Craig Almond
  • Member for 6 years, 9 months
  • Last seen this week
Bulk delete activity based on criteria
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6 votes

Try advanced search. Search for contacts in group "x" with completed activities of type "y" From search settings=- set "Display results as" to activities. You should be able to delete the ...

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Drupal Views and Case Relationships
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4 votes

Ok, once again I should have looked more carefully at the suggested answers If contact has multiple cases, how do I filter a view to show only case roles associated to that case type Start with a ...

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How do I send a scheduled mailing via CiviMail?
4 votes

Mailings run from a cron job on the server, so submitting immediately does not immediately start the mail sending, it sends the next time the bulk mail processor task runs. If the mailing is still ...

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Prevent users from changing membership type when they renew?
4 votes

Does your membership renewal page show multiple membership-type options? You may need to set up different membership renewal pages for different membership type.

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Sport Association - Listing organization?
4 votes

As Demerit says, you can configure CiviCRM profiles to make search listings. People are working on Wordpress Plugins to create views of CiviCRM data https://civicrm.org/blog/justinfreeman/show-...

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Can you create a dedupe rule to include individual and organisation details
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4 votes

The short answer is no. Dedupes for individuals and oranisations are handled separately in Civi. I'm assuming (and feel free to correct me if I'm wrong) you've got an event booking profile for an ...

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Smart Group dropping search criteria on save
4 votes

Had a test site upgraded to 5.10.0 today, and the smart groups settings (for case contacts- see comment above) are now working as expected.

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"Please go back and complete the CAPTCHA" appearing when registering multiple participants for an Event
4 votes

Looks like a bug- see comments 2 possible workrounds 1) Limit to single participant registration 2) Create new profile w/o captcha and use this as profile for additional participants Or as you ...

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CiviCRM emails not sending with attachments
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3 votes

The attachment size exceeded the site max file upload. Not a bug in Civi as suspected, but the error message is really unhelpful in this instance.

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Changing CiviCRM events partcipant status
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3 votes

Normally it would be a civicrm user/ administrator that would update participant details after an event. (Rather than the participant themselves). As Pete said you can configure a Drupal Webform to ...

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Case Dashboard- Cases with upcoming activities and Cases with recently performed activities lists show empty
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3 votes

It looks like Case creates 2 SQL views civicrm_view_case_activity_upcoming civicrm_view_case_activity_recent And in case dashboard/ find case results- these views are called on to provide upcoming ...

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Is it possible from web interface to export Notes' dates?
2 votes

Just had a quick play on the demo site and notes and note date fields become searchable/ accessible using the Data Processor extension. Add note as data source, and contact as additional data source ...

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Webform CiviCRM 'Registration Status' for Event not Updating each subission
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2 votes

I'm not sure from your description how exactly your form is configured. For the update participant status you may need a second form and specific url to reach it which includes the user's contact id ...

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View mailing in browser- access denied
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2 votes

Turns out clicking Save when you change permissions really helps. Craig

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Adding Sub-Options of Custom Data
2 votes

re: custom data sub options: You can do that with tags and tag sets, but they would be applicable to all contacts not given sub types https://docs.civicrm.org/user/en/latest/organising-your-data/...

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Assigning case role to contact in webform- not updating as expected
2 votes

Rephrased my search and found this question What determines the suite of Case Roles presented for assignment on the CIVICRM Webform Case Tab? 1st answer talks about relationship names/labels not ...

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is it possible to merge duplicate event locations?
2 votes

Location details for events are stored in a sql table called civicrm_loc_block which brings together an address an email and a phone number for each event. At a push you could identify the affected ...

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The same name distinction in Civicrm
1 votes

If you combine Demerit's and Pete's suggestions. Update Sort Name Format to include the External Identifer token {contact.external_identifier} Export your current id field entries and re-inport them ...

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SQL too many joins limitations- what will break and how
1 votes

So, after talking to colleagues my understanding is... 61 joins will cause problems on big queries (reports) where we try and pull in all activity types and all associated activity data and additional ...

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How can I assign one contact to one of the team workers?
1 votes

ACL or Access Controls should be able to do that. https://docs.civicrm.org/user/en/latest/initial-set-up/permissions-and-access-control/ BUT... I've never worked with Joomla so can't offer any ...

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Needing to change the email address emails are coming from
1 votes

I'd look first at the event settings themselves. (From the manage events page, choose configure and then click to the online registration tab) At the foot of the page is the email confirmation ...

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Backlog of scheduled reminders
1 votes

I've had this problem How to safely restart Scheduled reminders And got a really clear and succinct answer.

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Email greeting token not working with mosaico
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1 votes

Thanks to Parvez, for pointing this out. As well as Mosaico we had the GDPR extension installed. Upgrading to latest version GDPR has fixed the issue!

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Add multiple target contacts in advanced search
1 votes

I'm assuming your using Adcanced search to build this You could try adding your targets ' Group 1, Group 8, Group 12 etc' Into just a standard static group. Then Advanced search group="new group" ...

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Details des imports contact evenement et activité
1 votes

Documentation est ici: https://docs.civicrm.org/user/fr/latest/common-workflows/importing-data-into-civicrm/ Le plupart concernent l'import des contacts, mais il y a instructions pour activites et ...

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custom fields not adding to Drupal views
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1 votes

Updated Civi to latest version. Updated views related modules in Drupal to latest versions. Rebuilt view. Original view was based on case contact id, and pulled in case details and case contact ...

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User account fields missing from create user account profile
1 votes

Thanks to Pradeep's intervention I've reinstated the user acct fields. The site default location is home. So when first creating the profiles they defaulted to email location= home. As I was making ...

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Mailchimp Extension - not recognising API key
1 votes

Looked on the github issues column and found this https://github.com/veda-consulting/uk.co.vedaconsulting.mailchimp/issues/300 Latest version of mailchimp extension (2.0.1) not necessarily ...

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Editing custom group settings
0 votes

Quick guess. Did you double click the save button? Or, it's suggesting there's already a "Training Information" Dataset on your system. Maybe for a different entity type e.g activity data ...

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Configuring Repeated Events
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0 votes

So it looks like the answer is.... It Depends! In CiviEvent Component Settings you can set the site to use an event cart functionality, so instead of a register button events have an add to cart ...

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