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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.
Catorghans's user avatar
  • 3,544
6 votes

Exclude members in a smart group

There's two answers, although you probably just need the first: Instead of Advanced Search, use Search Builder (also in the Search menu). Use "paid this year" and "email address is empty". ...
Jon G - Megaphone Tech's user avatar
6 votes
Accepted

How Smart Groups Work

Smart groups are kind of complicated. If you've got a small install, using the defaults will generally just work, i.e. there will be temporary caching that gets refreshed when necessary. To answer ...
Alan Dixon's user avatar
  • 6,861
5 votes

Presales / Functionality Question

from a quick read I would expect you to be able to get most of the way, if not the whole way, but using Activities (or possibly Cases) to store the data for referals, and use Drupal Webforms to ...
petednz - fuzion's user avatar
  • 28.4k
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 ...
Kainuk - CiviCooP's user avatar
5 votes
Accepted

How to use Smart Groups with relative dates?

This was a bug in Core CiviCRM which is now fixed starting from version 4.7.14.
Aivars's user avatar
  • 1,034
5 votes
Accepted

Smart Group relative date criteria not saving

I recall we've experienced this for quite a number of fields in Advanced Search. Some of them are - Event Dates, Registration Dates and some date filters in Case section. I did a patch to fix this ...
jitendra - fuzion's user avatar
5 votes
Accepted

Can a user removed from smart group manually be added back automatically if criteria is satisfied?

A person once removed(not deleted) from smart group won't be added again back automatically if the contact's updates his/her information or membership. So schedule reminder will exclude the contacts ...
Pradeep Nayak's user avatar
5 votes
Accepted

Can I convert a smart group to a static group by editing the db directly?

Unfortunately NO, updating saved_search_id to NULL will actually convert it to normal group but no contact's will get added into this group since for smart group the contact are calculated from ...
Pradeep Nayak's user avatar
5 votes
Accepted

How do the Rebuild Smart Group Cache scheduled job and the Smart group cache timeout setting interact?

The rebuild job will build any smart groups that are not yet built. It is a good idea to run this job often if you hate your server or being able to see counts on the manage groups page is more ...
eileen's user avatar
  • 2,344
5 votes
Accepted

Sync smart group to WordPress role, group, or capability

I would move to using groups and not roles for permissioning because it gives you more flexibility. People can be in multiple groups then. There is the CiviCRM Groups Sync which syncs a regular ...
Andy Burns's user avatar
  • 3,691
4 votes

Smart Group criteria disappearing or changing

There was a set of nasty bugs that fit the description of what you're talking about throughout 2015: https://issues.civicrm.org/jira/browse/CRM-18155 https://issues.civicrm.org/jira/browse/CRM-18435 ...
Jon G - Megaphone Tech's user avatar
4 votes

Search for contacts within Geocoded regions/borders

We had a similar need and used mapit: https://mapit.mysociety.org/. Every time an address is created/updated we use the mapit API to grab the associated parliamentary constituency, European region etc....
Andrew West's user avatar
  • 2,044
4 votes

Can you search for only manually added members of a smart group?

I have an experimental search extension that provides many missing features, and includes your needs, I believe. You can try it if you're up to that https://lab.civicrm.org/artfulrobot/keenies but it ...
artfulrobot's user avatar
  • 3,932
4 votes

Smart Group dropping search criteria on save

Had a test site upgraded to 5.10.0 today, and the smart groups settings (for case contacts- see comment above) are now working as expected.
Craig Almond's user avatar
  • 2,037
4 votes

Can't update smart group counts

Quick Note The issue/solution I describe below only addresses broken Groups/Searches using the "on hold" email field. It's possible the Group/Search is broken through another field/value and the below ...
joegl's user avatar
  • 311
4 votes
Accepted

how to retrieve non-grouped contacts?

If this is a one off exercise, you can use the advanced search to select all the contacts are in any group (just keep adding all your groups to the group selection box) and create a new group "in any ...
Mick Kahn's user avatar
  • 3,227
4 votes
Accepted

how to find contacts who have paid for their membership?

You can use Advance search to get the contacts that have membership and have paid for their membership. Navigate to CiviCRM >> Search >> Advance search Expand Contribution accordion Select ...
Pradeep Nayak's user avatar
4 votes
Accepted

Smart Group DB error

It has been reported here https://github.com/civicrm/civicrm-core/pull/17622 and it should be fixed by the CiviCRM 5.26.2.
Francesc Bassas i Bullich's user avatar
4 votes
Accepted

How to exclude contacts from a mailing who share an email with a group of contacts?

You can find all contacts who share a primary email with members of a group, and save those contacts to a Smart Group, using Civi's APIv4. This solution was developed on CiviCRM 5.32.2 and may not ...
Noah Miller's user avatar
  • 1,057
4 votes

How to find out when Contact added to a Group

If its a smart group I don't think you'll be able to do what you want as its actually a saved search and each time you look at membership its recalculated so there is no concept of when the contact ...
Mick Kahn's user avatar
  • 3,227
4 votes

Why is the access control option not available for smart groups anymore? Fresh install

Access control for the smart group was never supported AFAIK. Only for static groups
Pradeep Nayak's user avatar
3 votes
Accepted

Is there any reason to not run the scheduled job Clean-up Temporary Data and Files every hour?

Check how long it takes to run on your system. if it doesn't take too long, I don't see any reason not to run it hourly.
Xavier's user avatar
  • 10.2k
3 votes
Accepted

Quick explanation of 'hidden smart groups' and why they're included in my mailing uninvited?

The search needs to persist through your whole mailing process, so it gets treated as a "hidden smart group". It's silly of CiviCRM not to explain better, but that's the deal. No mystery hidden ...
Andie Hunt's user avatar
  • 7,462
3 votes

A Smart Group of Contacts

I would assign a tag to the contact when you import them, then do a search for that tag and create the smart group from the search results.
Barbara Forbes-Lyons's user avatar
3 votes

CiviMail and Smart Groups: when does CiviCRM identify the actual list of email recipients?

I can confirm that this is still the behaviour of civiMail and Smart Groups. There is an extension that addresses this: https://github.com/3sd/civicrm-recalculate-recipients
A. Block's user avatar
  • 555
3 votes

CiviMail and Smart Groups: when does CiviCRM identify the actual list of email recipients?

The function that creates the recipient list is the unfortunately named CRM_Mailing_BAO_Mailing::getRecipients() which clears out the rows in table civicrm_mailing_recipients and reinserts them. It's ...
Ken West's user avatar
  • 1,047
3 votes
Accepted

Can Drupal Views filter contacts based on Smart Groups

There is a module in development here https://github.com/fuzionnz/civicrm_views_smartgroup It comes in two flavours (as separate branches) — a simple and complex variety — that differ only in their ...
Torrance's user avatar
  • 146
3 votes

Search for contacts within Geocoded regions/borders

This is an oversimplification certainly but with either PostgreSQL or MySQL/MariaDB with their Spatial Extensions installed, you can perform basic geometry operations within your database quite easily....
John Twyman's user avatar
3 votes

Should Manage Groups display the Smart Group contact count, or just display it as Unknown

The issue was solved very simply, you just need a non-zero smart group cache timeout for the problem to go away.
Stephen Palmstrom's user avatar

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