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6 votes

How can I keep track of a "role" in an organisation (eg. secretary) over time (1980-1995)

Welcome to CiviCRM StackExchange Daniel! The CiviCRM relationships functionality will work perfectly for your use case scenario - https://docs.civicrm.org/user/en/latest/organising-your-data/...
Anil's user avatar
  • 2,008
5 votes
Accepted

How to search for all contacts without a tag? Registered for event

While a code-level fix is obviously preferable, the quick solution is to create two groups: Everyone who attended the event who has the tag. Everyone who attended the event. Then use the custom ...
Jon G - Megaphone Tech's user avatar
5 votes

Mass deletion of bad addresses

If you completly want to delete the addresses, you could also delete them from the database with a query like DELETE FROM civicrm_address WHERE location_type_id = xx AND contact_id IN (SELECT ...
Jaap Jansma - CiviCooP's user avatar
4 votes

How to get a CiviCRM popup form (eg create new Group / Tag etc) working via a Drupal link

At this point it looks as if putting civicrm_initialize(); $manager = CRM_Core_Resources::singleton(); $manager->addCoreResources(); in to a module in hook_init() does the job.
petednz - fuzion's user avatar
  • 28.4k
4 votes
Accepted

Creating tags from fields

This is possible with CiviRules. However, I'd argue that in most cases you'd rather use a Smart Group. If you're committed to using CiviRules though: You'll need two rules. One with a trigger of "...
Jon G - Megaphone Tech's user avatar
4 votes

Tracking Yard Signs

I would create a new activity type called ' Yard Sign' with associated custom fields. See below for an example:
Andy Burns's user avatar
  • 3,681
4 votes
Accepted

Activity Details report filter missing tags

Only bare tags (tags not part of an activity set) trigger the field to appear. The issue seems to be partly how the report retrieves tags where it calls getTags which only returns bare tags unless you ...
Demerit's user avatar
  • 23.2k
4 votes
Accepted

Can Civirules differentiate between 'pending' and 'added' group status?

You should add a Field Value Comparison condition. This lets you only fire the rule if a field has a certain value. For Condition Parameters set the following values: Entity: GroupContact Field: ...
Jon G - Megaphone Tech's user avatar
4 votes

Extension for hierarchical custom fields?

Yes, I have such an extension - and so do many others! I think mine is the most functionally advanced, but lacks a UI, or, uh, documentation (oops), and so is unsuitable in most use cases. If you're ...
Jon G - Megaphone Tech's user avatar
4 votes

CiviRules Action to add tags not working

Welcome to SE. I think this may be a bug with Civirules 2.21, where something has obviously changed as I now see the action "Add Tag to entity" rather than "Add Tag to contact which was ...
Mick Kahn's user avatar
  • 3,227
4 votes

Putting Contact Tags in Email Template

Welcome to CiviCRM SE. I have contact group token extension which provides a list of group users added to, but not for tags.
Pradeep Nayak's user avatar
3 votes

How can I make tags in tagsets visible to users who want to tag contacts

By design, tagsets are an auto complete drop down. However, there is one thing we could do to improve the usability: make the list open immediately and show the complete list of tags. I don't really ...
Coleman's user avatar
  • 18.7k
3 votes
Accepted

How can I add a tag to a tag set?

You may be right that this is a bug in 4.7.16. Fortunately it has been solved in 4.7.17. This release includes a redesigned tag management screen with numerous improvements. Update: 4.7.17 has been ...
Coleman's user avatar
  • 18.7k
3 votes
Accepted

How can I export contacts and tags, but only for a particular tag?

Yes, you can export tags for contacts with a particular tag. It doesn't seem you can export just one particular tag, but you could easily do this as a post-process once you've exported to CSV. ...
Chris Burgess's user avatar
3 votes
Accepted

Why does selecting one (or more) tag options in a form created using webform-civicrm add *all* tag options to the user record?

So here's my answer, and solution. I started again from scratch. The steps I followed are: deleted the Tags and Groups components from the webform disabled Tags and Groups in the CiviCRM tab for ...
Joe McLaughlin's user avatar
3 votes

Behavior of Tags

The tags hierarchy are only used as a way to visually cluster them, but they are separate, and if you search on a parent tag, you won't get the contacts that are tagged with a child tag. Perhaps ...
Xavier's user avatar
  • 10.2k
3 votes
Accepted

Is there a way to edit tag colours through the UI?

Click on the tag to edit, then click on the color rectangle (if white than you will not see any color) . See screeprint So in this example the color rectangle is the one in the left top hand corner.
ErikH - CiviCooP's user avatar
3 votes

Mass deletion of bad addresses

See the docs section on profiles and then using batch update from the search results actions dropdown, i.e. search for your tag and then choose batch update via profile, and choose a profile that has ...
Demerit's user avatar
  • 23.2k
2 votes

How can I use <html>, <head>, <body> tags in a mailing?

Another option: Don't use those tags in your email. If you actually need a <title> in your email, sure, this isn't for you. For the majority of cases, it's unlikely those top-level tags ...
Chris Burgess's user avatar
2 votes
Accepted

Drupal Views Exposed Filter (operators) and CiviCRM Multiple Tags

Indeed, civicrm_handler_filter_pseudo_constant.inc should be altered and class civicrm_handler_filter_pseudo_constant extends views_handler_filter_in_operator should be replaced by class ...
yurg's user avatar
  • 2,050
2 votes

Is there a way to make a contact page immediately visually arresting?

CiviCRM 4.7.16+ has the ability to color-code tags. Color-coding a "VIP" tag should give a quick visual indicator that someone is a VIP.
Jon G - Megaphone Tech's user avatar
2 votes

How to tag a contact when importing possible duplicates

The Import Contact function can also help you to do this. Select the option Update for duplicate contacts. In the last step of the import wizard, you can add a group or a tag to the imported (or ...
Kainuk - CiviCooP's user avatar
2 votes
Accepted

Untagging activities

I don't have access to a 4.4 system, but I think the solution is the same as in 4.6. You would select the tagged activities in your search, and then choose an action of 'Untag activities (remove tags)'...
Andy Clark's user avatar
  • 4,845
2 votes
Accepted

Manage Tags is loading a blank page

This was caused from the oldest problem in the book. I needed to delete the everything inside sites/default/files/civicrm/templates_c and then clear caches and make it writeable (chmod 775). That ...
Christia's user avatar
  • 2,457
2 votes

Send an Email When Tag is Applied - or When Added Automatically to a Smart Group

You should be able to do what you're describing using CiviRules. However, to be safe, I would start by testing with an action other than sending email - or at least do it on a test server that ...
Jon G - Megaphone Tech's user avatar
2 votes

Update user Tags direct from civiMail link

One approach is to create a custom field with check boxes for the subjects you wish to gather info on. Then create a profile that includes the custom field and any other info you might want to have ...
KilakwaBT's user avatar
  • 2,351
2 votes
Accepted

Drupal account creation adds users into a CiviCRM group or tags them

If you are using profiles for user registration than you can configure profile to add contact to a Group. This will have contacts who submits the profile added to group and then you can use filter ...
Pradeep Nayak's user avatar
2 votes

Add contacts to group using CSV with contact e-mails

You have to select an appropiate Dedupe Rule so that the importer can detect by which criteria you want to treat an existing contact and a imported contact as the same. Using the predefined Email - ...
Thomas Schüttler's user avatar
2 votes

How to search for all contacts without a tag? Registered for event

Thank you for your question that allowed me to test Jon's solution and now find an alternative solution that seems to me even simpler: The new SearchKit allows you to do what you want easily. The ...
Alain Rihs's user avatar
2 votes
Accepted

Retrieve Contacts with Tags in API4

It might not be implemented completely yet. This bug report is slightly different (join from tag to contact) but suggests it's maybe not complete: https://github.com/civicrm/org.civicrm.api4/issues/...
Demerit's user avatar
  • 23.2k

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