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13

To answer your question about how to modify CKEditor's config.js: In 4.6 You need to "hack" the config.js file within CiviCRM itself (packages/ckeditor/config.js). Editing this file will modify all instances of CKEditor in CiviCRM (angular and quickform add a few additional settings related to file uploads but they do both respect that file). If you don't ...


11

Welcome to Civi! A great place to start is this wiki post about Groups vs Tags vs Custom Fields: http://wiki.civicrm.org/confluence/plugins/servlet/mobile#content/view/86213742 There are also sections of the Civi book that might help: http://book.civicrm.org/user/organising-your-data/groups-and-tags/ http://book.civicrm.org/user/organising-your-data/...


9

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 install


7

This is a bug already reported at https://issues.civicrm.org/jira/browse/CRM-15371. Managing tags needs its own permission rather than requiring "administer CiviCRM" permission. Anyone interested in getting started on core programming will likely find this a good one to begin with.


6

you are almost there: instead of using the tag name, use the tag id (eg 5 for Volunteers) CRM.api3('Contact', 'get', { "debug": 1, "sequential": 1, "return": ["tag"], "tag": "5" }).done(function(result) { console.log(result); }); And for performance reasons, we recommend to always set the return param with the list of fields you actually need (by ...


6

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/relationships You can have different relationship types (roles) and they can be linked between individuals and organisations. A contact can also have multiple ...


5

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 entity_id FROM civicrm_entity_tag WHERE entity_table = 'civicrm_contact' AND tag_id = yy) Where xx stands for the id of the location type you want to delete and yy is ...


4

I can't really see the use case where "Edit All Contacts" should be required for adding a tag. I think this is something that should be changed. So the solution is to submit a patch or ask a developer to do so. Now, I'm not part of the CiviCRM core team - but I do submit patches like this one on behalf of my clients. I'm pretty slammed, but I'll make you ...


4

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 are entities themselves, and contacts may be related to an unlimited number of them. Having a tag that is not X is a different thing than not having the tag X.


4

Matthew, welcome to the CiviCRM community. Have a look at http://book.civicrm.org/user/organising-your-data/groups-and-tags/ - there's a section on using Tag Sets. It does say "adding them creates an additional search field in the Basic Criteria section of the Advanced Search" indicating that they are not available in the Find Contacts search.


4

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.


4

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 "Any contact is added" and one with "Any contact is changed". If this only applies to individuals, you can substitute the appropriate triggers. The condition ...


4

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 search Include/Exclude by Group/Tag to include group 2 and exclude group 1. Who's left is everyone who attended without the tag.


3

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. Checked on http://dmaster.demo.civicrm.org/ - Search => Advanced Search "Basic Criteria" group => Tags => Volunteer Submit "Search" Click "All 61 Records" Select "...


3

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 Contact 2 re-enabled Tags and Groups in the CiviCRM tab for Contact 2 added Tags and Groups components back to the webform. Then, under the Tags component settings ...


3

I would start by reading the "Groups vs. Tags. vs. Custom Fields" wiki page, but most likely you can use any of the approaches you suggested successfully. I personally don't use tags much when I only need to tag contacts; they can't be mailed to like groups, and they're not as neatly grouped as custom fields are. So I'd consider groups, custom fields, or ...


3

I suspect this is because acl permissions is not consistently applied across all aspects of civicrm. In this case the API permission check is a lot more granular. At this point, I suspect your options are to either live with the status quo and/or (ask your developer if you have one to) take a look at the code to see if you can improve the API to make the ...


3

Not a good solution but what you can do is disable Advanced Content Filter (ACF) in ckeditor by editing the config.js file in the ckeditor folder like this: config.allowedContent = true; See documentation for more info. What I do is extend the ACF like this: config.extraAllowedContent = 'html;head;body;span;ul;li;table;td;style;*[id];*(*);*{*}'; [ ] // ...


3

JoAnne - It seems to me that the most likely scenario for adding/tagging attachments is in the creation of activities - I tested adding a tag for attachments in the demo site, and when I created a meeting activity and opened up the attachment section, the tag field was there: http://screencast.com/t/fNc98uR6Uq What puzzles me, however, is that there is ...


3

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 released.


3

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 see a downside to that change so I'll make a PR and see if anyone objects. https://github.com/civicrm/civicrm-core/pull/12248 UPDATE: The feature has been ...


3

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.


3

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 your address fields. https://docs.civicrm.org/user/en/latest/organising-your-data/profiles/#updating-multiple-records-at-the-same-time It may have the same ...


2

The table is civicrm_entity_tag; make sure you use a WHERE or JOIN to ensure that entity_table = 'civicrm_contact'.


2

I found I could do this painlessly using CiviRules. I edited the profile to include automatic assignment to a group, then created a rule to assign a tag to anyone being added to that group. The CiviRules extension looks like it will be very useful.


2

You could set up a drupal webform to accomplish this. A webform can do everything a standalone profile form can do, plus a lot more, including tagging.


2

It's not a perfect solution, but to help declutter you could create an "Admin tags" tagset and make all the admin tags children of that one. They'd still be available to the non-admins but wouldn't be in the regular list of tags -- they show up as an autocomplete field underneath:


2

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 actually are required elements in the email content or design. By replacing them with regular block-level elements like <div>, and updating the CSS to reflect ...


2

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.


2

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 civicrm_handler_filter_pseudo_constant extends views_handler_filter_many_to_one Funny, I made a pull request in May 2016 (against wrong branch though so it was ...


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