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10

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


5

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 (see image below). Then, the next time you go to do an export you can select to "Use Saved Field Mapping" and select the previously saved set of fields.


5

In general the way to sync drupal entities with CiviCRM fields is to enable the civicrm_entity module. Documentation can be found here.


4

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.


4

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 "Any contact is added" and one with "Any contact is changed". If this only applies to individuals, you can substitute the appropriate triggers. The condition ...


4

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-templates In the extra template (TagsAndGroups.extra.tpl) and you could throw some javascript in a {literal} tag along the lines of cj('.crm-tagGroup-accordion')....


3

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


3

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 if you would want that you would also have to influence the code. You can add a preferred communication method, but that is different because there is no ...


3

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 question, and since you're already not seeing the default appearance of CiviCRM forms (see Drupal, Joomla!, WordPress examples), your question is likely going to be ...


3

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 screen)... Navigate to the screen you want to customize and use your browser to View Source. Search for ".tpl" in the source. You will find a comment ...


3

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 Editing", see if the "County" box is checked. If not, check it. Restart your import and the field should appear. I also confirmed your report that County ...


3

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 needs and you're just looking for a way to simplify data entry, you might have a look at the Profiles chapter in the user guide.


3

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 Data and screens >> Profiles Check the profile used for Drupal Registration and then click on the fields link besides it Use the arrow button to change the ...


3

Webform with native conditionals fields works great. [SOLVED]


3

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 JS hide the date field on forms and view. HTH Pradeep


3

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 for those kind of cases. If you want it to be visible on the contact summary you can switch it on with Administer>Customize Data and Screens>Display Preferences>...


3

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"> {section name=vars loop=$_debug_keys} <tr class="{cycle values="odd,even"}"> <th>{ldelim}${$_debug_keys[vars]|escape:'html'}{...


2

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


2

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 available; I don't think the Website entity is, but that's out of an abundance of caution; it's basically identical to the Phone entity, so you should just be able ...


2

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 choose which fields to include. I highly recommend enabling Display Suite, and enabling a Display Suite layout for your view mode, as you will get field formatters ...


2

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 like this: function myextension_civicrm_contact_get_displayname(&$display_name, $contactId, $objContact) { $formal_title = civicrm_api3('Contact', '...


2

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 and add in a new custom field that is large enough for your data. I suspect there might be a few gotchas in terms of accessing this field, but if you're in ...


2

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 (Defaults to 25) or combine with option "offset" Hit "chain api call" Chose entity contact and action create Enter json like "{source: 'your source'}" Run You ...


2

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 unsupervised, or, more appropriately, by selecting it as the Dedupe Rule when importing at Contacts > Import Contacts. Beware of setting the rule to identify ...


2

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 include any profile fields, and then the form would just include the built-in billing fields. If you do find a payment processor that will work without ...


2

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 the form to accept user input on submit.


2

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! There was a conflict with one of the JQuery/Lightbox type page overlay option within our theme that cause the forms not to submit. Removing that option fixed the ...


2

It is allowed to have multiple relationship as employee of for individual with an organization. However you can only have one as a current employer. You can create custom field for relationship with options primary, secondary etc and use it while creating relationship. HTH Pradeep


2

In your custom Civi templates folder (probably default/civicrm/templates) place a copy of the following file from the civicrm module: /civicrm/templates/CRM/Contact/Form/Edit/TagsAndGroups.tpl Edit that file, look for the following line and remove the "collapsed" class: <div class="crm-accordion-wrapper crm-tagGroup-accordion collapsed"> No doubt it ...


2

A more basic solution would be two integer, number or text 'select' fields ie with 8.00, 8.30, 9.00 etc but it depends whether the data is based on hour, half hour, or by the minute


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