Questions tagged [groups]
Groups categorise contacts and make it possible to treat them as a cohesive unit. Groups are the base for mailing lists and access control.
242
questions
1
vote
1answer
11 views
How can I find membership totals on a month by month basis eg. total members end of Jan, Feb ect so i can then analyse the increase month by month?
I have found how to get Civi to show me how many new members of each type joined per month. However I need the total of all members at the end of January Feb etc so I can see if there is an increase ...
4
votes
0answers
26 views
Setting note privacy to groups instead of just author
[On Civicrm 5.19.1, Drupal 7]
Is it possible within Civicrm to make a new privacy setting that limits viewing notes to an entire group, and not only the author?
We would like all tarification people ...
2
votes
2answers
29 views
Are virtual community tools (groups, mailinglists, profiles, “friends”, …) playing nice with CiviCRM?
We are looking into integrating online community tools (like buddypress, peepso):
members can open closed and public groups
groups have mailinglist functionality, ideally posts to the group can be ...
3
votes
1answer
18 views
How do I automatically add a user to a Backdrop (or Drupal) role?
I figured out how to automatically add a newly-created user to a group when they fill out a contribution or event page, but I want to add them to a Backdrop role as well. How can I do that?
1
vote
1answer
23 views
Unable to list groups with CiviCRM API
When I run the API command (via CiviCRM API Explorer) to list all the "Mailing Lists" i.e.
$result = civicrm_api3('Group', 'get', ['group_type' => "Mailing List"]);
I get the full list of mailing ...
1
vote
2answers
24 views
can a search for the individuals in a group display notes instead of address, etc
I would like to be able to read the notes for a group of individuals when I am looking at the resulting list of contacts from a search.
4
votes
1answer
20 views
Importing contacts and adding to a group also adds contacts with imported relationships to the same group
I'm importing a CSV of contacts with a relationship to other contacts and adding the new contacts to a group. To my surprise, the group ended up with more contacts than I had imported. I saw that all ...
1
vote
1answer
38 views
Unable to load the recipients group when sending mailing with Civimail
I am running CiviCRM 5.17.4 on Wordpress 5.2.3. The problem I am facing is that
I am unable to send mailing to mailing lists (defined as groups) via CiviMail.
When I try to enter the group in the ...
2
votes
1answer
26 views
how to retrieve non-grouped contacts?
Civi 5.15.1, Wordpress 5.2.3
I'm trying to get a list of all contacts who are not in any group (Smart or otherwise). I've done this two ways, with the same result: the first is by filtering the ...
1
vote
0answers
17 views
Send an email to all contacts that can manage an organization's membership
Scenario:
Membership by organization - each organization has at least one contact person that is an individual that has contact permissions.
I want to send an email to each member organization's ...
1
vote
1answer
36 views
Can CiviCRM be managed as a group of companies, where there is a parent company of the group of child companies?
An example of this Group of Financial Companies, which is the Parent company, then below it, are the other daughter companies, but that each one is granted their independent clients and their ...
2
votes
1answer
23 views
Does CiviCRM OG Sync support PHP 7 +?
After updating PHP to 7.1 we are now unable to save new organic groups and receive a Civi error. No new group is created in CiviCRM.
backTrace
#0 /sites/all/modules/civicrm/CRM/Core/Error.php(377): ...
1
vote
1answer
32 views
Link Contact Type with Drupal Roles
I have the CiviGroup Roles Sync working fine but realistically i want to link Drupal Roles to the CiviCRM Contact Types.
Is this possible? So if i add a role in Drupal it will be reflected in Civi? ...
0
votes
1answer
22 views
How to setup a contact journey and add them in specific mailing group after a delay?
I would like to setup a web signup form with 2 of our newsletter groups. After contacts sign up, I would like to send them 2 welcome emails after 10 days of delays. Then add them to the 1 of 2, or ...
0
votes
1answer
15 views
Manage Groups shows no groups after server move
We moved our CiviCRM install to a new server a couple of weeks ago. Everything seemed to go smoothly, but we've now noticed that the Manage Groups page is empty:
Clues that I've got so far:
This ...
0
votes
1answer
67 views
Listing events that only belong to a group
I have CiviCRM 5.12 on drupal 7. I want to create a drupal view containing the next events that are printed if only the contact belongs to an authorized group. That is, when I create an event, I link ...
1
vote
2answers
42 views
Is there any way to group cases?
Is there any way to group cases, other than using tags?
We currently need this for an implementation where case management is used to fulfill wishes for children with chronic diseases. The ...
1
vote
1answer
17 views
How to expose Mailing Groups in webform?
I would like to create a webform with a certin mailing group exposed to the user via the checksum link, so that they can subscribe to the mailing group.
If I select "User Select" option during ...
3
votes
1answer
74 views
Send scheduled reminder to group
I am trying to send an Activity-triggered scheduled reminder to a group. These contacts will not be otherwise associated with the Activity.
Recipients > Send to group doesn't seems to be working and ...
1
vote
3answers
26 views
How to keep contacts to a GROUP for a limited period?
We have kids activity event that runs for a year, for example, event name is KIDS CLUB - 2019. Registration is done by webform. We capture parent details as relationship and added to PARENT GROUP. ...
0
votes
1answer
50 views
How do I add a contact to a group using the API?
I looked in the documentation but I can't seem to find a way to add a contact to a group using the API.
0
votes
2answers
26 views
Manage Groups not listing groups
None of my groups are listed on the Manage Groups option in the Contacts menu. Its applies to all my sites which vary between CiviCRM 5.2 to 5.11. Some are new sites some upgraded from 4.7.x where it ...
2
votes
1answer
41 views
Anonymous user filing out a profile unintentionally remove themselves from groups
When an anonymous user fills out a contribution or other form with a profile that includes the ability to select groups, the user may leave those checkboxes blank, like so:
If the anynomous user ...
2
votes
0answers
17 views
Is there a way to limit the child groups displayed on an opt out message?
If you have a mailing group with child sub groups, when you offer an "opt out from this list" option, all child groups are displayed - including ones that the recipient isn't a member of
eg
a parent ...
0
votes
1answer
41 views
deleting groups
under contacts, manage groups, delete; the following notiThis group currently has 35 members in it. Deleting this group will NOT delete the member contact records. However, all contact subscription ...
2
votes
1answer
33 views
How to change or transfer mailing list groups properly?
Right now - we have a smart group with all individuals tagged, in this example "Email List" and of type "Individual" as our main email list. This has worked fine for us - as we rarely sent emails. ...
3
votes
3answers
82 views
Import Contacts with Email field issue
If I import contacts via a CSV file and indicate a home email, the email address does get imported without any issue.
However, in order to send an email to the contact (in my case sending to an ...
2
votes
0answers
31 views
Email segmentation with thousands of groups
I am curious if there are any usability concerns with having thousands of regular mailing groups (not smart groups) to segment by county (3,142) in the US? Is there any guidelines or instances of Civi ...
1
vote
0answers
46 views
Effects of hidden groups and multisite mailing
I'm looking for some clarity on hidden groups. We have 50 states using a multisite instance and the mailer doesn't work well with multisite.
To achieve segmentation, it seems like creating mailings ...
1
vote
0answers
24 views
CiviCRM OG Sync on Drupal
Is CiviCRM OG Sync (Druapl 7.x-5.8.2) still working on CiviCRM 5.8.2? I see the user being added to CiviCRM Groups, but when deleting the member from the OG group, the user wasn't deleted from the ...
1
vote
1answer
34 views
Assign a group from logged in user contact group to new individual
I am trying to assign a group from currently logged in user(One group in assigned only) to a newly created individual.
function search_civicrm_post($op, $objectName, $objectId, &$objectRef){ {
$...
0
votes
1answer
16 views
Getting problem while getting group id of current logged in user
I am trying to get a group id of currently logged in user
function search_civicrm_preProcess($formName, &$form) {
$getContactId = (int) CRM_Core_Session::singleton()->getLoggedInContactID(...
3
votes
1answer
37 views
Advanced Search Using Custom Profile as Display View that Includes Groups Not Working after Upgrading to 5.9.0
After upgrading Civi from 5.3.1 to 5.9.0 (with drupal 7.61) any search results that use a custom display view (profile) does not work properly if that profile includes the groups or tags fields in the ...
2
votes
0answers
37 views
how to show all groups in user dashboard?
In our system, we have some groups that only a manager can add or remove people to, however we would still like the contacts to be able to see that they are included in those groups via their contact ...
2
votes
1answer
35 views
CiviCRM access for Wordpress custom group users
I am using CiviCRM 5.8.1 (update to 5.8.2 will be done shortly) on Wordpress 5.0.1 with German localization. For extended permission management on WP, I use Advanced Access Manager.
I created a group ...
1
vote
1answer
47 views
Sport organisation using CiviCRM
I've been asked to help setting up CiviCRM installation for local judo association. Never used the system before so if I could get some guidelines how to setup the organisation in the system I'd be ...
0
votes
2answers
55 views
Auto add into user group
I created a three group and three organization g1,g2,g3,o1,o2,o3 respectively.
I also created a 3 drupal role og1, og2, og3.I assigned these three groups to three user drupal role.I logged in by ...
2
votes
1answer
34 views
Looking for contacts that are Pending (status by email) E-news Opt-in
We are having an issue with the number of bots that are signing up for our e-news online. I would like to search for all contacts that have a status pending by email to our E-news group.
2
votes
1answer
38 views
Different Contacts of same child Group in multisite
I use a multi-site CiviCRM installation with the CiviCRM Multisite extension installed and tuned : having Multi Site Configuration enabled and each site set with a Domain Group.
I set all the proper ...
0
votes
1answer
131 views
Civirules: how to move contact into NEW group XX days after added to group
I want to automatically move Contacts from my "New Organizer" group to my "Active" group 90 days after the Contact is ADDED to the "New organizer" group.
I have created a pipeline to track the stages ...
1
vote
1answer
35 views
Delete contacts from group
I'm tried to delete contacts group (basically entire contacts from the particular group), getting Gateway timed out error and only few contacts are getting deleted.
So I'm planning to delete ...
2
votes
1answer
29 views
Can you explain the relationship between groups, i.e a parent group
Can you explain the relationship between groups, i.e. a parent group
I have set up a new group which includes members who are also part of a larger group. What does it mean if I set it so the larger ...
0
votes
1answer
41 views
Limit the groups exposed in Group profile field
I'd like to use the Group field in a profile so people can sign up for our mailing lists. However, the Group field exposes ALL of our public groups, and I want it to to expose only the public MAILING ...
1
vote
3answers
81 views
User can add themselves to any group
There are a couple of posts, listed below, already on this topic - but I'd like to follow up:
SUMMARY
I can create an ACL role and limit access to a custom field group - which is seemingly wonderful....
1
vote
1answer
52 views
Child groups with all parents disabled shows in group list
I'am currently using Civicrm version 5.3.1 with drupal 7.59.
Steps to replicate:
Create one group, parent A.
Create a one group, child A and assign parent A group created above as
parent.
Disable ...
3
votes
1answer
26 views
Backend Registrations face group-based pricing (extension) selections
https://github.com/zengenuity/civicrm_groupprice/issues/7
Does anyone have a creative work-around or fix for this? Basically, when we make a back-end registration, we want to see all price set fields/...
2
votes
1answer
31 views
List all Group linked in ACL for specific User
How do I list group linked for a specific user in CiviCRM
Example: I have three user group in Civi - Admin, user and staff
I have linked only one group (staff contact) for staff user with ACL
Now ...
0
votes
1answer
31 views
When removing a group from a contact I get: Error - DB Constraint Violation - GroupContact, get API
[copied from https://issues.civicrm.org/jira/browse/CRM-20711
noted on CiviCRM version 4.7.27]
In the Contact record, when I try to remove or delete a contact from a group they've already been added ...
0
votes
1answer
18 views
Set group field of a contact as required
I need that when saving contact validate the entry of the group field.
How can I do it?
4
votes
1answer
37 views
Group - Added (by Email) - how do i prevent this?
I have a contact which is a member of 2 groups and the status is "Added (by Email)" - i don't want this to be possible!
on the same day, the account i use for bulk email received a (no subject) email ...
