12
votes
Finding contacts in Group A AND Group B?
You can use Search Builder (Search > Search Builder) to search for contacts in a group A and add another search field for contacts in Group B. See screenshot from demo.
- 2,826
11
votes
How and when should I create custom data fields?
Welcome to Civi! A great place to start is this wiki post about Groups vs Tags vs Custom Fields:
http://wiki.civicrm.org/confluence/plugins/servlet/mobile#content/view/86213742
There are also ...
- 4,994
9
votes
Excluding in search doesn't work
You should use the custom search "Include / Exclude Search" that does exactly what you want
civicrm/contact/search/custom?csid=4&reset=1 on my install, likely the same custom search id on your ...
- 10.2k
8
votes
Accepted
How can I create a smart group with no matching contacts?
The easiest way would be to create a test contact with city Cottonwood, search on it. Create a smart search out of it and then delete the test contact.
- 3,544
8
votes
Importing Contacts into multiple groups
An alternative approach, esp if you have comma separated options for the Groups (ie all groups are in a single cell) would be to make a Custom Field with options that match your Group Names, import ...
- 28.1k
8
votes
Accepted
How do I add a contact to a group using the API?
Open API Explorer - Support menu > Developer > API Explorer and use GroupContact API to add contacts to group. See an eg in the screenshot below -
API formed for PHP is -
$result = ...
- 6,936
7
votes
Where is the option to add multiple contacts to a group
'Adding contact's to group' action only appears on the Contact search. If you were doing a Contribution search using Find Contribution, the option won't be available.
You can use the advanced search(...
- 30.8k
6
votes
Accepted
CiviMail Does Not Send To A Whole Group
I finally gave up and forwarded this our developer who found that indeed, the issue was the is_deceased flag which had become NULL of their own accord!
It could be noted that manually setting all the ...
6
votes
Is there a way to create an an automatic email if someone is removed from a group?
I think this should be possible with using the CiviRules extension.
- 3,158
6
votes
Accepted
Searching/filtering by the date a contact was added to a group
I have a report for this on Github.
EDIT: Ignore comments below; this report works on modern versions of CiviCRM, and Laryn's improvements are now part of my extension.
- 38.6k
5
votes
Restrict contacts available to be assigned to an activity
The EntityRef field on the form can be given that restriction. Best way to do it is probably via a hook, e.g.
hook_civicrm_preProcess($formName, &$form) {
if (is_a($form, '...
- 17.6k
5
votes
How can I display the members of a group?
There's more than one way to view the contacts added to a group, here are a few, all of them will list the contacts belonging to the searched group.
Option 1) Navigate to Search -> Find Contacts, ...
- 2,321
5
votes
Accepted
Best way to make new groups mailinglists by default
I would create a custom extension as explained here or using an existing one and implementing hook_civicrm_buildForm
Updated
function myextension_civicrm_buildForm( $formName, &$form ) {
if ("...
- 2,321
5
votes
Accepted
Is Parent Group required on multisites?
It appears that you're using CiviCRM in a multisite configuration. You may want to update this question and future questions to reflect that. Relatively few folks use it, and it affects the answer ...
- 38.6k
5
votes
Smart Groups Not an Option after Upgrade
A smart group is a stored search. To create one a search is the starting point.
Do a search.
Opt for all records
Use the action "Create Smart Group".
In order to make a smart group selecting ...
- 3,183
5
votes
add to group automatically according to custom logic
This is what Smart Groups can do for you. So instead of setting the Group in the Profile, just set up a Smart Group based on the field eg language.
Or if you need people to be added to a Group via ...
- 28.1k
5
votes
Can you explain the relationship between groups, i.e a parent group
If your monday weeders group belongs to the volunteers group, then members of the monday weeders will be acted upon automatically as members of the volunteers group. So when you send an email to the ...
- 407
5
votes
Accepted
How do you report group history? (audience growth/change)
You can try this Group Growth extension
- 3,910
5
votes
Does CiviReport have a concept of "Group By"?
Reports for Contributions have grouping and quite a few in the 'Extended Reports' extension (which I guess most would use) as well. The 'Report Plus' extension has grouping also. So CiviCRM certainly ...
- 4,720
5
votes
Accepted
WordPress group sync - after migrating from Drupal
how do I deal with the leftover user IDs attached to contact records?
Clear your civicrm_uf_match table except for your own record - i.e. the one that has your User ID and Contact ID. You'll then ...
- 2,926
4
votes
How can I show groups in membership report columns?
The current correct way to create a custom report is to use an extension, rather than the manual process linked to in the question.
Updated documentation for creating a report extension is found here:...
4
votes
Accepted
API Get Contacts which are members of a certain group
You should then use another entity; GroupContact. Remember to add the Status=Added
- 2,251
4
votes
Excluding in search doesn't work
The issue with the Search Builder is that it's not doing an exclude when you say NOT IN. Instead, it's selecting contacts who have any tag besides the one you listed.
This is because groups and tags ...
- 7,442
4
votes
Accepted
How to search for contacts not in a group through the Search Builder
You could also use the custom search Include/Exclude, which lets you search for contacts who are not member of a group
- 2,251
4
votes
How can I use Drupal Rules to remove a contact from a group
Graham, you can do this with CiviRules? Trigger should be when contact is added to group, condition specifies what group and the related action is to remove contact from group.
- 11.8k
4
votes
Parent group isn't counting contact in child groups
This is a limitation of current implementation, "Parent Group" contact count does not include "Child Group" contact count. So I would call this a missing feature :)
- 481
4
votes
How can I display the members of a group?
There are several ways, here are two options:
If you go to the Contacts menu option, there hit the Manage Groups
option you get a list of all groups. Behind each group is a Contacts
option, hit that ...
- 11.8k
4
votes
Creating ACL for Smart Groups
Smart Groups could be a pain in the ass in CiviCRM. They are a powerful feature but when it does not work it is hard to get it working again.
There are some alternatives to smart groups. The SQL ...
- 3,645
4
votes
How to get a CiviCRM popup form (eg create new Group / Tag etc) working via a Drupal link
At this point it looks as if putting
civicrm_initialize();
$manager = CRM_Core_Resources::singleton();
$manager->addCoreResources();
in to a module in hook_init() does the job.
- 28.1k
4
votes
Accepted
add to group automatically according to custom logic
Alternative is to use CiviRules extension: https://civicrm.org/extensions/civirules
Documentation can be found here: https://docs.civicrm.org/civirules/en/latest/
- 11.8k
Only top scored, non community-wiki answers of a minimum length are eligible