Sean
  • Member for 6 years, 10 months
  • Last seen more than 2 years ago
how can I change the contact type for one contact (to/from individual/household/organization)?
16 votes

Say you want to convert from an individual to a household. One very hack-ish way is as follows: Create a new household with the desired household name. Note the "contact id" values for the ...

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Standalone CiviCRM? (no CMS)
10 votes

No, CiviCRM must be installed within one of these CMS platforms: Drupal, Wordpress, Joomla, or Backdrop. But this doesn't mean you need to use that CMS for your organization's main website — you ...

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What is the easiest way to see the MySQL queries run by a CiviCRM page?
Accepted answer
10 votes

If you want to see everything, you can enable MySQL logging as follows (don't do this on production!): From the mysql console (or within an application like MySQL Workbench), run: SET global ...

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ER diagram for the latest Civicrm , Foreign key in Structure, test cases/plans
7 votes

I will answer your questions #1 and #2. (I'm not sure what you mean by #3. If #3 is sufficiently unrelated to #1 and #2, I would suggest creating a separate question for it) Why an ER (Entity ...

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I need to find the Host URL, Site key and API key
7 votes

Host URL Depending on the context of your situation, this is probably referring to the domain name of the site where you use CiviCRM. So if you see https://example.org/civicrm when using CiviCRM, ...

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Within an extension how can load a custom `Civi` name-spaced class?
7 votes

Add the following elements to your extension's info.xml file to enable PSR-4 autoloading: <classloader> <psr4 prefix="Civi\" path="Civi"/> </classloader> Also see docs on the <...

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How can I customize the "Fatal Error" screen?
Accepted answer
7 votes

You can configure CiviCRM to use a customized "fatal error" screen by following the steps below. You may want to include specific site administrator contact information or other problem resolution ...

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Is there a way to create an an automatic email if someone is removed from a group?
6 votes

I think this should be possible with using the CiviRules extension.

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How to exclude contacts who already received a mailing?
Accepted answer
5 votes

When composing your mailing use the "Recipients" field to exclude recipients of one or more past mailings. Here's a screenshot of this in action: Specifically, you would choose one group to include (...

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How to create joint accounts in CiviCRM contacts
5 votes

The short answer: When you want to store information about two people (e.g. "John Smith" and "Mary Smith") together, create a new household. You can name the household whatever you like (e.g. "John ...

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How can I import Memberships without e-mail addresses or external IDs?
Accepted answer
5 votes

Here's an idea: Import contacts (as you have already done) Export the contacts you just imported, selecting the at least the following fields: contact ID, first name, last name Use spreadsheet ...

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How do I give event registrants one of four prices but allow admins to select a free option for guests?
Accepted answer
5 votes

I have accomplished this using the CiviDiscount module. It works well. You'll just need to create a code that offers a 100% discount and then only share this code with people whom you deem qualified ...

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Date of birth -- months only show through September
Accepted answer
4 votes

The choice of months is restricted because the date-picker does not allow future dates to be chosen for the birth date field. First select a year in the past. Then you will see all months available ...

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How do I search for contacts with no contributions?
4 votes

Summary Fields is a very cool extension that can do what you're talking about. Once you set it up, you can search by many aggregate parameters including "total lifetime contributions".

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How can I include pay-later contributions in a widget thermometer?
3 votes

This is actually easy, but totally hidden... At the very end of the code for your widget, find the last <script> tag, which looks something like this: <script type="text/javascript" src="𝙐...

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Font-Awesome icons not showing -- missing class=fa?
3 votes

It sounds like you've identified a bug — and found a fix. Excellent! I can confirm this bug by observing the fatal error message displaying a funky character before "Sorry" as shown below. ...

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How can I generate an internal URL to a CiviCRM page based on certain parameters?
3 votes

In PHP CRM_Utils_System::url('civicrm/contact/view', "reset=1&cid=$contactID") See code-level docs for CRM_Utils_System::url for more details. In Smarty {crmURL p='civicrm/contact/view' q="...

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building an extension: how can I create a multiple-step form?
3 votes

If you're open to using AngularJS, I think you could use the crmUiWizard directive, which is how CiviMail seems to create a multi-step form for building mailings.

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Authorize.net TLS Disablement Notice civicrm
3 votes

See this blog post which has specific instructions.

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Which version of Angular/AngularJS does CiviCRM use?
3 votes

How to check your Angular version Go to the default Angular base page for your site at http://example.org/civicrm/a Open a browser console Evaluate angular.version within the console: Notes about ...

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Invalid Date with Contribution API and Custom Date Field
Accepted answer
3 votes

Sounds like you are running into the Year 2038 problem. You have different behavior on different machines, which makes sense, and also probably will make this problem easier for you to troubleshoot. ...

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How to download a copy of the CiviCRM User and Administrator Guide?
3 votes

What follows are steps to download and view the User Guide offline using the MkDocs software. Caveats: this solution (a) requires some technical skill to set up, and (b) still requires a web browser ...

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How to I access the A/B testing features after upgrading to 4.6?
3 votes

The A/B testing features come with two menu items. For me, they weren't showing up for some reason, even after rebuilding the menu by visiting civicrm/menu/rebuild&reset=1 I don't understand why ...

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Update addressee values for all contacts after modifying Addressee Type Options
2 votes

Use the update_greeting scheduled job. Go to Administer > System Settings > Scheduled Jobs Click Add New Scheduled Job, and enter the following values. "Name": "Force Update Addressee Values" "...

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How do I write the _spec function for my custom API?
Accepted answer
2 votes

After a bit of research I added documentation which explains how to write _spec functions: https://docs.civicrm.org/dev/en/latest/framework/api-architecture/#spec

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Search comparing two date fields
Accepted answer
2 votes

I think it's unlikely you'll be able to perform this search within any of CiviCRM's existing searches. Fortunately, it's possible to create custom searches. The process requires some coding, but ...

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Insert tokens for related contacts in CiviMail
Accepted answer
2 votes

The Related Tokens extension is currently in development and aims to provide this functionality.

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Viewing a Personal Campaign Page before approval
2 votes

You should be able to view the page before approving it. (I just tried this on CiviCRM 4.7.24 by disabling a page and then viewing it. It worked for me.) My guess is that your user does not have the ...

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How to pair up event participants?
Accepted answer
2 votes

You can get somewhat close to your desired functionality by putting the contacts in a smart group and displaying them within the relationship report. Use the advanced search to display all contacts ...

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List of fields and explanations?
Accepted answer
2 votes

One way is to use the API Explorer. Here's a demo of how it shows you field comments:

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