Hot answers tagged

13 votes
Accepted

How do I override the default CKEditor configuration?

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 ...
user avatar
  • 16.2k
11 votes

How and when should I create custom data fields?

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 ...
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 ...
user avatar
  • 10.1k
7 votes

How can I allow non-admin users to manage tags?

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 ...
user avatar
  • 6,671
6 votes
Accepted

CiviCRM Ajax API - Searching by Tag

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(...
user avatar
  • 10.1k
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/...
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 ...
user avatar
4 votes
Accepted

Non-administrators unable to tag contacts using Tags tab redux

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 ...
user avatar
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 ...
user avatar
  • 7,357
4 votes

How do I make tag sets searchable in Find Contacts?

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 ...
user avatar
  • 2,816
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.
user avatar
  • 27.2k
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 "...
user avatar
4 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 ...
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:
user avatar
  • 2,904
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 ...
user avatar
  • 17.9k
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: ...
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 ...
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 ...
user avatar
  • 3,137
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.
user avatar
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. ...
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 ...
user avatar
3 votes

Group, Type, or Membership type - please advise

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 ...
user avatar
3 votes

Non-administrators unable to tag contacts using Tags tab

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 ...
user avatar
  • 3,803
3 votes

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

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 ...
user avatar
  • 2,301
3 votes

Where/how do you tag an attachment?

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 ...
user avatar
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 ...
user avatar
  • 16.2k
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 ...
user avatar
  • 16.2k
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 ...
user avatar
  • 10.1k
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.
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 ...
user avatar
  • 17.9k

Only top scored, non community-wiki answers of a minimum length are eligible