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9

The best solution would be to use search builder like so: However as Laryn noted there was a bug preventing this from working. I've filed an issue for this, and worked up a fix that hopefully will make it into the next release.


7

Like Jon said auto filtering the search using url param is in progress. But a work around for this until its available is to Create a smart group using advance search for each contact type. Grab search id (civicrm_group.saved_search_id) of the smart group either from database or api. Replace the id in the url for ssID civicrm/contact/search/advanced?reset=...


5

Start with the code for Find Contributions (https://github.com/civicrm/civicrm-core/blob/master/CRM/Contribute/Form/SearchContribution.php) and customize it as necessary to get the results you want, eg by hardcoding some values. Next, choose a task similar to what you want to do from the list at https://github.com/civicrm/civicrm-core/tree/master/CRM/...


5

This is a workaround, but it will get what you need with minimal effort. Use the Import Contacts feature. On the first screen, choose Update. Instead of a CSV file as the source, use the SQL query option like so: SELECT c.ID AS InternalContactID FROM c9.civicrm_contact c WHERE c.contact_type = 'Individual' AND NOT EXISTS ( SELECT 1 ...


5

There IS a way to search for contacts removed from a group - but it's well-hidden. Go to Contacts menu » Manage Groups. Click the Contacts link next to the group you'd like to see deleted contacts for. Under Group Status, uncheck Added and check Removed before pressing Search.


5

Create the organizations as contact subtypes of the Organization type: Administer menu » Customize Data and Screens » Contact Types. Now you can easily filter on them during search. If you're talking about pre-filtering the search by institution, that's a feature that's in progress - you can pre-filter by some fields but not others (they need to be ...


4

The easiest is probably to install the extension I just created, thanks to Nicholai magic sql suggestion: https://civicrm.org/extensions/lonesome-find-contacts-without-group Otherwise, the clunkier way I found is to use the custom search exclude/include and select every group in the exclude fields. It works, with two issues still - it does include ...


4

I would do the following, although it's a bit complicated so maybe you will want to develop a custom search after reading :). Create a smart group to keep track of your active volunteers by searching for relationship type 'volunteer for' and status = active only (no start or end dates so you grab those empty end date people). When you have your date ...


4

If you need to exclude all of those email options at once for an export or something I would search up those people, put them in a group, and exclude the group from your searches. To search up that group of people I would use search builder (Search>Search Builder in the main CiviCRM menu) with the following settings: Contacts: Email: Primary: Is Empty Also ...


4

You can use the search builder to search for empty fields, e.g. Steet-Address or ZIP Code. From the result, you could create a (smart) group and then exclude contacts in that group from the mailing.


3

Now that I got my computer set up with buildkit, I had a chance to play further with civix and built a simple "first name = last name" search extension to test this out and practice the basics of civix. If anyone wants to try it let me know how it goes: https://github.com/CEDC/org.cedc.namename


3

There is an extension called "Birthdays By Month" which may prove helpful: BIRTHDAYS BY MONTH This extension lets you look up contacts that have a birthday on a given month. Once installed access it at ~/civicrm/birthdays-by-month. Author: S. Lee Gooding


3

If you are not able find a search method that results in the people you want to add to a group. And you have a list of email addresses of the people in the group. You can use the import feature. The import allows you to add contacts (newly imported or existing matched contacts) in to a group. Contacts > Import Contacts ("For Duplicate Contacts" use Update)


3

Since the number of selected records hasn't updated when you check the box, that suggests it's possibly a Javascript error. Try the steps in Troubleshooting JavaScript in CiviCRM and post back any new diagnostic info you find.


3

It does sound like a reasonable feature request, and the good news is that it's already been implemented. The pull request was merged in March, so any version of CiviCRM from 4.7.18 upwards should include it in the advanced search criteria. I checked locally and here's a screenshot of the changed address fields in advanced search:


3

In the advanced search under the "Address Fields" you can choose "Address Location" which defaults to primary only. By selecting all of them you can search by any address type. answer taken from this thread Using custom fields to store secondary addresses


3

This is job for the Search Builder that you can find in the Search menu Select Individual Select Individual Prefix Complete with = and the desired title. When the results are shown you can create a Smart Group for this search.


2

The easiest way to do this is via the Upcoming Birthdays Report extension.


2

Our need was for class rosters which included the one or two adults approved to pick up the child from class. The result is a list which displays a child's info on the same line as the adult(s) approved for pick up. For this solution we actually needed two views; View A shows the adults and is embedded into View B which lists the kids, using the contact ID ...


2

I will add this as an answer so i can add the screenshot. You 'should' be able to filter by Groups in a civicrm contact based View. In the screenshot you will see i have both Group Name and Group ID set as fields, and have Group ID set as an Exposed Filter. Hope that helps if only to confirm that something is amiss in the world of Views for you. (Note: on ...


2

It's a change on 4.6.x and you need to implement a new method "buildTaskList" http://wiki.civicrm.org/confluence/display/CRMDOC/API+changes#APIchanges-4.6.0:CRM_Contact_Form_Search_Interface-%3EbuildTaskList Classes which implement this interface must implement a new method called buildTaskList. This method is responsible for building the list of actions (...


2

The custom search interface does not implement an API for those actions as yet. I dont think those are hookable right now, but I suspect the best first step would be to modify the code (and submit the patch back) to make those actions hookable. Once that is done, it should be relatively easy, for the custom search interface to expose the hook as an API


2

I checked in 4.4 and 4.6. It does not work in 4.4, but it does in 4.6. So, not sure about 4.5, but if you upgrade that far I advise to upgrade to 4.6 anyway, because then you are on the current LTS (Long Term Support) version.


2

This is a regression that has been identified in 4.7.7 - thanks for spotting it. Progress on the issue, and a patch to resolve it, will be posted on the issue tracker here: https://issues.civicrm.org/jira/browse/CRM-18510


2

The search builder should be able to give you this as it has a larger range of search operators available to you. Head to Search > Search builder and then use the criteria: Contacts > Current Employer ID > Is Null That should return everyone who has no value for your current employer field. Hope that helps!


2

The key functionality to do this was added in CiviCRM 4.7.25, with CRM-20630. My understanding is that it's almost but not quite what you need. This allows you to pass variables through in the Activity Search URL, but it won't generate the URL for you - you'll have to figure the URL out for your search. A extension to auto-generate the URL seems like a ...


2

Yes, you need to use the Search builder : Menu search -> Search builder. Then you can choose the record type, the field and most important the operator : you have empty or is null (not defined) which should work for your need.


2

I think you might have mysql full group by mode on - 4.7 supports that (latest version is 4.7.19) but not 4.6. I think full group by is on by default or always on mysql 5.7 https://stackoverflow.com/questions/23921117/disable-only-full-group-by


2

There are two options: Set your custom fields as a (multi) select if possible. Develop an extension that validates the input using a validateForm hook (or in jQuery)


2

This error is displayed when you don't have any groups OR tags available on your site. Check if you see any groups listed in civicrm/group?reset=1. Similarly, check if you have at least one tag available in civicrm/tag?reset=1. In your case, I think you don't have any tags created on your site. As a hacky workaround - you can create a dummy tag from ...


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