9

Under Administer - Custom Data and Screens - Display Preferences menu item there is a section for "Contact Dashboard" You can turn on or off the display of Groups, Contributions, Memberships, Events, My Contacts/Organizations, Pledges, Personal Campaign Pages, Assigned Activities, Invoices / Credit Notes


4

I think the best solution would be to upgrade to CiviCRM 4.7.11 which will include an improved dashboard that no longer depends on server-to-self http requests. This upgrade will be released in about 2 weeks. The new dashboard features are sponsored by WMF. Read more about the issue at https://issues.civicrm.org/jira/browse/CRM-17663


4

Have a look at the login_redirect filter. You can return whatever URL you like for whoever's logging in: https://codex.wordpress.org/Plugin_API/Filter_Reference/login_redirect


4

Can you update the setting to set the contribution page to use for 'Pay now' pending contribution? Navigate to CiviCRM >> Administer >> CiviContribute >> CiviContribute Component Settings. Select contribution page for 'Default invoice payment page' field and save the form. Cheers Pradeep


4

The feature you're referring to is called the "Contact Dashboard", and it's accessible from https://yoursite.org/civicrm/user in Drupal and Backdrop, not sure about WordPress. You can add/remove sections from it at Administer menu » Customize Data and Screens » Display Preferences. It doesn't allow self-service cancellations, but I wrote the ...


3

This extension may sort out part of your problem - Disabled Page Redirect


3

To print invoice the user should either have access CiviContribute or view my invoice permission. "CiviPay: access CiviPay" permission doesn't come with CiviCRM install. I feel CiviPay extension might be conflicting with Print invoice as the extension may be using same url as of print invoice i.e civicrm/contribute/invoice. Pradeep


3

I've used Peter's Login Redirect successfully for a similar purpose.


3

I use a WP Redirect After Login Plugin. It is in the WP Plugin Library. https://wordpress.org/plugins/redirect-after-login/ I just change the Subscriber Role (or whatever Role your Members are defaulted to) to go to the dashboard url. I have not had any conflicts with my theme or Civi with this Plugin. As of 10/19/2016


3

This works now using the following URL /civicrm/user?reset=1&id={contact.contact_id}&{contact.checksum}


3

It is possible to achieve this with a modern token based payment processor like the iATS Payments extension which we wrote the code for. One example of such card-on-file feature already exist: A process button in the recurring series screen -> this lets admins charge a one time amount to a card-on-file. This could be for e.g. a catch up transaction, an ...


3

If you are using Drupal, one option is to create a View as a Block and then set the Block to show at the Contact Dashboard page. WP may have a similar solution based on using a CiviCRM Profile and having that set up (via some WP approach I do not know) to show at the Contact Dashboard path


3

Yes, this is possible by using a profile - see the 'Advanced Settings' of the profile used in the contribution page and you'll see (towards the bottom) the settings re creating a drupal account. When they have set a password and logged in to Civi the dashboard is the default.


2

I don't think such setting exists, although, you can set the timeout for the Dashboard cache navigating to Administer - System settings - Misc and set the the Dashboard cache timeout to the value desired in minutes, setting it to 1 minute for example it will refresh the Dashboard data every minute. I guess the other option would be to create an extension ...


2

Laryn covers basic customization of the main dashboard (assuming that's the dashboard you're referring to). You can also customize further: If you're running Drupal, Views in Dashlets is a great way to get highly-customized dashlets with no coding. If you ARE looking for coding suggestions, hook_civicrm_dashboard is the place to look. Also check out ...


2

I was able to finally resolve this issue. I found this small portion at the very bottom of https://wiki.civicrm.org/confluence/display/CRMDOC/Installation+and+Configuration+Troubleshooting labelled Fire with NAT. Followed the instructions to edit the hosts file to point internal traffic going out to it's own domain to be redirected back to the internal ...


2

https://issues.civicrm.org/jira/browse/CRM-16035 has now been fixed. So your best solution now would be to upgrade to CiviCRM 4.7.11 which will include an improved dashboard that no longer depends on server-to-self http requests. This upgrade will be released in about 2 weeks. The new dashboard features are sponsored by WMF. Read more about the issue at ...


2

I've opened a Gitlab issue for this requirement - https://lab.civicrm.org/dev/core/issues/162. Also submitted a patch for this against master branch of the core repository - https://github.com/civicrm/civicrm-core/pull/12254 UPDATE - the patch is accepted and should be a part of 5.2.0 version.


2

Checksums can only be used for visitor facing forms like event registration, membership sign up or profile forms. If you have drupal as frontend you can also use it in the webform module. It is not usable for backend screens. Also see http://wiki.civicrm.org/confluence/display/CRMDOC/Tokens


2

Your debug output indicates that your site is hosted at (obfuscated) http://example.org/~user/. To load the dashboard, your webserver has to be able to "talk to itself" via this URL. This is not always the case! Based on your description, here's what I think is happening: Your browser requests http://example.org/~user/wp-admin/admin.php?page=CiviCRM&q=...


2

CiviCRM can only be "invoked" once per page load, so multiple shortcodes on a page won't be functional. Instead they should display as "teasers" with links to the functional CiviCRM content on your WordPress basepage. In short, you can't have functional CiviCRM forms unless they are they are the only content on a page. There are a couple of ways you could ...


2

I've done something similar with Views, VBO and a custom action. There is an "Add relationship with contact" action in VBO but for more control over the action you can write a custom action. In my case, the view is of Civi contacts with one of several relationship types to the org. The action is a 'Set as Correspondent' button. Only one person at a time ...


2

There are a couple ways you could do this: Create a report that shows the contact ID and name, make that report available on a user dashboard, then you can use the dashlet extension to place the dashlet on the end-user dashboard. Take the Contact IDs and reimport them as the External ID, then display that in the Contact Dashboard as part of the member ...


2

By contact dashboard, do you mean the contact summary? In that case, there is a hook for that: https://wiki.civicrm.org/confluence/display/CRMDOC/hook_civicrm_summary Can you try to see if it alters the page you want? Otherwise and more generally, they are two "catch all" hooks for the ui, one for page https://wiki.civicrm.org/confluence/display/CRMDOC/...


2

You can put a file called UserDashBoard.extra.tpl in your extension in the templates/CRM/Contact/Page/View folder, and then put your html in it and use smarty's crmAPI to retrieve the data based on the value of $contactId which will contain the user contact id.


2

So, to close the loop on this, the answer is this: inside WP, but outside CiviCRM, the checksum and cid need to be identified on the GET string as cs and id respectively inside CiviCRM, the checksum stands alone (no separate variable, though it seems to work as cs too) and the client id must be cid as id is used for other purposes in CiviCRM. I discovered ...


2

We have used contact layout editor extension to show only necessary fields on view contact section. Using contact layout editor you can customize the view contact page. You can include profiles with limited fields and hide or remove the edit option via css or JS. Or other option is write extension to redirect Org contact to /civicrm/contact/dashboard?cid=123&...


2

If you want a user to only edit specific fields for their organisation you can create a profile and add the organisation fields you want to give them access to. From the CiviCRM profiles page: CiviCRM Profile(s) allow you to aggregate groups of fields and include them in your site as input forms, contact display pages, and search and listings features. They ...


1

You can do redirects at the web server level - e.g. with mod_rewrite if you're using Apache. I would assume that the Redirection plugin for WordPress would also work.


1

I have a similar requirement for a project. This piece is not yet in active development, but I anticipate building an Angular form (probably based on crmUiWizard) to allow management of relationships and possibly also a limited subset of contact details. In my case it's (probably) NOT acceptable for a member administrator to search contact names in the ...


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