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.
- 21.7k
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
- 28.1k
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 ...
- 28.1k
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 ...
- 665
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
...
- 30.7k
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 ...
- 30.7k
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.
- 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 ...
- 28.1k
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 ...
- 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": [
{
&...
- 30.7k
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
...
- 30.7k
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 ...
- 21.7k
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
- 30.7k
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 ...
- 339
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 ...
- 38.6k
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 ...
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 ...
- 2,706
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 ...
- 38.6k
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 ...
- 30.7k
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 ...
- 21.7k
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 ...
- 12.9k
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 ...
- 21.7k
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. ...
- 38.6k
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"
...
- 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.
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.
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.
- 195
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 ...
- 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?
- 21.7k
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 ...
- 11
Only top scored, non community-wiki answers of a minimum length are eligible