Questions tagged [contacts]

The central entity of the CiviCRM universe. Every other entity is connected in some way to a contact. Can be subdivided in individuals, organizations and households. New contact types can be configured.

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Building forms with logic on WordPress civicrm

I am looking for guidance on how to build a form with some IF-THEN logic. I was looking at Profiles but do not see how I can add any logic (correct me if I am wrong) and am wondering of Form Builder ...
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Wordpress anonymous user can not access profile page

So I am trying to setup a profile that the anonymous (not logged in) user can access on CiviCRM with WordPress. I have read the other threads and tried setting the the WordPress Access Control options ...
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Possible Deleted Contact - Trying to Restore Records - Possible SQL Solution?

So here is the issue - that I think was caused by a merger of contacts without transferring the related fields to the new contact. I have a contact, that seems to be missing a large number of ...
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Network error trying to access Notes tab but Summary access is fine

I have started having an issue when I view a contact where I can view/edit the SUMMARY tab without an issue, but when I click on the NOTES tab I get: Network Error Unable to Reach the Server But there ...
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Sending emails to contacts - How to default to general FROM email not user FROM email?

When I am viewing a contact and I click on their email address to send them an email, FROM email defaults to my logged in user email address. I setup a general email address, which I can change to ...
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How can I lock contacts that are currently being edited?

We often have a group of volunteers calling through the same list of people, eg we might have 20 people calling through lapsed members. Using Call Next is working well to make it easy on the ...
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Contact Layout Editor side by side columns

When setting up a custom layout for contacts with the Contact Layout Editor extension, is there a way to setup certain fields (within a tab) side by side instead of on top of each other? So this is ...
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4 votes
3 answers
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Cleaning contacts

How do I identify the contacts who haven't opened any mailings in the last 3 years? I'm unsure which are the appropriate fields in the Advanced Search to make this process as easy as possible.
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Creating a report with specific individuals

I have an excel document of donors that are already in the system but I want to make a specific contribution report for them to see who hasn't given in the last 36 months. I do not want to import this ...
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3 votes
1 answer
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Allow deletion of contacts but not in trash?

I have the impression that many CiviCRM users share this scenario: They would like to allow everyday users to delete contacts and they are happy about the fact, that in case of mistakes these can be ...
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Change "SIC Code" Field To "NAICS Code" In Organization/Contact

So, the SIC Code appeared as an issue early on dealing with EU folks, but I never found anything other than some postings in the old wiki. I am in the US and while Public companies sometimes deal with ...
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1 answer
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In Contact reports, why are the contacts' names not linked to their records?

Using CiviCRM 5.48.2 with WordPress (current version). The other day I noticed that in my contact reports (e.g. Current Member List), the names are not linked to the person's record. The links are ...
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New Member entry in Civi

What is the proper way to enter a new member (that is also a new company in the database). I tried to do this via "memberships" "new member" and it did not seem correct and gave ...
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Find Contacts Custom Searches Zip Code Range Search lists duplicates

I entered a range of zip codes and the selected records were duplicated. How do I go about reporting the issue to have my request analyzed for an error on my part or get bug fixed?
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1 answer
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DB Error: no such field "created_date"

When I try to add or edit an "Employee of" Relationship, I get a "no such field" error, although this field exists in the database. Any ideas how to proceed? CiviCRM 5.48.2; MySQL:...
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API4 PHP Fatal error Uncaught API_Exception Authorization failed

So I was happily programming and testing away, and everything was working and then suddenly I started getting this error: PHP Fatal error: Uncaught API_Exception: [0]: Authorization failed thrown ...
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Error: Can see organization contacts but not individual contacts

On CiviCRM 5.48.2 on Drupal 7.89 I can view & edit any Organization contacts but not the individual ones and I get a DB Error: syntax error. Logs record "SELECT child_group_id, ...
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2 answers
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Using API4 to get contact based on email match

The API Explorer is excellent for testing proper queries, but I can not figure out how to get a contact based on matching email address. For example, I can get a contact based on a partial match of ...
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Can't create a new applicant individual

I'm trying to create a new applicant household. The system won't let me save the donor's information. How can I solve this issue?
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Allowing users to update teir information using forms

I am trying to allow registered members to add their own information to their profile after logging in using shortcodes, WordPress and the latest civicm. Although the page will allow this it doesn't ...
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Using ABS(), * and multiple fields in SQL contacts import query does not work

I am trying to import contacts using the SQL Query method but in place of a SELECT * I would like to work on the imported fields by for example doing a SELECT *, ABS(member_is_active) as is_active, ...
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Error when editing any contact: Malformed token parameters ({contact.first_name|truncate:1:"":true})

Running latest CiviCRM on latest Drupal 7, php 7.4.28. This error was reported by one of our volunteers when trying to edit a contact yesterday. Logged in as Admin I can replicate on any contact, and ...
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1 vote
1 answer
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How to add an action in the contacts list action drop down menu

I need to add actions in the contacts list drop down action menu. As an example, if I make a contacts search I got a contacts list result. Then on the contacts list I can choose an action like export ...
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1 answer
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Custom Fields - Tab with table

I defined some custom fields with multiple records. The records are not shown in the data-table. Open tab in new Window produces an error : DataTables warning: table id=records-4 - Invalid JSON ...
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1 vote
1 answer
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Recipes for managing contacts who leave companies (Drupal)?

Can anyone point me to best practice or recipes for dealing with staff contacts when they leave a company that is running CiviCRM, especially when the person may have created content in both Drupal ...
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2 votes
1 answer
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"No such field" when attempting to open a contact in CiviCRM Spark

When I attempt to open a contact in CiviCRM Spark, I get the error message below, any ideas? See also screenshot. Sorry, due to an error, we are unable to fulfill your request at the moment. You may ...
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1 vote
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How to add a custom Privacy field to the Communication Settings for a Contact

I'd like to add a custom Privacy field but do not see a settings to do so. Where do I look for this setting?
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1 vote
1 answer
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Prevent contact from being created with duplicate email (make email unique)

Is there a way to prevent a new contact from being created if the email already exists with another contact? When a new contact is added, if the email already exists, I would like an error saying that ...
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ContactID List as URL Parameter

I am looking for a way to pass a comma separated list of contact ID's to Civicrm in a URL call and return the list like one can do with the Search Builder "in" clause. The URL will be formed ...
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Importing Individual Contacts related/linked to Organizations causes Organizations to convert to Individuals

When importing a list of Individuals through the Contact Importer, I linked them to the Organization they are related to using "Knows" and the Contact ID for the organization, but after the ...
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2 votes
2 answers
42 views

Is there a way to modify/customize the fields shown in the Group Contacts Window?

Is there a way to modify/customize the fields shown in the Group Contacts Window? When we're looking at the Contacts in a Group, under >Contacts >Manage Groups, is there a way to modify this ...
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1 vote
1 answer
23 views

Can I generate a quarterly report of Donors without the dollar amounts?

We have a group called "Donors". I want to obtain the number of new Donors each quarter, but do not wants the amount they are contributing as I can gain that from other reports. If possible ...
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1 vote
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Importing only postal codes for large number of contacts

I'm trying to update a large list of zip codes. Using the built-in updater, I have to break the files up repeatedly and it times out often. I'm trying to learn to import from the command line, but ...
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1 answer
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Contact Print Summary - how can I customize?

is it possible to customize the Contact Print Summary? I would like to select the fields to be printed and manage the print templates by inserting for example the organization logo and the footer. ...
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1 vote
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How to Change CiviCRM Contact Mismatched with WordPress User

I have a CiviCRM contact associated with the wrong Wordpress User. I see the link on the contact record but when I got into Edit for that contact the \UserId is not there to edit the link I am a full ...
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1 vote
1 answer
51 views

Is there a way to add relationships in a custom profile?

I am creating profiles so that people in the organisation can input contacts easily. I can create a form that has all the individuals information that I need (name etc.) but I am struggling to work ...
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Random Overwriting of Contacts key data creating duplicate records

Experiencing several instances of contacts names and email addresses being overwritten thus creating apparent duplication of their record. The system is taking contact records whose First Name is the ...
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1 vote
0 answers
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Relationship tags not updating for import contacts drop down list

I have recently changed some of the relationship tags. These new tags come up when I am inputting or updating an individual contact. However, when I do a group upload and go to select the new ...
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1 vote
1 answer
39 views

Creating a relationship when filling in a Profile (Revisited)

I am reposting this ticket from 5 years ago because I really need to be able to do the same thing using CiviCRM 5.39 and Wordpress 5.8. Does anyone know if this is possible now, perhaps using an ...
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Allow Contacts (Individuals) to register themselves and login with a password, on a Wordpress Website

I am looking for a way to let visitors of a Wordpress website register themselves with an e-mail address and a password, which should create a new contact (individual) in the CiviCRM back-end, so that ...
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2 votes
1 answer
96 views

Set Do Not Trade as default for New Contacts?

Is it possible to set Do Not Trade as the default for new contacts? Our organization requires consent to trade, and some of the new contacts, entered by volunteers, did not specify Do Not Trade & ...
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3 votes
2 answers
36 views

Email signup reporting?

Is there a way to generate a monthly report on new email signups? We just want to track new users that sign up via our website platform. Thanks in advance!
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2 votes
1 answer
25 views

See the modifications in Change logs on the source contact

Title says all, in any contact summary I can see what has been done to the target contact (the one I'm looking at) by who has done it (AKA Changed by). What if I want to see what the source of the ...
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Search doesn't work with words containing symbol apostrophe

When I search contacts using "advanced search" function and I try to search some word containg apostrophe, I've not results also if the searched word exists. For example: I've contact custom ...
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23 views

Contacts Sections Disappear

I have a strange issue after upgrading to CiviCRM 5.39.0 in our production environment. We did not have this problem in development. There are two manifestations of what looks like some kind of ...
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How do I disable or deactivate a contact or an expired member? The only options I can find are to delete the contact, not disable or deactivate

How do I disable or deactivate a contact or an expired member? The only options I could find are to delete a contact or expired member.
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1 vote
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How can I import contact records where I only have an email address?

I'm trying to import about 500 contacts from a CSV. About 20% of them only have an email address, some have email and either a first or last name, most have all three. The default import method is ...
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Custom field alignment

I've created some custom field sets for my contacts which work as expected but when viewing the contact record the display for radio buttons and checkboxes is slightly out in that the box is in some ...
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1 vote
1 answer
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upper case in name with accents

{capture assign=last_name}{contact.last_name}{/capture}{$last_name|upper} I'm trying to render my contact name in uppercases with Smarty and include letters with accents. At the bottom of this page ...
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1 vote
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How do I control the automatic "email changed" notice?

I have been doing cleanup in our CiviCRM, like merging duplicates and fixing errors. I changed an email address for one contact that I (incorrectly) thought was wrong, but I immediately heard from the ...
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