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5

Even as CiviCRM is a key tool for many roles at an organization, it's often an afterthought in choosing the best person for the job. Selecting someone who knows CiviCRM will certainly help, but it's also good to hire someone with the capacity to learn the way your organization applies CiviCRM to its work. Stuart Gaston did a fabulous session at the 2014 ...


5

We end up building a lot of Views - and would love to be able to improve EditableViews so that it works more like a spreadsheet which will require ensuring that Labels rather than Values are displayed


5

You can use my CiviCRM WordPress Profile Sync plugin to do this, but I can't guarantee that it'll do them all in one go! You'd have to install the plugin, then set a PHP constant in the main plugin file (because it's a feature only really intended for developers at this stage) to enable this feature. Change line 22 to read: define( '...


5

Ramesh's comment is correct. The best overall solution is most likely to upgrade to CiviCRM 4.7, which adds a "Monthly" option. If upgrading is not an option and you're on CiviCRM 4.6, you can install the Flexible Jobs extension to get this functionality.


5

You will need ssh access to the code base (on your server): First: when working on latest code edits you may need to pull in the latest edits (that may not have been released yet) -> for example: karins-macbook-pro-2:webform_civicrm sysadmin$ git pull origin 8.x-5.x remote: Enumerating objects: 9, done. remote: Counting objects: 100% (9/9), done. remote: ...


5

It took me about a half of a day to debug this thinking it was a bug in Core. In your civicrm.settings.php file there is a section that helps properly map Drupal and CiviCRM languages. This is especially important for Spanish, Portugues, English (Canada), and French (Canadian) Edit this file and uncomment the appropriate lines as shown below: /** * If you ...


4

That depends on what they're comparing CiviCRM to. If they're comparing it to a current system of legacy software, Excel sheets, Google Forms, etc., that's different from someone who's comparing it to Salesforce or one of the other more serious competitors to CiviCRM. It also depends on what they want to use it for - pitching CiviCRM is very different for ...


4

If you set up a Contribution page to require 'on behalf of organisation', and include a Profile on the page that is set to 'require user creation' then the outcome is that John fills in the form, creates a contact record and a user record for himself, creates an organisation record, is linked to this as a current employer with permissions to edit that record....


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

You have a few questions here so I will try to address them individually. The login and user accounts are handled by WordPress. CiviCRM syncs with the WordPress user accounts so when a WordPress user is logged in it connects to a CiviCRM contact. If that user then goes to register for an event, make a contribution, etc. the form will populate with their ...


4

After a long frustrating debugging I found the answer on this two pages: Installation and Configuration Troubleshooting Anonymous Users Cannot Contribute For Drupal sites, ensure that uid = 0 exists in your Drupal users table. This is required for anonymous access to CiviCRM pages and forms to work properly.


3

If you need to synchronise the user from WP to CiviCRM you can do it by 1) Navigate to Administer -> Users and Permissions -> Synchronize Users to Contacts. 2) Click OK on the form that says to synchronise cms users.


3

There is a "slickgrid" integration module developed by Eileen, which allows spreadsheet-like data entry for CiviCRM: https://github.com/eileenmcnaughton/nz.co.fuzion.slickgrid


3

With a lot of organizations I've worked with, the folks who want spreadsheets are often less comfortable with computers - but are often quite comfortable with a phone or even an iPad. It feels counterintuitive to me to get "real" work done on a tablet - but for many folks, this is a killer feature. In many situations, CiviCRM can help make a lot of field ...


3

This is really a Drupal question, since Drupal handles user login/logout and not CiviCRM. I suggest you ask at https://drupal.stackexchange.com/


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

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


3

@andygoodall thanks for posting this, we believe we have a fix for your issue, We are looking to conduct a point release for 5.10 to fix the issue however i would recommend if possible manually applying the change described in this PR


3

Welcome to SE, You can set contact type mandatory by using hook_civicrm_buildForm something like below function extension_civicrm_buildForm($formName, &$form) { if ('CRM_Contact_Form_Contact' == $formName && !($form->getVar('_action') & CRM_Core_Action::DELETE) ) { $form->addRule('contact_sub_type', ts('This field is ...


3

First, on the wordpress side, check what email is listed for Alice in her wordpress user record. If it still has foo@myorg.org that might be the problem. Otherwise there's a civicrm_uf_match table in the database that is used to map between user accounts in the CMS (wordpress) and contacts in CiviCRM and it's partly based on email address. If you look in ...


3

In general there is a risk of having a CMS user deleted when the CRM contact is deleted, since the CMS user can (in theory) be the author of pages, comments etc Therefore Civicrm does not offer this directly and I think you would need to find/make a customisation/extension or see if there is a tool in WP that you could use that would make it easy to find ...


2

Can't you go to Advanced Search & select the memberships you want - you can select which statuses you want, too - the results show status and date of membership if you select to Display Results As Membership - unless I don't understand your question. Note: For v4.5 and below, Display Results As is in the top right of the Basic Criteria frame in an ...


2

Unless you have other reasons for doing so, you do not need to give a user access to the back of CiviCRM to edit their own contact details. In Drupal you can do this by setting any profile with the relevant fields to be Used For "View/Edit Drupal User Account". This profile will then appear on the Drupal account information page when that user is logged ...


2

With CiviCRM on Joomla you do need to use the administrator backend for that functionality (unlike on Drupal). The frontend functionality is limited as you've discovered. You can create a Joomla user group for these CiviCRM users and assign them the ability to login to the Joomla backend, but grant access only to the CiviCRM component. The steps would be ...


2

your username has not got permission to Edit message template so please try to view - Drupal Access Control Administer -> Users and permissions -> Permissions(access control) where you will see the following role and try to enable for your user group CiviCRM: edit message templates If you don't have permission then please ask your admin or ...


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

Haven't explored this but my first thought is that conditional fields might be an option in webforms. Based on whether the user checks this box or that box additional fields could appear. I think webform even supports doing multi-page forms and might be able to add those using this method.


2

I believe how well this works will depend on your unsupervised deduplication rules set in civiCRM. If you used external ID, I think you would actually need to change the default rule as well. If you haven't made any changes, then requiring first name, last name, and email address when creating a Drupal account will link the Drupal user to the correct ...


2

have you tried the default contact dashboard provided by CiviCRM? At least in Drupal the URL would be yoursite.org/civicrm/user?reset=1 Contacts can do many things (such as renewing a membership or printing an invoice) from the dashboard, you can edit what contacts are able to see here: yoursite.org/civicrm/admin/setting/preferences/display?reset=1 (above ...


2

Glad it worked! CiviCRM uses the civicrm_uf_match table to store the Drupal ID in the column uf_id (user framework id) and also the CiviCRM contact_id.


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