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6

"Lastname" is the field intended to insert both surnames for the contacts they have. The translation of the field in Spanish also indicates it: "Apellidos". For more than 5 years we have worked with CiviCRM and to date we still have not encountered any inconvenience in saving both surnames in a single field.


6

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


5

You can create custom group of fields for a specific relationship with your custom relationship type filter. This custom field will only be visible when you select relationship type from the drop down Cheers Pradeep


4

The simplest non-IT solution is to create a participant report in CiviCRM with the information you need and then under Actions, Export it and email it to them. The next option would be to do as you described with Drupal Roles and ACLs. The down side is the learning curve for them to learn to filter and sort the Civi Reports to get the data they need. In ...


4

From the CiviCRM menu - Administer > Localization > Languages, Currency, Location. Select required countries from the 'Available Countries' option. CiviCRM help on this option - Which countries are available in the Country selection field when adding or editing contact addresses. Profile and Custom 'Country' fields also use this setting. To include ALL ...


3

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 code $form->ajaxResponse['updateTabs']['#tab_contribute'] = 1; HTH Pradeep


3

It might well be natural to have that many log records as they reflect changes that have been made to the fields. So if a field gets a new label or a new option, that would be reflected in the log tables. You can disable the overall logging (Administer>System Settings>Misc) if you do not need it. It is not required to make CiviCRM run. You can also elect ...


3

The Add/Edit custom field doesn't provide facility to add additional attributes but the Custom field table does have a column to store this attributes and this field is used while rendering the custom field. You can do this by any one of the method below Create a extension and use buildform() hook to add the attribute field on Add/Edit Custom field form. ...


3

This is quite complicated, but as @pkeogan explains above, it all comes down to your profile using a custom field. To see custom fields that are restricted to specific contribution types, go to Administer > Customize Data and Screens > Custom Data. Then you can see the allowed types for each fieldset in the Type column. You need to locate the one that your ...


3

One 'cheap' approach that springs to mind would be to re-purpose the Middle name field. If you can live without the middle name field, this might be a good option for you. You could use Word Replacement to replace all instances of Middle Name with Maternal surname and all instances of Last name with Paternal surname. I haven't done this myself, and it ...


3

I took a look into this today because I thought this would be an easy fix. It's not really. What IS easy is to get the Receive Date to respect the Date Format settings like you describe. If you know how to patch CiviCRM, you can find the patch I just wrote here. However, this raises a bigger issue - there's only one Date Format for "Complete Date and ...


3

You can create custom fields under Administer --> Customize Data and Screens --> Custom Fields. You first create a custom group for the event. You could even limit this group to a certain type of event. You then add a field in this group with type Text and HTML type Select.


2

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 of fields on the main view contact screen and to remove unwanted fields. In addition to handling core and custom fields, it includes a mechanism for managing ...


2

I know this is an old question, but it doesn't have an answer. The "Volunteer" sub-contact type ships with CiviCRM core and is, for the most part, unrelated to CiviVolunteer. The "Volunteer Information" custom field set ships with CiviVolunteer merely as a demonstration of the "slider" functionality. That it is configured as a "Volunteer" rather than an "...


2

There is such a concept as Private Notes which are Notes that are only visible to the author and to anyone with the permission to see 'all notes'. Try that. It may be less effort but still acceptable


2

You can create a set of custom fields and then with ACL's provide access to that custom data set for a specific group. The complication with this is that you also need to remove the 'access all custom data' permission (otherwise it overrides the ACL), and then add other ACL's to allow everyone access to each of the unrestricted custom field sets. As ...


2

I just use CSS to make the fields the width that I want. For instance: #custom_92 { width: 236px; } I just use the "inspect" feature on my web browser (Chrome: right click on an item, choose Inspect on the menu) to see the pixel width of the field I want to match to. Then I set it to be that same width in my CSS.


2

Use 'Access Control Lists'. You can access it by 'Administer->Users and Permissions'. Then go to 'Manage ACLs' to and define a ACL for a Custom Data Set.


2

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->ajaxResponse['updateTabs']['#tab_custom_32'] = 1; } } Where the 32 is the ID of my custom group, so I will obviously change that so it will retrieve the ...


2

You need to have selected a case type before the custom fields will appear.


2

I can think of a way, but you need to know how to run SQL on your CiviCRM database. Find out the ID number of the custom field. Run the following SQL. Change the "7" in custom_7 to the ID number of the custom field: SELECT cug.id, cug.title FROM civicrm_uf_field cuf JOIN civicrm_uf_group cug ON cuf.uf_group_id = cug.id WHERE field_name = 'custom_7'; ...


2

You could generate report using the Smart Group as your filter and save that report. The report can be used as a dashlet which is available upon login or you can have it emailed to you as well. More dashlet info is here: https://docs.civicrm.org/user/en/latest/events/reports/


2

I do not think it is because you have too many custom fields but it might well be that something is not totally right in your data? Ideally you should compare the values in the civicrm_custom_group and civicrm_custom_field tables with the actual data holding tables (in your example civicrm_value_care_init_69) and check if that is all correct. The error also ...


2

No that is not possible. The tokens in CiviCRM are used in letters/emails. So they are used for communication with the contacts in your database. Also note that a token in CiviCRM is always related to a contact.


2

If you have a report that doesn't show the custom fields on an entity, it might be because those fields are not configured as searchable (yes, a very non-obvious thing). If that's the issue, then it's the same as this question/answer: Custom fields in the Report Templates Alternatively, if it's a problem with the report itself, you can generally hack it ...


1

I don't think the receipt template for off-line contributions includes the tokens/code to pull in the custom fields. You might want to compare your templates for each - https://www.domain.com/civicrm/admin/messageTemplates?reset=1 and select System Workflow Messages - and compare the two. Then you can attempt copying/pasting in code from the online template ...


1

You could change clean out all the contact_sub_types of the relevant contacts directly in the DB with an SQL Query. That would be something like: SELECT * FROM civicrm_contact WHERE contact_sub_type IS NOT NULL AND contact_sub_type NOT IN (SELECT name FROM civicrm_contact_type)


1

The way to expose a custom field on a public profile form is by using ACL permissions. Administer>Users and Permissions> Permissions Select "Manage ACLs" Add ACL Role=Everyone Operation=Edit Type of Data=A set of custom data fields Save The public flag is doesn't do anything when it comes to displaying the custom fields on a public profile form.


1

From https://docs.civicrm.org/user/en/latest/organising-your-data/creating-custom-fields/#is-this-custom-field-set-public Is this Custom Field Set public? If a custom field set is marked as public, its fields will be shown on public-facing pages. For example, custom fields that should be shown on an event information page should belong to a field ...


1

Jonathan, Welcome to CiviCRM stackexchange. Sometimes its not possible to change custom group's used for since the CiviCRM creates a separate table for this with a Foreign key. However its possible to update if the 'Used for' share the same table. In your case you want to make it visible for Individual subtype then its possible through UI by editing the ...


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