8
votes
Organisational search option
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 ...
- 30.8k
8
votes
How to search for contacts by date added or date range added. Alternately: list contacts by date added
Under Search - Custom Searches - Date Added to CiviCRM.
Also a variation is under Search - Advanced Search, and expand the Change Log tab.
- 21.7k
7
votes
Accepted
Find contacts that have been moved out of a group
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 ...
- 38.6k
5
votes
Organisational search option
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 ...
- 38.6k
5
votes
Accepted
How can I search contacts removed from a specific group?
I authored Subscription History Report and it's a good choice, but these days I would use Search Kit (an extension which ships with CiviCRM - Administer menu » System Settings » Extensions.
From there,...
- 38.6k
5
votes
Accepted
How can I add custom date range in CiviCRM date picker?
You can add your own relative filters using existing ones
Navigate to CiviCRM >> Administer >> System Settings >> Option Groups.
Look for Relative Date Filters >> Edit Options
...
- 30.8k
4
votes
How to search active relationships (e.g) during past year?
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 ...
- 1,499
4
votes
Accepted
Search Confusion
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 ...
- 1,499
4
votes
Accepted
Shortlisting contacts with complete address
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.
- 3,472
3
votes
How can I search for upcoming birthdays?
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 ...
- 8,253
3
votes
Search extension for first name = last name (to purge spam submissions)
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 ...
- 8,253
3
votes
building a group from a list of email addresses of contacts
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 ...
- 2,826
3
votes
Accepted
Supplemental address should be searchable
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 ...
- 341
3
votes
Accepted
new feature? - all addresses needs to be searchable
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 ...
3
votes
Accepted
How to search contacts with certain prefix say, "Dr"?
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 ...
- 3,183
3
votes
How can I make a Custom Search do an initial search?
Even i wanted an easy way of doing this as well but the current architecture of CiviCRM doesn't allow it automatically. I could achieve this by copying few functions(see below) from ...
- 30.8k
3
votes
Accepted
Search for people who have NOT registered for an event using a custom search or data processor
SELECT cc.id, cp.id
FROM civicrm_contact cc
LEFT JOIN civicrm_participant cp ON cc.id = cp.contact_id AND cp.event_id = 1 WHERE cp.id IS NULL;
You can confirm that this works by running this ...
- 38.6k
3
votes
search database to identify addresess
Welcome to this stack community. There are multiple ways you could get what you want.
I would use the Search Builder functionality. You can find it in the main menu Search-> Search Builder.
You ...
- 867
3
votes
How can I search contacts removed from a specific group?
How about using Subscription History Report
- 30.8k
3
votes
Accepted
Can you Change the Default Participant Search Profile?
I believe configurable search profiles are only available for Advanced Search, and then only when results are displayed as Contacts. From the inline help for Advanced Search:
Views For Display ...
- 2,365
2
votes
Why doesn't custom search enable "Actions" items for selected records after upgrade to 4.6.3?
In 2021 is the same problem. In custom search you can't enable actions. But I find solution. I looked to the js file which count checkboxes and I found out that you just need remove "crm-ajax-...
2
votes
Accepted
Upcoming Birthdays custom search not working
The easiest way to do this is via the Upcoming Birthdays Report extension.
- 38.6k
2
votes
How to search active relationships (e.g) during past year?
Just stumbled across this old question, but Search Kit is now another option: see here
- 12.9k
2
votes
Custom Searches
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-%...
- 10.2k
2
votes
Accepted
How do I create a Smart Group of Participants using a Custom Data Field in Events?
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 (...
- 3,544
2
votes
Accepted
Search extension for first name = last name (to purge spam submissions)
CiviCRM 5.69+ can do this with SearchKit. Entity is Contact. Under Where, select First Name, =, then change Value to Field. Then you can select Last Name.
- 38.6k
2
votes
Accepted
How to search for contacts without a specific relation?
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 ...
- 151
2
votes
Update to 4.7.7 broke CiviCRM contact search
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/...
- 1,922
2
votes
Searching for incomplete fields
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) ...
- 2,321
2
votes
Can you save an advanced activity search?
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 ...
- 38.6k
Only top scored, non community-wiki answers of a minimum length are eligible