New answers tagged contacts
1
We created a new Contact Type based on the Individual called Main Contact. The person icon is a slightly different color, so you can tell on a glance who is and who isn't a Main contact. We also have customized some reports to pull only that type.
Another thing we've done (but may not work in your case) is that the Main Contact is typically the only person ...
1
In case you only want to allow one primary contact at maximum you can go for a contact reference field within the organisation. The drawback would be, that you will not be able the view that information coming from the side of the employee.
2
Option 3 is the clear winner, because neither option 1 nor option 2 have a clear way of indicating which organization they're the primary contact of. As soon as someone is affiliated with two organizations, that means trouble.
The unfortunate part of this is that you can't assign a profile via a relationship. You can do so via Webform-CiviCRM, or via ...
2
The 10 years old solution seems to be the best one, have you tried and would it be possible to remove the view all contacts permission to your users that should only use the reports?
Otherwise, it shouldn't be too complicated to alter the UI and remove the send email actions on a custom extension, but that would require some coding
3
It is little difficult to provide sql for contact export as it is has many tables joins. The basic query to fetch all primary details is pasted below. The output may not be same as what you get in exported file because some of the options are converted from value to label using php and also the query is not joined with the custom data table as the table name ...
1
The particular issue is resolved in CiviCRM 5.21: See release notes
Countries: Renamed "Macedonia, Republic of" to "North Macedonia".
others have commented on the wider point.
0
The country/province lists do not have the correct ISO 3166 numeric ids (ex 1228 for USA should be 240.
This is important because everyone else uses ISO ids and in order to map the right country IDs for civi, you need to create a mapping table. PITA. Get it right!
As well the country names do not all match.
Why not just use the ISO data dumps to create ...
0
Welcome to stack exchange. There are some other questions that may provide you with some answers. Before asking a question you should always do a search. Try searching for "export all data". Also it would be worth saying why you want to do this export. It seems an odd thing to do with a new site.
But to help you, "Export PRIMARY contact fields" is a ...
1
Maybe, the easiest way is, to open the csv in Excel (or LibreCalc) and do some magic with formulas?
Something like
=SUBSTITUTE(C9;".";"/")
Or even much easier: Open the file in Excel (or LibreCalc) and do some search and replace in the column?
That's the way I would do it, if the file isn't to big for Excel and it isn't a work I had to do every day.
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