6 votes

How do I hire a good CiviCRM user?

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 ...
Andie Hunt's user avatar
  • 7,452
5 votes

How do I email a report automatically oh the 1st day of each month?

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 ...
Jon G - Megaphone Tech's user avatar
5 votes

What are ways to make CiviCRM more user-friendly for people who prefer spreadsheets?

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
petednz - fuzion's user avatar
  • 28.3k
5 votes

How can I help review/test a Webform CiviCRM PR

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: ...
KarinG - Semper IT's user avatar
5 votes

Translate Custom Profiles not appearing translated in Drupal

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 ...
shaneonabike's user avatar
4 votes

Create a user and associate it with an individual of an organization

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, ...
petednz - fuzion's user avatar
  • 28.3k
4 votes

Redirecting Wordpress users on login

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
Christian Wach's user avatar
4 votes
Accepted

Including Member Login to a CiviCRM Site

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 ...
KilakwaBT's user avatar
  • 2,341
4 votes
Accepted

Public CiviCRM forms not working for anonymous users

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 ...
Francesc Bassas i Bullich's user avatar
3 votes
Accepted

Redirecting Wordpress users on login

I've used Peter's Login Redirect successfully for a similar purpose.
Jon G - Megaphone Tech's user avatar
3 votes

Redirecting Wordpress users on login

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 ...
Iowa Boy's user avatar
  • 2,388
3 votes

add user to CIVICRM with Wordpress

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 ...
jitendra - fuzion's user avatar
3 votes

What are ways to make CiviCRM more user-friendly for people who prefer spreadsheets?

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
Coleman's user avatar
  • 18.6k
3 votes

What are ways to make CiviCRM more user-friendly for people who prefer spreadsheets?

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 ...
Jon G - Megaphone Tech's user avatar
3 votes

Is it possible to force user log out if idle for a defined time?

This is really a Drupal question, since Drupal handles user login/logout and not CiviCRM. I suggest you ask at https://drupal.stackexchange.com/
Coleman's user avatar
  • 18.6k
3 votes

Unable to take Credit Card payment via PayPal after civi update

@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 ...
Seamus Lee's user avatar
  • 1,289
3 votes
Accepted

How to force a field to be mandatory?

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' ==...
Pradeep Nayak's user avatar
3 votes

Change Log Shows Incorrect "Changed By" Name

First, on the wordpress side, check what email is listed for Alice in her wordpress user record. If it still has [email protected] that might be the problem. Otherwise there's a civicrm_uf_match table in ...
Demerit's user avatar
  • 22.9k
3 votes
Accepted

Delete wordpress user when related Civicrm contact is deleted

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 ...
petednz - fuzion's user avatar
  • 28.3k
3 votes
Accepted

Where is the permission to access pricesets?

A user can manage price sets if they have Access CiviEvent and Edit all events (actually they can access it with just Access CiviEvent with the URL or a manually added menu item, but in order for it ...
Lars SG's user avatar
  • 4,063
2 votes
Accepted

CiviCRM on Joomla: How to allow multiple users to add contcts, etc?

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 ...
Andrew Thompson's user avatar
2 votes

Message templates "access denied"

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 ...
Ramesh - ARTECH Consultancy's user avatar
2 votes
Accepted

Is there a setting to automatically Refresh Dashboard Data on a user login, or when returning to CiviCRM Home?

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 ...
Andrei's user avatar
  • 2,321
2 votes

How can I create branching scripts that a caller can use as part of a membership signup workflow, etc?

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 ...
frTommy's user avatar
  • 1,411
2 votes
Accepted

New Website Users Connecting to Existing Member Record

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 ...
Eli Lisseck's user avatar
  • 1,499
2 votes
Accepted

How can I display the participations of events in the user profile?

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 ...
Fabian's user avatar
  • 3,557
2 votes
Accepted

Migrating Drupal Users and CiviCRM Data to New Website

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.
ErikH - CiviCooP's user avatar
2 votes
Accepted

Drupal account creation adds users into a CiviCRM group or tags them

If you are using profiles for user registration than you can configure profile to add contact to a Group. This will have contacts who submits the profile added to group and then you can use filter ...
Pradeep Nayak's user avatar
2 votes
Accepted

Which contacts in Civi are wordPress user as well?

You should be able to search via Adv Search and find a button called CMS User.
petednz - fuzion's user avatar
  • 28.3k
2 votes

Unable to take Credit Card payment via PayPal after civi update

This is now fixed in 5.10.1...............
user4278's user avatar
  • 1,021

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