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10 votes

Howto hide/disable fields not needed

You can hide some of them via the UI at Administer > Customize Data and Screens > Display Preferences e.g. http://d46.demo.civicrm.org/civicrm/admin/setting/preferences/display?reset=1
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5 votes

Exporting Contacts - Reporting?

If you mean exporting after doing eg a Search or Advanced Search, then on the screen where you select which fields to export, you can check a box to save that common set of fields for future exports (...
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5 votes

Howto hide/disable fields not needed

The new Extension called Contact Summary Layout Editor is a new tool that may help folk dealing with this type of problem
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4 votes
Accepted

Howto hide/disable fields not needed

The "hide-by-jquery-to-death" way is the way to go for now. (Great name :) ) There are discussions to do that via the web interface in a future version, but that's not there yet.
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  • 3,494
4 votes
Accepted

Creating tags from fields

This is possible with CiviRules. However, I'd argue that in most cases you'd rather use a Smart Group. If you're committed to using CiviRules though: You'll need two rules. One with a trigger of "...
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4 votes
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How set Tags And Groups field set to NOT "collapsed on display"

To add on to @oskylark answer I would use an extra template instead of a duplicate. Easier to manage when upgrading. https://civicrm.org/blog/dave-greenberg/now-its-easier-add-custom-behaviors-...
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  • 2,381
3 votes
Accepted

How do I add options to Communication Preferences

I do not think you can simply add a Communication Preference like you can add an option group as there is also quite some processing involved rather than 'just' a way to inform you about something. So ...
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3 votes

Radio buttons are before the amounts and on a different line

CiviCRM should have those radio elements on the same line by default. My guess then is that the website theme or some other module/extension in place alters this behaviour. This is really a CSS ...
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3 votes

On Import, where is county field?

The issue is almost certainly that the "County" field is not enabled by default, which suppresses it in the import dialog. Go to Administer menu > Localization > Address Settings, and under "Address ...
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3 votes

Howto hide/disable fields not needed

I believe you can create a modified version of the default contact page templates as described here. Excerpt from that page: These steps are for any "built-in" screen (e.g. the Contact Summary ...
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3 votes
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using CiviCRM like Access?

Well, CiviCRM has a high learning curve, so if you think it's overkill for your needs, I'd advise you to consider whether this solution is right for you at this time. If CiviCRM generally meets your ...
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3 votes
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Name order on CMS's add user block

You can update the profile that is being used for registration by changing the weight of the field or using top/bottom arrows to change the order how they appear. Navigate to Administer >> Customize ...
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3 votes
Accepted

Is there a way to have conditional fields like in Drupal 7?

Webform with native conditionals fields works great. [SOLVED]
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3 votes
Accepted

Is there a way to have a "from and to" field , need this for business hours "to and from"

This is not currently available in CiviCRM to have time range custom field. The alternate solution would be to create two date time field To and From and using buildForm hook and PageRun hook and/or ...
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3 votes
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What is formal title used for?

The formal title is used for an additional prefix. For example, in German someone might be called Herr Dokter Suchandsuch, where "herr" stands for "mister" and "Dokter" for doctor. So it can be used ...
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3 votes
Accepted

What data fields are available to me at receipt template

In the message template, put this in the <body> section of the html format section and then send yourself a contribution receipt. {assign_debug_info} <table id="table_assigned_vars"> {...
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  • 17.6k
3 votes

Current employer not exporting to CSV

CiviCRM populates current employer based on what is stored in civicrm_contact.current_employer rather employee/employer of relationship. While adding employee/employer of relationship relationship the ...
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3 votes

Mismatched entity andf/or field definitions

Most likely this was caused by the civicrm entity module. To fix Check that the CiviCRM database is upgraded https://site/civicrm/upgrade?reset=1. Reset the drupal caches drush cr Run the drupal ...
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3 votes
Accepted

How to change what fields show as columns in the Search display screen

If you mean to display the search result columns to display custom fields, than you can create a profile to include all the fields to include as column(check the result column checkbox while adding ...
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2 votes

Howto hide/disable fields not needed

Some example code if you want to remove certain elements on the contact add and edit forms: /** * Implements hook_civicrm_buildForm(). * * Changes some fields on the add and update contact forms * ...
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2 votes

Membership directory

I resolved this. I was using the wrong field name. The field name is "country-3" and I was using "country".
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2 votes

Access CiviCRM fields from Drupal entity

The website is a separate entity from the contact; so is the address data, though some of it is made available (for the primary address only) on the Contact entity. I know the Address entity is ...
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2 votes

Access CiviCRM fields from Drupal entity

So you can configure your Entityreference field to display the rendered entity, and you can choose a view mode. You can configure multiple view modes for CiviCRM Contact entity, and selectively ...
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2 votes
Accepted

How to show "Formal Title" on the view Contact screen?

As @coleman says and as I also mentioned in my comment above, you can create an extension as explained here or you can use an existing one and implement hook_civicrm_contact_get_displayname, somthing ...
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  • 2,301
2 votes
Accepted

Expanding the Relationship Notes field

Modifying field types in CiviCRM is bound to create problems later on (e.g. with upgrades), so I wouldn't do that. The straightforward approach would be to create a custom fieldset for relationships ...
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  • 5,974
2 votes
Accepted

Batch edit one contact field (source) with same information

Personally I'd write a tiny php script but you could use the api explorer under civicrm/api: Chose entity contact and action get Add your search criteria Add option "limit" to something high enough (...
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  • 1,272
2 votes

Import contributions without name

By default, CiviCRM requires at least one of email, first name, or last name. You can change this at Contacts > Find and Merge Duplicate Contacts, creating a new rule and setting it for usage when ...
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  • 6,641
2 votes

How delete billing address fields on contributing page?

As Christia points out, online credit card processing requires an address, so you can't get rid of them. If your goal is to simplify as much as possible that form, your best strategy would be to not ...
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  • 5,974
2 votes

Bogus Error Mandatory fields first name and last name OR email address missing from form

Did a bit of googling and figured this one out -- I didn't realize I needed to visit the access control screen [Administer / Users and permissions / Permissions (access control)] in order to enable ...
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  • 574
2 votes

Bogus Error Mandatory fields first name and last name OR email address missing from form

We had a similar issue and tried several tests to resolve the issue. Checked all Anonymous Roles to YES, not this problem. Turned off all WordPress Plugins, not this problem. Changes theme, BINGO! ...
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  • 89

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