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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 ...
Pradeep Nayak's user avatar
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 ...
Xavier's user avatar
  • 10.2k
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 ...
Pradeep Nayak's user avatar
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.
Demerit's user avatar
  • 21.7k
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. ...
samuelsov's user avatar
  • 2,321
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 ...
JoAnne's user avatar
  • 3,450
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 ...
Jon G - Megaphone Tech's user avatar
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. ...
Allen Hutchison's user avatar
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.
Jon G - Megaphone Tech's user avatar
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 ...
Aidan's user avatar
  • 12.9k
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 ...
Jon G - Megaphone Tech's user avatar
5 votes

Contacts age as a search criteria/smart group?

Although it doesn't help you right now, search by age will be in 4.7 - CRM-16160. You can try it in on the demo: http://dmaster.demo.civicrm.org/
Aidan's user avatar
  • 12.9k
5 votes
Accepted

Custom Field doesn't show up in Advanced Search

Navigate to Administer - Customize data and screens - Display preferences and select the Custom field section listed under Contact search. After that you should see the Custom field accordion in the ...
Andrei's user avatar
  • 2,321
5 votes

Where is the search and replace feature?

Not sure about "Search and Replace", but you can do the above from the "Update multiple contacts" task on the contacts returned on Advanced Search. All you need to do is add your field(I think it's ...
jitendra - fuzion's user avatar
5 votes

Server transfer CiviCRM search problems

I found the problem, the session save path in .htaccess was different from the one in the new CPanel.
Ntecha's user avatar
  • 91
5 votes
Accepted

How can I add custom date range in CiviCRM date picker?

You can add your own relative filters using existing ones Navigate to CiviCRM >> Administer >> System Settings >> Option Groups. Look for Relative Date Filters >> Edit Options ...
Pradeep Nayak's user avatar
4 votes

"does not equal" operator not working

You have to watch out using the search builder when your search involves related entities. Searching for does not equal X on something doesn't exclude contacts with a related entity with a field's ...
Andie Hunt's user avatar
  • 7,442
4 votes

Search Builder - find one word amongst many

As @ErikH commented correcting the data format before import may be easier if %PAWS% doesn't work. It looks like you're using ' - ' as your delimiter in that field, which appears to be a single value ...
Eli Lisseck's user avatar
  • 1,499
4 votes

Search Builder - find one word amongst many

The %PAWS% should work. Another option is, which depends on the number of groups you have. Export all people of group PAWS to an excel with a unique identifier (external id or email address for ...
Catorghans's user avatar
  • 3,544
4 votes

Civicrm search results page URL

I wanted to leave a comment here because I came across this post looking for a this answer, and it may help someone else. (So this is probably only helpful to you as a clue, rather than as a complete ...
Delaney's user avatar
  • 41
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 ...
Andie Hunt's user avatar
  • 7,442
4 votes

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

Since CiviCRM 5.8 this feature is in core. Before you could use this extension: https://lab.civicrm.org/extensions/quicksearch To manage it: Menu Administer / Customize Data and Screens / Search ...
calbasi's user avatar
  • 81
4 votes

How to search active relationships (e.g) during past year?

I would do the following, although it's a bit complicated so maybe you will want to develop a custom search after reading :). Create a smart group to keep track of your active volunteers by searching ...
Eli Lisseck's user avatar
  • 1,499
4 votes
Accepted

Finding memberships with 'Status Override' set

CiviCRM has a search builder and the field Override status is available in the search builder.
Jaap Jansma - CiviCooP's user avatar
4 votes
Accepted

Exact Search Results

It can be done navigating to Administer -> Customize Data and Screens -> Search Preferences, the first option is Automatic Wildcards, disable it. If enabled, wildcards are automatically added to ...
Andrei's user avatar
  • 2,321
4 votes

civievent - add 2097 participiant to an event

It's likely a configuration limit on your server that doesn't handle "big" operations There is an upper limit on how much "stuff" you can do, and your webserver has a limit on how long a page can ...
Xavier's user avatar
  • 10.2k
4 votes

Find contacts who haven't donated

Create a group of your donors, and then run a Custom Search of Include/Exclude. One option is to create a group (preferably a smart group) using "Advanced Search" or "Find Contributions": the only ...
Allen Hutchison's user avatar
4 votes

Is there anyway to search on a non-primary email address?

In Search Builder (Top menu > Search > Search Builder), you can specify which type of email address you would like to search for (on the demo: Home, Work, Main, etc.). By linking the searches with "...
Allen Hutchison's user avatar
4 votes

Is there anyway to search on a non-primary email address?

There's an extension for this that provides a custom search called Any Telephone or Email. Powerbase, the CiviCRM distribution from Progressive Technology Project, cleverly has a custom Drupal module ...
Jon G - Megaphone Tech's user avatar
4 votes
Accepted

Is there anyway to search on a non-primary email address?

Under CiviCRM search preferences, there’s an option “Search Primary Details Only” which is defaulted to “Yes”. /civicrm/admin/setting/search?reset=1 Setting this option to “No” will allow you to ...
Anil's user avatar
  • 1,938

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