6

It would require a change to the core function CRM_Event_BAO_Event::getLocationEvent(). Right now, it only pulls addresses that are tied to existing events. Theoretically, the schema supports addresses that are tied to contacts also being tied to events, but there's no way to set the contact ID on an event address or vice-versa. In one sense, it would be ...


5

This module functions as a type of Entity Reference field so that you can link Drupal entities back to Contacts in Civi. In the display settings for your content type, you can specify whether the Civi Contact appears as: a plain text name, their name linking to the Contact's record or a raw Contact ID (CID). An example of how we use them: We have a ...


4

It would be a simple extension to write, and would likely make a small group of users quite happy. Just fyi, it's currently possible to add a custom field to addresses, so you could create a contact reference field limited to the contacts who host as a custom address field. It would appear on the event location form if you do. Then you will likely want to ...


2

Just make sure that the referenced fields are imported as the same type. Even if it is you use a name lookup for Contact , CiviCRM will need the Contact ID. Also watch the date format, I prefer YYYYMMDD as that always works for me.


2

Contact Import should work for contact reference fields, I did a quick test against 4.6 and it works as expected. Currently batch update for contact reference fields is not supported in 4.6 or below version of CiviCRM.


2

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 (phone type, notes, etc). You can set the fieldset to be default open on the contact page, so it would be fairly visible. Otherwise, you'd need to find someone ...


2

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 need to convert your existing Contact Refs and associated processes. 2) Jaap's DataProcessor extension can help. Add a Data Source of type Individual - call ...


2

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 and then click on WordPress Access Control link displayed on the page.


2

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 dashlet on the end-user dashboard. Take the Contact IDs and reimport them as the External ID, then display that in the Contact Dashboard as part of the member ...


2

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 nowhere passed to _civicrm_contact_ref_potential_references_standard() function. So, it is set to a default value of 10 every time the list is loaded irrespective ...


2

Based on testing on the demo server, it looks like custom contactRef fields do work when embedded in the "profiles" section of the contribution page, but fail to work properly when in the special "on behalf" profile. This looks like a bug. Can you please file an issue in the bug tracker for this?


1

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 customization would be good to contact them.


1

This may be due to the field's visibility. You may need to set it to public pages in the settings of the field in the profile (>>Administre CiviCRM >>Profiles >>Edit Profile Field). Here's a Screenshot:


1

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 would suggest you to create a custom dataviz using https://civicrm.org/extensions/civisualize-missing-data-visualization-extension (you'll need a bit of javascript ...


1

First, it can't be done without coding and it may not be an easy task. I can think of 2 possibilities : Change search api When you do a search, the api that should be called is Contact.getlist, so the first step is to see if the api is able to do what you want. It seems to be possible to change the search from "name or email" to "external_identifier" but ...


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