Answers.Body: <p>As @petednz mentioned, it does sound like that your entries are being merged. You can check what dedupe rule Caldera form is using under the Contact 1 processor.  if you didn't create a dedupe rule that always create a new record, then it is likely that it will use an existing rule that merges the new entries.  To create a dedupe rule that doesn't merge, you need to get to CIVICRM and go to Contacts&gt;Find and Merge Duplicate Contact and create a rule under the Individual Section.  Click Add Rules for the section and i suggest the following entries:</p>
  <p>Rule Name = Always No Merge</p>
  <p>Usage = General</p>
  <p>Reserve = No tick</p>
  <p>Field =    Address Name</p>
  <p>Weight (same row as Address Name) = 10</p>
  <p>Skip    the rest of    the rows</p>
  <p>Weight Threshold to Consider Contacts    'Matching':100</p>
  <p>the idea is to set a dedupe rule that will never be matched, more on how the dedupe rule works is here: <a href="https://docs.civicrm.org/user/en/latest/common-workflows/deduping-and-merging/" rel="nofollow noreferrer">https://docs.civicrm.org/user/en/latest/common-workflows/deduping-and-merging/</a></p>
  <p>then go back to Caldera Contact 1 Processor and refresh the browser.  You should see the new dedupe rule &quot;Always No Merge&quot; listed there for you to select.  Any new entries would be a new record now.  However, if the records do belong to the same individual, you would have the merge the records manually.</p>
  
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2020-11-10T12:53:16.303Z
Answers.LastActivityDate: 2020-11-10T12:53:16.303Z
Answers.UserDisplayName: Clement Leong
Answers.Body: <p>Do you create Activity from Caldera form when user submits the Enquiry form? If not than you will need to add Processor to create an activity against the contact who submitted the form.</p>
  
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2020-11-03T09:40:51.413Z
Answers.Text: HI, I have added a civicrm activity processor
Answers.UserDisplayName: Bob Woolnough
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2020-11-03T11:38:04.680Z
Answers.Text: Sorry, forgot to say that it does not make any difference. Nothing at all shows in the activities screen, so not sure what I'm doing wrong? I also have the contact processor attached, and as I said before, the emails come through to the domain email address no problem.
Answers.UserDisplayName: Bob Woolnough
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2020-11-03T04:34:33.823Z
Answers.LastActivityDate: 2020-11-03T04:34:33.823Z
Answers.UserDisplayName: Pradeep Nayak
Answers.Body: <p>There are several ways to get a single view of the new messages.  if you are using activity processor, then setting it up to record as an associated activity with the contact record should work (<a href="https://github.com/mecachisenros/cf-civicrm/blob/master/docs/processors.md" rel="nofollow noreferrer">https://github.com/mecachisenros/cf-civicrm/blob/master/docs/processors.md</a>).  The other ways are to use the tag processor to add tags or use a group processor to add the contact to a designated group.  you can then use the CIVICRM dashboard to be updated on new entries.</p>
  <p>However, Activity Processor should work, perhaps you want share how you setup the processor, it should be similar to the link i listed above.</p>
  
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2020-11-05T09:22:47.233Z
Answers.Text: I have the activities processor set up as follows: Contact Link
  Link to
  Contact 1
  Select which contact you want to link this processor to.
  
  Activity
  Activity Type
  Initial Enquiry
  Activity Status
  Completed
  Campaign
  Activity fields
  Subject
  Nature of enquiry [nature_of_enquiry]
  Activity Date
  date:Y/d/m
  Duration
  Location
  Details
  Comments / Questions [comments_questions]
  Is Starred
  Created Date
  date:Y/m/d
  Modified Date
  Tags
  Attached Files
  No advanced_file or file or cf2_file in form
  Cases
  Is Activity Overdue
  Target Contact ID
  Source Contact ID
  Assignee Contact ID
Answers.UserDisplayName: Bob Woolnough
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2020-11-05T09:28:55.890Z
Answers.Text: Nothing ever appears in the main activities screen when you log on, but if you click on the double headed arrow in the top right corner of the activities dashlet, it opens into a larger activity dashlet window and shows the latest form submitted. The problem there, is that it shows submissions over several months i.e.11th Feb, 11th April, 11th May by one applicant even though it has only just been submitted once just now, it the merges all of this under the current submission date. It also shows on the bottom, 1 of 6 records but the next etc keys do not work so you cannot flick between records
Answers.UserDisplayName: Bob Woolnough
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2020-11-05T09:44:20.950Z
Answers.Text: Have just worked out what it means by 1-6 of 6 entries. It is referring to the number of entries of the one single record as follows: Contact Merged 
  Contact ID 203 has been merged and deleted.
  Dog, Mad Dog, Mad n/a November 2nd, 2020 8:41 PM 
  Completed
  ViewEditDelete
  Contact Deleted by Merge 
  Contact ID 203 has been merged into Contact ID 202 and deleted.
  Dog, Mad n/a n/a November 2nd, 2020 8:41 PM 
  Completed
  ViewEditDelete
Answers.UserDisplayName: Bob Woolnough
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2020-11-05T09:44:31.113Z
Answers.Text: Initial Enquiry 
  Test
  Dog, Mad n/a n/a May 11th, 2020 12:00 AM 
  Completed
  ViewEditDelete
  Initial Enquiry 
  Test
  Dog, Mad n/a n/a April 11th, 2020 12:00 AM 
  Initial Website Enquiry
  ViewEditDelete
  Initial Enquiry 
  Test
  Dog, Mad n/a n/a February 11th, 2020 12:00 AM 
  Initial Website Enquiry
  ViewEditDelete
  Initial Enquiry 
  Test
  Dog, Mad n/a n/a February 11th, 2020 12:00 AM 
  Initial Website Enquiry
  ViewEditDelete
Answers.UserDisplayName: Bob Woolnough
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2020-11-05T09:46:34.967Z
Answers.Text: Firstly I don't understand why it's merging with other files when this enquiry has only just been created, and secondly, I don't understand why it does not register to day's date 05/11/20 anywhere when that is the date the enquiry was created?
Answers.UserDisplayName: Bob Woolnough
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2020-11-05T10:11:49.900Z
Answers.Text: I have just checked the contact records, and found that it seems that any new submission from the 'Initial Enquiry Form' overwrites any previous enquiry entry from another submission so that only the latest contact appears! Any idea why it would do that?
Answers.UserDisplayName: Bob Woolnough
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2020-11-05T15:59:39.923Z
Answers.Text: @BobWoolnough Your activity processor settings are helpful, but very hard to read in a comment.  Could you please edit your original question to include them, formatted for easy reading?
Answers.UserDisplayName: Jon G - Megaphone Tech
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2020-11-05T17:25:01.970Z
Answers.Text: Contact Link
  Link to - Contact 1
  .
  
  Activity
  Activity Type - Initial Enquiry
  Activity Status - Completed
  Campaign
  Activity fields
  Subject - Nature of enquiry [nature_of_enquiry]
  Activity Date - date:Y/d/m
  Duration
  Location
  Details - Comments / Questions [comments_questions]
  Is Starred
  Created Date - date:Y/m/d
  Modified Date
  Tags
  Attached Files - No advanced_file or file or cf2_file in form
  Cases
  Is Activity Overdue
  Target Contact ID
  Source Contact ID
  Assignee Contact ID
Answers.UserDisplayName: Bob Woolnough
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2020-11-05T17:26:24.077Z
Answers.Text: Is this any better? Don't seem to be able to do much in the way of formatting in these comment boxes! Unless I'm missing something, which wouldn't be unusual LOL
Answers.UserDisplayName: Bob Woolnough
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2020-11-06T19:05:56.670Z
Answers.Text: maybe you need to check your dedupe/matching set up. sounds like the form is submitting and just overwriting the previously created contact
Answers.UserDisplayName: petednz - fuzion
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2020-11-05T02:30:07.473Z
Answers.LastActivityDate: 2020-11-05T02:30:07.473Z
Answers.UserDisplayName: Clement Leong
Body: <p>we are a small charity who would like to see all the latest incoming enquiries from our website in one place when we log on to civicrm in wordpress.</p>
  <p>We have created a general enquiry form (Caldera Forms) which does send an email direct to the specified charity email address, and does create an individual record at the backend of civicrm, but none of them show up in the activities screen when we log in.</p>
  <p>It would be very useful to be able to see in one place the messages that we need to deal with as they come in.</p>
  <p>Grateful in advance for any help on this please.</p>
  
Tags: <wordpress><email><activities>
Title: Need to see latest incoming messages
ThreadText: # Need to see latest incoming messages
  
  (Asked by: username_0 on 2020-11-03)
  
  we are a small charity who would like to see all the latest incoming enquiries from our website in one place when we log on to civicrm in wordpress.
  
  We have created a general enquiry form (Caldera Forms) which does send an email direct to the specified charity email address, and does create an individual record at the backend of civicrm, but none of them show up in the activities screen when we log in.
  
  It would be very useful to be able to see in one place the messages that we need to deal with as they come in.
  
  Grateful in advance for any help on this please.
  
  **Tags:** wordpress, email, activities
  
  
  ---
  
  ## 3 answers
  
  ### Answer by username_1 on 2020-11-10. Score: 2
  
  As @username_4 mentioned, it does sound like that your entries are being merged. You can check what dedupe rule Caldera form is using under the Contact 1 processor. if you didn't create a dedupe rule that always create a new record, then it is likely that it will use an existing rule that merges the new entries. To create a dedupe rule that doesn't merge, you need to get to CIVICRM and go to Contacts>Find and Merge Duplicate Contact and create a rule under the Individual Section. Click Add Rules for the section and i suggest the following entries:
  
  Rule Name = Always No Merge
  
  Usage = General
  
  Reserve = No tick
  
  Field = Address Name
  
  Weight (same row as Address Name) = 10
  
  Skip the rest of the rows
  
  Weight Threshold to Consider Contacts 'Matching':100
  
  the idea is to set a dedupe rule that will never be matched, more on how the dedupe rule works is here: <https://docs.civicrm.org/user/en/latest/common-workflows/deduping-and-merging/>
  
  then go back to Caldera Contact 1 Processor and refresh the browser. You should see the new dedupe rule "Always No Merge" listed there for you to select. Any new entries would be a new record now. However, if the records do belong to the same individual, you would have the merge the records manually.
  
  
  ---
  
  ### Answer by username_2 on 2020-11-03. Score: 1
  
  Do you create Activity from Caldera form when user submits the Enquiry form? If not than you will need to add Processor to create an activity against the contact who submitted the form.
  
  > **Comments:**
  > **username_0**: HI, I have added a civicrm activity processor  
  > **username_0**: Sorry, forgot to say that it does not make any difference. Nothing at all shows in the activities screen, so not sure what I'm doing wrong? I also have the contact processor attached, and as I said before, the emails come through to the domain email address no problem.  
  
  ---
  
  ### Answer by username_1 on 2020-11-05. Score: 0
  
  There are several ways to get a single view of the new messages. if you are using activity processor, then setting it up to record as an associated activity with the contact record should work (<https://github.com/mecachisenros/cf-civicrm/blob/master/docs/processors.md>). The other ways are to use the tag processor to add tags or use a group processor to add the contact to a designated group. you can then use the CIVICRM dashboard to be updated on new entries.
  
  However, Activity Processor should work, perhaps you want share how you setup the processor, it should be similar to the link i listed above.
  
  > **Comments:**
  > **username_0**: I have the activities processor set up as follows: Contact Link Link to Contact 1 Select which contact you want to link this processor to.  Activity Activity Type Initial Enquiry Activity Status Completed Campaign Activity fields Subject Nature of enquiry [nature_of_enquiry] Activity Date date:Y/d/m Duration Location Details Comments / Questions [comments_questions] Is Starred Created Date date:Y/m/d Modified Date Tags Attached Files No advanced_file or file or cf2_file in form Cases Is Activity Overdue Target Contact ID Source Contact ID Assignee Contact ID  
  > **username_0**: Nothing ever appears in the main activities screen when you log on, but if you click on the double headed arrow in the top right corner of the activities dashlet, it opens into a larger activity dashlet window and shows the latest form submitted. The problem there, is that it shows submissions over several months i.e.11th Feb, 11th April, 11th May by one applicant even though it has only just been submitted once just now, it the merges all of this under the current submission date. It also shows on the bottom, 1 of 6 records but the next etc keys do not work so you cannot flick between records  
  > **username_0**: Have just worked out what it means by 1-6 of 6 entries. It is referring to the number of entries of the one single record as follows: Contact Merged  Contact ID 203 has been merged and deleted. Dog, Mad Dog, Mad n/a November 2nd, 2020 8:41 PM  Completed ViewEditDelete Contact Deleted by Merge  Contact ID 203 has been merged into Contact ID 202 and deleted. Dog, Mad n/a n/a November 2nd, 2020 8:41 PM  Completed ViewEditDelete  
  > **username_0**: Initial Enquiry  Test Dog, Mad n/a n/a May 11th, 2020 12:00 AM  Completed ViewEditDelete Initial Enquiry  Test Dog, Mad n/a n/a April 11th, 2020 12:00 AM  Initial Website Enquiry ViewEditDelete Initial Enquiry  Test Dog, Mad n/a n/a February 11th, 2020 12:00 AM  Initial Website Enquiry ViewEditDelete Initial Enquiry  Test Dog, Mad n/a n/a February 11th, 2020 12:00 AM  Initial Website Enquiry ViewEditDelete  
  > **username_0**: Firstly I don't understand why it's merging with other files when this enquiry has only just been created, and secondly, I don't understand why it does not register to day's date 05/11/20 anywhere when that is the date the enquiry was created?  
  > **username_0**: I have just checked the contact records, and found that it seems that any new submission from the 'Initial Enquiry Form' overwrites any previous enquiry entry from another submission so that only the latest contact appears! Any idea why it would do that?  
  > **username_3**: @username_0 Your activity processor settings are helpful, but very hard to read in a comment.  Could you please edit your original question to include them, formatted for easy reading?  
  > **username_0**: Contact Link Link to - Contact 1 .  Activity Activity Type - Initial Enquiry Activity Status - Completed Campaign Activity fields Subject - Nature of enquiry [nature_of_enquiry] Activity Date - date:Y/d/m Duration Location Details - Comments / Questions [comments_questions] Is Starred Created Date - date:Y/m/d Modified Date Tags Attached Files - No advanced_file or file or cf2_file in form Cases Is Activity Overdue Target Contact ID Source Contact ID Assignee Contact ID  
  > **username_0**: Is this any better? Don't seem to be able to do much in the way of formatting in these comment boxes! Unless I'm missing something, which wouldn't be unusual LOL  
  > **username_4**: maybe you need to check your dedupe/matching set up. sounds like the form is submitting and just overwriting the previously created contact  
  
  ---
  
  