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2 votes

Notes next to contact phone numbers

One option that wouldn't need any custom code would be to store phone numbers in custom fields instead of in the normal phone fields. Then you can have whatever fields you like for each phone number (...
Lars SG's user avatar
  • 4,083
2 votes

how to search for contacts selected in contact reference fields

Lack of searchability is one of the downsides to using Contact References. 1) One option is to use Relationships instead of Contact Refs. You can create a smart group based on those - but you would ...
Aidan's user avatar
  • 13.5k
2 votes
Accepted

Wordpress profile permissions to select contact reference field

The permission you're looking for is CiviCRM: access contact reference fields. You can view the list of permissions from civicrm menu too via Administer => Users and permissions => Permissions ...
jitendra - fuzion's user avatar
2 votes

How do I display the Contact ID on User Dashboard?

There are a couple ways you could do this: Create a report that shows the contact ID and name, make that report available on a user dashboard, then you can use the dashlet extension to place the ...
Barbara Forbes-Lyons's user avatar
2 votes

Select list showing limited contacts, using “CiviCRM Contact” reference in drupal

I see there is a limit set while building the options on the select list. It seems this has been only handled for autocomplete widget as $limit doesn't gets modified anywhere in the function or is ...
jitendra - fuzion's user avatar
2 votes
Accepted

How to Search for Contacts stored in a Contact Reference Custom Field

You'll be able to do this if you upgrade to 5.63. In that version, custom "EntityReference" fields are fully supported as joins. See https://github.com/civicrm/civicrm-core/pull/26192 FYI I ...
Coleman's user avatar
  • 18.8k
1 vote
Accepted

CiviRule: Add a relationship between triggering contakt and data filled in a reference field

As far as I know this is not possible with the current set of triggers, conditions and actions of CiviRules. You could create a new condition and/or action yourself (or get someone to do it for you).
ErikH - CiviCooP's user avatar
1 vote

Notes next to contact phone numbers

Circle Interactive had build an extension to support custom fields for Email and Phone, not sure if its been published(can't find under civicrm extension page though). If you want to go through ...
Pradeep Nayak's user avatar
1 vote

Custom Data: Multiple Contact References

It looks like they are activities (new type investment), with a custom field (amount) and that should get you covered without the need of coding anything. As for the reporting, as you know sql, I ...
Xavier's user avatar
  • 10.2k

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