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8 votes

How to search for contacts by date added or date range added. Alternately: list contacts by date added

Under Search - Custom Searches - Date Added to CiviCRM. Also a variation is under Search - Advanced Search, and expand the Change Log tab.
Demerit's user avatar
  • 23.3k
6 votes
Accepted

Find only renewed memberships

There is an Activity Type called Membership Renewal :-) Not an obvious thing to search for but could do what you need
petednz - fuzion's user avatar
  • 28.4k
5 votes
Accepted

Search > Find Memberships: Difference between Membership Status Current AND Current Member?

There is a setting in each MEmbership Status where you decide if a Status should be considered 'current' or not. Current Membership? Should this status be considered a current membership in good ...
petednz - fuzion's user avatar
  • 28.4k
5 votes

CiviEvent - Past event participants -> bulk register to new event

I was able to search for these participants through Search>Advanced Search and use the Event Tab below instead, you should be able to see an Action of "Register Participants for Events" after ...
Clement Leong's user avatar
5 votes
Accepted

How to create a search view that displays selected columns

Caroline, You need to enable additional setting for the fields you want to display them as a column. You can do this now by editing the fields you want to show them as a column and do the following ...
Pradeep Nayak's user avatar
4 votes

"Print selected rows" option missing in Event Participant listing dropdown actions

This is a core bug introduced during refactoring of task action. I have submitted core PR at https://github.com/civicrm/civicrm-core/pull/12310 . Can you please and if possible comment on PR your test ...
Pradeep Nayak's user avatar
4 votes

Smart Group dropping search criteria on save

Had a test site upgraded to 5.10.0 today, and the smart groups settings (for case contacts- see comment above) are now working as expected.
Craig Almond's user avatar
  • 2,037
4 votes
Accepted

advanced search - mailing fields not present

look in civicrm/admin/setting/preferences/display?reset=1 This is a bit counter-intuitive since the first place most would look is under Search Preferences - but it lives under Display Preferences as ...
petednz - fuzion's user avatar
  • 28.4k
4 votes
Accepted

Descrepancies in search result counts

When you search for Group(s) Not In 2021_keep, Search Builder may be interpreting it as "contacts who are in some group that's not 2021_keep". That's not what you want. Here are two three ...
Noah Miller's user avatar
  • 1,057
4 votes

Can I search for a contact using their Joomla UserID?

You can create a search kit to find the contacts using user id in (23,55,69,505,9949) [ [ "SavedSearch", "save", { "records": [ { &...
Pradeep Nayak's user avatar
3 votes
Accepted

'Cases' option missing in Advanced Search - how to correct?

Can you go to CiviCRM >> Administer >> Customize Data and Screens >> Display Preferences and see if 'Cases' is ticked in 'Contact Search' option? If not check the box and save the setting. Thanks ...
Pradeep Nayak's user avatar
3 votes
Accepted

Neither Advanced Search nor Search Builder offer option to save as Smart Group

In the documentation here https://docs.civicrm.org/user/en/latest/organising-your-data/smart-groups/#creating-smart-groups at step 6 it says it's a choice in the actions dropdown. If you don't see ...
Demerit's user avatar
  • 23.3k
3 votes
Accepted

Fatal Error on Advance search

I think this is now fixed in 5.14. You can try applying patch from here or upgrade CiviCRM to 5.15.1. Thanks Pradeep
Pradeep Nayak's user avatar
3 votes

How do I removed accordions in the advanced search

Unchecking the box in the image below for each field in your custom data set ensures it is not searchable. If no fields within the custom data set are searchable, the "accordion" is removed from the ...
Justin Moore's user avatar
3 votes

How do I do an advanced search that lists all the employees within organizations that are in a "group"

Set up a search in Advanced Search as though you were looking for the organizations. Then, at the top, for Display Results As, select Related Contacts and Employee of. Unless it's Employer of? One ...
Jon G - Megaphone Tech's user avatar
3 votes
Accepted

Advance Search - Display as Mailings - No options appear for export

You can not find the clicked email using advance search - But, work around would be: STEP 1: Add all the contact to a group/smart group (if you create a smart group - you don't have to run the same ...
Ramesh - ARTECH Consultancy's user avatar
2 votes
Accepted

HTTP Error 500 during search request - CiviCRM 5.1.1

This is a known issue with CiviCRM 5.1.1 that was patched in 5.1.2. The details of the issue are here: https://github.com/civicrm/civicrm-core/blob/5.1/release-notes/5.1.2.md#synopsis Download the ...
Kevin Cristiano's user avatar
2 votes

Where has a custom field been used?

I can think of a way, but you need to know how to run SQL on your CiviCRM database. Find out the ID number of the custom field. Run the following SQL. Change the "7" in custom_7 to the ID number of ...
Jon G - Megaphone Tech's user avatar
2 votes

Is there a way to search for organizations that have no active relationships?

Search for organisation contact using advance search who have relationship. Add those contact into a smart group. Now find contact using Include/Exclude custom search or search builder, with contacts ...
Pradeep Nayak's user avatar
2 votes

Finding another case manager's cases

Go to search - advanced search. In the dropdown where it says "display results as" choose "Cases". Expand the relationships section. For relationship type choose the case manager type (e.g. "homeless ...
Demerit's user avatar
  • 23.3k
2 votes

Advanced Search - no results

Welcome to SE! You might get that if you have a mix of http / https and www / no www Use your browser's developer tools to check what URL's are being accessed under the Network tab. (Ctrl-Shift-E on ...
Aidan's user avatar
  • 13.5k
1 vote
Accepted

How to search activity location without % being added?

Under admin - customize data and screens - search preferences, there's an option for automatic wildcard. It seems to still wildcard the end of the search string, but not the beginning. That admin page ...
Demerit's user avatar
  • 23.3k
1 vote

How to find all activities generated by one schedule reminder?

The easy answer is to search by the email's subject line - but I'm assuming you have multiple scheduled reminders with the same subject line. You can find details in the civicrm_action_log table. ...
Jon G - Megaphone Tech's user avatar
1 vote

Add multiple target contacts in advanced search

I'm assuming your using Adcanced search to build this You could try adding your targets ' Group 1, Group 8, Group 12 etc' Into just a standard static group. Then Advanced search group="new group" ...
Craig Almond's user avatar
  • 2,037
1 vote

Searching and smart group for multiple event types

With the new search interface SearchKit now it's possible to get this type of smart group in an alternative and easy way to advanced search.
Francesc Bassas i Bullich's user avatar
1 vote

Searching and smart group for multiple event types

Note that there has been a request since 2017 to request this functionality at Multiselect for Event Type in Advanced Search.
Francesc Bassas i Bullich's user avatar
1 vote

Searching and smart group for multiple event types

Using the API3 interface I was able to see the information I needed to work though this problem. See the comments.
Daniel Strum's user avatar
1 vote

Searching based on members that have a twitter website address

When you say "return all groups" I presume you mean return all contacts, as I don't see a way to associate a website with a group, but please clarify. From what I can see, there doesn't seem to be an ...
Mick Kahn's user avatar
  • 3,227
1 vote

Adding Field to Advanced Search CIviCRM Contribution

If you go to search - custom search - fulltext search, it already searches this field. Does that fit your needs?
Demerit's user avatar
  • 23.3k
1 vote

Fatal Error on Advance search

The error establishing a database connection error basically means that for some reason or another the PHP code was unable to connect to your MySQL database to retrieve the information it needs to ...
FloydClak's user avatar

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