5 votes

Accessing CiviCRM contact data from external page

The best way to do that is to make use of the CiviCRM REST API. It can be used via PHP or via JavaScript. With that method you collect the data you need, and then you can display it as you like. ...
Catorghans's user avatar
  • 3,544
5 votes
Accepted

How to go about making a Core Tab on the Contact Summary screen view Inline instead?

Rather than smarty, JavaScript will do the trick. Those tabs are all separate pages, and you can load any CiviCRM page/form as a snippet instead. First, in your extension, use a hook to include the ...
Andie Hunt's user avatar
  • 7,452
5 votes
Accepted

Accordions labels on New contact, Adv search and View contact are hidden

Looks like you have Shoreditch extension installed on your website. There have been lots of changes happened recently in CiviCRM for accordions, the extension maintainer will need to fix the styling ...
Pradeep Nayak's user avatar
4 votes

Different forms depending on user roles

You say you want to change 'Edit Contact' - but if you mean, you want a way for a logged in user to be able to be directed 'somewhere' to update their details, then here is one non-coding solution ...
petednz - fuzion's user avatar
  • 28.3k
4 votes

Editing a label in "new individual" form

You can use the word replacements feature, if you want to replace the word everywhere. Or if you're just using that field for a different purpose, create a new custom field instead.
Alan Dixon's user avatar
  • 6,841
3 votes
Accepted

How to hide individuals from Directory and only show organizations

Create a smart group having contacts of type Organization, Edit the profile, under Advanced settings choose the smart group for 'Limit listings to a specific Group?' field HTH Pradeep
Pradeep Nayak's user avatar
3 votes

How can I customize the default gear icon on a custom tab set?

For folks looking for a no-coding solution to this, you can use the Contact Layout Editor extension to change icons. After installing the extension, go to Administer menu ยป Customize Data and Screens ...
Jon G - Megaphone Tech's user avatar
3 votes
Accepted

How to create a Drupal menu link to a civicrm contact profile

You can use Menu token module and Civicrm token module to create link in drupal module. civicrm/contact/view?cid=[civi:contact_ID]&reset=1 Thanks Pradeep
Pradeep Nayak's user avatar
3 votes

Accessing CiviCRM contact data from external page

We are just working on a situation where a customer wants to send data from a Wordpress form on the website to CiviCRM on another site, check https://civicrm.org/blogs/erikhommel/passing-form-data-...
ErikH - CiviCooP's user avatar
3 votes
Accepted

How can I refresh a custom data tab in the contact summary?

I think you can set something in postProcess hook to reload the tabs possibly below code but not sure, it does work for us when we update something in a form we update the contribution tab using below ...
Pradeep Nayak's user avatar
3 votes

Editing a label in "new individual" form

Try some CSS: label[for=contact_source] { /* ...definitions here... */ } You can use the ::after to add arbitrary text, as per, e.g. https://css-tricks.com/almanac/selectors/a/after-and-before/
KarinG - Semper IT's user avatar
2 votes

User Contact View at log-in

We have done this for Drupal in the past just with a Views Block on the /user page, or wherever they go when they log in. There is a write up about such a View (to show the users Membership details) ...
petednz - fuzion's user avatar
  • 28.3k
2 votes

Civicrm views bulk operations contact delete operation not working

It worked when I just tested it. You should know that Civi can be configured to hold the contacts in 'trash', so they might look like they are still there, but you will notice they are marked for ...
user5013's user avatar
2 votes
Accepted

How can I add/rearrange custom fields in the default contact view template?

As with Howto hide/disable fields not needed, the best answer as of CiviCRM 5.7 is to use the Contact Summary Layout Editor extension, which enables an admin to create and rearrange arbitrary blocks ...
choster's user avatar
  • 1,900
2 votes

Different forms depending on user roles

Try using webform_civicrm! make different webforms exposing different contact fields you can do that for multiple contacts (i.e. make it into a batch update screen!) set the webform permissions ...
KarinG - Semper IT's user avatar
2 votes

Accessing CiviCRM contact data from external page

Using the REST API is probably a good venture when your instance wants to communicate with other servers and systems. Very important things are to be taken into consideration 1) you have tried to ...
Merci Mukwe's user avatar
2 votes
Accepted

Add custom data field column to relationship tab

Some of the pages that you would expect to support hook_civicrm_searchColumns don't - they're mostly older screens that don't use the appropriate shared code. Ideally, we would rewrite these pages to ...
Jon G - Megaphone Tech's user avatar
2 votes

Editing a label in "new individual" form

You already had many answers how to. I will make a recommendation: create a custom field rather than manipulate a core CiviCRM field? It will be easier to maintain if fields change in updates of ...
ErikH - CiviCooP's user avatar
2 votes
Accepted

Note Field Appearing and Dissappearing

What you're seeing is correct. The reason is mostly because you can have multiple notes, so it gets its own tab. If you only want one "note" per contact and want it to always appear, you can create a ...
Demerit's user avatar
  • 22.9k
2 votes
Accepted

Search view profile to show only the primary phone number

Ideally, there should be an option with the label -any- in the above select input. But as it is not present, I don't think there is any UI setting to accept all phone type values for the profile field....
jitendra - fuzion's user avatar
2 votes

How can I refresh a custom data tab in the contact summary?

So to enhance on the answer from Pradeep, here is what I have done: function myextension_civicrm_postProcess($formName, &$form) { if ($form instanceof CRM_Contact_Form_Inline_Email) { $form-...
ErikH - CiviCooP's user avatar
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
  • 4,063
2 votes
Accepted

Can I get a list of contacts without created case?

Pete's answer should work but I think you can do it faster if you go to CiviReport - Case Reports and run the Contact Demographics Report and on the Filters tab set "Cases?" to exclude cases....
Demerit's user avatar
  • 22.9k
2 votes

Can I get a list of contacts without created case?

This might do it for you or point you in a direction Create a Group of All Contacts (A) Create a Group of All Contacts who have ever had a Case (B) Use the Custom Search: Include/Exclude Groups and ...
petednz - fuzion's user avatar
  • 28.3k
2 votes

Error when end-users access Contact Dashboard

You have to have this permission (access CiviCRM backend and API) for anyone to access anything CiviCRM related, it's the minimum permission required for anyone to do anything. You can have a look at ...
Jade's user avatar
  • 684
2 votes

link contacts to external systems

You can come oh-so-close with searchkit and formbuilder, but it only works if the logged-in user is viewing their own contact. It might be worth posting in https://chat.civicrm.org in the searchkit ...
Demerit's user avatar
  • 22.9k
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

How can I customize the default gear icon on a custom tab set?

I found there were two parts to this, first I needed to identify the current array that was setting the 'default' gear icon, then I needed to set a new one. This page describes the basics of the ...
RayWright's user avatar
  • 2,488
1 vote

How do I restore City, County, State to the Address block in Contact Summary

If the problem is that the county does not show up with viewing the address on the contact summary page... You can control what address fields are displayed by clicking Adminster -> Localization -&...
Jamie's user avatar
  • 1,246
1 vote

Contribution Tab not visible after upgrade to 5.2.1

Switch in English language. In "display preferences" you will find the un-flaged contribution field. Flag it and return in Italian language. You will see that it works. I do not know what the reason ...
Alessandro Letizia's user avatar

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