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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.
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  • 2,816
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 ...
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10 votes
Accepted

Which contacts in a mailing group are NOT recipients of a mass mailing?

The following are all different: No bulk emails (User opt out): This is what happens when someone opts out using the link in a bulk mailing. This means they won't be included in any bulk mailing. It ...
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  • 1,507
9 votes

How do I prevent a user from adding contacts to ACL groups?

With situations like that I simply just disable the group. The ACL still works, but users don't have access to add anyone to the group. If you need to add someone else to the group, just enable, add ...
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  • 1,368
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 ...
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  • 10.1k
8 votes

Smart group with manually added contacts

You should think of a smart group as two parts: A static group (and all the tables it involves) A query and its associated tables The final list of contacts is the union of the above two (minus the ...
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  • 3,803
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.
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  • 3,504
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 ...
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  • 27.2k
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 = ...
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7 votes
Accepted

Can one change the order of Groups shown on a profile?

To extend on peterdnz answer: On drupal, you can install webform and webform_civicrm modules and build the form you want. Once you have enabled civicrm on that form, you can choose the various ...
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  • 10.1k
7 votes

Which contacts in a mailing group are NOT recipients of a mass mailing?

Another possible reason for the difference in the count is if you have (allow) multiple contacts to have the same email address and you have duplicate elimination turned on for a mailing. This has ...
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  • 2,455
6 votes
Accepted

Special search problem

I've done this sort of thing by using the Include / Exclude custom search (Search => Custom Searches => Include/Exclude Contacts in a Group/Tag) Include a group that has all the contacts that you're ...
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  • 2,913
6 votes

How Do I Import 75+ Groups

CiviCRM by default does not have an option to import groups. However, there is a third-party extension that provides a user interface to import anything through the more powerful CiviCRM API. First, ...
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6 votes
Accepted

How to disable cache refresh on Manage Groups page

The manage groups page does not force a refresh of the smart group cache but there is a button to do so on the right-hand side: Without clicking that button, what it does do is count the number of ...
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  • 16.2k
6 votes

Which contacts in a mailing group are NOT recipients of a mass mailing?

In Advanced Search, try searching for contacts in your mailing group with "Email On Hold". See Maintaining Healthy Email Lists.
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  • 2,345
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 ...
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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.
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  • 3,148
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.
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5 votes

Multi-level Organization ACL Permissions

While it's more work to set up, I think you'd be very well served by taking advantage of multi-site capabilities of CiviCRM, especially in conjunction with the excellent Multi-site Permissioning ...
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5 votes

Can one change the order of Groups shown on a profile?

For anyone not using Drupal and relying on the standard /civicrm/mailing/subscribe page, you can also just add a number to the front of your group name to order them as you want. So Event updates ...
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  • 1,368
5 votes

Can one change the order of Groups shown on a profile?

I agree that a Webform is the best solution if you are using Drupal, but to answer the exact question that was asked: CiviCRM profiles do not currently have a UI to alter the display of groups on a ...
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  • 16.2k
5 votes

Which contacts in a mailing group are NOT recipients of a mass mailing?

Two hints: A contact can be in a group but have the status removed. This means, he will not receive bulk mailings send to that group but may receive bulk mailings sent to other groups(=different ...
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  • 3,337
5 votes
Accepted

Using ACLs to manage access to contacts

The ACLs in CiviCRM are only additive. So assuming a user doesn't have the "View All Contacts" or "Edit All Contacts" permissions (which overrides all ACLs), the default is that a user can view zero ...
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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, '...
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  • 16.2k
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, ...
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  • 2,301
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 ("...
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  • 2,301
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 ...
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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 ...
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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 ...
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  • 27.2k
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 ...
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  • 407

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