16

Say you want to convert from an individual to a household. One very hack-ish way is as follows: Create a new household with the desired household name. Note the "contact id" values for the individual (INDIVIDUALID) and for the newly created household (HOUSEHOLDID). (You can find this "contact id" value at the bottom of the screen when viewing the contact ...


15

CiviCRM is distributed under a GNU AGPL 3 license; there are no legal limits as to the number of contacts or number of users you can have. On the question of storage, it isn't easy to say definitively what a maximum number of contacts would be, or even how much disk space a certain number of contacts would require. Contacts are only a small part of a CRM ...


11

Welcome to Civi! A great place to start is this wiki post about Groups vs Tags vs Custom Fields: http://wiki.civicrm.org/confluence/plugins/servlet/mobile#content/view/86213742 There are also sections of the Civi book that might help: http://book.civicrm.org/user/organising-your-data/groups-and-tags/ http://book.civicrm.org/user/organising-your-data/...


10

The process is slightly roundabout: Create a smart group that captures all contacts called "All Contacts". Create a second smart group consisting of people who have the activity type "Confirm Contact Details". Use the "Include/Exclude Search" (Search menu > Custom Searches) to include the first smart group and exclude the second smart group. Once you've ...


10

To speak to your question about whether 10k or 25k might be too big for CiviCRM, I think everyone has a different personal take on what constitutes a "big" database, and use-cases do vary a lot, but from talking to different Civi users I get the general sense that (very roughly): A "small" database is < 100k contacts A "medium" database is 100k - 1M A "...


10

Profiles are used for so many unrelated things that it's kind of ridiculous. Here is the minimum needed to bulk edit country for a bunch of contacts. Create a new profile. Don't worry about any of the settings besides the name, which you might call "Country Update". Once you save it, you'll be shown the New Profile Field screen. For Field Name, select ...


10

I have never seen the checksum available in the API. I have successfully obtained it programmatically though with code similar to: $cs = CRM_Contact_BAO_Contact_Utils::generateChecksum($contact_id); (This snippet is adapted from core code in CRM/Utils/Token.php)


10

Inside a contact, under demographics (gender, age, etc.) when you choose "Edit demographics" there's an option for "Contact is deceased".


10

Both organizations and individuals are 'contact' entities in CiviCRM (a household is also a 'contact'). An organization is a separate 'contact' from the individuals related to that organization. By having the organization entity separate from the people in/related to that organization, you can specify the nature of the relationships those people have to the ...


9

I think a location type of something like "Rejected" will give you great flexibility. If you want to get a bit more elaborate, combine the location type with a custom field that tracks the reason for nondelivery. By using a location type, it simplifies searching, exporting, and importing when you want to run those addresses through NCOA or have a user work ...


9

I'm pretty certain you can't get a checksum from the standard API. However, you should write (or commission) an extension to provide a checksum API. The API would basically be a wrapper around the code that DaveD suggested, and you can read documentation here on how to use Civix to generate an API in your extension.


8

The Contact Editor extension allows you to change contact types safely. It checks for potential data loss, which isn't possible with the API method or the Merge method.


8

Create a profile (Administer > Customize Data and Screens > Profiles) that includes the Contact field "Contact Subtype." Bring up your desired group of individuals (whether through a search, group listing, etc.). Select the appropriate individuals and use the "Batch Update via Profile" action. On the next screen, select your Profile that contains the "...


8

The External ID field isn't just a regular field--it allows matching by ID alone. It would be a waste to have External ID be concatenated fields, for a couple of reasons: You can't search easily. If you have a contact with an ID from System 1 of "123" and an ID from System 2 of "789", and you concatenate with a "|", you'd have a value of "123|789". If ...


8

CiviCRM is a free, open source software package. You can download it for free, and you can do what you like with it. The number of contacts or memberships supported is not limited by licensing or restricted in any way. Practically speaking, the limit will be what your website hosting can support. For most cases this is effectively unlimited - some CiviCRM ...


8

The easiest way would be to create a test contact with city Cottonwood, search on it. Create a smart search out of it and then delete the test contact.


8

Exports and backups serve different purposes: 'export' refers to an extract of data to use in another system, 'backup' refers to recovery in the event of system failure, recovery from bad user actions (eg unintended deletes), creating a second copy of the site etc. If you want a backup, then take a dump of the mysql database with mysqldump or an equivalent ...


7

This is a not so trivial issue, as you might have a lot of related data around that contact that were correct with an individual but might not be compatible with a household any more. For instance is the individual had custom data that are only valid for an individual, or a relationship "child of", or attended to an event... transforming that individual into ...


7

You might consider not making those into contacts. Instead, set up a set of custom fields on an individual (parent) or household that allows for multiple entries (in a tab). You can then record the necessary information without cluttering your CRM with contacts who have no names and can't be contacted.


7

You can find this information in the Change Log for the contact. It will be the earliest entry in the change log.


7

The quickest way is to: Run a contribution search with no criteria. You will have a result page with all of them. For the Select Records option, choose All Records. For the Actions option, choose Delete Contributions. Repeat for contacts with Advanced Search; type "Sample Data" into the "Contact Source" field to find all sample contacts and then bulk delete ...


7

This might be a nice feature to add, but it is not something you can configure without rewriting code. It would actually take more than just setting the editor: notes display plain text, so if you were to give the box a WYSIWYG editor, you'd see a bunch of HTML tags in the content. Building the feature would require adding the editor, modifying the ...


7

As long as I know it's a good practice to use multiple subtypes in the same contact. Doing that you can, for example, create different custom fields for each subtype. So your coaches who are also trainers will have the fields for being coaches and in addition the fields for being trainers. And if in the future, one of your coaches became a traier, you can ...


6

I've done this a few times using the User Import module. You just get a contact listing of all the contacts in CiviCRM that need an account (for example, all of the contacts in a particular group or those that are returned from a particular search) and then do a simple CSV export of the relevant information. You could export the email address, first name, ...


6

You can switch on the advanced logging in the Administer/System Settings/Misc, that will show you far more detailed logging. I expect it will impact your performance, so it is probably worthwhile to test it first.


6

1) There is no imposed restriction on the number of contacts. MySQL has some theoretical limit that your would reach if you entered every person on the planet multiple times. 2) As @choster spells out so thoroughly, every implementation is different so we can't say for sure what it will take. Unless you have a tremendously rich and complex contact record, ...


6

Hmm, I export this all the time. Maybe it isn't named what you think it's named. It's called "Internal Contact ID" in the pull down menu. If you don't find this what version of Civi are you using?


6

Use the Advanced Search (in the Search menu) and check the box labeled 'Search in Trash (deleted contacts)'. It is a small check box in the Search Settings part of the Basic Criteria section. Whatever search you do will look in the 'Trash' rather than among active contacts. Once those search results come up, you can select your desired contacts and, from ...


6

One option would be to make a special contact sub-type for this purpose. CiviCRM allows you to use a custom icon per sub-type (just pick one from the internet) which would make the contact appear special in search results, the summary screen, etc.


6

CiviCRM has a "trash" feature which flags contact records as trash without actually deleting them. Contacts with the flag set to 1 are excluded from most reports, etc. Their contributions, etc., will not be deleted but may be hidden from reports and interfaces as well. That may or may not be what you want. If you wish to see all the contributions, I don't ...


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