8

Under Search - Custom Searches - Date Added to CiviCRM. Also a variation is under Search - Advanced Search, and expand the Change Log tab.


6

There is an Activity Type called Membership Renewal :-) Not an obvious thing to search for but could do what you need


4

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 results. Issue logged at https://lab.civicrm.org/dev/core/issues/185 Thanks Pradeep


4

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.


4

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 standing. EXAMPLE: New, Current and Grace could all be considered 'current'. It is confusing that 'current' is used in two different ways.


4

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 selecting the participants. This doesn't come out if you searched through Events>Find Participants though. --CIVICRM 5.13.5 Wordpress 5.0--


4

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 it is about what displays on the search screen. hth


3

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 that option, check that you have CiviCRM:edit groups permission.


3

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


3

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


3

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 Select 'Expose Publicly' from visibility Check 'Results Column?' HTH Pradeep


3

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 advanced search. If just one is searchable, then the accordion appears. Just confirmed this with 5.10.3. As for your second question, if you want to rename "...


2

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 new version from https://civicrm.org/download and update your site.


2

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 services coordinator is"). For target contact put the name or partial name of the manager. Click search. Another way is: Go to the manager's contact record. ...


2

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 the custom field: SELECT cug.id, cug.title FROM civicrm_uf_field cuf JOIN civicrm_uf_group cug ON cuf.uf_group_id = cug.id WHERE field_name = 'custom_7'; ...


2

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 not in above created smart group.


1

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 explains it: If enabled, wildcards are automatically added to the beginning AND end of the search term when users search for contacts by Name. EXAMPLE: ...


1

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. The action_schedule_id is the ID of the scheduled reminder. That said, I can't 100% recall how this handles sending the same reminder multiple times - either ...


1

Using the API3 interface I was able to see the information I needed to work though this problem. See the comments.


1

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" Display results as- switch to related contacts "relationship type=member of" Does that get you closer?


1

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 option to search on website at all in Advanced search, but I think you can achieve what you want in Search Builder with record type: contact field: website ...


1

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 fully build that page.Here are how to solve it: https://docsbay.net/how-to-fix-error-establishing-a-database-connection-error


1

It turns out the contact had been deleted and was in the trash.


1

There is an extension called Report Plus which provides nice matrix on Contact, Contribution Membership etc. I guess you can use this extension to build your report. HTH Pradeep


1

disabling the ONLY_FULL_GROUP_BY SQL mode (which it is by default in MySQL 5.7) with this command mysql > SET GLOBAL sql_mode=(SELECT REPLACE(@@sql_mode,'ONLY_FULL_GROUP_BY','')); solve the problem about the paging, but it must be considered a workaround.


1

This extension should help with your requirement – https://civicrm.org/extensions/birthdays-month


1

So this all boiled down to this issue, which has to do specifically with custom fields that are integer selects, and it was impacting both the custom fields and the relationships sections of the advanced search since I was using the same custom field on a custom relationship. The short-term fix is I went into the database and made the custom field in ...


1

I believe the AND OR operators you're referring to only control the relationship between different criteria (i.e. contained in X group AND had an activity of a certain type) not more than one option in the same criteria. A workaround for sure but perhaps you could add all contacts from one of the groups to a tag and try searching all the belong to group A ...


Only top voted, non community-wiki answers of a minimum length are eligible