Hot answers tagged

10

Profiles are used for so many unrelated things that it's kind of ridiculous. Here is the minimum needed to bulk edit country for a bunch of contacts. Create a new profile. Don't worry about any of the settings besides the name, which you might call "Country Update". Once you save it, you'll be shown the New Profile Field screen. For Field Name, select ...


8

To remove the Drupal footer (This is a block called - Powered by Drupal) – www.yoursite.com/admin/structure/block/manage/system/powered-by/configure Under region settings, set all to - None To remove empowered by CiviCRM – www.yoursite.com/civicrm/admin/setting/misc?reset=1 Set Display "empowered by CiviCRM" to No For the header, that’s the logo, ...


7

Non-programming approach: Use HTML Snippets for the profile. If it is not working according to documentation in book it might be that a) the documentation needs to be updated, or b) there is a bug in this functionality, or c) there is a bug in the custom page that includes the snippet. I would expect that c), b) and then a) are the likely order of solving ...


7

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 fields existing in civicrm (first or last name, email... and groups) For the list of groups, you can then chose which one(s) you want to display and in which order. ...


7

Check your settings in Administer > CiviMail > CiviMail Component Settings:


6

We have implemented a newsletter signup form into a static non-drupal page by using profiles. The profile generator actually works quite well (using CiviCRM 4.4) but the resulting form is kind of overloaded. But you can break down the markup to a simple form: <form method="post" action="https://example.com/civicrm/profile/create?gid=12&...


6

Yes, it can be done with webforms. Select a 2nd contact in the CiviCRM tab, check Existing Contact and add any other fields that you want to expose on the form (including the custom info). Click Save Settings. Go to the Webform tab and click on the field that was created for the Existing Contact. There you can set the autocomplete option for the Form ...


6

I assume you are seeing this as an anonymous visitor to the site and it fuctions properly if you are logged in. If this is the case, I think you'll need to add anonymous users as able to see the information for these public profiles. In CiviCRM go to Administer > User and Permissions > Permissions (Access Control). Select the 'Wordpress Access Control'. ...


6

This has been a feature request from time-to-time, and would be a great one to submit to the Paid Issue Queue. If you want to DIY a solution I'd suggest you create a simple textfield as your custom field, and then use jQuery to add some extra radios that hide and populate the field unless the "other" box is selected, then show the field.


6

CiviCRM does not maintain logins or credentials. It instead opts to let the CMS (WordPress in your case) to manage it all. CiviCRM can maintain the link between a user account on the CMS with a contact in CiviCRM though. As Andrew West points out, you need to manage the password via WordPress.


5

You might want to check out the CiviWCI extension. It's still in beta format - and when I tried it on Wordpress, I found a hard-coded URL that assumed Drupal. It's designed for this situation though.


5

I have implemented this as a resource for an IFRAME. My implementation was in Drupal not Joomla and just used the CiviCRM API. So I built a simple app in Drupal that took a mailing list Id on its URL, checked that this was one that allowed public sign-ups, built and validated the form and then used CiviCRM's API to add the records. Then other sites simply ...


5

You can do this by including a checksum link in your emails that returns the user to their contact dashboard and allow them to edit it. You can also use a checksum link to a profile to let them update things. it'd be something like the following http://mydomain.org/civicrm/user?reset=1&cid={contact.contact_id}&{contact.checksum}


5

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 General newsletter Service news becomes ... General newsletter Service news Event updates No coding skills required! :) Heather O.


5

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 form. Doing so would require a little bit of custom code. If you are more comfortable with PHP, use hook_civicrm_buildForm to modify the options in that form ...


5

Our developer found the answer. It was an ACL problem. We fixed this adding a ACL where all roles can edit custom groups of fields.


5

I think the issue is purely to do with your URL - you have the 'create' link - which is intended to provide an empty set of fields. If you change to http://d45.demo.civicrm.org/civicrm/profile/edit?gid=15&reset=1 you should see the data pre-filled


5

I can't add a comment (doh, stupid reputation requirement) so I'm answering when Thomas Jaunism wrote: "Why would CiviCRM be trying to load the page.php and not the front-page.php that the form is on?" The Civi plugin loads the WordPress theme's page.php template because many (if not most) themes define a homepage template which does not contain the_content(...


5

When a user is logged in their information is auto populated in profile forms. So when they go to event registrations, donation pages, etc. their info is listed in the profile fields. If they make changes this information is updated in CiviCRM. You can create a profile for editing and insert it into a WordPress page via a short code with the edit option ...


5

It is fixed. It was as simple as returning to Admin > Localization and re-enabling the country list. Sorry about asking before thinking :-) Miguel


5

You can't put this into a profile afaik. I use Profile Builder to create a separate front-end WP page. Theme My Login works ok too.


5

I'm going to give a bit more insights, you are on the right path. The final step is to add, as you said, the default Contact notes Civi has for each contact, the notes field is a Multiple record set field, which as it's own name says allows to create multiple data entries for the same set of fields, ie. you can have 10 notes entries, so every time a user ...


5

Please refer to this link https://civicrm.org/partners-contributors to get/contact a CiviCRM expert in your area


5

On the Contribution Page setup, below the checkbox to enable 'on behalf of' there is help text explaining that it uses the "On Behalf Of Organization" profile - unless you change it. You are seeing an error relating to profiles when you enable the section that says it uses a profile, so that is a good clue as to the cause of the problem. Let's step through ...


5

It took me about a half of a day to debug this thinking it was a bug in Core. In your civicrm.settings.php file there is a section that helps properly map Drupal and CiviCRM languages. This is especially important for Spanish, Portugues, English (Canada), and French (Canadian) Edit this file and uncomment the appropriate lines as shown below: /** * If you ...


5

The weight of the custom fields only controls the order in which they appear on the back end. The profile sets its own order. You can set the order from Administer menu » Customize Data and Screens » Profiles, then clicking the Fields link next to the profile you want to edit and using the "Order" buttons (see screenshot).


5

Welcome Ashok, you could explore using this extension https://civicrm.org/extensions/profile-conditionals The other option would be to use the caldera webforms plugin which has an integration with civicrm. Caldera has support for conditionals. https://github.com/mecachisenros/caldera-forms-civicrm


5

You can use api explorer(civicrm/api) to disable the reserved profile or if you have access to database then run sql to update the profile UPDATE civicrm_uf_group SET is_active = 0 WHERE id = 10;


5

You can actually still edit it and uncheck the active box you just have to hack the url to use the id, e.g. https://site-url/civicrm/admin/uf/group/update?action=update&id=22&context=group Then the active checkbox is near the bottom.


4

It's on purpose, to protect privacy of your contacts. What this autocomplete does is to provide the list of all the organisations that you have in your CRM. I could easily imagine quite a few organisations that are in the database, for instance of your "opponents" that would look weird, or even embarrassing in the list of suggested organisations. And even ...


Only top voted, non community-wiki answers of a minimum length are eligible