I get a WSOD when I use the search function on CiviCRM CiviCRM was working fine until I downloaded an extension called CiviRules. I looked into the API for field UFMatch, clicked around in there, and pressed execute (got no warning that it was going to change anything in the database, so I just assumed that it was running a test) and it resulted in no errors supposedly.

I also can't delete the extension, it sends me to an HTTP 500 error. Whenever I input a string search, it gives me a drop menu of contacts with matching strings but when I want to get a list of all the contacts in the database, it takes me to the WSOD!

What can I do to try and fix this?

Edit: it looks like any time I search for something (e.g. contributions, events, participants, contacts etc.), it takes me to the WSOD.

Edit 2: I'm using CiviCRM 4.6.37 and Drupal 7.59. And I'm not sure if it was actually CiviRules or clicking something in the API Explorer... I downloaded CiviRules extension first before I played around with API Explorer. My reasoning for poking around API was to see if there was some way to link/unlink user IDs with CiviCRM contacts and reuse a general username/account for changing members. Hopefully that makes sense! :-/

Edit 3: Problem is fixed. IT support at my organization’s end conquered the WSOD. Lesson learned: don’t mess with API if you don’t know what you’re doing.  ¯_(ツ)_/¯

Thank you all for your responses!

I don't have any experience with CiviRules specifically, but the two things that usually clear up WSOD for me (on WordPress at any rate -- what CMS are you using?) are to clear out wp-content/uploads/civicrm/templates_c, or you can also try going to Administer -> System Settings -> Cleanup Caches and Update Paths, then click the Cleanup Caches button.

Depending on what version of everything you're on there's also the possibility that the CiviRules extension isn't compatible with your version of CiviCRM, although a quick glance at their releases seems to indicate they keep very on top of things.

It'd also be helpful to see the log details about the 500 error if trying the things above doesn't resolve the issue.

Hope that gives you some things to go on.


Petition Email Error When Creating New Petition I just installed the "Petition Email" extension (2.0) for CiviCRM (4.7.10) under Drupal (7.50). When going to Campaign > New Petition, I get the error

Sorry but we are not able to provide this at the moment. 'civicrm_survey' is not a valid option for field entity_table

This is a known issue - see CRM-19286.  To fix, upgrade to CiviCRM 4.7.12 or higher.


Different search results in Adv Search vs Search Builder We upgraded yesterday from 4.5.8 to 4.6.5 (with Drupal 7.38). We have a number of custom fields for Individuals which are type multi-select (child's grade in school, marital status, etc.).  When we search on those fields from the Advanced search screen, the search yields no results.  However, if I create the same search in Search Builder, I get results.

Search Builder example (this is the only search criteria):

  Individual > Marriage:Marital Status > = > Widow/Widower

I get 16 results.

If I build that same search in Advanced search, I get 0 results.

Any ideas?

I turned on CIVICRM_DEBUG_LOG_QUERY per this post: How can I tell what the query that is executing when I do an Advanced Search looks like?.  But, not knowing exactly what I was looking for in the log file, I can't tell what is amiss in the Adv Search.

After you have made your advanced search and get no results, you will stay on the advanced search page.

If you look at the bottom of that page it will say "No matches found for:" and then list the options you have chosen. Can you see anything in there that wasn't related to the options you picked?

I only mention this as I have a similar problem and I can see that the "Preferred Language" field is being set to Afrikaans, so therefore making any advanced searches yield no results.


Email-to-activity processing: how to ignore cc Autofiling inbound emails as activities via EmailProcessor is a really nice feature. However for some CivCRM users it would be nice to have (always and system-wide) only filed activities for the FROM and TO contacts. Is there a way have CC addresses ignored?

You can ALMOST do it with hook_civicrm_emailProcessorContact, but you don't know at that point which ones are cc's.
But you might be able to do it with hook_civicrm_emailProcessor because there you know which are cc's, except you only have their email not the contact_id. So I admit this is awkward but you could do something like:

For each of the cc's, look up the contact id from the email address the same way the email processor does - CRM_Contact_BAO_Contact::matchContactOnEmail($email, 'Individual')->contact_id
The activity_id should be in the $result param in the hook.
Delete the corresponding entry in civicrm_activity_contact. (If they were listed both as a To and a Cc you might need to get a little fancier.)


Where to change details on payment processor? I am using Wordpress 4.8.1 and CiviCRM 4.7.22.
Please see the screen shot of my payment processor on a contribution page.  I am using Paypal Payments Pro. You will see where it says click the "Continue" button on the bottom.  The button on the bottom says "Contribute".  That is very unprofessional.  Where can I fix that?

Thank you

If you want the exact filename of the text, you can simply grep inside the civicrm directory -

$ grep -rl "If you have a PayPal account" templates/
templates/CRM/Financial/Form/PaypalPro.tpl

Which gives the result of this file. You need to either -

Change the Continue text and create a PR to get it accepted into core.
Override this file into an extension. (Not recommended based on Coleman's explanation on the link.)
Write a simple js in an ext and change the text of the paypal msg or the Contribute button.


How can I add Mailing Date to the Mail Details Report? I would like to include extra fields in the Mailing Details report, especially the Mailing Date.  Please can you advise how i get access to fields that are not showing.
We are using version: CiviCRM 4.6.18.

I used a combination of these four resources to learn how to customize reports to add columns and filters etc with some tenacity and very minimal php and mysql background:

https://wiki.civicrm.org/confluence/display/CRMDOC/CiviReport+Reference

https://alastaira.wordpress.com/2011/03/17/civicrm-creating-a-custom-report/

https://artfulrobot.uk/civicrm-custom-birthdays-report

https://sf2012.civicrm.org/sites/default/files/slides/CiviCRM%20Reports-Customize%20and%20Extend.pdf

The basic steps are, create .tpl and .php files based on a report that is close to you what you want (mailing details in this case), add the little chunk of code into the .php file under "columns" section and under "filters" section as detailed in the resources above, drop these two files into your websites custom templates and custom php directories, and register them with civicrm.


How do I include the contact image in a profile? I am trying to create a profile to display contacts who are in a specific group as an HTML listing which can then be output as a print directory.

The first field should be the contact image (although not all entries will have images). The only field I can find which seems relevant is Image-Url (Contact) - but that merely displays the URL as text.
I tried adding formatting fields (Free HTML) before and after to wrap the output with , but that has made no difference.

I am linking to my output (it's on an intranet) as /drupal/?q=civicrm/profile?reset=1&gid=21&force=1&search=0

Most of the documentation on Profiles seems to be oriented to their use as forms, not as display formatting.

If you are indeed using Drupal, a better option for displaying this information might be Drupal Views, which you can use to format and display most of the fields I suspect you would need for this kind of directory.  (You could even use Views PDF to output it as a PDF document, if you really want to take control of formatting, text/image placement, and printability.)  I'm not sure that profiles will get you where you need to go for displaying/outputting information.

Hope this helps,
Lesley


Include tags or groups in Advanced search views? Is it possible to display a contact's tags in an advanced search listing? I was hoping to make a 'Search Views' profile including the tags field and then have this column show up in the results of an advanced search.

However, when I go to make a tag field in the profile, the option to choose 'results column' disappears as soon as I choose Contacts > Tags.

I guess that's to stop multiple tags from clogging up the search display results. But I want to see those multiple tags...

I've tested this in civicrm demo 4.6. And have the same in our system; we're using 4.6.24 and Drupal 7.54.

So is there a way to make this happen?

Thanks for your help.

In Advanced Search - I don't think that is possible now due to the reason mentioned in the question. But it could be fixed by filing a JIRA/PR etc.

Workaround - Use Search Builder and fire a query for tags not null. Similar to -

Hitting Search would display multiple tags in search results.


Email me every time someone makes a contribution I've made a contributions page with CiviCRM on my site. How can I configure CiviCRM to send me an email anytime anyone makes a donation, please?

(I know I can have Civi send me a report of recent contributions periodically, but that doesn't solve this case. I want to configure Civi to send me an email with info about a single donation immediately, when the donation is made.)

If you have it set to email a receipt to the contributor you can have that receipt bcc'd to you.

In Manage Contribution at the bottom of the receipt tab page is the option to cc or bcc someone.


Cannot see installed extension Hello I using drupal 7 and civicrm 5.6.1

I am trying to use Postcode Lookup for Webform https://github.com/compucorp/webform_civicrm_postcode/blob/master/README.md

But I cannot see the extension after uploading it to the directory and refreshing

I have done the following.

1) Checked the directory it is installed in sites/default/files/civicrm/custom_ext/  and checked the settings upload directory path (custom_ext) and resource url (sites/default/files/civicrm/custom_ext)

2) Cleared the civicrm cache and the drupal cache and pressed refresh (many times)

3) Viewed the extension page via view source to see if it isn't rendering on the page

4) Read the read me to see if there is anything different that I have to do

5) Checked the file permisions - it is the same as the other extensions in the folder.

Any ideas what to check next?

Thanks!

Oh dear how embarrasing - its a drupal module not an extension!


How to limit access to manage/create contacts by type via user roles? Have a small franchise type non-profit organization in which multiple level users within the org need access to tools within civi, however, we do not want base level users that are managing their individual school sites to be able to add higher up organizational type contacts (like other school or club locations or regional type centers). We just want them to work on their individual members only, and to limit the availability of specific management/access of contact types based on their specific roles.
We are using the Relationship extension to manage permissions on their own members down the chain of command, but we need to cutoff the chain of possible contact types they have access to and also hide those possibilities in the nav menu.  Any help is much appreciated!!!  *using civi 5.2.2 and drupal 7

This may not be the answer you hope for, but the way we have approached this for other multi-level sites is to keep the 'lower level' users completely out of civicrm and give them everything they need via Views and Webforms.


Event registration form - How to make one field appear only if another checkbox field was ticked? In an event registration form, I have some fields which are only relevant in case the user have ticked a specific checkbox (another field).
How can I make these fields appear only when he ticks this checkbox, and disappear if he unticks it?

If you are using the regular CiviCRM event forms (utilizing profiles) this is only possible with customisations (probably using javascript). In case you are using Drupal you could set up the integration between CiviCRM and teh webform module which allows you to define such conditions (among many other settings such as paged forms, draft saving, advanced styling...).


Autocomplete database or cleansing As I begin entering the city St. Paul, the helpful hint pops up with St. Paul, but with a street address following.  Is there a way to eliminate the street address. (Find autocomplete contact metadata?)

Go to Administer > Customize Data and Screens > Search Preferences, and beside Autocomplete Contact Search and/or Contact Reference Options disable Street Address and possibly other fields.


How to speed up CiviCRM 4.7 php execution time Anyone have an idea of how to speed up CiviCRM PHP execution time ?

I'm an administrator of CiviCRM on Wordpress production set-up, and I find it too slow. I've conducted a little investigation using NewRelic and the whole execution time of (around 2,000ms per request in average) is due to Php execution. All the requests below are CiviCRM's (all URLs are of this type /wp-admin/admin.php?page=CiviCRM)

I'm running an SSD server with 2CPU@3.1Ghz + 7G RAM, with only one Wordpress&CiviCRM running on an Ubuntu 16.04, Php5.6, MariaDB, Nginx, Memcached, and FPM with 25 workers. The whole system is using under 40% of RAM, 10% CPU, for an average load of around 0.3. I find it hard to believe that the server is under-sized.

Thanks for any input on that issue !

This would appear to be a fairly general question of Linux server optimization, which is a complicated subject. The details of such optimization depend on a myriad of factors and settings and is, generally speaking, not the kind of thing that can be answered on a site like this--it depends as much upon the hardware as it does on the software and settings.

To optimize your server would require an analysis of your server and its details by a sysadmin with Ubuntu experience.


CiviCRM 4.7.25 - No such field - unknown column a.weight in field list on Activity Upgraded a few days ago, everything seems fine. Just word that there are some issues registering new participants/payments, the UI "hangs" on submitting the form, but still records the participation.

Trying it myself, as administrator, I could see that an error was being generated during the transaction, breaking the ajax UI for non-admins.

    DB Error: No such field.

After looking at the logs, it becomes pretty obvious that the error is being caused by a bad query relating to civicrm_activity. It would also explain why the registrations are being recorded despite the issue.

[nativecode=1054 ** Unknown column 'a.weight' in 'field list']

    [type] => DB_Error

    [user_info] => SELECT a.id as `id`, a.source_record_id as `source_record_id`, a.activity_type_id as `activity_type_id`, a.subject as `subject`, a.activity_date_time as `activity_date_time`, a.duration as `duration`, a.location as `location`, a.phone_id as `phone_id`, a.phone_number as `phone_number`, a.details as `details`, a.status_id as `status_id`, a.priority_id as `priority_id`, a.parent_id as `parent_id`, a.is_test as `is_test`, a.medium_id as `medium_id`, a.is_auto as `is_auto`, a.relationship_id as `relationship_id`, a.is_current_revision as `is_current_revision`, a.original_id as `original_id`, a.result as `result`, a.is_deleted as `is_deleted`, a.campaign_id as `campaign_id`, a.engagement_level as `engagement_level`, a.weight as `weight`, a.is_star as `is_star`, a.created_date as `created_date`, a.modified_date as `modified_date`
FROM civicrm_activity a
WHERE (a.source_record_id = "77904") AND (a.activity_type_id = "6")
LIMIT 25
OFFSET 0

I can confirm that my civicrm_activity table DOES NOT have the weight column...

Does anyone have any experience with this kind of nuttiness?

Comparing a fresh CiviCRM DB with my own revealed the differences between existing and expected.

I added the weight field to the civicrm_activity table in the right place and things were resolved.

This installation has been through years and years of updates and there have been several occasions over the years where half-baked upgrade scripts have left the DB in similarly half-baked corners.

Gladly, this only caused some UI issues and is now resolved.


civicrm_handler_filter_participant_role.inc this file is missing from the latest civicrm

\sites\all\modules\civicrm\drupal\modules\views\civicrm\civicrm_handler_filter_participant_role.inc

Is this intentially missing? We have functionality that depends on the sql rewrites and need to know if civicrm will be resolving this or if we need to implement our own custom code to provide this functionality

Hmm, I looked at a new download of that version of the civicrm module and it doesn't have that file. It seems that civi on this project has been "customized"


UI glitches and "Invalid Classname" error when editing summary fields via AJAX When trying to edit fields on contact summary using AJAX hover method, the fields don't open up properly for editing (scroll bars are sometimes missing, and not enough space is revealed). On clicking save, I get a fatal error: "Invalid classname".

I'm on Drupal but not using JS or CSS aggregation.

[Edited:]

I had thought this was due to upgrading to 4.7.15. But my dev site (same version) does not have this problem.

[Edited to add more info]:

In the browser console, when loading the contact record I get this error:

Refused to execute script from 'https://my.site.com/index.php?q=civicrm/ajax/responsiveadminmenu/7242/en_US/1/2ChmFGPv&amp;1' because its MIME type ('text/html') is not executable, and strict MIME type checking is enabled.

Then when clicking on a field such as email or phone I get:

jquery.js:339 Uncaught SyntaxError: Unexpected token <

These errors do not come up on the dev site so I suspect they are related.

Turned out to be the fault of an extension called SlickNav. Once that was disabled it worked. I'll post a bug against the extension.


better display of incoming email messages in database Incoming email (e.g. mail imported into the database via the fetch_activities scheduled job) is stored in the database as plain text (which is great).

However, when you view an inbound email activity, it is displayed without any line breaks, which makes it very difficult to read, especially if there is a long reply thread.

Does anyone know of a way to tell CiviCRM to add line breaks (nl2br or something) for just this one activity type? Or any other suggestions on improving the readability of incoming email messages?

Thank you @demerit and @jitendra for your help!

It turns out, the answer is: don't change the label for the Incoming Email activity type :).

The user changed it from Incoming Email to just Email. Changing the label should definitely not break things - but since this issue is still open, it does.

So, in the short term, I'll change the label back. In the long term, getting 1116 fixed would be ideal.


cron.php display warning in error_log running CiviCRM 4.7.8 WordPress

The following is appearing in the error_log whenever cron.php runs:

[Fri Jun 24 16:01:06 2016] [error] [client ...] PHP Warning: date(): It is not safe to rely on the system's timezone settings. You are *required* to use the date.timezone setting or the date_default_timezone_set() function. In case you used any of those methods and you are still getting this warning, you most likely misspelled the timezone identifier. We selected the timezone 'UTC' for now, but please set date.timezone to select your timezone. in /.../wp-content/plugins/civicrm/civicrm/CRM/Mailing/Event/BAO/Opened.php on line 58

Is anyone aware which class is supposed to be responsible for setting the timezone in this case?

That message indicates that the timezone variable is not set for php.  You need to edit the php.ini to indicate your proper timezone in the formay of Europe/Zurich.


Show full county name rather than the abbreviated form Appreciate it's a US-bias, but can't find a way to stop the abbreviation of County, eg Essex becomes ESS.

What have I missed?

In Administer > Localization > Address Settings, you can change the mailing label format to use {contact.state_province_name} instead of {contact.state_province}.

It is not currently ready, but the localization (translation) system of CiviCRM does have support to define better defaults based on the locale. Work is being tracked in: https://lab.civicrm.org/development-team/translations/issues/1


Membership Types Randomly Stopped Working CiviCRM 4.7.24

We do not use Price Sets, but instead have a selection of Membership types.

Randomly some time today, our membership types got messed up where the our front-end webform is showing membership types that we deleted a long time ago.

When I go into and try editing the Membership Types on the back-end of the webform, those mystery membership types don't even show up.

When I try pick different membership types and Save, the front end does not change at all.

Here is the front end that is showing all of the membership types:

https://lnt.org/civicrm/contribute/transact?reset=1&id=58

It's supposed to only have: $25, $50, $100, $250, $500, and $1,000.

Anyone have any suggestions! I'm not the most technologically savy person out there...

Thanks!

I was able to figure it out. In the back-end, I "un-abled" the Membership Section of the Contribution Page (ultimately, shutting down our form for a second), quickly saved, and then quickly Enabled the membership section again and selected the membership levels. Basically, "resetting" the membership section. Some of our donation pages (no membership section enabled) were also messed up -- if we had 4 selections originally, a bunch more were added to the list. Manually deleting/reordering those solved that issue. I'm still not sure why this happened, but this worked for us.


Custom Fields for Specific Individuals I'm entirely new to CiviCRM and setting it up for the first time for our church.

One of the needs is to record information for Weddings. This will mean that against the record for a Bride or Groom (or both) we will need to record custom information e.g. date of wedding, deposit paid, calling of Banns (we're in the UK), organist booked etc. etc.

I think we can do this by setting up a group and attaching custom fields to the group. but we also want this information to be searchable so that we can report on all wedding booked in 2017 or send an email to the vicar 2 months before the wedding to remind them to make contact with the couple.

We will also need to record similar types of information for baptisms and funerals, but this will probably follow the same structure as for weddings.

Any advice on how this can best be handled within CiviCRM?

Many thanks,

Sandy

I would say: have a look at Events. You'll find a lot of functionality.

You could create an Event Type "Wedding", where you can have custom fields only for "Events" of type "Wedding".

The same can be done for "Baptisms" and "Funerals".

Emails 2 months in advance would be easy.


Got an error while installing new UI theme shoreditch for civicrm? I was trying to install new UI theme i.e.shoreditch for civicrm.
While installing it gives an error.

I also tried to change the hostname i.e. localhost to 127.0.0.1 but couldn't work.

I am not sure how CiviCRM will understand drush en to enable shoreditch extension. Shoreditch extension is under CiviCRM not under Drupal. But there is different drush command to install CiviCRM extensions

List CiviCRM extensions

  drush cel

Install CiviCRM extension

  drush cei org.civicrm.shoreditch

Disabled CiviCRM extension

  drush ced org.civicrm.shoreditch

Uninstall CiviCRM extension

  drush ceui org.civicrm.shoreditch

HTH

Pradeep


What causes the SMS system to stop working and throw DB errors? I'm getting an error message on scheduled SMS.

Finished execution of Send Scheduled SMS with result: Failure, Error message: DB Error: syntax error

I'm running 4.7.8 and I think it was stable in 4.7.6. My WP install is 4.5.3

This error does show up in Civi 4.7.8 on Drupal 7.x.  @PeteRoss Thanks.  Haven't had chance to upgrade to 4.7.9 yet.

Had to send scheduled event SMS to members, so modified sql in if statement in CRM/Mailing/BAO/MailingJob.php

525  if ($mailing->sms_provider_id) {
  ....
  ....
  546                         OR       contact_a.do_not_sms = 0 )
- 547                         $aclWhere}";
+ 547                         $aclWhere";
  548     }

The scheduled SMS job completed successfully after the modification.


Should new Scheduled Reminders (based on Activity Type = Email) send out to Emails created in the past? Steps:

Created a Scheduled Reminder (SR) for
Entity = Activity
Type = Email
Status = Completed
When = 1 hour after Activity Date Time
Recipients = Activity Assignees

When this was saved I created an email activity for myself. And then ran the scheduled job of ‘Send Scheduled Reminders’.

In addition to an SR going out for the new email activity, my Contact record had two completed email activities from the day before the creation of the scheduled reminder (and hence well beyond the "1 hour").

The result of running the scheduled job was an scheduled reminder sent for each of the two email activities from the day before. As well as one for the new email activity one hour after the activity date time.

Is the sending of scheduled reminders for historical activities expected behaviour? if not, are there steps via UI we should be taking to avoid this happening (other than devious ones of creating new Activity Types etc) or is this a bug that needs fixing.

My recollection is we have hit other nasty surprises of SRs going out to things that were way past, such as old Events.

I've run into this issue before -- setup a scheduled reminder to follow up after events, and had it sent for all past events.

Personally I think this is a bug, and that we should define a window of time that the reminder is restricted to, in order to limit how far into the past it processes records.


shoreditch: no option to enable on /civicrm/admin/setting/url?reset=1 So I installed shoreditch on a drupal 7 civicrm. I can enable on the extensions page but on /civicrm/admin/setting/url?reset=1 I see no option to enable the shoreditch them.
I can add the custom-civicrm.css there but not the shoreditch option I see on another (Wordpress) installation.
This is on a civicrm 5.6.0.
Any thoughts?

Frequent reason for that error: Double-check, that your URL resource entries are correct! At best, you should use the URL variables, such as e.g.:

[civicrm.files]/extensions


Is there any documentation for 'safe' and 'aggressive' merge modes? We are investigating the 'Process batch merge' scheduled job in CiviCRM, to automatically batch merge duplicate contacts. This calls api.job.processBatchMerge which seems to take the rule to use as a parameter and also a mode, 'safe' or 'aggressive'.

'Safe' mode skips the merge if there are conflicts (which is probably best for an automated process!)

But how does 'aggressive' mode decide which contact data to overwrite/keep? I couldn't find any documentation about this.

Its generally a contact with lower ID that's preserved.

For aggressive merges, fields in conflict are retained from that of higher contact ID. In other words, for fields in conflict, value from higher ID overwrites on that of lower ID.

Preserving of contact, is due to the way dedupe queries are written.

A. Example:
INSERT INTO dedupe (id1, id2, weight) SELECT t1.id id1, t2.id id2, 10 weight FROM civicrm_contact t1 JOIN civicrm_contact t2 USING (first_name) WHERE t1.id < t2.id AND t1.first_name IS NOT NULL GROUP BY id1, id2 ON DUPLICATE KEY UPDATE weight = weight + VALUES(weight);

B. Here is the code and comment that makes it clear - https://github.com/civicrm/civicrm-core/blob/4.5/CRM/Dedupe/Merger.php#L636

However with CiviCRM v4.5 and above, you can decide the biasing (which contact to preserve) using merge hook - https://github.com/civicrm/civicrm-core/blob/4.5/CRM/Dedupe/Merger.php#L632

Here is an implementation example where a contact with maximum number of contributions is preserved - https://github.com/civicrm/civicrm-drupal/blob/7.x-4.5/civitest.module.sample#L1279

Same hook could also be used for deciding which value to preserve by playing with $conflicts variable. Here is an example that we did for one of our client - https://github.com/veda-consulting/uk.co.vedaconsulting.module.dedupe/blob/master/dedupe.php#L218


Print merge document from case search files on wrong contact I've already reported this as a bug but would love to help solve this - am hoping you guys can help point me in the right direction. (https://lab.civicrm.org/dev/core/issues/893)

When 'Record generated letters' is set to "Multiple activities (one per contact)" and you print/merge documents, they don't file on the correct contact.

With a list of cases, select all and then choose Print/merge document. The letters are generated in case ID order but they are filed in the order your search screen was last sorted.

For example, the letters are issued in this order:

Case 1 - Lawrence Ivanov
Case 2 - Carlos Jacobs
Case 3 - Sanford Blackwell

But, the default sort if alpha by contact last name:

Sanford Blackwell (gets Lawrence Ivanov's - case 1 activity)
Lawrence Ivanov (gets Carlos Jacob's - case 2 activity)
Carlos Jacobs (gets Sanford Blackwell's - case 3 activity)

I think it can be tracked to the Contact > Form > Task > PDFLetterCommon.php file but I'm having a little trouble wrapping my brain around what's happening in the for each statement in the 'multiple' case.

Thoughts?

At long last, I have a fix to share. Here's the PR that was just merged https://github.com/civicrm/civicrm-core/pull/15626


Payment processing error after migrating to a new server We use the the CiviCRM payment processing extension for Click and Pledge.  We migrated from shared hosting to a virtual server hosting.  After the migration the payment processing is getting an error;

  Fatal error: Class 'SoapClient' not found in /home/XXXXXXXXXXX/public_html/wp-content/plugins/files/civicrm/extensions/wordpress-civicrm-master/com.clickandpledge.payment.clickandpledge/clickandpledge.php on line 202

The domain name has not changed and the DNS records are pointing to the new server IP address.  It has been several days and the new IP address has gone through the internet.

Any suggestions on how to correct?

Everything else with the migration seems to have worked fine.

Seems your new hosting environment doesn't have SoapClient enabled in their PHP.

Check phpinfo() output to verify this.

You may be able to enable this yourself or you may need to request it from your new hosting provider - if you have control of your PHP settings you can do this in php.ini, or talk to your provider to have them do it.

See also https://stackoverflow.com/questions/11391442/fatal-error-class-soapclient-not-found


How to access civicrm_subscription_history in Views? I'd like to extract contacts who have been added to a certain group for a given date or date range. This information is in table civicrm_subscription_history which is included in my Drupal settings file, along with every other CiviCRM table.  But this table doesn't appear in Views - it seems that only a selection of CiviCRM tables appear, and I don't understand why this is. How can I access this table in Views? (I know this is perhaps more of a Views question but hopefully it's also enough of a CiviCRM question!) Using Civi 5.24.5 & Drupal 7.69

Views CiviCRM Expose Tables might work for you.


Is there a way to create specific permissions for a tab of information? Is there a way to add more permissions to custom tabs that we add to Civi?  I would like certain tabs of information in a contact record viewable/editable to some users but not to other users.  Thanks.

You can control the tabs on contact summary page via Contact Layout extension.


Event registration confirmation mail: Can I suppress certain custom fields? For my event, I set up a number of custom fields for the participants. One of these is sensitive, and I would like to avoid sending it via email.

Any idea, how this can be achieved?

Cheers,
Detlev

Administer -> Communications -> Message Templates -> system Workflow Messages

Where you can find all the message template for all Emails so find the Event registration template (Events - Registration Confirmation and Receipt (on-line / off-line))

and remove your custom field which you don't want to send


CiviSurvey - User/Config Question How best to survey all participants that attended a specific event?

I have successfully created some custom data fields, added them to a profile of type survey, and within Campaigns created a survey.

I am struggling with attaching survey respondents.  What I really would like to be able to do is an advanced contacts search (all contacts that attended a particular event) and then under the Activity menu have an option to 'Conduct Survey' and then select a particular survey.

OR

When I create a survey and get to the 'Reserve Respondents' section, have an additional field called 'Events', and when I select 1 (or more?) events, have the Respondents section populated with the event attendees.

Any thoughts or suggestion much appreciated.

A Drupal solution we implemented recently was to put the survey/rating fields on the participant record, then set up a Scheduled Reminder to send a checksum link to a Webform that holds the fields.

However, I don't think putting the fields on Participant is probably the best solution for capturing data on people who attend but who were registered via a 'buy 5 tickets' type Price Field as we don't actually have the participant record in those cases.


How do you give in honor/memory of someone but acknowledge someone else? In some other donation management software, it's possible to say, e.g., "I'm giving $100 in memory of my grandfather.  I want my mother and uncle to be acknowledged."

Has anyone tried to incorporate such a workflow into CiviCRM?  How do you best do it?  Do you soft credit my grandmother? Or my mother/uncle?  How do you generate reports of who needs acknowledging?

It depends a bit on the purpose of gathering soft credits and acknowledging the donation. For acknowledgement purposes it may be sufficient to gather email and name (and perhaps address) on a front or backend form and with a hook send off an acknowledgement email. I think this can be very nice for those related to the honoured person, allowing them to send a thank you card if they want. Personally I won't bother creating additional soft credits for the mother and uncle beyond those for the person in honour/memory of.


Edit Message Template Permission Can anyone shed some light on the new(ish) permissions for editing message templates? I'm moving to Civi 5.5.3 on Drupal 7 and noticed that now the permissions are broken out into

CiviCRM: edit message templates (previously this was the only permission)
CiviCRM: edit system workflow message templates
CiviCRM: edit user-driven message templates

I looked through, I thought pretty in depth, all the release notes I could find and wan't able to find a reference to this change. I'm not entirely sure why there are 3 total permissions rather than just two.

I think "edit message templates" allows you to edit both system workflow and user-driven message templates. How is that different than just checking both "edit system workflow message templates" and "edit user-driven message templates"? Is there more controlled under 'edit message templates"?

I didn't mean to answer my own question but I kept poking around - I'm also not sure that this is the whole picture:

I found that the main "edit message templates" permission shows the "Message Templates" option in the Mailings menu. But with either of the other two permissions turned on, you can still access the page at yoursite.org/civicrm/admin/messageTemplates.

I also found that the ability to Enable/Disable a template is tied to the new permissions. The option is displayed but it throws an error if you try without the additional permission(s)

  API permission check failed for MessageTemplate/create call; insufficient permission: require edit message templates and edit user-driven message templates and edit system workflow message templates

Meaning you'll want to add these additional permission(s) to anyone who already had the previous "edit message templates" permission - so that they are still able to enable / disable templates.

If anyone has additional info please feel free to add!


Configure CiviMember / CiviContribute for livery company quarterage fees Can anyone advise me on the best way to manage CiviCRM payments for a City of London livery company? I have tried various permutations using CiviMember and CiviContribute, but I haven't cracked it yet.

This is the basic scenario:

Livery company members are effectively members for life.
They don't renew their membership annually as such, but they pay annual 'quarterage' fees.
There are other payments, such as one-off 'fines' when they become Freemen or Liverymen.
Even if they are late to pay their quarterage, they remain fully functional members.
There are 3 or 4 quarterage price points, including gratis. The actual rate varies from year to year.
Invoices for the coming year (from July 1) need to be bulk emailed to all members in June, customised to show the correct amount owed.
Payments may be full or partial and they are recorded manually by the administrator.
There is also a rollover date in the middle of the year.
The administrator needs to get quarterage reports showing individual records with amounts paid and amounts outstanding.  Potentially a member could still owe one amount for the period just ended and another for the new period.

I'd suggest this setup:

Auto-renewed annual memberships (different membership types for each amount).
Fixed renewal dates (July 1).
Adjust the Membership Status rules to allow "Grace" status to extend several years (or whenever it is that you're ready to say good by to non-engaging members).

Memberships are often tricky because of language - if some of the default language needs to be altered, you can do that with the string replacement features.

1 + 3 will effectively mean your members don't really expire, since "Grace" status is considered 'current' (normally), but you'll have the renewal mechanisms for reporting and payments and notifications.


Error after installing Civi Entity module Blockquote
  Warning: array_combine(): Both parameters should have an equal number of elements in CRM_Contact_BAO_Relationship::buildRelationshipTypeOptions() (line 2250 of /home/i571020/membership.irishjudoassociation.ie/sites/all/modules/civicrm/CRM/Contact/BAO/Relationship.php).

I've started getting this error after enabling the module. I can see all the options in views, rules etc. but the warning is visible in the back-end. Is this something in my relationships that's not right or else?

Part of the process that CiviCRM Entity uses to integrate is to read metadata on the civicrm API entities, and also for fields with options lists, it fetches those with an API call...
This API call :

$result = civicrm_api3('Relationship', 'getoptions', [
  'field' => "relationship_type_id",
]);

Is what is producing the warning...

I'm calling this a CiviCRM Core bug/issue..

there is an issue here, I'll update it:
https://lab.civicrm.org/dev/core/issues/268


Can we use a Relationship between 2 contacts, once in either direction? Goal is to let X "favourite" Y and vice versa

But seems that civi won't let us do both between the same two contacts, ie we cannot let X favourite Y and at same time have Y favourites X.

Is it meant to be impossible to have 2 people with same relationship twice, once in either direction?

Doing some research on your find using svn blame and svn log on the old svn repo, this appears to have been implemented as part of https://issues.civicrm.org/jira/browse/CRM-58, and the key comment is

i.e. if there is "Parent" relationship between 2 contacts then you cannot add another relationship "child " between them.

The code for this is also what's stopping adding the second "favourite". So it seems like the checking is too aggressive - makes sense to prevent the parent being a child of their spouse (except in some geographical regions where it might be true (grin)), but not your use-case.


PayPal recurring payments delayed by days We've been using recurring payments with the 'PayPal - Website Payments Pro' processor for several years now. In the past we'd see an occasional delay between the user's submitting the payment on a CiviContribute page and the transaction being recorded as "Completed" in CiviCRM. The delay would be minutes or hours.
Recently (say, last 2-3 months), we've seen delays as much as several days; two recent examples: the contributions were initiated (and thus the recurring subscriptions were created in PayPal) on 4/1, but PayPal only actually processed the first payment on 4/6.
Found the following, poking around PayPal's knowledge base: https://www.paypal.com/us/smarthelp/article/why-are-some-of-my-initial-payments-delayed-when-i-use-my-recurring-payments-profile-faq3682
Anyone else experiencing this? Any way around it?
(Reason this is important to us is we provide discounts on events for members, and folks often sign up for membership right before registering for an event, and they don't receive their discount if the payment processing is delayed.) Thanks for any tips.

If it's a 5-day delay, it's almost certainly because their card was declined the first time.  5 days is the default delay when a card is declined on a recurring payment.  It then tries again 5 days later, at which point the payment isn't retried.  That used to cancel the subscription, but now it goes into a "missed payments" field on the subscription.
You should be able to check the subscription for an explanation of what happened in the period between the initial attempt and the successful one.


How can add URL to dropdown items for a profile page I have been trying to edit the a profile page of my civicrm. I have gone the way of modifying relevant template and php file but no headway yet.

So, how can I add URL/Link (e.g. "Organisation") to the dropdown items on this profile from the UI or template?

Donation Options (the three options to unhide in the same page once clicked)

profiles are simply a way to build forms so only a subset of all the gazillion fields that civi have are exposed to the end user.

so the initial question is what is that supporter field you want to add? It has to be already created in civi before you can use it.

that notion of supporter doesn't exist in civi by default, so either you are using an existing field and slightly changing it's meaning, or you need to first create a custom field 'supporter' so it's exactly what you want.

if by link you mean letting the end user putting their website, there is a core field for that- website, that you can simply add to the form


Recurring Contribution marked incomplete and no receipt sent but card is charged We tested a few recurring donations and while our payment gateway, Authorize.net, shows that the transactions were completed, the user does not receive a receipt. Furthermore, their contribution is marked in their contact record as pending/incomplete. Also, the transaction details are not reported in the CiviCRM. It reports "no payments found".

We are on CiviCRM 4.7.15. Is there something I need to set up? This is the first time we've attempted to use recurring contribution feature.

I've already gone through the steps in this post.

I tailed the ConfigAndLog for errors during a transaction and nothing was reported.

There needs to be a silent post URL inputted into Authorize.net

  CiviCRM will need to be notified of the success of recurring
  contributions via a Silent Post URL. Within CiviCRM, get the ID number
  of your payment processor by looking at the URL of the form for
  editing your payment processor: it should read "&id=" followed by a
  number. That number is your ID. Within Authorize.net, go to Account >
  Settings > Silent Post URL (within the Transaction Format Settings
  section). On that page, enter the URL (the following examples are for
  payment processor ID 2):

Drupal: https://yoursite.org/civicrm/payment/ipn/2

Joomla!: https://yoursite.org/index.php?option=com_civicrm&task=civicrm/payment/ipn/2

WordPress: https://yoursite.org/?page=CiviCRM&q=civicrm/payment/ipn/2

  If you fail to do this, one-time contributions will succeed normally,
  and recurring contributions will be processed successfully by
  Authorize.net, but the contribution status will be stuck at Pending.

Source: https://docs.civicrm.org/sysadmin/en/latest/setup/payment-processors/authorize-net/


How can I send a cc: of an Activity assignment e-mail to another user, as an FYI? When adding new assigned and scheduled (or completed) Activities, I want to be able to send a cc: of the Activity assignment e-mail to another user, to whom the Activity is not assigned, as well as sending the default  e-mail  to the assigned user. Is there a way to do this?

Functionally I am always confused about FYI mail. What is it supposed to do? As a receiver I am not supposed to do anything but I am supposed to read it just in case? I tend to just delete them if I can not identify any action, and I also tend to say so.

I assume you want to send the FYI email to a certain relationship contact (manager or something like that) and you have set up the relations in such a way?

If that is the case you might have a play with the CiviRules extension (read the blog at https://civicrm.org/blogs/erikhommel/extension-civirules-now-avaible-download-live-showcase-maf-norge for some background).

CiviRules allows you to setup specific actions (like sending a mail) based on a trigger (activity changed for example) checked against certain conditions (activity type is send email).

You will also need the Send Email API extension, can be found here https://civicrm.org/extensions/e-mail-api. I think this can help you to set up what you want, although you might have to develop (or get someone to develop for you) an additional condition.


Pulling Reports with Custom Fields Ok, I have a customer that has created an event that has a rather extensive profile setup, which includes a field to upload a file.

When they pull the report, the full URL to access the file isn't include, it just shows (  ).

Is it possible get the full URL to populate that field when you pull the report?

Thank You!!
Nicole

Are you working in drupal? If so, I recommend using a custom view, rather than trying to get a custom report.


Can a New Member automatically become a Drupal User with defined Role? I would like to allow people who pay to become civicrm members to have access to protected DRUPAL pages. I would like it to happen right away rather than waiting for a batch operation.

My method is to make some DRUPAL RULES so that when a person becomes a member then they would automatically become a DRUPAL user with a specified ROLE. Then the pages would be open to that particular ROLE.

I found a way of creating a DRUPAL user if I add a TAG on a civicrm contact. So it seems like I just need a rule that adds the TAG when the contact becomes a member.

Here are my questions:

1)Does anybody know how to set up a rule to assign a tag to a new member?

2)Is there an easier way to accomplish my goal?

In gratitude,
Daniel

Daniel - have you looked at the CiviMember Roles Sync module which pretty much delivers this as you want. IE when someone joins and has a Drupal user then when they log in Drupal checks their Civi Membership status and gives them a role based on that.

The Rules approach would also work, and is how we are planning on doing this for Drupal 8, funds permitting, but I don't think people have used that approach in D7 since the module gives you the solution out of the box, unless i am missing a nuance in your use case.

Some documentation about above here


What is the difference between Email and Mailing? I found that if I want to send mail to an individual, I need to use Email while in order to send mail to a group, I need to use mailing. Is this the main difference? Are there ways to schedule Email like in case of Mailings?

Also I could not find a folder for Email in Civicrm folder. Are there DAO and BAO files for Email?

The main difference is that the mails are sent "synchronously", when you save it, that sets a limit of max 50 emails, whilst the mailings are sent in the background via a cron (so you don't get any timeout and can send it to millions)

The BAO/DAO for emails are into CRM/Core

if you have installed civi from buildkit (or from git) you have a xml/schema folder that defines the structure of the tables and where the DAO are (it's from there it's generated). I find it more convenient to search than the CRM code


Fresh WP install succeeds then fails - path or permissions problem? I've followed the install instructions on docs.civicrm.org site to make a fresh installation of CiviCRM in Wordpress on a local server (Synology NAS running Linux kernel).  All went fine, leading to message that CiviCRM was successfully installed but then screen refreshed to show this warning:

  Warning: include(/volume1/web/wp-content/uploads/civicrm/templates_c/en_US//%%E6/E65/E656EDCD%%wordpress.tpl.php): failed to open stream: No such file or directory in /volume1/web/wp-content/plugins/civicrm/civicrm/packages/Smarty/Smarty.class.php on line 1270 Warning: include(): Failed opening '/volume1/web/wp-content/uploads/civicrm/templates_c/en_US//%%E6/E65/E656EDCD%%wordpress.tpl.php' for inclusion (include_path=

The CiviCRM admin page is blank except for this warning.  I notice that there is a double // in the path to the compile directory. Could that be a bug?

The path exists down to [..]/templates_c/en_US/ but there are no folders below that.  I have checked that /en_US/ has permissions 755.

The civicrm files directory /volume1/web/wp-content/uploads/civicrm don't have required permission. Either change the ownership of the directory or give 755 permission.


What Permission should I grant to allow some Contacts to sens SMS's I have just installed Twilio Extension (to send SMS's)

What permission must I grant to enable some Contacts to send SMS's (currently, SMS - schedule/send action is only available to me (administrator))

Edit All Contacts.

But this is not appropriate (too permissive) : I would prefer a specific, or merged with CiviMail permission.


How to automatically remove a contact from specific group, if end date is added to specific relationship If end date is added to relationship,the contact should be automatically removed from the specific group.
How this can be accomplished?Any suggestions?

You can use civicrm "Smart Group" option for that purpose. Like this:

Go to Contact Advanced search, set the relationship type you want as a filter and other filters if you want, like contact type, etc.

After search is complete, select the All X records radio option in "Select Records" field. Then you in Actions dropdown menu Create Smart Group. Smartgroup automatically updates its contacts list based on the criteria you had set.

Hope this helps.


Rebuild Drupal Civi from scratch in WordPress My situation is I have an Individual database of 11,344 Contacts in Drupal Civi, and I want to turn them all into WP Users. I know I can convert Users into Contacts, but I want to do it the other way around. I have pointed my WordPress CiViCRM to a drupal Civi database which I need very much. I used CiviCRM WordPress Profile Sync plugin to sync CiViCRM users to WordPress users.
My request now is that I want to be able to build the old CiviCRM system by importing the data step by step. The reason I want to do that is as I was trying to create a new paid event and set the fees; the fee settings refuses to save and I tried it over and over. If the fee is not saved, registration doesn’t work. The system has been there for a couple of years now.
Mysql contact table is showing 17000 rows whilst contacts in CiviCRM is showing about 11344 contacts, I'm wondering which one to import. The is a difference between the mysql contact table and CiViCRM contacts there. I want to be able to import everything without loosing any data.  I'm planning on copying the mysql contat table of Drupal straight to my new Wordpress Civicrm database. Is that a good idea? Can you please help me?

Importing contact and its details involves more efforts unless you don't want historical data of the contact like contribution, event registration, activity etc. Would suggest to use the same database for your wordpress and clear CiviCRM cache.

The menu items position may differ based on how old is your CiviCRM compared to newly fresh installed CiviCRM but you can update the position through UI if you want to move to some where else or hide it.

There is a good post that may help you to migrate from drupal to wp.
Moving from Drupal to Wordpress


no such table when using civicrm CiviCRM 4.6.10 Joomla 3.4.0 getting this error when going to events dashboard or trying to create event.

Sorry but we are not able to provide this at the moment.
DB Error: no such table
Return to home page.

Is there an sql database dump that will recreate all the civicrm databases including some expired sample data?

Check your browser console log and check civicrm config log file after enabling the debugging and back trace. You will get more detail about this error.


Hosting CiviCRM and Wordpress on WPengine I'm just starting a new implementation project with a client who uses WordPress and hosts currently with WPengine.com
A quick search threw up some interesting comments here from @andrew-hunt that don't bode well.

Does anyone have direct experience (good or bad) of running CiviCRM 4.6.x on WPengine's platform? Should I be advising my client that we need to find an alternative hosting provider?

I have a couple of test sites running on WP Engine.   Mostly to fix an issue that came uo in CiviCRM 4.7.x.   I have installed and configured 4.6 on WP Engine.   My only issue had been they used to have many sites on php 5.3.3  but I am mostly seeing 5.5 these days.   I know CiviCRM has some issues with HHVM, so you would need to verify that your client site is not running that.  I have not used WP Engine in production yet.


Joomla move to another server/test env I administer a website for a small local charity which has Civicrm 4.7.6 / Joomla 3.6.4 with php 5.6. I am wanting to upgrade all 3 to latest versions. In order to do this i need to create a test copy of my live site. When i do this using akeeba backup, civicrm is trying to access my production site. have seen civicrm documentation on this but it is undated and looks really old (references only Joomla 1.6 & 1.7). Is there a simple up to date step guide to get a working copy of my production site?

thanks
Dave

I had no problem with the domain change that I need to carry by using the following method. Would recommend to you too.

Go to Joomla > Add-ons > Manage.
Disable the CiviCRM add-in.
Install the Akeeba plug-in to make a backup. Create a backup.
Install the new server with Akeeba Kickstart.
Update the current rows 76, 109, 181, 183, 219 in public_html/administrator/components/com_civicrm/civicrm.settings.php and public_html/components/com_civicrm/civicrm.settings.php
Go to Joomla > Add-ons > Manage.
Enable the CiviCRM plug-in.


Installation issues - unmet dependencies trying to install the civicrm buildkit using the instructions found here :
https://docs.civicrm.org/dev/en/latest/tools/buildkit/

I am on ubuntu 16.04.
When I run curl -Ls https://civicrm.org/get-buildkit.sh | bash -s -- --full --dir ~/buildkit I get the error:

 The following packages have unmet dependencies.
 nodejs-legacy : Depends: nodejs (>= 0.6.19~dfsg1-3~) but it is not going to be installed
 npm : Depends: nodejs but it is not going to be installed
       Depends: node-abbrev (>= 1.0.4) but it is not going to be installed
       Depends: node-ansi (>= 0.3.0-2) but it is not going to be installed
       Depends: node-ansi-color-table but it is not going to be installed
       Depends: node-archy but it is not going to be installed
       Depends: node-block-stream but it is not going to be installed
       Depends: node-fstream (>= 0.1.22) but it is not going to be installed
       Depends: node-fstream-ignore but it is not going to be installed
       Depends: node-github-url-from-git but it is not going to be installed
       Depends: node-glob (>= 3.1.21) but it is not going to be installed
       Depends: node-graceful-fs (>= 2.0.0) but it is not going to be installed
       Depends: node-inherits but it is not going to be installed
       Depends: node-ini (>= 1.1.0) but it is not going to be installed
       Depends: node-lockfile but it is not going to be installed
       Depends: node-lru-cache (>= 2.3.0) but it is not going to be installed
       Depends: node-minimatch (>= 0.2.11) but it is not going to be installed
       Depends: node-mkdirp (>= 0.3.3) but it is not going to be installed
       Depends: node-gyp (>= 0.10.9) but it is not going to be installed
       Depends: node-nopt (>= 3.0.1) but it is not going to be installed
       Depends: node-npmlog but it is not going to be installed
       Depends: node-once but it is not going to be installed
       Depends: node-osenv but it is not going to be installed
       Depends: node-read but it is not going to be installed
       Depends: node-read-package-json (>= 1.1.0) but it is not going to be installed
       Depends: node-request (>= 2.25.0) but it is not going to be installed
       Depends: node-retry but it is not going to be installed
       Depends: node-rimraf (>= 2.2.2) but it is not going to be installed
       Depends: node-semver (>= 2.1.0) but it is not going to be installed
       Depends: node-sha but it is not going to be installed
       Depends: node-slide but it is not going to be installed
       Depends: node-tar (>= 0.1.18) but it is not going to be installed
       Depends: node-underscore but it is not going to be installed
       Depends: node-which but it is not going to be installed
E: Unable to correct problems, you have held broken packages.

My nodejs version is v11.2.0 (I tried to update to fix this issue). I have tried removing it and reinstalling it. I have done a sudo apt autoremove. I'm not sure what else to try here. Any suggestions on how to fix this?

The command you're running, on Ubuntu 16.04, attempts to install the nodejs-legacy package.  As it says, it can't because it relies on a particular version of nodejs that won't be installed.

So first - this problem should be replicable with a simple sudo apt install nodejs-legacy, which simplifies the variables and takes CiviCRM out of the equation.  It's probably even replicable with sudo apt install nodejs.

Second, it sounds like you have something installed - perhaps a newer version of nodejs? - that's preventing an installation of the packaged version of nodejs.

After removing nodejs, try running dpkg -l | grep nodejs and see what, if any packages are installed.

Alternatively, removing --full from your command will disable attempting to autoinstall packages.  If your environment is a good one, this should work fine.  You can review the packages you need installed in this part of the script.


It says 5.7 is a security release - should I upgrade? "I thought we were on the latest security release but I'm seeing references to a Security Release (when logged in)?"

No worries - from this popup I can tell you are on the latest CiviCRM security release -> 5.3.1 - the Extended Security release is not more secure than 5.3.1


Fatal Error on manually executing Report Sender (daily) If I execute the Job manually I get the following error in the log and no email

  Parameters raw (from db settings):
  instanceId=[573]

  Parameters parsed (and passed to API method):
  a:2:{s:7:"version";i:3;s:10:"instanceId";s:5:"[573]";}

  Full message:
  Finished execution of Report sender with result: Failure, Error message: A > fatal error was triggered:  is not of type String

I've tried it with or without the optional format option, but I'm not convinced I'm entering the parameters correctly because although I can see the instructions I haven't actually seen a working version that I can examine the parameters on. Hopefully someone will point me in the right direction or tell me what else I'm doing wrong.

It's Ok I was not removing the square brackets in the example, I found a working example here - civiCRM Cron only run one mail_report scheduled jobs?

All working now :)


Use of WordPRess "X Theme" with CiviCRM In researching WordPress themes I find that the X Theme from ThemeForest.org is well-regarded, relatively easy to use, and very flexible in terms of resulting public facing website design / capability.

My question for the CiviCRM community is:  Does anyone out there have experience using WordPress / X Theme as a basis for implementing and running CiviCRM to provide integrated constituent management with a public facing website (that supports a not-for-profit organization)?

I've done the usual searches and so far turned up nada; so thanks for any insights that you can share with me (and this community).

If we go forward with this approach, I'll document it the same way I have documented the (successful) implementation of TLS secured Ubuntu / LAMP / WordPress / CiviCRM on Amazon Web Services.

Thanks for any insights you can provide.

DVH

I have noticed some quirks with how it handles the  wp_enqueue_media function. when we disabled that core function, some of the functionality started working.   I am still trying to figure it out.


Photos on the members profile Can you please let me know how can I add photos on the member's profiles? I can not find it in the database.

I'm assuming you're asking how to add the contact image field to a CiviCRM profile?

As that field exists for all contact type, you need to select "Contact" first. The field is then called "Image Url"

This will upload an image onto the contact's record.


Embedding CIVICRM calendar extension output in a Drupal page I have the event calendar extension installed in CIVICRM within a Drupal installation. It works fine, but I would like to be able to embed the calendar within a Drupal page, so that I can add preceding text as well as some content after it. I've tried using iFrames, but that includes all of the particular page including menus, headers, etc. and all I want to include is the calendar itself. I'm not sure whether I should be asking this here or in the Drupal forums, but thought I'd check here first.
Thanks!

I can't help you in terms of the extension - but this blog tells you how do this directly with Views - and provides a starter one too.

Note you need the CiviCRM Entities module and of course the Calendar module

Happy Civi Day


How can I create public display of all Activities for Current Day + X weeks in Future (WordPress)? We use 4.6.14 on WordPress. We're a radio station and we book guests for appearing on-air. Each guest is managed as a Contact and their appearances are recorded as a defined Activity (e.g., On-Air Appearance). We track each guest's appearance history by looking at Activities associated with his contact information. We also run reports for all on-air appearances (regardless of Contact) so we know ourselves what is on the schedule and what holes we have to fill.

We can do all of the above via CiviCRM internally (hooray)!

How can we dynamically display the "All appearances" view on our public site so that listeners get a list of upcoming guests? CiviEvents has RSS, HTML and iCal feeds that yields something close to what we want, but our appearances seem to be more like Activities than Events -- unfortunately Activities have no built in feeds. Also, my research shows that there may be such views in Drupal-based CiviCRM, but we're heavily in WordPress as a standard.

Can we write code to poll the Activity data to return what we want? Is there another approach? Or is this even possible?

Thanks.

You're looking at writing a custom WordPress plugin along the lines of the CiviEvent Widget plugin. Basically, you'll query the CiviCRM API to get activities (filtered appropriately to your needs) and then render them as a shortcode and/or widget.

So, yes, you can write custom code to do this, even as there is no built-in display for CiviCRM activities.


Error when processing Pay later contribution Using Drupal 7.44 and CiviCRM 4.7.8.

When using CiviCRM 4.6.18 a Pending (Pay Later) contribution can be completed by editing the Membership that it relates to, checking the box 'Update Payment Status' and completing the payment. When this is done in a copy of the (upgraded) database in version 4.7.8 an error is displayed 'Please enter the financial type'.

This is almost certainly an error of the database upgrade or the application itself.

I'm relatively new to CiviCRM and realize this is an old thread, but I just got the same error on Wordpress 4.7.4 and CiviCRM 4.7.15. I was trying to record a update a membership based on a cash payment. Screen shot below shows the error received. I unchecked "Update Payment Status" and was able to save and continue. I had to add a new contribution for this person after saving the the membership changes.


Civi contribution details correct but why does Paypal log show wrong name? So, person 1 pays membership fee using credit card via Paypal standard.  Transaction goes through fine. Membership record is updated correctly

On the Paypal log however the payment show as for person 2; but when you drill down it then shows it correctly for person 1.  In Civi, Person 1 and Person 2 have a relationship

Out of a few hundred recent payments I can see 2 that this has occurred for: its not a show stopper but Im curious about why?

Is there any chance that Person 1 may have used a PayPal account or credit card belonging to Person 2?  We'll frequently see payments that have different names: if I pay with your card, from PayPal's perspective, you've made the payment even though I've entered my name as the contact in CiviCRM.


Test email does not match CiviMail WYSIWYG editor We are building complex emails with a multi-column template. The geometry of the mailing looks good in the WYSIWYG editor, but when you send a test email, it looks different. Does anybody hear the same concern from users?

WYSIWYG is something of a misnomer; what-you-see is not really what-you-get. This is universally true whenever your editing environment is different from the final product, even going back to the print world— my bluesheet was always going to be slightly "off" compared to my proof. This is not specific to CiviCRM, but the inherent problems are exacerbated because 1) you are working in a web browser, and 2) your are trying to produce an email— and triply if you are trying to copy and paste from material prepared in a Microsoft Office, Adobe Creative Suite, or other desktop software.
Formatting-to-markup varies almost arbitrarily
The first issue is that the HTML produced by a Javascript WYSIWYG editor like CKEditor differs slightly from machine to machine. To repeat, not only will the appearance differ slightly from browser to browser (and browser version to browser version), operating system to operating system, and editor configuration to editor configuration, but the markup itself is different.
This happens because there is no standard way to translate "rich text" into HTML elements. Even with HTML5, each browser manufacturer interprets ContentEditable in its own way, and at its own success rate.
I tried copying and pasting the same text from an e-mail signature from Outlook 2013 into the same CKEditor-enabled form on the same site in four different browsers and got four different markup results when I view source:
Microsoft Edge

PUBLIC SECTOR

Google Chrome

PUBLIC SECTOR

Firefox Developer Edition

PUBLIC SECTOR

Opera 12

PUBLIC SECTOR

&nbsp;

You cannot rely on a WYSIWYG editor to produce predictable HTML. End of story.
Email clients are weak at HTML, terrible at CSS
The next problem is that email clients do not interpret HTML and CSS as well as browsers do (Javascript, and often webfonts, are out of the question entirely due to security concerns). Cross-platform HTML emails are exceptionally difficult to produce. This is a top question in the manuals of every email provider from Litmus to SendGrid, and the raison d'être for companies like EmailonAcid and PutsMail.
The problem is exacerbated further because people can check their email in many different ways. For my various work and personal accounts, I use a combination of Outlook 2013, Rackspace webmail, other webmail (Gmail, Outlook.com, AOL, etc.), various mobile clients (iOS Mail, TypeMail, Gmail for Android), and even Trillian, and while as an IT worker I am an outlier in this regard, it wouldn't be unusual if many of your recipients checked email on a desktop client or webmail, an Android phone, and an iPad as my parents do.
Simplify your formatting
CampaignMonitor offers a well-maintained guide to CSS in email, showing how different email clients will mangle your CSS in different ways. Gmail, probably the largest and most popular webmail service, strips out quite a bit. Outlook, probably the most popular desktop client, doesn't support responsive layouts or most positioning. And these are relatively easy to get a hold of for testing— good luck finding a test suite for IBM Notes (neé Lotus Notes) or Novell GroupWise.
Therefore, the old advice still applies: the more predictably you want your emails to render, the more primitive your formatting must be:

inline CSS 2.1 only, and using only basic selectors
no HTML 5 elements
only basic text and font formatting, which means
a. no positioning
b. table-based layouts
c. avoid padding or margin
d. avoid floats
basic image handling
a. no CSS background images
b. specify pixel-based image dimensions

There are many guides available and many testing suites.
Suggested practices for CiviCRM
To mitigate the problems with HTML, I encourage authors to do the following:
1. Always provide a text version
For CiviMail, you have the option to include separate text and HTML input. There are people who prefer text to HTML for various reasons, but it also provides a mechanism for people with absolutely hopeless email clients to read the content.
2. Include the permalink to view the mailing as a web page
If anonymous users have the "view public CiviMail content" permission in your setup, you can include the token that provides a link to a web page version of your message. Then you can simply stick this link at the top of the header with the usual explanatory text, e.g. If you have trouble reading this message, visit XYZ to view it as a web page.
But I think the best advice I can give is to give up the desire to have total control over the end user's experience. Email was never designed for that, and there's nothing CivicRM alone can do to change the way the world consumes its electronic mail.


How to report all event payments The CiviReport's Event Income Report (Detailed) does not show each payment. How can I show (and hopefully total) all the payments registered in the system in one report?

You could have a look at whether Extended Report extension that was built by Fuzion has what you need.


Sport Association - Listing organization? I did some research but I can't find how to it. We are planning to use CIVICRM for our Wordpress Website. We want to show a page / directory of all of our Clubs (Organization). Help will be really appreciate.

Thank you very much,

Guillaume.

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-civicrm-content-quickly-easily-in-wordpress-using-content-views

So I guess the short answer is, yes you can. But it takes a little thought/ planning/ configuration.


Why are contacts getting multiple membership scheduled reminders? We saw this with a WordPress 4.4.2 CiviCRM 4.6.14 instance.

A reminder was sent every time cron was run.

This is not related to Why is Scheduled Reminders sending multiple emails but not creating an activity? an activity is created every time a reminder is sent.

This is a bug as reported here - when a membership end date is changed the system keeps sending scheduled reminders.

The issue is fixed in 4.7 but remains for 4.6


Civimail 'Send test email to group' allows sending mailings to groups for which 'Mailing list' has been disabled Though for a group the 'Mailing list' option has been disabled the 'Send test email to group' function still allows you to select these groups (version 4.6.16).

There also isn't a option to disable this test function for certain groups, I've seen users use this test function to send out the mailing. Of course that is not the purpose of this test so it would be great if I could disable it per group.

Which version of CiviCRM are you using? Version 4.6 adds a "preview" window that shows you exactly who will recieve the test mailing to prevent mistakes:


Untagging activities I have a search result of activities tagged with a certain activity-tag.

How do I untag them, without updating each single activity?

CiviCRM version 4.4

I don't have access to a 4.4 system, but I think the solution is the same as in 4.6. You would select the tagged activities in your search, and then choose an action of 'Untag activities (remove tags)'  This action will untag all the selected activities in one go.


Support for crypto-currencies like Bitcoin Our organization would like to start taking donations in the form of bitcoin.  Is there any functionality out there I can use to integrate this within a CiviCRM-generated contribution page?  Thanks for any help.

Using 4.7.29 on Wordpress 4.9.2

You can use the BitPay payment processor.


How to Parameterize Backup & Migrate to have both DBs saved? Moving to Drupal 7.61 / Civi 7.8.2

Using Backup & Migrate, I realize that my Civi DB has never been saved (I can only do it manually via quick Backup) :

Settings give the ability to back-up :

Drupal DB
Civi DB
Public Files
Entire site

... based upon specific pertaining options (mostly exclusions).

But only my Drupal DB is actually saved

How can I have all of them saved, or select which should be ?

There is a known issue (Too many connections in backup_migrate_source_db->_get_db_connection()) with recent versions of Backup and Migrate from 3.3 onwards which prevents CiviCRM from backing up as well is Drupal. If you use version 3.3 or later it is likely that you will not be able to backup the CiviCRM database as well as the Drupal database. However, you should still be able to backup the Drupal database.

I would suggest two possible workarounds:

Either uninstall Backup and Migrate and then reinstall an earlier version such as 3.2 or even 2.8.
Leave the latest version of Backup and Migrate in place and use it to backup the Drupal database only and set up a bash script that gets triggered by Cron to back up the CiviCRM database. This is what I am doing. The script I am using is:

#!/bin/bash

# Database credentials
user="username"
password="db_password"
host="localhost"
db_name="db_name"

# Other options
backup_path="/absolute_path_to_backup_folder"
date=$(date +"%d-%b-%Y-%H-%M-%S")

# Set default file permissions
umask 177

# Dump database into SQL file
mysqldump --user=$user --password=$password --host=$host $db_name > $backup_path/$db_name-$date.sql

#Compress the backup file
#7z a $backup_path/$db_name-$date.7z $backup_path/*.sql
gzip $backup_path/$db_name-$date.sql

#Remove the original sql file
#rm -I $backup_path/*.sql

# Delete files older than 30 days
#find $backup_path/* -mtime +30 -exec rm {} \;
find $backup_path/* -name *.sql.gz -mtime +30 -exec rm {} \;

for which I have set up a Cron job to execute every day.

Any debugging information you can provide for the issue will probably be welcome and help them in finding a fix.


How can I create custom contribution page (CiviCRM 4.7.25 on Wordpress 4.8?) I want to create custom contribution page but I don't know how?
for creating custom pages is needed any extensions or plugins?
the below page is one of the pages that I created I want to delete yellow section and also the membership

Can you please edit your question to add your CMS and CiviCRM version. Depending on your CMS there may be other options for customization.

The yellow section only appears when a user is logged in to the site. It is designed to prevent a user from overwriting their information with another if they are entering a contribution on another person's behalf. I would recommend leaving it there to avoid accidental data changes. You could add some custom CSS to change the look.

As for the form itself and the pricing section you may want to review the information here which is an overview of the contribution pages: https://docs.civicrm.org/user/en/latest/contributions/online-contributions/

Also reviewing the following two sections on profiles & price sets can be helpful.

Profiles: https://docs.civicrm.org/user/en/latest/organising-your-data/profiles/

Price Sets: https://docs.civicrm.org/user/en/latest/events/complex-event-fees/#price-sets

Hope this helps.


Prevent Event Registration for a Specific Role (Drupal) Is it possible to prevent a user with a specific role from being able to register for ANY EVENT?

There is a Drupal permission for event registration. It is unchecked for that role, but doesn't seem to have any affect (assuming since anonymous is allowed to register) as users with that role can still register. On the CiviCRM side there are ACLs. If I allow "everyone" to register then it includes all roles. I don't see any way to exclude them.

This is pretty important as we have a global login for several users. People don't read clearly and end up registering as the wrong person...

Thanks!

You can do this with a custom extension - I recommend checking out the documentation for hook_civicrm_aclGroup and maybe for hook_civicrm_permission as well - the second hook will give you an easy UI to control which roles can't register.  The good news is that this is a simple extension as these things go - maybe 30 lines of code should do you.

Without a custom extension, there's no way to do this that I can think of.  However, consider a) having a separate login for each user, and b) installing the No Overwrite extension as alternatives to mitigate this issue.


Network Error when viewing contact from Joomla front end I'm looking for some guidance with the following issue:

I have Civicrm setup as a joomla extension. Everything works great, except one minor issue.

When viewing a contact from the joomla frontend, civicrm keeps poping up the following message:
"Network Error
Unable to reach the server. Please refresh this page in your browser and try again."

If I view a contact from the backend(administrator) there's no such issue.

Though the error is being displayed, it doesn't seem like anything is actually broken as everything shows as it should.

No errors are showing in the browser console and I've followed all steps here:
https://forum.civicrm.org/index.php/topic,35850.0.html

Joomla 3.4.5
CIvi 4.6.10
Any help would be greatly appreciated.
I apologize if I left out any crucial information.
Thanks!

It appears that something is misconfigured in your site.  From the frontend, you should only be able to go to "front-facing" pages, such as contribution pages, event forms, and profile forms (and I mean CiviCRM profiles, not the contact records themselves with the tabs and all).  Most importantly, contact search should not be available unless you have a profile with searchable fields configured, and you would most likely want to restrict those results to a group.


Can I set up PayPal integration so all purchases and donor information are automatically recorded on CiviCRM? Can we integrate CiviCRM with PayPal so that any purchases through our website are recorded on the CiviCRM donor info?

Welcome to SE. You can integrate PayPal with CiviCRM - See Payment Processors in the documentation (https://docs.civicrm.org/user/en/latest/contributions/payment-processors/). This will mean you can take payment for any CiviCRM contributions via PayPal and it will be recorded against the contact. This includes memberships, events and donations and you can link this from a web page. However, if you have existing purchases via some other package on your website using PayPal, it won't show these. Just those originating in CiviCRM.


Attachment API File Upload I'm working on a file upload of an image with a registration form. The file is being passed to PHP correctly, and I can check its properties in the $_FILES variable. I used the API Explorer to get the code example below. This question (Uploading files through the API) touches on this, but the answer just directs the person to the API Explorer.

$result['attachment'] = civicrm_api3('Attachment', 'create', [
    'name' => $name,
    'mime_type' => $_FILES['image']['type'],
    'entity_id' => $result['contact']['id'],
    'field_name' => 'custom_3',
    'content' => $_FILES['image'],
]);

The error I receive is:
Mandatory key(s) missing from params array: 'id' or 'content' or 'options.move-file'
but I have no idea what this means. content is set in the params. This API call happens after a working sequence of creating a Contact, Address, Email, Websites, and more for the signup. I can find no other guidance on completing this.

"content" needs to be a string if using that - it represents the actual attachment contents. What you probably want is the move-file one. If you're at /civicrm/api in the explorer click on the Code Docs tab at the top and pick Attachment for the Entity, then at the bottom of the text that appears is an example, just yours is slightly different since it's a custom field.

Also some assorted samples in here, e.g. https://github.com/civicrm/civicrm-core/blob/5.14/tests/phpunit/api/v3/AttachmentTest.php#L91


Invalid MailChimp List ID: 3b27444534 Good morning,

I was trying to sync my contacts from CiviCRM to Mailchimp, but I get the following error Invalid MailChimp List ID: 3b27444534. After a while, the syncing process does not progress at all. Do you have any solution to this issue?

Thank you very much,

Best Regards,

Alberto

It looks like this issue is known by the maintaining developers for the mailchimp extension. Please see https://github.com/veda-consulting/uk.co.vedaconsulting.mailchimp/issues/129 and run through the steps they've suggested on there.

If it leads to a fix, it would be great if you could come back and post your solution on SE!


How to create a Drupal View of Open and Resolved Cases Goal is to recreate the CiviCRM Summary of Involvement Dashlet in Views.

Problem arises when I try to count both open and resolved Cases in one View.

Table should look like:

Columns: Case Type/Open Cases/Resolved Cases

Row 1 (Case Type 1)

Row 2 (Case Type 2)

Row 3 (Case Type 3)

with the number of open cases and resolved cases for each case type in the corresponding row.

I can accomplish it with a view and an attachment view, but not a single view.

Anyone have any ideas?

One option might be to create a UNION in your view. Here are instructions for doing so. The top answer says to use custom code, but farther down is a link to the Extra Views Handlers module which may be able to do it.


edit contact with ref to address causes fatal error I recently updateted to civicrm 4.6.4 on drupal 7.38.
While entering contact data, I found when a contact has no address by its own, but a referral to another contact's address, edit using the edit button gives a fatal error.

Fatal error: Cannot pass parameter 1 by reference in /var/www/html/drupal/sites/all/modules/civicrm/CRM/Contact/Form/Edit/Address.php on line 363

No further info available like stacktrace,...

How to reproduce:
- create new contact
- save contact
- edit contact (this is working!)
- search for the new created contact. A list is presented with the searched contacts.
- choose edit on the end of the contact line.

inline editing while viewing a contact is still working.

Any ideas?

Johan.

John guided me to the solution: civicrm is located in Belgium where adresses should be "street number bus" and second line "postalcode city". I used the civicrm (alpha) extension "org.civicoop.streetformatnl" v1.0 to edit civicrm views. Unfortunately it is no longer compatible. If disabled, everything works fine.

Kind regards, Johan.


How do I add a 'CiviCRM ID' column to an activity report? I want to add the CiviCRM ID to the csv report to allow for reloading the activities once some amends have been made? The problem is it is not an option anywhere within the create a report area.

Can anyone please help?

William

The possible way to add CiviCRM ID (Internal Contact ID) is to use the find activities -> From search , find activities, select search criteria ( some Activities status are default on 'Activity Status'), - hit search, use action menu to export activities, Select fields to export ->continue, on the next page you can select individual fields to export (including Internal contact ID) and the activity fields you wish to export.


Is there a way to print mailing labels from a report Currently, reports do not have a way to print mailing labels. Our specific requirement is to make use of the "Upcoming Birthdays Report" to print mailing labels for donors so we can post them birthday cards and even just send them an email.

A couple options:

From the report you can export to CSV and use that as a data source for a merge outside of Civi.
If you create a smart group with the same criteria as the report you can quickly search for those who meet the criteria and print mailing labels from the search results. You can also use this smart group as a recipient list in CiviMail if you want to go the email route.

Hope this helps.


Best way to copy Contact name to Nickname & Legal name CiviCRM 4.7.29 / WP 4.9.4

Maybe it's a bit of OCD but I imported about 1000 Organizations and the name imported into Contact name. That left the nickname and legal name fields blank, which drives me nuts. I want them to match the Contact name.

I tried to use Profiles thinking maybe I could specify a variable pointing to each record's Contact name but I couldn't figure out how to make it work.

Is there a way within Civi to update a large number of records to achieve this?

thanks

This chapter of the user guide should help you: https://docs.civicrm.org/user/en/latest/organising-your-data/profiles/#updating-multiple-records-at-the-same-time_1

Basically you:

create a profile with the field you want to view + the ones you want to update
Search for the contacts you want to update
With the search result actions you select Batch Update with Profile and use the profile you created


Is it save to delete old entries from the civirule_rule_log table This table can become rather large (See the experience experts at https://lab.civicrm.org/extensions/civirules/-/issues/89). Can old entries be deleted without losing vital information?

This table is used to prevent that cron triggers fire two times on the same day. So entries older than a day can be deleted.
The table is also a help debugging. For example, in the 'Manage CiviRules' form, they are used to show the latest contact a rule is triggered for. This information possible dissapears if you delete the older entries.

(But beware, in the Open Source world it is always possible that you have installed an extension that this table for important actions).


Migrate Import/Export Mappings Is there a way to migrate the saved Import/Export Mappings to a different CiviCRM installation? It seems there is no way to export them. I already tried copying the .php files located at /bin/migrate, but the settings did not show up when I tried to import something in the new installation.

Assuming your location types and phone types etc have the same ids, you should just be able to copy over the two tables, mysqldump <dbname> civicrm_mapping civicrm_mapping_field > somefile and then import the file into the other site's mysql database. But note that will **** OVERWRITE **** any mappings that you had already set up in the new site.

As noted in the comments there's some constraints so there's some extra steps:

If using mysqldump, use --skip-add-drop-table and --no-create-info. In phpmyadmin uncheck the option to drop/create tables.
In the new system do TRUNCATE TABLE civicrm_mapping_field then TRUNCATE TABLE civicrm_mapping.
Import civicrm_mapping first, then civicrm_mapping_field.


Session variables destroyed while making contribution through webform in Drupal 8 I'm not sure this is the best place for this but really needing some assistance with this.

Using Drupal 8.8.5 and CiviCRM 5.24.3 along with webform 5.9 and the latest version of webform_civicrm.

This is only a problem when not logged in. If an anonymous user makes payment through a webform (linked to a contribution page that uses an omnipay payment processor), when the user is redirected back to the website it lands on the IPN url with a white screen. It should redirect to the confirmation page but at this point the session variables no longer exist. (Including the url needed and anything I store in $_SESSION)

When making a payment directly through the CiviCRM contribution page there is no problem. And interestingly, if the contribution page is merely visited in the browser first, the webform will then also work correctly and will keep working correctly. Clear the cache in the browser and the webform will again have a problem.

I'm really in the dark with this kind of thing, anyone have any ideas?

I think session issues sounds more like a D8/CiviCRM configuration issue rather than a D8WFC module issue.

I just confirmed that D8WFC can do live payments (authenticated and anonymous) with iATS Payments. I'm sorry we don't use any Omnipay processors with any of our clients so I can't try to confirm your scenario. Perhaps check on Mattermost -> chat.civicrm.org Drupal channel to see if you can find others who can reproduce this. Some folks in that channel are system administrators themselves and may be able to help.

Here's an example of a live-payment -> with a Confirmation that all lands in the database using D8 CiviCRM Entity:


How to record work trades as payment on balance owed We have a handful of people in our organization who pay for events partially with money and partially with work trades.  Let's say they owe us $1000 for an event.  In month 1, they make a partial payment of $100.  We record this via the back office.  In month 2, they work for 10 hours and reduce the balance they owe us by $200.

How should we record this $200?

What I would like to do is to create a Payment Method called "Work Trade" but I'm not sure what financial account it should relate to.

What it should really do is reduce Accounts Receivable.  But I'm not sure how to record a negative amount to Accounts Receivable.
It should not go against Payment Processor Account, because no actual cash is received.
Should I set up another account type, called like "Work Trade Account" or something?

Another option is to reduce the amount they owe us directly by reducing the $1000 down to $800 in their event registration.  But I don't really want to do this because many of our events are fixed price, and so this would introduce the need to modify event prices so I can change their registration.  Also, it's not correct -- they are giving us a value of $1000 for that event.

Suggestions or best practices?

Thanks

I would create a new Financial Account and Payment Instrument called 'Work Trade'. And use 'Work Trade' payment instrument to record $200. And while exporting accounts you can handle 'Work Trade' accounts separately.

Cheers

Pradeep


Barcodes on membership cards? We use Civicrm to manage our membership database. Members get in to the museums free. My front desk staff would love it if it was possible for Civicrm to generate a barcode for each member, that would be printed on their card, that they could then scan when they use their membership to visit the museum. This would help us see how often different members visit.
Is this possible?
I've seen a variety of thread about event check-in with barcodes, but nothing with memberships more broadly. . . .

Kai, welcome to civicrm stackexchange. I am afraid to say that this is not supported at the moment in Civi and also i doubt if there are any extension available for this. But you can achieve this if you have experience in programming than you can write an extension and implement hook to create token that will generate barcode.
Thanks
Pradeep


Is it possible to set the list of CiviCRM components from the command line using drush drush and cv have both have commands to install extensions. But know I want to create a script that sets the CiviCRM components. Is it possible to do this?

Thanks to passing JSON objects to drush cvapi I found a solution:

echo '{"enable_components" :["CiviContribute","CiviMember","CiviMail","CiviReport","CiviEvent"] }' | drush cvapi Setting.create --in=json


Outlook Extension / Filing previously sent emails into CiviCRM I just installed the CiviCRM Outlook extension and am finding it useful.  However, the right click menu option for recording emails that have already sent isn't appearing.  Changing my ribbon settings in Outlook are also not working.  Anyone have an idea of what to do? Are there other ways to record sent emails to CiviCRM?

You can also use the email processor, described at https://docs.civicrm.org/sysadmin/en/latest/setup/civimail/inbound/#autofiling-email-activities-via-emailprocessor.

You can either set it up where you make a subfolder in your outlook and then anything you drag in there gets filed into CiviCRM, or you can set up a separate shared email address and forward emails to it to have them go into CiviCRM.

The downside to the first one is you have to give civi access to your own mailbox by storing your password in civi.
The downside to the second one for emails you've already sent is that they all get filed under your own contact, but if you're sending a new email you can bcc the shared address and then it gets filed on the correct contacts.


How can I link E-Mail greetings/Postal greetings to "formal" or "informal" communication style? is there a way to link a defined E-Mail greeting or Postal greeting if the communication style "formal" or "informal" is selected?
I thought it could work with CiviRules but we don't have it installed so far. So is there another way? I already tried it with the following token:
{if"{contact.communication_style}=="formell"}Sehr geehrte Damen und Herren

But it doesn't work. If I select "formell" there is still another greeting selected.
Thank you for any help
Tina

If you're talking about CiviMail message templates I think this is very similar to this question, maybe even a duplicate. You need to use {capture} and then put the captured variable in your if statement.


Huge Buttons with Simple Donate I tried simple donate extension on my Civi 4.6/Wordpress/Stripe install to mix things up.  It seems that the buttons are way too large for some reason.  Anyone have a suggestion on fixing?

With a default-ish theme, the SimpleDonate extension intends to make the form elements bigger and more clicky. In this case that has not worked out - possibly because of other styles introduced by your theme or other plugins.

However: those button styles you're seeing are coming from the SimpleDonate extension. And that's OK - you can address this by overriding with your own theme's CSS. Even just adding a style which cleared the buttons into rows of three would improve what you're seeing.

The liberal use of !important in SimpleDonate's CSS may be a sticking point when overriding the extension's builtin styles. If I had to make that CSS work, the first thing I'd do would be replace every instance of !important with an appropriate CSS selector (and submit the PR back to SimpleDonate).


Constituent (summary) report: link to contact instead of link to constituent detail? When opening the Constituent (summary) report and clicking on a name in the results list, the page which refers to the specific Constituent detail doesn't open.
Reason for that seems to be the number of activities we have in our database.

Wouldn't it make more sense to change the report, so that, when clicking the name of the contact, it links to the specific contact page instead of linking to the Constituent detail report of that person?

We are using CMS Drupal and CiviCRM 4.6.33.

The "No Drill Down" extension will do that for you.


Received the following error after creating contibution in backend Please correct the following errors in the form fields below:
Select at least one option from Contribution(s).

One or more of the required field for contribution or a custom field related to contribution which is a required field value maybe missing. I would look in there first.


Editing Pledge Amount Deletes Payments Since upgrading to 5.3, we've noticed that Pledge amounts can be edited, which then deletes any payments made toward the pledge.

In earlier versions, the Pledge amount could not be edited. (this is true with 4.6; I'm not sure about other versions)

The only discussion I can find is a patch from a few years ago created for 4.7: https://issues.civicrm.org/jira/browse/CRM-17762

Yes thats true, if you update certain parameters of existing pledge than it deletes all pledge payment and recreates it. Below are the parameters when changed deletes all pledge payments.

amount
frequency_unit
frequency_interval
installments
start_date


is the dupe finder working? I create a general rule to search my database of 29000 contacts for matching emails - I know there are a few at least, and it says there are none. Also I give it a weight and match that in the threshold but after saving the rule and going back to it, the weight has reset to 0. the same happens with the length setting.

Any clues?

Myles
Civi 4.6.10 on drupal

Make sure the rule you are using is for the type of contacts in your db, generally Individual. Then get the rule saved with a weight on the email field >= threshold, with the latter being > 0. Once you have verified this is configured properly by clicking to edit again, then try using the rule.