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3

Certain ones can work by just adding option values, but I don't think everything. For example @andy-clark you can do prior 6 months as "ending_6.month" which is supported by the default clause here https://github.com/civicrm/civicrm-core/blob/5.20.2/CRM/Utils/Date.php#L1660 Take a look through that function to get an idea of what works, in particular the ...


3

Welcome to CiviCRM SE KLeeHK! I am not sure if you can suppress the translation of particular Smarty tags e.g. {$receive_date} or change the date format of only this occurence. The receipts can be edited under "System Workflow Message Template which you can find under "https://yoururl.com/civicrm/admin/messageTemplates?reset=1" However, you can globally ...


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.


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.


1

If your administrator isn't willing to set up the scheduled reminders, then you could always just put a regular calendar reminder in your regular calendar.


1

There is a setting in Administer > CiviContribute > CiviContribute Component Settings that lets you change from the standard 10 days (you will need to tick the "enable tax and invoicing box to see it). But that doesn't get a fixed date. If you aren't using the invoices for something else then you could edit the "Contributions - Invoice" template in the "...


1

In this case the organizational needs were indeed for a simple custom text field attached to Individuals.


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