both. You can then use vlookup (in Excel) or the equivalent in ...
5
Depends on your version. From CiviCRM 4.4 the activity assignee can be found in the table civicrm_activity_contact, where record_type_id = 1 is 1 for source contact, 2 for assignee contact and 3 for target contact.
5
And this is an example of a function to create an Activity type
/**
* Function to create activity type
*
* @param array $params
* @return array
* @throws Exception when params invalid
* @throws Exception when error from API create
* @access public
* @static
*/
public static function createActivityType($params) {
$...
5
All right...I did it but just wanted to follow up.
Expand Advances in the View UI, click next to Aggregation on the word No.
Turn it on.
Now Add the Scheduled Activity Date field.
Click Apply, then the Aggregation options will pop up.
Select Maximum in the drop down list.
Then click Apply.
Here is part of my output (with other fields too of course).
5
Create a simple extension implementing hook_civicrm_buildForm like so:
function myextension_civicrm_buildForm($formName, &$form) {
if ($formName == 'CRM_Activity_Form_Activity' && $form->getAction() == CRM_Core_Action::ADD) {
$form->setDefaults(array('assignee_contact_id' => $form->_currentUserId));
}
}
5
To use a hook, you can:
Write a CiviCRM extension. This is the preferred method.
Write a Drupal module.
Write a Joomla or Wordpress plugin.
The easiest way to write a CiviCRM extension is to install civix and run civix generate:module org.myorg.myextension. Then you can edit myextension.php and paste in that code.
However, as that page says - this ...
answered Aug 18 '15 at 4:40
Jon G - Megaphone Tech
31.3k1 gold badge23 silver badges82 bronze badges
5
Go to Administer -> Customize Data and Screens -> Display Preferences
Uncheck the "Notify Activity Assignees" box
5
The EntityRef field on the form can be given that restriction. Best way to do it is probably via a hook, e.g.
hook_civicrm_preProcess($formName, &$form) {
if (is_a($form, 'CRM_Activity_Form_Activity')) {
$form->_fields['assignee_contact_id']['attributes']['api']['params']['group'] = 1;
}
}
(where "hook" is the name of your module and "1" is ...
5
I've posted a preliminary fix in JIRA.
Joseph
5
Try advanced search.
Search for contacts in group "x"
with completed activities of type "y"
From search settings=- set "Display results as" to activities.
You should be able to delete the activities from the search results options.
5
Work is underway on a Form Builder that will allow folks to hide fields as needed.
For now, you can hide fields with jQuery, ideally loaded through an extension. However, some of the fields you mark are required and so their values would need to be set even if hidden.
answered Feb 19 '19 at 13:11
Jon G - Megaphone Tech
31.3k1 gold badge23 silver badges82 bronze badges
5
Below please find some screenshots to illustrate how to do this:
1. This is a View of Activities. Each Activity has an Update button [that's a Global: Custom Text field -> Text Update; Rewrite results: Output this field as a link -> to the webform URL with case-worker-form?cid2=[contact_id]&aid=[id] and bootstrap classes btn to make it a button] -> the ...
4
You could upgrade your CiviCRM version (4.4) to the latest version (4.6+), which will display contact emails along with their names in the autocomplete, making it easier to distinguish between similar contacts.
4
How about adding another activity status? Like "Unread" or "Read".
Depending on how skilled you are, maybe it is possible to have inbound sms set to "Unread" as default. Then your staff could change it to "completed" when they have read it.
If not, you could add the activity status "Read" and then change the status from "Completed" to "Read".
In both ways,...
4
So last time I looked Civi for Drupal ships with a calendar of activities if you install the views calendar modules (and dependencies). I think its called my activities or something similar.
You should be able to tweak this to just show the activities of type for the case in question.
Just to let you know we original developed the Civi Contact Calendar ...
4
Alternatively, but a bit overkill, there is a setting which turns off popup forms:
Enable Popup Forms at Administer > Customize Data and Screens > Display Preferences ( civicrm/admin/setting/preferences/display )
That seems to cover this use case, and also removes the frustrations I find with not having the URL in sight when the pop up is working.
4
I agree it's a missing feature. I've created a patch which adds a print button to the dialog titlebar, hopefully this will make it into the 4.6.4 release.
For more details see https://issues.civicrm.org/jira/browse/CRM-16585
4
Great question, and you're not missing anything: that feature just doesn't happen to exist at the moment. It would be both useful and consistent with other activities.
With CiviCRM (and many other mature open-source projects), there often isn't a grand product plan, or if there is, many features come from people solving specific problems they or their ...
4
Looks like this is due to a mistyped variable name.
I've created a bug report for this in the module's issue queue.
4
There is no straight forward way to get the 'Edit Submission' link in the View of CiviCRM Activities. Below is a workaround where we extract the 'Edit Submission' link from activity details.
Prerequisites:
Views PHP module is installed
In your webform, you have enabled/ticked 'Include link to edit webform submission in activity details'
Steps:
In the ...
4
Functionally I am always confused about FYI mail. What is it supposed to do? As a receiver I am not supposed to do anything but I am supposed to read it just in case? I tend to just delete them if I can not identify any action, and I also tend to say so.
I assume you want to send the FYI email to a certain relationship contact (manager or something like ...
4
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4
Without knowing what your organization is trying to do, it is difficult to provide meaningful feedback. You should take a look at CiviCRM's features and see if it fits your need. At the bottom of the site you'll find some useful links, including:
Browse case studies,
Contact an ambassador,
Introductory webinars,
Watch videos,
Try a demo,
Read documentation,...
4
That's a huge question- but the answer is "yes", it's all there, but you need to do your homework. A combination of rules (check out the civi rules extension) tags and smart groups can automate just about anything you'd find in a donor pipeline.
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