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15 votes

Member since date before 1995

For CiviCRM 4.6+ go to Administer menu > Customize Data and Screens > Date Preferences. From there, change the Start Offset of SearchDate. For CiviCRM versions before 4.6, this is part of the ...
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12 votes
Accepted

Change the default fields (columns) in contact search results

There is a non-code fix for this: You could make a profile with the fields you want to display. And then you search using Advanced Search, and you could select that profile in the "display result as"...
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  • 2,231
11 votes
Accepted

Can not enable Contact Distance Search under CiviCRM modules

CiviCRM Contact Distance Search requires views module and since your system is missing required modules you won't be able to enable it. Once you install Views module you will need to configure it with ...
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10 votes
Accepted

How do I search for contacts with no contributions?

You can do it in two steps: Search for all contacts, and put these in a tag (or group). Do a second search, for all contacts WITH a donation. And then remove these from you tag (or group) using ...
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  • 480
9 votes

How to find contacts with no group?

The best solution would be to use search builder like so: However as Laryn noted there was a bug preventing this from working. I've filed an issue for this, and worked up a fix that hopefully will ...
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  • 16.2k
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

Struggling: Search report for donations by creation date not receive date

Yes, there is no such field in contribution table that holds when a contribution record was actually created. However an activity is created when a contribution is recorded with status completed. If ...
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8 votes

How to search for contacts by date added or date range added. Alternately: list contacts by date added

Under Search - Custom Searches - Date Added to CiviCRM. Also a variation is under Search - Advanced Search, and expand the Change Log tab.
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  • 18.3k
7 votes
Accepted

How to add/remove search fields from the search box dropdown in the navbar?

The quick answer is "no." For some back-story, that feature was contributed (circa 4.3) by a volunteer from the community who was enough of a coder to be able to get it to work, but not really a ...
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  • 16.2k
7 votes

How do I search for contacts with no contributions?

Adding the Summary Fields extension is the way to go. Use Advanced Search to find contacts with zero lifetime donations to create a smart group or list of people who have never given. Subsequent ...
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  • 153
7 votes

Can I add phone number as a searchable field on Advanced search Page?

Sure thing. Just upgrade to version 4.4 or later and it will be there :)
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  • 16.2k
7 votes

Civicrm search results page URL

I don't think it helps with passing the filters in the URL, but you can save the search as a Smart Group and then use the link to the contact list for that group. I think you can strip of the qfkey ...
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7 votes

Is there a recommended way to customise the quicksearch?

I found it quite hard to replace the customization done with hook_civicrm_contactListQuery (CiviCRM <= 4.4) with the new hook_civicrm_apiWrappers (CiviCRM >= 4.5). So I am sharing my results here. ...
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  • 2,311
7 votes

Were they a member last year?

Memberships have three primary dates, the join date (member since), start date and end date. The join date is the date the contact first signed up for a membership with your organisation. Unless it is ...
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  • 3,440
7 votes
Accepted

List Parents of Children having certain values

Yes, using Advanced Search (Search menu » Advanced Search). Set up the search the same way you would in order to find the children. Additionally, set the "Display Results As" at the top to "Related ...
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6 votes

How to add/remove search fields from the search box dropdown in the navbar?

As Coleman said, no, for adding fields, but we removed certain fields for our setup with jQuery so our users wouldn't mis-click. EDIT: I went back to look at the code, and I remembered that we tried ...
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6 votes

How can I make it easier for users to generate the reports they need?

We have had great success using Jasper Reporting with CiviCRM. It does require knowledge of the underlying CiviCRM database, and writing SQL against it, but the formatting capabilities are powerful ...
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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
Accepted

How can I tell what the query that is executing when I do an Advanced Search looks like?

In civicrm.settings.php, you can enable: define('CIVICRM_DEBUG_LOG_QUERY', 1); Then run the "Advanced Search" and look at the output in files/civicrm/ConfigAndLog/CiviCRM*log*. This will output for ...
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  • 5,589
6 votes

How can I make External ID a searchable field?

when you click in the QuickSearch (white search box very top left) you should see a drop down of 'what do i want to search for' and External ID is in there. So you can select that and then just enter ...
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  • 27.2k
6 votes

How to retrieve contacts from trash

Use the Advanced Search (in the Search menu) and check the box labeled 'Search in Trash (deleted contacts)'. It is a small check box in the Search Settings part of the Basic Criteria section. ...
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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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6 votes

Searching for someone not in a relationship

The 'Include/Exclude' search is very handy for situations like this: create a group of all contacts of interest create a group of those who DO meet some criteria use include/exclude to include group ...
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  • 11.2k
6 votes
Accepted

Accessing a user's search history

CiviCRM does not store information of who accessed what, for better and worse. If you have the advanced logging turned on, you can see changes users made. The CMS may have a record of when they last ...
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5 votes

How to find contacts with no group?

This is a workaround, but it will get what you need with minimal effort. Use the Import Contacts feature. On the first screen, choose Update. Instead of a CSV file as the source, use the SQL query ...
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  • 2,808
5 votes
Accepted

How can I make it easier for users to generate the reports they need?

Another alternative is writing a custom report. It's not all that difficult, though it is writing PHP code. Even if you need to hire out for it, you'll have exactly what you need. The details on how ...
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  • 7,357
5 votes

How can I make it easier for users to generate the reports they need?

Since they're using Drupal, you may want to check out Forena Reports. There will be a session on using Forena Reports with CiviCRM at CiviCon Denver in three weeks.
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5 votes
Accepted

Saving Advanced Searches for later use

You can save the result of an advanced Search as a Smart Group. If you want a link to that smart group in the menu, you can add a menu option for it with Administer > Customize Data and Screens > ...
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5 votes

Civicrm search results page URL

CiviCRM search pages don't accept filters from the url, but Drupal Views can. If you are using Drupal as your CMS, try that.
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  • 16.2k
5 votes

How can I search for all employees of several (a limited set of) employers

You could tag the Employers, then search for them, but set 'display results as' (top right of Adv Search pre-4.6, bottom of first section in 4.6) to 'show as related contacts' which you would set to '...
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  • 27.2k

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