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 ...
- 4,994
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 ...
- 10.2k
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(...
- 10.2k
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/...
- 1,938
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 ...
- 3,645
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 ...
- 2,826
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 ...
- 38.6k
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.
- 28.1k
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 ...
- 7,442
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 "...
- 38.6k
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 ...
- 38.6k
4
votes
Tracking Yard Signs
I would create a new activity type called ' Yard Sign' with associated custom fields. See below for an example:
- 3,501
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 ...
- 21.7k
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: ...
- 38.6k
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 ...
- 38.6k
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 ...
- 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.
- 30.8k
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 ...
- 17.5k
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.
...
- 9,892
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 ...
- 2,729
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 ...
- 38.6k
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 ...
- 17.5k
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 ...
- 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.
- 11.8k
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 ...
- 21.7k
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 ...
- 9,892
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 ...
- 1,839
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.
- 38.6k
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 ...
- 3,183
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)'...
- 4,720
Only top scored, non community-wiki answers of a minimum length are eligible