6

I have seen this when the uf_match table does not have the proper values for WP Id (uf_id), Contact ID (contact_id) and email (uf_name). I don't know why this occurs, I've not been able to track it down, but I suspect it is when the uf_id and contact_id do not have the email in use by WP. You can user API Explorer /wp-admin/admin.php?page=CiviCRM&q=...


6

The "external identifier" field on contact records is available so you don't need a custom field. It won't allow duplicates.


5

Work is underway on a Form Builder that will allow folks to hide fields as needed. For now, you can hide fields with jQuery, ideally loaded through an extension. However, some of the fields you mark are required and so their values would need to be set even if hidden.


5

I don't see any either, but the code to use in such an extension (as either a token or even a smarty modifier) seems pretty straightforward: https://github.com/civicrm/civicrm-core/blob/5.19.2/CRM/Contact/BAO/Contact.php#L2677-L2684 if ($contact->birth_date) { $birthDate = CRM_Utils_Date::customFormat($contact->birth_date, '%Y%m%d'); ...


4

You can turn off this check by setting hidden setting 'allowPermDeleteFinancial' to TRUE either in civicrm.settings.php or using api explorer global $civicrm_setting; $civicrm_setting['CiviCRM Preferences']['allowPermDeleteFinancial'] = TRUE; or HTH Pradeep


4

I needed this exact functionality, so I wrote the extension that provides it, com.megaphonetech.checksums. I used Coleman's comment above as my spec :)


4

A custom field works well, but I would also consider repurposing the nickname field via Word Replacements, since you can enable QuickSearch on nickname. With regard to legal/financial documents, I'd probably repurpose the postal and email greetings for normal communications and communications requiring the deadname. If you're already using those, you could ...


4

I believe the 'Address Display Format' is not set properly in your system. Navigate to CiviCRM >> Administrator >> Localization >> Address Settings. Check values in 'Address Display Format' field. The contact.city should be inside open and closed curly braces eg {contact.city}. Default value of 'Address Display Format' {contact.address_name} {contact....


4

This is a recent bug introduced by the fix to a different search issue, issue #726. A permanent fix will need to be found that doesn't break either scenario. However, to resolve your immediate issue, you can open file CRM/Contact/BAO/Query.php and delete line 3037. I've reported this issue as #1048.


4

This sounded like a useful feature, so I added Age tokens to Eileen's CiviTokens extension, which seems to be the most widely used extension of its kind. Until a new release comes out, you'll have to pull from the master branch of the git repo.


3

You could do this fairly easily with the Contact Layout Editor extension (assuming you're on CiviCRM 5.x). Use the extension to remove the existing Communication Preferences block from the Summary page. Build a custom block that includes the normal communication preferences fields plus "Do Not Voicemail". You'll probably want to remove "Do Not Voicemail" ...


3

When you delete contacts, by default they go into trash and don't completely disappear so you can still keep them. More info here https://docs.civicrm.org/user/en/latest/organising-your-data/contacts/#deleting-contacts


3

You can use Smarty conditionals in greetings in CiviCRM 4.5+. So the correct pattern would be: {capture assign=first_name}{contact.first_name}{/capture}Dear {$first_name|default:Supporter},


3

I have an extension called Constituents Only that provides this functionality. It repurposes the "Do Not Trade" checkbox as an "Exclude from Search" checkbox. Non-searchable contacts are primarily accessible via the relationships tab to other contacts. I have a version 2.0 (which I haven't found time to make public yet) that will return the related ...


3

(You're relatively new here BTW so welcome!) It sounds as though your import sheet did not specify a country, but your site allows for multiple countries and thus multiple states/provinces. Even if the United States is your default country, I've found that the import routine will pick the first country it finds in the list of countries with similar state ...


3

The formal title is used for an additional prefix. For example, in German someone might be called Herr Dokter Suchandsuch, where "herr" stands for "mister" and "Dokter" for doctor. So it can be used for those kind of cases. If you want it to be visible on the contact summary you can switch it on with Administer>Customize Data and Screens>Display Preferences>...


3

Google’s Civic Information API returns information about federal, state, local governments, school districts, etc. It takes as input an address string (not a lat/long pair). An API key is needed, but it’s free to obtain and use. In what little experimenting I’ve done recently, average latency has been ~350 ms.


3

Am I allowed to answer my own question? lol. I was able to resolve the DB error for this specific smart group by changing the Operator criteria from "Empty" to "Null". So "IS EMPTY" became "IS NULL" and "NOT EMPTY" became "NOT NULL". Also, I find it somewhat important to note now that whenever I attempted to edit this Smart Group's search criteria, I ...


3

You can use Import contact screen to add contact in a group. On preview page of import i.e 3rd page, the screen provides ability to add imported contacts into group. Selecting group from the dropdown would add contact(s) to group. HTH Pradeep


3

(Adding this answer based on Comment by Myriam) This could be a Permission issue. If the contact is in the db but you do not have permission to see them then you won't see any results. Ways to confirm this would be use the QuickSearch and just hit ENTER (or type % and hit Enter if the former has no effect), do you see all the results of contacts, ie your ...


3

I figured it out. The CSV file was malformed. I rebuilt it and it worked perfectly. Richard


3

There are different ways to approach this, but none of them is standard as the Contact Form 7 Integration plugin only throws data over the line and lets CiviCRM take care of the api. First of all, it is well possible that standard Contact Form 7 lets you specify a box that prevents submission of the data? If that is the case then that is the quickest and ...


3

It looks like from your backtrace, its a bug in GDPR extension because its not possible to replicate in CiviCRM. Your system has many custom group for activity, and the extension code breaks when trying to retrieve results, Mysql supports max 61 joins in a query. Possible solution: Disable custom group for activity which is not required. Restructure your ...


3

You can create a scheduled Activity with this contact. https://docs.civicrm.org/user/en/latest/organising-your-data/activities/ via the Actions button on the contacts Summary screen If you add the dashlet for activities to your dashboard, you will also be reminded of this whenever you log in until you mark the activity as completed.


3

Given that it's a 403 error, I would check to see if WordFence (or similar "security" plugin for WordPress) is the cause by temporarily disabling it (ideally on a test site). If you're using Apache, it may be a rogue .htaccess file causing the problem.


3

There is a patch to support the character encoding necessary: https://lab.civicrm.org/dev/core/issues/339. The issue is whether to support older character sets for folks who can't/won't switch over. One position is that it's not a big ask for users to upgrade, but difficult for the developers to support both; the other position is that it forces an update ...


2

I think Pete might be a bit optimistic. Granting permissions to see everything EXCEPT for a few folks is convoluted. In fact, I doubt it's possible to do what you're describing by ACLs except by excluding employees from viewing other employees' contacts at all (not just contributions). I think you're looking at a custom extension to hide just ...


2

There are a number of ways you could do your latter option. A/ set up Groups of Contact for each Employee - then add the Contacts who they should see be able to see - then set up CiviCRM ACLs and remove the permission to View All Contacts - then they will only see those in their Group B/ use the Permissioned Relationships extension and use this to supply ...


2

By "buttons", I assume you mean the buttons referenced in the screenshot below. It's not recommended to edit the .tpl files directly - it's hard to maintain, and will be overwritten any time you upgrade. Instead, it's preferable to use an extension with hook_civicrm_links, which allows you to inject your own links. My Fast Action Links extension also ...


2

I am not sure if its somehow related to one of the regression for 5.9.0 for Anonymous user ACL permission which is fixed in 5.9.1. Would be worth trying after upgrading CiviCRM to 5.9.1 or applying patch from here! HTH Pradeep


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