4 votes
Accepted

Importing phone/fax/mobile phone numbers from CSV.....best practices?

I'm assuming that home and work are location types in your Civi? If that is in fact the case, the one question I would ask from what you included is what location type to assign to the mobile phone. ...
Lesley Carter - BackOffice's user avatar
4 votes
Accepted

How do I set default for phone type?

One sets the default location type for all contact info (phone/address/email). They can't be set separately unless you write an extension. You can change it at Administer menu » Customize Data and ...
Jon G - Megaphone Tech's user avatar
2 votes

How to store emergency contact phones related to a contact without creating new contacts?

I can see a few options: create phone types (or perhaps even location types if it is more than a phone for an emergency) like 'parents phone'. This is what I have done myself for a youth choir create ...
ErikH - CiviCooP's user avatar
2 votes
Accepted

Search view profile to show only the primary phone number

Ideally, there should be an option with the label -any- in the above select input. But as it is not present, I don't think there is any UI setting to accept all phone type values for the profile field....
jitendra - fuzion's user avatar
2 votes

New > Individual Mandatory Phone

I assume you are wanting to require a phone number when some contributes, becomes a member, or registers for an event. Go to Admin > Custom Data > Profiles Look for the Profile that you will be ...
Iowa Boy's user avatar
  • 2,388
2 votes

Cases - Send Copy of an Activity, Add Individual Phone and Email

Fatith, As per your requirement this is not straight forward and needs some custom coding or need good knowledge about using smarty api since the created id is stored as source contact id for an ...
Pradeep Nayak's user avatar
2 votes
Accepted

How do I import contact records with phone numbers without overwriting existing phone numbers?

Use the API CSV Importer and import to the Phone entity which will always add new entries.
Andy Burns's user avatar
  • 3,681
2 votes

Notes next to contact phone numbers

One option that wouldn't need any custom code would be to store phone numbers in custom fields instead of in the normal phone fields. Then you can have whatever fields you like for each phone number (...
Lars SG's user avatar
  • 4,063
2 votes
Accepted

Tracking Call Histories

Yes, this is something CiviCRM can do. You could create custom fields to track this information and record each (attempted) call as an activity. Using the activity method, you could even assign a ...
Allen Hutchison's user avatar
2 votes

Common Issue with Quick Search Functionality After Upgrading Multiple CRMs

Firstly, thank you for engaging with this troublesome issue. The fact that it occurred for some users and not others was truly meaningful. Today, I requested the users experiencing the issue to log in ...
Fatih ATEŞ's user avatar
2 votes

Get Phone or Email with API4 not possible?

This looks like a 2-parter so I'll just answer your first question about how to fetch all emails & phones for a contact. Please start a new post for your curl question. APIv4 does fetch all fields ...
Coleman's user avatar
  • 18.6k
1 vote

Participants phone number

Include the phone number field in the profile and make it mandatory. Use the profile for doing registration
Pradeep Nayak's user avatar
1 vote

Profile in wordpress need phone validation

Can you do this using caldera form with Civi integration? Or afform extension in Civi?
Pradeep Nayak's user avatar
1 vote

Notes next to contact phone numbers

Circle Interactive had build an extension to support custom fields for Email and Phone, not sure if its been published(can't find under civicrm extension page though). If you want to go through ...
Pradeep Nayak's user avatar
1 vote

How do I import contact records with phone numbers without overwriting existing phone numbers?

Andy's answer is correct, but perhaps the more correct answer is "you don't want to". When you have multiple phones of the same location/phone type, saving one overwrites the others. There'...
Jon G - Megaphone Tech's user avatar
1 vote

Can CiviCRM be integrated with a VoIP system?

The closest we have in our docs is integration w/ SMS as per: https://docs.civicrm.org/user/en/latest/sms-text-messaging/set-up/ This documents the integration w/ Twillio and Clickatell. At the ...
Alan Dixon's user avatar
  • 6,841
1 vote

Cases - Send Copy of an Activity, Add Individual Phone and Email

You can edit the message template at admin - Civimail- message templates on the system workflow tab and use the api to look up the current user's info, as described at https://docs.civicrm.org/dev/en/...
Demerit's user avatar
  • 22.9k
1 vote

How to use civicrm to achieve campaign requirements

Another option we have been working towards is being able to upload a csv to Drupal Webform - and from that import add the data to civi - the advantage of using webform is it lets you import more ...
petednz - fuzion's user avatar
  • 28.3k
1 vote

How to use civicrm to achieve campaign requirements

CiviCRM is very well capable of doing what you want to achieve. You can store contacts in CiviCRM, adds a custom fields for information specific to your situation. Also you can store an activity of ...
Jaap Jansma - CiviCooP's user avatar
1 vote

How to store emergency contact phones related to a contact without creating new contacts?

Right now we are collecting this data using the same phone or extension fields. But we understand that it is not the best way and that it can give us problems for example if we want to use a validator ...
Francesc Bassas i Bullich's user avatar
1 vote

Double Phone Number Blocking

Go to Contacts > Find and Merge Duplicate Contacts > Add Rule for Individuals and create a 'Supervised' rule - eg: This probably only works for 'primary' phones rather than checking against all ...
Aidan's user avatar
  • 13.5k
1 vote
Accepted

Retrieve all phone info through PHP object-oriented API

If you look in CRM_Contact_BAO_Query, it looks like it takes the "location" return property into account when considering primary, but location is an array but using the api you'd have to somehow put ...
Demerit's user avatar
  • 22.9k
1 vote

Is it possible to integrate CiviCRM with a hosted VOIP solution?

There isn't a single unified VOIP interface, so each interface with civi would have to be custom. I've seen two interfaces with an Asterisk based VOIP: - fetch the name of the caller (based on the ...
Xavier's user avatar
  • 10.2k
1 vote

DBError and Network Error when saving phone numbers to contacts

I had this same problem, caused when DreamHost upgraded from MySQL 5.7 to 8. Trigger functions aren't supported anymore unless you pay an extra $15/mo for MySQL VPS. For details on my problem see: ...
jimcrist's user avatar
  • 763
1 vote

DBError and Network Error when saving phone numbers to contacts

For Joomla users, the file located at /administrator/components/com_civicrm/civicrm/CRM/Contact/BAO/Contact.php requires a semicolon at line 42: const DROP_STRIP_FUNCTION_43 = "DROP FUNCTION IF ...
Vadim's user avatar
  • 11

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