PHP is being updated from version 5.5 to 5.6 My host is upgrading php from version 5.5 to 5.6 next week.  I am running wordpress v 4.5.3 and civicrm v 4.7.10.  Should I be concerned about anything going wrong with the running of my site after the upgrade?  They offer a 'PHP CGI' installer that can be used to install an older version of PHP onto my site if needed.

I'm a bit of a newbie so sorry for my ignorance on this matter.

Pete

CiviCRM runs great on PHP 5.6 - better than it does on PHP 5.5!  I make that upgrade regularly without thinking - assuming CiviCRM is up-to-date, which in your case it is.

Note that upgrading to PHP 7 is not yet supported, though it will be imminently.


How can you edit the end date for an auto-renew membership? I am working on a website that has the option for members to pay for membership by direct debit (via GoCardless). This is working fine but occasionally we have an issue where a member pays by direct debit and also by card. We refund the card payment to the member but the membership end date is incorrect and we are unable to edit it.

The membership is annual so if a member signs up by both direct debit and card the two payments will add two years to the end date (e.g. it will be 2021 rather than 2020). So, after we refund the card payment we want to also edit the end date to change it to 2020. Unfortunately, we are unable to do this.

Normally, you can edit the end date, as shown below:

It appears that if the membership is set as auto-renew and linked to a recurring payment then CiviCRM doesn't allow you to edit the end date. I presume this is a deliberate 'feature' but in our case it is preventing us from correcting the end date.

How can we edit the end date in these circumstances?

CiviCRM 5.7.6 on WordPress

I've raised this as issue #1126 in GitLab. From the discussion, it appears that this was implemented as a 'feature' in the past but it is unclear why this was necessary. Hopefully this issue will be resolved at some point in the future but this may take some time as we need to ensure that it won't cause a regression for existing users.

As a workaround in the meantime, this issue can be resolved by either by making some minor changes to a core file or creating an extension that undoes the core behaviour and makes the fields editable.

The relevant core file is CRM/Member/Form/Membership.php. The class in this file checks to see if the membership is related to a recurring contribution. If so, it prevents users from editing certain fields by freezing them. To prevent this behaviour you can simply search for and comment out the lines with 'freeze' in them.

These are the relevant lines:

line 217: $this->entityFields['end_date']['is_freeze'] = TRUE;
line 584: $sel->freeze();
line 611: $statusOverride->freeze();

Obviously, do some testing on a copy of your site before implementing this to make sure it doesn't cause any issues!

Update 19 October 2019

A fix has been merged into CiviCRM core (PR #15540) that fixes this issue for the end date field. This fix should be included in CiviCRM 5.20.

A separate issue (#1331) has been raised in Git Lab for the other fields that are also frozen (Membership Organisation, Membership Type, Membership Status).

Update 23 March 2020

A fix for the Membership Organisation, Membership Type and Membership Status has been merged into core (PR #16609). This fix should be included in CiviCRM 5.25


How to create a WP account for an user already in CiviCRM? We have contacts in CiviCRM and we want them to create a WP account to access some specific front-end content. We're using a caldera form to let them register themselves.
But if I use a test contact I get This email address is already in use.
How could I proceed? Is this possible?
(CiviCRM 5.35.1 on WP 5.7)

Are you using Caldera add on plugin to create wp user if yes than i guess its a question to ask Caldera support team.
Also can you check the email address you used already has wp user account or there is an entry in civicrm_uf_match table under uf_name column


Smart Group that returns those recently added I'm attempting to create a smart group that returns a list of people added on the current date without having to edit the criteria each day.

I've been starting with the "Date Added to CiviCRM" custom search, entering a date, then editing the civicrm_saved_search entry with no luck. Alternately, I'd settle for something that returns the last few people added using the maximum contact id number.

Unless I'm misunderstanding, you should be able to use Search menu > Advanced Search, select the "Change Log" accordion, and select the "Added" radio button.  Then you can use relative date filters.  I just tried it and it worked OK.  I seem to recall that in Civi 4.3 and lower this was slow or broken, but should work in any modern version of Civi.


Webform civicrm integration not respecting permissions On my webform, I enabled 2 contacts. Contact 1 has 'Existing user' enabled and set to 'static' and default value is 'current user'. Contact 2 has 'Existing user' enabled and set to 'drop down' and default value is 'relationship to contact 1' relationship = 'child of'.

My goal is that contact 1 can go to that form and select one of his children and fill out the form.
The form doesn't respect the filter and displays all civicrm contacts in the drop down menu.

I also tried setting default values to use filters and set the filter to contact type to= campers, I also enabled the 'Enforce Permissions'.
The drop down still displays all civicrm contacts for contact 1 even though he only has permissions to edit his/her child.

Figured it out thanks to @Colemanw.

The relationship permissions are only for dashboard access and do not act as ACL permissions.

I installed this extension which transforms relationship permissions into ACL permissions.
Now it is simple, I simply enable the 'Enforce Permission' option in the'Existing User' field and the drop down only shows the intended contacts.

Yosef


Attach invoice to event registration emails even if transaction is not taxed Is it possible to attach invoices to confirmation emails for event registrations, if the payment transaction is not taxed?

From what I've observed, currently, invoices are only attached when a transaction has non-zero tax amount.

This sounds like the following bug:

Event or contribution payment invoices are not being attached in confirmation emails, when the tax amount is 0 or evaluates to false.

Fixed in 4.6.5 .


Why is my membership contribution page not generating a contribution or transaction? Using CiviCRM 4.6.31 with Drupal 7, I have a contribution page that uses membership price sets, and for one of the options, no contribution or membership is created, no credit card transaction occurs, and yet a receipt is generated and no error appears for the visitor who fills out the form with their credit card.

The symptom was caused by a misconfigured membership priceset. Specifically, it had a price field with an assigned membership type that had been disabled.

If you want to check your database for a similar issue, you can use this sql:

select pf.label,fv.id,fv.price_field_id,fv.is_active,fv.label,mtype.name,mtype.is_active from civicrm_price_field_value fv left join civicrm_membership_type mtype on fv.membership_type_id = mtype.id left join civicrm_price_field pf on pf.id = fv.price_field_id where fv.membership_type_id > 0 and fv.is_active = 1 and mtype.is_active != 1;

If that sql returns any rows, you probably want to disable the corresponding price field values in the price field labelled by the first column of the results.


How can I make a mailing public after it's been sent? If a mailing has already been sent, how can we make the archive of it public? We didn't set the Visibility to Public when we were sending it. Is there a way to change this retroactively?

Thanks.

If you can access the civicrm_mailing table you could try changing the value in the column = Visibility so it is set to Public Pages, not User and User Admin Only


full-text search not working consistently; case search in custom field not working First, I'll explain how I stumbled upon the issue. We need some serious, working search functionality.

I set up a custom field for cases. I set up the custom field to be searchable.

I then created a test case and populated my new field with latin text "Lorem....".

I then tried to find my new case with case search and "lorem" in my custom field. It couldn't find it.

I then tried to find the new case with the new field using "full-text search". It couldn't find it again. I then started testing full-text search. It seems to be hit and miss.

Perhaps it's user error, and in that case, please advise what I'm doing wrong. I would appreciate it.

For the following tests, I'm using "all tables" and yes, I have wildcards enabled.
Full-text search doesn't find "lorem" which is in my case custom field. Full-text search doesn't find "john" which is in the name of several contacts (john, johnson...).
Full-text search doesn't find "j" which is in many fields in many tables.
Full-text search only finds four hits for "a" which are all names of contacts.
Full-text search doesn't find "max" which is in at least four contact's names.
Full-text search does find three hits for "bob" all within contact's names.
Full-text search does find two hits for "sheep" which are all in case descriptions.

Can anyone shed some light on these inconsistent results?

Thanks so much!

Try your search using % as a wildcard - like %lorem%


Adding defaults for custom field - dependant on encounter medium civiCase/rules Trying to speed up data entry in back end, by pre-filling 4 custom fields in the case, using rules, the defaults would vary based on encounter medium.  I can only seem to update the case status using an action.  I looked at creating new rule action but couldn't find any instructions I understood.  Is there a better way to do this or can someone point me at some simple instructions?

depends on what you mean by simple instructions :-) As you probably know simply is subjective.........

If you mean: without programming, you can not add a new rule in CiviRules without programming.
If you would like to program but find the instructions on the CiviRules cookbook https://docs.civicrm.org/civirules/en/latest/create-your-own-action/ too complicated I reckon you will need some training on CiviCRM customization as most of the terminology used is IMO fairly straightforward for CiviCRM developers?


Donor personal information exposed in Google searches We have been receiving reports of our donor's personal information (name, address, city, state, zip, phone number, CiviCrm internal contact ID#) being presented in a Google search. We are using CiviCrm 4.7.22 installed in Drupal 7.56. We must be able to assure our donor base that all personal information is not released from our database. We do use on-line contributions, event registrations, regular emails etc. to interact with our donors. There is some urgency in this request.

1. Find and Fix the problem:

1a) Check your Permissions settings in admin/people/permissions
Look in the Anonymous User role column -> for permissions such as : View Any Contact in the CiviCRM database; There are a lot of settings - examine them all - and remove any checkboxes for Anonymous that are not appropriate;

1b) It's also quite possible that you've misconfigured Profile/Fields to be listed publicly; here's the documentation for that: https://docs.civicrm.org/user/en/latest/organising-your-data/profiles/#making-directories-with-profiles - note that for every Field in a profile - you can specify it's Visibility; examine if any of the fields are set to Public (and if so - correct them to User and Admin);

2. Address the Google Indexing: get into your Google Webmaster Tools account (create one if you don't have one yet) - and remove the unwanted links from the Search Index.


Contributions for Membership completed, but Membership remains as Pending A client has found that a number of memberships are still set to Pending even though the Payment is complete. Payments were made online. Membership is not in Override.

Client does have a multisite but this has been in place for a long time, and these issues are sporadic.

Here are some entries from db

https://gist.github.com/petednz/7151675e9b1d7715a163

I encountered the same issue on my CiviCRM installation. This is related to contributions status name which changed after being translated (in French at least), which prevented CiviCRM from finding the right membership status (the Completed status was translated to Complété which wasn’t correctly tested in this code).

A bug was reported to the developers by Sunil Pawar (CRM-20881), and a patch that solves this issue was submitted on GitHub.

This patch wasn’t included in the core repository yet, but in my case, the patch works fine.

Olivier;


How can we add Batch information to the Bookkeeping report? Batch name/title information does not show up in the columns available to the Bookkeeping report. Is there a way to add this?

As an alternative, we would also be open to creating a new bookkeeping "report" using Drupal Views, but I don't believe batch information is available to Views either.

Is there any way to include batch info in a bookkeeping report with available tools or will it require a custom report?

I examined the code of the report and there is nothing batch-related in there. I have made some edits in the core Bookkeeping report that allow display of the Batch name/title on this report. I will file a JIRA ticket and link to the Github PR so it can be reviewed and if approved, added to core.

JIRA ticket
GitHub PR on 4.7 (master)


Unable to add Event Participants backend I am trying to add event participants back end through Events->Register Event participants. I am getting this error,

"Profile search, view and edit are not supported for Profiles which include fields for more than one record type." Civicrm version 4.6.8.

There are two profile fields configured in the event with fields of type 'individual' and 'contact'.

Any help can be appreciated. Thanks in advance.

That sounds familiar, I recall some issues similar to what you are reporting (i.e. that message coming up in a misleading way).

I'd try upgrading to a more recent 4.6.x to see if that fixes it (you're going to want to do that for security reasons in any case). The 4.6.x series is reasonably stable, there isn't usually any reason not to upgrade.


How do I write unit tests that verify a hook is being fired? I found this example but it doesn't look like it would generalise to all hooks.

The use case is for API4 - basically whenever any action is called I think we should be able to verify that particular hooks (and only those hooks) are called.

So I figured this out. The specific hook engine for unit testing, very conveniently, comes with an injectable mock property.

After grabbing the hook engine with $this->hookClass = \CRM_Utils_Hook::singleton() you just need to inject a mock object that has a magic __call() method with somthing like:

$this->hookClass->setMock($this);

The hook engine will then call your __call($name, $arguments) method with every hook invocation.

You can see a fuller example here (please ignore the reporting stuff going on - I doubt that is best practice! Also the use of the unit test class as the mock is a bit lazy - its probably best to make a new class to provide the mock)


I can see Age in a Contact Summary. How can I add Age to a Profile? I can see Age for a contact in the Contact Summary screen, which is not a built-in field, but is apparently calculated from the Birth Date field. I can add the Birth Date field to a Profile. How can I also/instead display the calculated Age as a Profile field?

Good questions. As you say, age is a calculated field and afaik won't be available.

Either you need to adjust how the DoB field is displayed which may be via js.

Only other option, for display purposes, would be to build (you guessed it) a  Drupal view block and show that instead.


Account Creation Form not showing In Contribution Page I created a profile and enabled account creation required. I attached the profile at the Contribution Page, but the account sign-up form is now showing up when I am not logged in.
I am using Wordpress 4.4.2 with CiviCRM 4.6.8.

Any help will be appreciated.

Thanks but i have resolved this. The problem was that i did not set that anyone can register in wordpress –


Why is "Billing" location type marked "reserved"? What I was trying to do was disable the Billing location type, but I see in the database it's marked is_reserved=1, so it won't let you do it through the UI. But on a fresh install it's not even the default location type, so why is it marked reserved?

I was able to set is_reserved=0 in the database and then disable it, but wondering if this is going to break anything.

Thanks

I think billing location type is used incase of Online membership purchase or registering a event or making donation inshort on forms where payment processor is involved(Billing block). Disabling this might cause issue/problem during submit of such form.

Cheers

Pradeep


Late membership renewal fees Is there a mechanism to charge users extra when they renew their membership after it has expired, e.g. extra 20% if paid after half year, extra 50% if paid later?

It might be easier to make the memberships expensive and give discounts for "early" payments.
I'm not sure without looking into it, but you may be able to do this with CiviDiscount?


Mattermost password reset and email verification is broken I tried to log-in. It would not let me because first I needed to confirm my email address. No email received to do so, not even after several attempts. I decided to reset my password. I do receive that email. The password was reset but I cannot log-in with it. After a second attempt to reset the password I must conclude the system is broken.

I still receive the chat notifications and have reset the password with the same email address, which apparently is not verified. So why does it send notifications to an unverified email address then?

This kind of sucks, don't you agree? How to end my account there? User is null

I was able to login to your account by temporarily changing the email associated with it.

I do see in the logs that the email you had set is invalid. Your email server is responding "User unknown". I see div@[...], could it be a typo for dev@[...]?


Spanish custom last name solution I'm new here, but I'm sure not the only one who speaks Spanish. I would like to know what solutions you have used for the problem of the 2 surnames that are used in Spanish.

Which is the best solution for integrating both surnames into Civicrm?

PD. There should be an standard integrated solution to Civicrm, since Spanish is the most spoken language in the world after Chinese. ;)

"Lastname" is the field intended to insert both surnames for the contacts they have. The translation of the field in Spanish also indicates it: "Apellidos".

For more than 5 years we have worked with CiviCRM and to date we still have not encountered any inconvenience in saving both surnames in a single field.


How to add validation to the 'Add Case Role' option in Case Summary View? I have a customer where it is vital that there is only one Case Role on a case. In the CaseView form it is possible to add a case role, and I want to add some validation to this.
in core actual processing is done in a jQuery function, with the callback function at CRM_Contact_Page_AJAX::relation.

I can do nothing with a validateForm hook here, so what I am planning to do is:

create a 'dummy' page with my own version of CRM_Contact_Page_AJAX::relation with the desired validation included
replace the template for CaseView with a local version, linking to the new function with the alterTemplate hook

Unfortunately this solution is not viable for a true generic extension. Any better ideas? If not, I will add the instruction to the README and still publish the extension as it might be useful for others too but I wonder if there is a better way.

Futher investigation has given me at least one answer. I can create my own template file with new jQuery functions using my new function as a callback. In that new jQuery function I can replace the .onClick functions for the button 'add Role' and the edit pencil. But still open to better suggestions!


script cli code for importing contacts in civicrm Can some one give a code to how to import contacts in civicrm by using script line command. I a have a 45000 contacts and importing from civicrm interface i am getting gateway timeout error. I need help in importing contacts from CLI.

Welcome to civicrm stackexchange.

Couple of options here.

One option is to split your file into smaller chunks.
If you have the ability to alter the php settings on the server you can change
these to increase the time over which the import can run the option
you probably want to look at is max_execution_time  - in your php
ini file. Depending on your hosting this will be in different
places.
Depending on whether your site is live or not - if you are in the set up stage you could always look at exporting your site to a local machine which you can edit the php ini on. then copy the database back - however if you don't have a local dev environment set up this might require a lot of set up.
If you want to dive into the code - then you'll need to write some custom code to do this. You are probably best to import via the api - that way you can let civicrm take care of making sure everything in the database matches up correctly.  As a first step I'd checkout the api explorer under Support -> Developer Api Explorer v3. You might want to check https://github.com/eileenmcnaughton/nz.co.fuzion.csvimport for inspiration  -> and don't forget you'll need to call civicrm_initialize() prior to making an api call. You can use drush,wp or cv to evaluate a file against the site.

If you really wanted to court disaster you could try importing contacts directly into the sql tables - but I wouldn't recommend this as a first step.


PayPal Receipts Showing a Pending (Incomplete Transaction) The confirmation is returned from Paypal and the Thank You page is displayed, however the db still shows Incomplete Transaction, and confirmation email is not sent.  I'm pretty sure this issue was introduced by an update in Feb 2016.  Anyone found a resolution yet please? (Joomla 3.5.1 currently)
Thank you

The guys on the core team have done a tremendous job in resolving this issue in v 4.7.13 - you can refer to the following JIRA ticket for details: https://issues.civicrm.org/jira/browse/CRM-18483

Hope this helps!
Tamar


WordPress Twilio Inbound SMS Callback URL failing when request method is POST I set up Twilio with CiviCRM and WordPress a few weeks ago. Inbound SMS was working fine, but suddenly stopped.

I have the webhook URL for SMS in Twilio set to https://mydomain.com/civicrm/?page=CiviCRM&q=civicrm%2Fsms%2Fcallback&provider=org.civicrm.sms.twilio (the /civicrm/ is for the Page I have setup, before adding that it would only work when I was logged into WordPress).

When the webhook is set to use HTTP POST, Twilio is reporting a "Schema validation warning" because it's just getting WordPress HTML back for the website home page. It works when I set it to GET though. I've reproduced this behaviour via a PHP script that manually submits the POST/GET request.

How can I get this Twilio Provider extension to respond via WordPress to a POST request? What am I missing?
(This seems similar to Inbound SMS from Twilio not showing up in CiviCRM (getting 404 error on HTTP POST) but I'm new here and don't have the reputation to comment.)

Or does it matter? The documentation says it should be set up to use POST, but maybe that's not important?

Your webhook callback URL is off.
It should be https://mydomain.com/?page=CiviCRM&q=civicrm%2Fsms%2Fcallback&provider=org.civicrm.sms.twilio


Uploading contacts to new group Is it possible to import a list of contacts (name and email address only) from a google spreadsheet to the database and start a new email group containing only those addresses?

Thanks

Absolutely - when you import Contacts -> you can specify during the last step whether or not you'd like to add these Contacts you are importing to a Group (or Create a new one). Make sure to go to the Manage Group screen to and Edit your Group to make sure it has is a Mailing list group; Then you can CiviMail the Contacts in that Group.


civicrm upgrade access denied I have upgraded drupal to 7.72 - (28/8/20). I wanted to update Civicrm from 5.9.1 to 5.10.0 but got "Access denied" after running http://mysite/civicrm/upgrade?reset=1. So I tried going to 5.28.3 but ended up with the same issue.
I am logged in to Drupal on another tab and can log in to drupal.

I used another browser (edge from chrome), I logged in to Drupal and then used the upgrade command in the same window and it worked.


Problem with links & base page I have Civicrm 4.7.20 installed on Wordpress 4.8.

When I create a new event or contribution the link that Civicrm creates does not work.
What Civicrm creates as a link:
http://[mysite]/?page=CiviCRM&q=civicrm/event/register&reset=1&id=7
This link loads my Civicrm base page, in this case my home page.  If I change the base page to a different page then that page is loaded.

This link works:
http://[mysite]/?page=CiviCRM&q=civicrm/event/info1&reset=1&id=7&page_id=1811

Note the &page_id=1811 parameter

As long as I specify the parameter &page_id=[any valid page] the link works, if I don't specify then the link loads the base page.

I tried disabling all other plugins and nothing changed so I think it has to be a Wordpress or Civicrm setting problem.

do you have Permalinks 'plain' enabled (in WP Dashboard/Settings)? Or do you have custom? I don't know if that makes a difference but it relates to how URLs are constructed. I switched between plain and custom Permalinks. And in civicrm Wordpress Integration how did you configure your 'base' page?  I used the postname of my WP base page (ie, just 'civicrm') and it seems to work, civicrm event pages show.
Does your .htaccess file have URL rewriting enabled (begins like "# BEGIN WordPress

RewriteEngine On.."
In the URL for, say, an event I get "page=CiviCRM&q=civicrm%2Fevent%2Finfo&id=1870&reset=1" where &id=1870 is the registration form for an event I created.
 I am using 4.7.20 and WP 4.8 also


Extra Decimal Places on Fuzion Token 'Latest Membership Fee' Sending a Civimail built with Mosaico utilizing Fuzion Token 1.5 {latestcurrentmembership.allfee}

The amount should be $69.00 on a test record but the email reads:
69.000000000

Any suggestions? Was this the fix? Doesn't seem to be working here? https://lab.civicrm.org/dev/core/commit/8008a9fb36d3bae6bbe077540c7e22fddb3dabef

Update: classical Civimail does it too. Our localization settings are English, USD. Monetary Amount Display: %c %a

Can you try applying the patch from here? If it worked please comment the PR your test result for it to get merged.


Is there a table element in mosaico? Still getting to grips with Mosaico layouts. Is there an option to build/ style a table in the templates?

Someone has pasted in a table from an external source and doesn't want to edit font sizes in html.

There are no table elements/blocks that you can add currently. You could try editing the source of a text block an adding manually however it sounds like this isn't ideal in this instance.

To add a table element you'd need to customise the html template itself.

If this was something you wanted to do you could use this extension which adds some additional template elements as a starting point.

https://lab.civicrm.org/MikeyMJCO/mjcomosaico


How do I ensure all Check Boxes are ticked for a single Custom Field on a Profile form? I have a single Custom Field of type "Alphanumeric" and "CheckBox" with a check list which requires all boxes to be ticked before continuing.

I have set the field to Mandatory but this allows the form to be submitted with just one option selected.

Is there a way to set a CheckBox widget to require all boxes to be ticked? I don't really want to create lots and lots of Custom Fields to achieve this.

I dont think their is some setting in CiviCRM to set all the check box to required in a single custom group

But, you can create a javascript to set all the check box to Flag if one box is clicked

or you can check the value of the check box before form submit and alert the user

I guess this helps !!!


How can I report a bug caused by an extension? CiviCRM.org has a page on reporting bugs, but my bug is in an extension.  How should I report it?

You must report it to the extension author.  The CiviCRM core team doesn't have any control over third parties who write extensions.

To find the author's preferred place to report a bug:

Go to Administer menu » System Settings » Extensions.

It might be in Administer menu » Customize Data and Screens » Manage Extensions if you upgraded from an older version.

Click the triangle to the left of the misbehaving extension (see screenshot below).
Click on the Support link and submit your issues there.

Usually the link will be to an issue repository - possibly on Github, possibly on the CiviCRM GitLab.  Occasionally it will be to Stack Exchange.

Some authors may only offer paid support.  Please remember that extension authors give their work away for free and treat them well!


How do I change the font colour in Front facing Joomla Forms I am having an issue with the front facing forms in Joomla all the labels are white on a white background. How can I change the label font colour on all forms/profiles to black?
Thanks

You can add styling in your theme css file to over-ride the default style.


Is there a token for the email used in a CiviMail mailing? I'd like to include text in my mailings like:

  This email was sent to [contact.the_email_used_by_mailing] ...

I am aware that I can use [contact.email] to bring in the primary email, but what if the bulk email is different? That could confuse a recipient so a thing that was meant to improve trust did the opposite.

Is there either

A token to pluck out the same email as CiviMail would have chosen (i.e. the bulk mail one, or failing that the primary one)?
A token to insert whatever email CiviMail is using (although this is only relevant to one off test emails, so is probably less useful)

Otherwise I'll write an extension that provides this.

This token doesn't exist as a CiviCRM token.  However, if you're using Smarty rendering for CiviMail then you can use the Smarty tokens,which wil include the email address.

While Smarty rendering will add overhead to CiviMail, so does rendering non-contact tokens.  I'm not sure which way will be faster - or if that matters to you.


book library mgmnt and student credit system I just started exploring the civiCRM options for our donation based educational institution. It fits the donor managment, people management needs. However I would like to add two more functionalities, so that civiCRM becomes one stop solution for all the management necessities for our institution

Library management - storing list of books available, books issue/return, new arrivals data, etc
Student's credit system management - list of courses, papers, credit system for the students.

Do I need to code separate extensions for this? Or already available? should I use wordpress or drupal for this needs

Mostly it wont be available... In that case, I am planning to introduce new components for library system, define relationships, etc. my guess, it should be possible. Just that I want all database into one system

In terms of Library functionality, not suggesting civicrm couldn't be bent do what you want (I will answer re school stuff separately) but you might want to look at http://www.koha.org/ which is open source library system that some other kiwis made


Webform "Not You?" message does not appear in secondary theme area If I set up a webform and put it in the primary theme area, I can see the "Not You?" message on top of the screen. The same webform, in a secondary theme area (a sidebar), doesn't show the "Not You?" message. Is there any way to make that message show up?
Drupal 7.

We just set that "Not You?" message using standard drupal message functions (in D7 and D8). A theme will typically display such messages in a separate region above the content region. What you can try is change the Region settings -> i.e. change it from in your case Help -> Secondary.
D8 example - using Olivero Theme: works well:


Profile field for event not showing I have set up a profile for an event we are running but one of the fields is not appearing and I am not sure why. When I view the preview it is there but not showing on the booking page for the event. It is the Participant - Access Requirements field.  Any advice appreciated!

Welcome to SE! Presumably that is a custom field? Check in the settings of its Custom Group that the box "Is this Custom Data Set public?" is ticked.  (Go to Administer > Customise Data and Screens > Custom Fields, on the relevant Custom Group go to More > Settings)


Unwanted user registrations in WordPress I am using a Profile to create WordPress users when contacts become members and this works fine, except that I have to  have "Membership: Anyone can Register" allowed in WordPress Settings > General

This means that anyone out there on the internet can register from the login page (or possibly with some bots). How can I stop this, while still allowing the creating of accounts for new members?

I'm using WP 5.1.1 and CiviCRM 5.11.0

The CiviCRM WordPress Member Sync plugin can help you do this. It will auto-create a WordPress user when a Membership has been successfully created via a Contribution page.


How Can I Remove "CiviCRM - " From Page Titles? Via the Change Wordpress Title question I found that the page with the "civicrm" slug is what is used for content replacement by CiviCRM.

If I want to remove the CiviCRM "prefix" to all the crm pages just simply removing the page title for the CiviCRM page in WordPress is not enough. Now I see " - Site Name".

Example URL:
http://localhost/testsite/civicrm/?page=CiviCRM&q=civicrm/event/ical&reset=1&list=1&html=1

Page's title " - Test Site" (without quotes).

Is there a way to prevent CiviCRM from prefixing the " - "?

Update:

After doing a quick search in the plugin for "' - '" in all the PHP files I'm seeing code like this:

CRM_Utils_System::setTitle($displayName . ' - ' . $activityName);

I'm thinking it's not possible. That string looks pretty hard-coded to me.

If you just want the site name as the title, you can filter it:

// add filter only when basepage has been parsed
add_action( 'civicrm_basepage_parsed', 'my_override_civi_title' );

function my_override_civi_title() {
  // for themes that use wp_title()
  add_filter( 'wp_title', 'my_page_title', 200, 1 );
  // for themes that use add_theme_support( 'title-tag' )
  add_filter( 'document_title_parts', 'my_page_title_parts' );
}

function my_page_title( $title ) {
  return get_bloginfo( 'name' );
}

function my_page_title_parts( $parts ) {
  unset( $parts['title'] );
  unset( $parts['page'] );
  return $parts;
}

Your own theme's implementation will determine the final method used.


Country ISO and World region in Views There is no Views relationship to civicrm_country nor civicrm_worldregions. How to create a view counting number of contacts from a region?

As of CiviCRM Entity 2.0-beta8 the Views relationships to Country and World Region have been made available. You must install the CiviCRM Entity Views Extras submodule.

CiviCRM Entity can be downloaded here:
https://www.drupal.org/project/civicrm_entity


Prefill Profile in create mode What is the easiest was to prefill a field on a profile that is in create mode? I am linking from a drupal view where they click on the name of their organization and it will put the org name in the url. But i have been unable to use anything in the url to prefill the org name field on the profile.

Which url parameters did you try? cid? contact_id? etc..
Another solution which is working is using Drupal CiviCRM Webforms and link to a prefilled webform from within your view.


Civimail is not sending scheduled mailings, could it be Cronjob syntax or Bluehost? Relevant set-up information:

Hosting: Bluehost Shared Hosting
CMS: WordPress
CiviCRM version: 5.25.0

Here's what works:

Sending email from via "Contacts > New Mail"
Sending a test mail from "Settings - Outbound Mail"
Sending a test mail from a mailing in CiviMail under "Define Mailing" from the Preview pane

Here's what doesn't work:

Sending a scheduled mail via CiviMail's "Review and Schedule", neither in "Send Immediately" nor "Send at:";
Going to Schedule Jobs and hitting Execute Now for Sending Mail;

Now I'm told by the system that Cron jobs are not set up, though I have put one in CPANEL.
Here is my CRON command that is running every 5 minutes:
wget -O - -q -t 1 'https://<domain>/wp-content/plugins/civicrm/civicrm/bin/cron.php?name=<username>&pass=<password>&key=<sitekey>&job=execute'

The "username" is an Administrator.
Tech support says my Cron jobs are running.
"Scheduled Jobs Log> Send Scheduled Mailings" states that jobs are getting kicked off
Entity: job Action: process_mailing
Summary
Finished execution of "Send Scheduled Mailings" with result: Success (a:1:{s:9:"processed";i:0;})
Details

Parameters parsed (and passed to API method):
a:1:{s:7:"version";i:3;}

Full message:
Finished execution of Send Scheduled Mailings with result: Success (a:1:{s:9:"processed";i:0;})

Despite all this, no mails are showing up in the test groups inboxes.
Is it my Cron job settings?  If so, has anyone been able to set up cron jobs effectively in CPANEL for CiviCRM?

Success, with minor change in syntax I am now able to send schedule mail using Cron jobs to kick off schedule mails.  Here is my method for running CiviCRM cron jobs on Bluehost shared hosting every 16 minutes. Previously I had also specified the the parameter job.execute, which I have removed.
wget -O - -q -t 1 'https://<my-domain>/wp-content/plugins/civicrm/civicrm/bin/cron.php?name=<username>&pass=<password>&key=<sitekey>'

I have scheduled 5 different mailing jobs at 15-60 minute intervals and each has delivered within 3 minutes of scheduled sending.  Moreover, my Cron status is "Cron Running OK".
Bluehost does limit the frequency of cron jobs on shared hosting to between 16 and 25 minutes, so cron is kicking off as frequently as possible.


Autoloader problem after upgrade to version 4.6.8 I'm not quite sure if this is a drush or a civicrm problem, sorry if this is the wrong forum.

I did an upgrade yesterday evening from version 4.6.4 to version 4.6.8. Drush version is 5.9. Today I tried to clear the cache using drush cc all, but I get an "unrecoverable error" message saying that:

PHP Fatal error:  Call to undefined method Composer\Autoload\ClassLoader::setPsr4() in /<myciviinstall>/civicrm/civicrm-4.6.8/civicrm/vendor/composer/autoload_real.php on line 37
Drush command terminated abnormally due to an unrecoverable error. [error]
Error: Call to undefined method Composer\Autoload\ClassLoader::setPsr4() in /<myciviinstall>/civicrm/civicrm-4.6.8/civicrm/vendor/composer/autoload_real.php, line 37

This also happens for the drush cc civicrm command, and for the civicrm cron job:

30 * * * * /<hiddenpath>/bin/drush/drush -u 1 -r /<mysite>/public_html -l mysite.com civicrm-api job.execute auth=0 -y > /<hiddenpath>/cron/cronlogs/civi_error_drush_`date +\%F_\%T`.log /dev/null`

I should point out that the reason for the somewhat strange path in the PHP Fatal error message, is that I'm running civicrm (on Drupal 7) via softlinks to keep old versions present but "out of the way" so to speak. This to be able to (more) quickly swap back to older versions. This approach has worked well for me in the past, and I didn't have this drush problem yesterday evening before the upgrade.

Googling, I find clues that this may indicate that the version of the composer autoloader is out of date, but I'm not sufficiently familiar with composer to be able to tell for sure (is composer a drush thing only?).

Anyone got an idea?

This error can occur when there is a clash with a Composer autoloader for another module, e.g. the Currency module.

A README has been added to currency 7.x-2.5 re this error, advising: 'try manually updating Currency's Composer dependencies by running the command "composer update" in Currency's root directory.' This worked for me. Vandalf isn't using Currency but maybe a similar issue with another module? Try searching for files called composer.json under your modules directory.


Geocoding scheduled job failure When running the Geocoding/parsing scheduled job (CiviCRM 4.6.10/Drupal 7) I get the following error message:

    Full message:
Finished execution of Geocode and Parse Addresses with result: Failure, Error message: Error: Both Geocode mapping as well as Street Address Parsing are disabled. You must configure one or both options to use this script.

I've got Google set as the service provider for mapping and geocoding data, with no API key. I'm not interested in address parsing, and have the parsing parameter for the scheduled job set to 0.

If I run the job via URL it works fine, but executing it via the UI gives the error message.

Am I missing something?

It looks like you have may not have set a command parameter in the Scheduled Job (but maybe you're adding it when you run the job via URL?).  Do you have geocoding=1 in your command parameters for "Geocode and Parse Addresses"?

See Managing Scheduled Jobs from the Civi wiki for reference (2nd row of the table).


How to set up basic CiviCRM access for a user in WordPress? I created a basic WordPress user with Author role.
I sync'ed the user to CiviCRM and checked the corresponding Contact was created
I edited the WordPress Access Control to grant some permissions to the Author role

However when my user logs in to WordPress there is no CiviCRM menu item...

What else needs to be done?
Note that access works fine for Administrators -- but I would prefer not to give full admin rights to everyone.
This has to be something really simple -- but I'm not seeing it.... Pointers would be much appreciated

See the Access Control (Permissions) in WordPress section of the documentation.  To access the backend you need the 'CiviCRM: access CiviCRM backend and API' permission.
You can create additional roles with other WP plugins.


cPanel Cron to run Scheduled Job Help I have spent the last two weeks trying to get Cron Jobs with cPanel run Scheduled Jobs in CiviCRM. Literally everything I have tried does not work as a command in Cron Jobs but when using SSH I have been able to get this to trigger the job to run:

wget -q -O - "http://website.com/wp-content/plugins/civicrm/civicrm/bin/cron.php?name=websiteAdmin&pass=websiteAdminPassword&key=1234567912345678912345678912345"

But when I take this exact command that works via SSH and put it into Cron Jobs I get an email stating:

/bin/sh: -c: line 0: unexpected EOF while looking for matching `"'
/bin/sh: -c: line 1: syntax error: unexpected end of file

My next idea was to remove the quotation marks before and after the link, which then failed due to invalid token, the password has symbols in it, so I escaped them using \ before each special character. Then I get:

ERROR: You need to send a valid key to execute this file. More info at:http://wiki.civicrm.org/confluence/display/CRMDOC/Managing+Scheduled+Jobs

At this point, I know for a fact the key is correct since this command runs via SSH and the key never changed every time so far. The escaped characters are only within the password.

I have tried many other things but I figured a log file explanation might be overkill, anyone have any ideas?

Using:
cPanel version 11.52.3 (build 1)
CiviCRM version 4.6
WordPress 4.4.2

You don't say what version of anything you are running, or if you upgraded or did a new install.  If this is a 4.7 upgrade, I had similar issues and had to resort to installing and using the WP-CLI method.  If you go that route, you probably also want to take a look at this:
WP-CLI using GMT/UTC Timezone on cron jobs


How can you set up CiviCRM multisite with Wordpress multisite? This question arose from this discussion.

There is documentation covering setting up multisite CiviCRM on multisite Wordpress here.

Additionally, this is an example of the code I put into civicrm.settings.php to set the base URL based on the domain:

  $multi_site_path = explode("/", $_SERVER[REQUEST_URI]);
  if ($multi_site_path[6] == "cron.php") {
      $multi_site_choice = $_GET["site"];
  } else {
      $multi_site_choice = $multi_site_path[1];
  }

  switch ($multi_site_choice) {

  case 'hcnmd':
    define( 'CIVICRM_DOMAIN_ID', 2 );
    define( 'CIVICRM_DOMAIN_GROUP_ID', 74);
    define( 'CIVICRM_DOMAIN_ORG_ID', 67459);
    define( 'CIVICRM_UF_BASEURL'      , 'http://hcn.local/hcnmd' );
    $civicrm_setting['URL Preferences']['userFrameworkResourceURL'] = 'http://hcn.local/hcnmd/wp-content/plugins/civicrm/civicrm';
    break;

  case 'hcfat':
    define( 'CIVICRM_DOMAIN_ID', 3 );
    define( 'CIVICRM_DOMAIN_GROUP_ID', 65);
    define( 'CIVICRM_DOMAIN_ORG_ID', 82031);
    define( 'CIVICRM_UF_BASEURL'      , 'http://hcn.local/hcfat' );
    $civicrm_setting['URL Preferences']['userFrameworkResourceURL'] = 'http://hcn.local/wp-content/plugins/civicrm/civicrm';
    break;

  ...more multi-site config here...

  case 'wp-admin':
  case '':
  case false:
  default:
    define( 'CIVICRM_DOMAIN_ID', 1 );
    define( 'CIVICRM_DOMAIN_GROUP_ID', 84);
    define( 'CIVICRM_DOMAIN_ORG_ID', 1);
    define( 'CIVICRM_UF_BASEURL'      , 'http://hcn.local/' );
    $civicrm_setting['URL Preferences']['userFrameworkResourceURL'] = 'http://hcn.local/wp-content/plugins/civicrm/civicrm';
    break;


Display all Contributions with event, membership etc details Excuse me if I'm probably missing something obvious here...
Civi 4.6.18, Drupal 7.44

I want to build a simple report that shows:
Contribution fields, Contact name, Event name (if it came from an event), Membership type (if it came from a membership), etc. In one row.

Our finance team want to see all payments every month, and want to quickly see exactly what each payment was for.

It doesn't matter if some fields are blank - eg if membership fields are blank in a row that is about an event contribution.

I can't see a way to do this in Civi Reports, so turned to Views starting with the Contribution entity.

But I can't see a way to create a relationship to Participants in Views.

And I can make a relationship to memberships, but only if the payment is recurring. That doesn't cover all our membership possibilities.

Surely this would be a fairly standard report, so I'm wondering what to do? Thanks for your help!

24-8-16: Editing this to add more info:

If you create a View based on Civirm Contributions, in fact Membership details are in the fields available to the View. So that's half the story.

However, Participation fields are not available. Neither can you add a relationship to anything that looks like Civicrm Event tables. This is so after adding a relationship to the Contact ID.

So, if payments are made for events, there is no way to link the contribution to the event it is for, if you are starting from the Contribution table.

And if that is possible, the next question would be (with the advent of partial payment processing), if a part payment is made for an event, is there a way in Views to see the individual part payments?

If there was a bridge from the contribution table to event table(s) then we'd have our solution: a View that can show what payments are being made for, if they are membership or participant contributions.

Thanks again.

The first thing to do when looking for more reporting functionality is to add:

https://civicrm.org/extensions/extended-reports

That extension will give you a lot more and a lot more detailes reports to work with!

If you still can't get all the details you'd like in it - then you'll need to make some edits in code (create a fork of this extension).


Can I send membership reminders "retroactively" I created a new installation, and I want to send membership reminder to everybody who is, say, 2 months or less before expiration (including those whose membership already expired). Essentially, the opposite problem from the one described here. Is it possible?

This answer assumes that this is a one-off requirement to deal with the "backlog" of reminders that has arisen because you haven't had the ability to send scheduled reminders before and that once the site is established you will be sending reminders at 2 months before the membership end date.

You wouldn't do this with a scheduled reminder.  You would use Advanced Search or Find Membership to identify all those who "missed" the two-month-before reminder and send an email to them using CiviMail.


Network error unable to reach the server when view contract with CiviHR I have installed CiviHR (extension) version 1.6.11 on wordpress.
When I view the Job Contract in the Contact Information, I got the error message "Unable to reach the server. Please refresh this page in your browser and try again."
Check the console of the browser, I saw the browser received 500 Server error when request to address

  http://192.168.0.121/wordpress/wp-admin/admin.php?page=CiviCRM&q=civicrm/contact/view/hrjobcontract&cid=205&snippet=json

The detail in the image below:

Please help me to fix this problem. Thanks you very much.

I have detected the issued.
I open apache log and saw the error

  PHP Fatal error:  Call to undefined function file_upload_max_size() in /var/www/html/wordpress/wp-content/uploads/civicrm/ext/hrjobcontract/CRM/Hrjobcontract/Page/JobContractTab.php on line 46

So I go to the directory and edit that. Because the default value for max size when upload contract file is 10MB. So I change that. Every thing work well now.


I want to find a specfic group and get their email addresses I need to know how to request a specific group (Fundraisers) using their email address.

Welcome to SE! Unless I have misunderstood this is straight forward, this is very simple. If you got to Find Contact you can select the the contacts in the particular group (third box down) and that listing will include email addresses.


Checksum profile links not opening on mobile Using CiviCRM 5.10.4 with Drupal 7.64.

Trying to use a checksum link in an email being sent out to a group, for them to submit a profile which has been pre-filled in with their details.

My link is below:

DOMAIN.com/civicrm/profile/edit?gid=23&reset=1&id={contact.contact_id}&{contact.checksum}

The link works perfectly in incognito on desktop, and when copying the link into a mobile web browser. However, when opening the test email on a mobile mail app (e.g. Mail on iOS)... clicking the link doesn't open anything. When I long-press the link I can see the full URL is there and I can copy the link into a browser, but actually clicking the link doesn't take me to my mobile web browser or trigger any action on my phone. Have tested this on multiple devices, though only iPhones.

Bit of a strange question I know, but does anyone know what I might be able to do to fix this? Annoying that it works everywhere except where the majority of our users check their email.

Do you have http:// or https:// before the link in the email? If not, try adding it.


Where is the privacy filters located in report templates? By default all privacy filters i.e. do not email, do not mail, etc is loaded in the report, except for do not trade.
Where in the report (contribution details )template this filters are located? How can I find out? Thanks

I think it's at the below link and yes it's strangely missing. Do you want to open a lab ticket?
https://github.com/civicrm/civicrm-core/blob/33307b5a0da280c63ed0d8fa1f8a3e899a217ad0/CRM/Report/Form.php#L5473


How to inherit data from Organization to contact? I want to inherit custom fields from an organization contact to an individual contact with a relationship.
I'm asking if it's possible to do that or not.

Welcome to SE.  There is no inheritance of custom fields via relationships.
I'm not aware of an extension that does that but it would be possible to write one that copies fields from an org to an individual based on a relationship and keeps them updated if the org fields are changed.
Alternatively you might be able to achieve what you need with CiviRules


Why is my dashboard showing 503 errors? Is this a host issue or a civi config issue? Civi seems to be working normally, but all dashboard items are showing 503 errors (ngnix).

Any ideas of what to check? Hosted on Arvixe.

Some issues with the dashboard have been fixed in the upcoming 4.7.11 release. See CRM-16035: Dashlet refresh can crash server / Replace use of HTTP_Request and CRM-17663: Dashlet code improvements for details.

There are quite a few existing questions on dashboard issues on this site - you'll find some good answers there I'm sure for dealing with CiviCRM below 4.7.11.

The dashboard does not render
CiviCRM Dashboard Not Working - WordPress installation
Dashboard problem after installing reverse proxy server
CiviCRM Dashboard Hangs for 5+ minutes

Once 4.7.11 releases, that should resolve your problem.


Event Information Page I am trying to change a logo that appears on my event information page (https://integrativeonc.org/index.php?option=com_civicrm&task=civicrm/event/register&reset=1&id=30). The area in the lower right that says "empowered by ADG creative" is what I am trying to edit. I cannot find where to edit this in Civi. Can someone assist?
Best regards,
Erika

i think ADG have swopped out the civicrm logo with their own. If so then you can disable this on your system as a whole by going to /civicrm/admin/setting/misc?reset=1 and turn off the 'empowered by civicrm' setting


How do I find the contact ID on a checksum link, after a form is submitted? I'm trying to make an extension that does the following:

User clicks link in email
Form loads, extracts the contact ID from the querystring (along with a checksum for security), and customises the form appropriately
User submits form
Changes are saved
Form reloads, showing updated data

My problem comes at step 5, as the form no longer knows what the contact ID is. How can I pass the contact ID to this page? It's no longer in the querystring, and I can't find it anywhere...

Sorry if this is basic stuff - I've tried to figure it out from the existing profile code.

Please have a look at the code here and see if it can help with what you need.


Recording activities - case or contact summary page? Is it better practice to record activities in the case rather than on the contact summary?  If so, why?

Kate, Welcome to CiviCRM stack exchange. About your question, it depends upon your business logic. If you want the activity to be part of the case than you should create them inside a case since the New Activity form from the Contact summary page doesn't provide ability to add activity to case. You can but obvious move the activity later after creating by using Move to case link or Move to case from task action.

If you don't want activity to be part of the case than you should use option from Contact Summary screen.

Thanks

Pradeep


How to write custom report SQL I'm not asking for the actual solution, but more a pointer to references examples for the structure so I can move forward.

CiviCRM 4.7 or WordPress - I need to create a report that I think will be achieved by custom coding only.

My original request was here
Custom Report By Relationship

Essentially I have a a 'street rep (individual)' that has a relationship with a 'household ( a physical address)' that makes 'contributions'  and a 'household' has a relationship with an 'individual' as head of household.

So want to build a street collection report structured

Street Rep (page break)
    ---  Street Name  (sub section )
          --- door number, head of household name, last years contribution (line)

Although the requirement is relatively simple it has a level of complexity that my unfamiliarity with Civi structures is making it tough for me.

I really appreciate any pointers or help.

There was a pretty good 101 session about custom report in CiviCon Denver 2015. Unfortunately, there don't seems to be a video about it. You can check resources here : https://denver2015.civicrm.org/sessions/civicrm-custom-reports-101 (pdf and custom extension).

My recommended steps for doing a custom report :

you must first do the sql query you want in mysql - understand which tables, which joint, which columns are needed, ... - you might want to visually navigate on CiviCRM 4.7 database schema
then create a new create module extension using Civix or by copying civireport101

in CRM/MyExt/Form/Report/MyReport.mgd.php, you will have all the information needed for CiviCRM to find your report and be able to create new instance of it
in CRM/MyExt/Form/Report/MyReport.php you will have the recipe for the report

now, the hard part... you need to customize the MyReport.php. You should start from real CiviCRM report or extensions report (e.g. civireport101) and use the official documentation

column definition goes in the constructor function __construct() {, you need to understand how CiviCRM store the column definition
select function select() / where function where() : if your constructor is done correctly, you should be able to reuse one base report function
from function from() : you should be able to reuse one base report but if you prefer, you can simply put your from here - just be careful with aliases $this->_from = "FROM civicrm_contact {$this->_aliases['civicrm_contact']}";
Regarding the page break, you might be able to do it in the alter_display() function...


Unable to edit recurring event When I attempt to save changes to an event that is part of a series (repeating), I am unable to save those changes to a single event, event onward or the entire series. Looking at the logs - I get the following error:

[warning] Deprecated function, use CRM_Core_PseudoConstant::getKey
Array
(
    [civi.tag] => deprecated
)

Sounds like you're hitting CRM-21764.  A patch has been submitted upstream; you can apply it now or wait for the Wednesday release, which contains it.


Filter Contacts by Email Domain I'm trying to filter my contacts so I can easily identify a subset of those from the same organisation in order to fill in the relationships side of the CRM. I have a custom report to view all contacts, but there's no filter option for the e-mail heading of data.

Would this need to be done as a separate report perhaps?

e.g: E-mail is equal to "@shsc.nhs.uk"

This can be done via the search function, doing a search for the e-mail domain will yield all contact results matching that domain, which you can then bulk select and from the Actions menu add a relationship to an organisation.


Attachments not sending when emailing a contact in CiviCRM v. 4.7.10 When sending an email to a contact, the email sends OK, but without the attachment. I can see from here that this is a known bug in 4.7.10, and a simple fix has been provided, which will be implemented in 4.7.11. I made the fix in 4.7.10, but it doesn't work - emails still send without the attachments. Until 4.7.11 is released, does anyone know how to make 4.7.10 work? Thanks.

Please ignore what I wrote. The fix does work. I just fixed the wrong installation. What a dork. All sorted now.


Can I create report with filtered custom field values? When I create reports, they list either Contacts, Contributions, Activities or similar. Is it possible to list Custom Field entries?

For example, I have a TAB with custom fields. I'd like to get a list of entries that have PARAMETER X with corresponding DATA value from multiple contacts, while not listing Y.

Alternatively, I'd like to get ALL of these Custom Field entries from multiple contacts (including contact name), not just the names of contacts that contain these Custom Fields entries.

Is that possible? If not via reports, maybe somehow else?

It turns out, I can do it easily with CiviCRM Constituent Summary report. (Class used: CRM_Report_Form_Contact_Summary)

I just need to enable to show all necessary custom fields and it returns exactly the table needed.


How does Civimail reply tracking and forwarding work? Track replies and forward replies are ticked for a particular mailing. When someone replies, exactly how does CiviCRM determine the address to forward the mail to. The reply is using VERP. Is this clearly documented somewhere? I have looked at the documentatin on civicrm.org (book, wiki) and cannot find any details.

CiviCRM uses Variable Envelope Return Path (VERP for short) to track bounces and optionally replies.

This technique assigns a unique, coded address to two aspects of a CiviMail email. Viewing the mail headers, you might see something like

Return-Path:      <civimail+b.1234.1234567.aabbccddeeff1122@example.org>
X-Civimail-Bounce: civimail+b.1234.1234567.aabbccddeeff1122@example.org
Reply-to:          civimail+r.1234.1234567.aabbccddeeff1122@example.org

Here's a breakdown of what you're seeing -

civimail         - the mailbox name of civimail@example.org
+                - VERP separator
b                - action - (b|bounce|c|confirm|o|optout|r|reply|s|subscribe) etc
1234             - mailing job id
1234567          - mailing queue id
aabbccddeeff1122 - validation hash

SMTP systems understand these headers, so if the message is undeliverable they should return the bounce to the Return-Path address, and if the person hits reply their mail client should use the Reply-To address. This depends on correct behaviour in the MTA and MUA, both of which are outside of control of CiviCRM.

The main place this is used is in the email processor at CRM/Utils/Mail/EmailProcessor.php, where CiviCRM checks for these strings either in the message headers this bounce/reply was delivered to, or in the body of the message (some mail systems don't permit VERP delivery; expect less ideal results without full VERP support).

... That's how it works under the hood! Joe's answer explains this well from the other side of the dashboard :)


OR operator in reports - How to draw a Participants report where A OR B? How can I use the OR operator in a Participants report?
I need a simple A OR B report, and I can only find how to do A AND B.

What you're asking isn't supported with CiviReport, unfortunately.

You have a couple of alternative options:

You can build a Smart Group that meets your criteria, then filter by the Smart Group.  However, I'm not sure what the current state of relative date filters and smart groups is these days, so this may not work.
You can integrate a more advanced reporting engine like Hitachi Vantara or Tableau.
If you're using Drupal as your CMS, you can build a View with CiviCRM integration to provide the report you need.


How to have credit card option appear without enabling Pay Later option We recently moved to WordPress 4.3.1 and just upgraded to Civi 4.6.10. We've been having an issue with the credit card option on our donation forms since the move to WordPress. The credit card option will not appear unless you enable the Pay Later option. Which we do not wish to show.

(FYI - we have taken the label off so as to confuse our donors less. It just says "Other" now.)

I believe you're coming up against this bug: https://issues.civicrm.org/jira/browse/CRM-17735.  I believe CiviCRM 4.6.11 comes out Wednesday with a fix!


SMS not working in 4.7.23 When attempting to send an SMS in 4.7.23 no text area appears in the dialog for entering the message. I DO get the 'From', 'To', 'Name; and 'Template' widgets. If I press send SMS I get the error 'Please provide Text message.'

This was working last time I used it (maybe 4.7.21?)

I have tried this with different browsers and different SMS providers to no effect. The problem arose with v2 of the clickatell extension and upgrading to version 3 made no difference.

Suggestions appreciated

Searched the www directory for files containing 'editMessageDetails' (grep -inr "editmessagedetails" /var/www/) and compared the result for two different civi installations. Faulty installation had many files with this string in templates_c and the tmp directories. Cleared these & problem vanished.

This can be achieved by:

Clearing the cache via CiviCRM UI - docs in wiki
Executing same via CLI, eg cv api System.flush (or equivalent drush, wp-cli commands)
Manually removing the directories and files beneath templates_c (and tmp?) directories.


Multiple values for custom fields in Activities? Anyone has seen any custom implementation/extension of custom group multiple values for Activities?

Since we are using Activities for many different scenarios, many times the requirement of having multiple values' custom groups for Activities pops out (which now a day is only available for Contacts)

Any lead/tip will be appreciated

If someone interested I'm developing a custom extension to extend multi-value custom groups for Activities.
Still work in progress: https://github.com/ixiam/com.ixiam.modules.multivalueactivity


Howto register for an event with employer beside particpant How would I set up a registration form where participants may enter their employers data alongside their own. We hardly don't have individuals signing up for our events as private people. They always participate as representatives for their organizations. So we need a registration form holding an organization profile besides the person profile.

Civi's signon form doesn't seem to allow organization based profiles and Drupal's webform with civi integration would register both contacts to the event in question. And the latter has some more downsides (See  Webform event registration: Custom data of events loaded by url and Webform event registration: Show event data by token)

What did I miss? Any best practices?

Part of the question is figuring out what you would like the end result to be.  What should the employer data look like in Civi?  The 'obvious' answer of an org record for the employer with an employer/employee relationship may not really be best.

There are many aspects to consider: If you have multiple registrations from the same employer, you don't want duplicate org records but do you want them all updating the same record?  Users may use different forms of the company name, or may use the same name to describe different parts/locations of the company.  De-dupe rules help avoid duplicates but you can end up with updates being applied blindly - ie the user does not know what data you already have and overwrites it.  On the other hand exposing your list of organisations and relevant data for them to select from has privacy concerns.

If you want to answer questions about who has attended your past events, then pulling in the employer from a relationship will give bad data if the participant has changed employer since the event.  You could try to look at the past relationships to find the applicable one at the time of the event but that gets awkward.

So... as often, there's no one answer that fits everyone.  One simple approach is to add custom fields for the employer on the participant registration profile.  If you really need a linked org record, you can create one manually.


Add back WYSIWYG buttons I'm upgrading a site from 4.6.x to 4.7.x. I am having trouble understanding how to configure the WYSIWYG to provide the same CKEditor editor buttons as in the 4.6.x version.

I know that I can go to Administer -> Customize Data and Screens -> Display Preferences -> Configure CKEditor. However, I don't see how to add back missing editor buttons.

For instance, I would like to add back the "Align Left", "Center", "Align Right", and "Justify" buttons. I see that there is an empty toolbar group where these should go. In the "Plugins" dropdown, I see "Justify" but I don't see any of the other missing buttons. And I don't see how to get Justify out of the dropdown and into the toolbar.

Any guidance would be greatly appreciated. Thanks!

You need to i think it is enable the justify Plugin that will then give you the align left button. I would also recommend adding in the Font Plugin as well.

Regards

Seamus


Email not working after upgrade to PHP 7.0 WordPress 4.9.2
CiviCRM 4.7.29

I'm trying to upgrade to PHP 7 from 5.5, but CiviCRM mailer stops working. The Send test email results in:

To verify the email settings I used Easy WP SMTP

And it is able to send a test email.

The server does not support SSL or TLS. Any ideas about what to try next?

It's likely that you've added (or removed) the php-crypt library in your PHP upgrade process.  This would cause your password to be encrypted in an incompatible method.  Re-enter your credentials or match your php-crypt to what it was previously.


How do I create a Webform that will open a case and assign case role I'm trying to set up a webform to open a case and assign a case role.

3 contacts:
Source,
Client,
Case Coordinator

The open case part works great, but if I add the Case Coordinator relationship, it creates the relationship outside of the case.

If I add another activity (the first one is open case) and use assign case role, I don't get the option to choose which contact to use.

Any guidance?

I setup three contacts, all with just first and last name for simplicity sake.  Here is a screen shot of the case setup for Webform-CiviCRM 7x.4.10.

I haven't setup an activity to also be created when the form is submitted.

When the form is submitted, it creates the client, source contact and case coordinator.  Then creates the case with the client as the client and the case coordinator as the case manager

Note that it does also create the relationship between the client and the coordinator outside the case in addition to inside the case.  The rationale here is that if the client has more than one case, it would be useful to know who the other case coordinators for that client are.  This relationship will be automatically pulled into the Other Roles fieldset of subsequent case(s).

Joseph


Importing phone/fax/mobile phone numbers from CSV.....best practices? I'm about to do my first import of contacts into a pre-existing CiviCRM database on WordPress. Client sent over the CSV but there are columns like this:

Home Phone
Home Fax
Mobile Phone
Work Phone
Work Fax

That's fine, but in the DB, the Contact Details set has a Phone field and two dropdowns, one for Phone Location and one for Phone Type. And the ability to add more numbers. So what's the best way to take this CSV and properly do an import?

I'm assuming that home and work are location types in your Civi?  If that is in fact the case, the one question I would ask from what you included is what location type to assign to the mobile phone.  Home and work would be location types, and phone type would be phone, mobile, or fax.  You would then set up your mapping in the contact import to assign the correct location and phone types to each column. Here is a sample of what I mean:

(I chose home as the location type for the mobile but that might not be correct in your situation.)

Hope this helps,
Lesley


How to update Drupal for CiviCRM? Quick question - is there anything in particular to take into consideration when upgrading Drupal, if it is used as a platform for CiviCRM?

Or can I just go ahead with Drupal update as if there was not CiviCRM installed?

It depends on the upgrade i.e from 6.x to 7.x to 8.x. If its a simple and internal version i.e 7.12 to 7.29 than you can perform update directly and you won't have problem in CiviCRM but if its from 6 to 7/8 then you will need to replace the CiviCRM files with same version for D7 or D8 and then clear CiviCRM cache(probably delete template_c).

  Note: Backup Database and filesystem before performing upgrade.


How do I suppress showing cents on a contribution page? I'm offering several prices on a contribution page:
() $10.00 Bronze
() $100.00 Silver
() $1000.00 Gold

I'd want to remove the decimal, because no suggested amount has cents, but can't figure out is there is a setting or if I need to dig into the code (and possibly write an extension?)

In Settings - Localization, try changing Monetary Value Display from:

%!i

to:

%!.0i

See: http://forum.civicrm.org/index.php/topic,20941.msg87684.html#msg87684

Please see the comments below by Andrew Hunt and Lobo - the above will get rid of cents/pence across the board, which may not be what you want. See Lobo's answer for alternative approaches. Trust Lobo. :-)


How to add "Family Member Information" Columns to Event Attendee List report? Is it possible to add Family Member Information columns to this screen? I run a youth program and it would be helpful to be able to pull emergency contact information when running the report. Very new to Civi.

All the checkboxes in the screenshot you posted refer to built-in CiviCRM fields. "Family Member Information" doesn't refer to any built-in CiviCRM field, so it's a bit hard to know exactly what you're asking to do.  Here are some options:

If "Family Member Information" is the name of a custom field group, then you can add those checkboxes to the report by going to Administer menu » Customize Data and Screens » Custom Fields.  Find the Family Member Information custom group and click View and Edit Custom Fields.  Change any field you'd like to appear on this report such that Searchable is set to Yes.
If "Family Member Information" is set via a relationship, you have a few options.  I won't detail them here unless you update the question to indicate this is the case, but:

Add folks to a group, use the Relationship Report.
The Extended Reports extension has an Event Attendee List report with relationships.
If you're using Drupal, this is easy to implement using Views.


why are non admin users having fatal error when accessing CiviCRM and dashboard doesn't load? I have started experiencing some problems with non admin users, i get Fatal error on the logs when non admin users access civicrm example.com/civicrm and dashboard doesn't load for these users.

Admin users do not have this problem and dashboard loads correctly.

  [info] $Fatal Error Details = Array
  (
      [callback] => Array
          (
              [0] => CRM_Core_Error
              [1] => handle
          )

[code] => 0
[message] =>
[mode] => 16
[debug_info] =>
[type] => PEAR_Error
[user_info] =>
[to_string] => [pear_error: message="" code=0 mode=callback callback=CRM_Core_Error::handle prefix="" info=""]

[info] $backTrace = #0 ../sites/all/modules/civicrm/CRM/Core/Error.php(235): CRM_Core_Error::backtrace("backTrace", TRUE)
#1 [internal function](): CRM_Core_Error::handle(Object(PEAR_Error))
#2 ../sites/all/modules/civicrm/packages/PEAR.php(931): call_user_func((Array:2), Object(PEAR_Error))
#3 ../sites/all/modules/civicrm/packages/PEAR.php(566): PEAR_Error->PEAR_Error("", 0, 16, (Array:2), NULL)
#4 ../sites/all/modules/civicrm/packages/Net/Socket.php(156): PEAR->raiseError("", 0)
#5 ../sites/all/modules/civicrm/packages/HTTP/Request.php(737): Net_Socket->connect("ssl://www.excample.com", 443, NULL, NULL, NULL)
#6 ../sites/all/modules/civicrm/CRM/Utils/System.php(1393): HTTP_Request->sendRequest()
#7 ../sites/all/modules/civicrm/CRM/Core/BAO/Dashboard.php(326): CRM_Utils_System::getServerResponse("https://www.excample.com/civicrm/d$
#8 ../sites/all/modules/civicrm/CRM/Contact/Page/AJAX.php(606): CRM_Core_BAO_Dashboard::getDashletInfo(5)
#9 [internal function](): CRM_Contact_Page_AJAX::dashboard()
#10 ../sites/all/modules/civicrm/CRM/Core/Invoke.php(278): call_user_func((Array:2))
#11 ../sites/all/modules/civicrm/CRM/Core/Invoke.php(86): CRM_Core_Invoke::runItem((Array:12))
#12 ../sites/all/modules/civicrm/CRM/Core/Invoke.php(54): CRM_Core_Invoke::_invoke((Array:3))

)

I have taken a look at the following posts and seems to not solve my problem as this fatal error only comes from non admin users.
SSL enabled CiviCRM with forever loading dashlets?,

The dashboard does not render

CiviCRM V4.6.10, Drupal 7, PHP 5.6.14-1

Based on this line:

#8 ../sites/all/modules/civicrm/CRM/Contact/Page/AJAX.php(606): CRM_Core_BAO_Dashboard::getDashletInfo(5)

I can see that the error is to do with dashlet number 5.  Since CiviCRM generally ships with 6 dashboards pre-built, that means that what I see as dashlet 5 in the database is the same as you.  So I ran:

mysql> SELECT id, name, label, permission FROM civicrm_dashboard WHERE id = 5;
+----+----------+-----------+---------------------------------+
| id | name     | label     | permission                      |
+----+----------+-----------+---------------------------------+
|  5 | allCases | All Cases | access all cases and activities |
+----+----------+-----------+---------------------------------+

So my guess here is that you have this dashlet, but CiviCase may not be enabled.

Check your Drupal permissions to make sure your users have the "access all cases and activities" permission.  If you're not using CiviCase, remove this dashlet from user's dashboards with this SQL command:

DELETE FROM civicrm_dashboard_contact WHERE dashboard_id = 5;

Also - if CiviCase is disabled, you may be able to temporarily enable it to modify the permissions appropriately.


How can I easily import data from external sources like Stripe while dealing with subtle differences in field values? Here's a specific example. When I export data from Stripe, there is a Status column with the value Paid. This obviously corresponds to CiviCRM's Contribution Status field. However, CiviCRM doesn't use the term Paid, it uses Completed.

If I try to just directly import data from Stripe, CiviCRM complains about invalid status (and other fields with similar issues).

I could easily write a little script to munge CSV files from Stripe into something that makes CiviCRM happy, but I really want to create a process that our staff without deep technical skills can use. Running a command line Perl script is out of the question. I could make a web app to munge the CSV files but now we're getting into very silly amounts of work for something absolutely trivial!

Ideally, CiviCRM would have some sort of notion of munging/mapping for the values in the data being imported, as opposed to just mapping the field names.

I didn't see any extensions along these lines but maybe I missed something.

I'd love to learn how others have solved this problem.

You are aware that stripe can interface directly with civi? it would save you the trouble to have to import.

As for your question: not to my knowledge, but for your team, wouldn't it simple enough to do a search/replace in excel?


How to Customize Events Dashboard The 'Event Summary' part in the Events Dashboard has a very useful view of a participant status count per event, but it only shows a few events.
How can I customize it to show ALL events in the current year?

The 'Manage Events' page does not have this option to see how many people are in what status, per event.

The event dashboard shows recent and upcoming events (where start date is 7 days ago OR later). If you want to show all events of current year than you can do it in either one of the two way given below.

Over-ride CRM/Event/BAO/Event.php and edit the where clause at line 357 and 419.
Create an extension and use pageRun() hook to over-ride $eventSummary variable in smarty and also copy paste CRM_Event_BAO_Event::getEventSummary(); into your extension and update the where clause at line 357 and 419. Below code shows how you can use the hook(not tested)

function abc_civicrm_pageRun(&$page) {
    if ($page->getVar('_name') == 'CRM_Event_Page_DashBoard') {
      // Call to your custom function which is replica of
      // CRM_Event_BAO_Event::getEventSummary(); but change in where clause.
      $eventSummary = EXTENSION_CLASS_FILE_PATH::getEventSummary();
      $enableCart = Civi::settings()->get('enable_cart');
      $eventSummary['tab'] = CRM_Event_Page_ManageEvent::tabs($enableCart);
      $page->assign('eventSummary', $eventSummary);
   }
}

PS - #1 is not recommended as it will be difficult to maintain during Incremental upgrade.


CiviEvent events partitioned by domain in WordPress multisite I'm testing event management with CiviEvent in a CiviCRM/WordPress subdomain multisite installation (WordPress 4.9.8; CiviCRM 5.4.0). Is there any built-in support for segregating events by the CiviCRM domain ID (which maps to a WordPress site/subdomain)?

If not, can you suggest a practical way of partitioning or filtering events by WordPress site/subdomain? Ideally, I'd like local WordPress site administrators to only be able to view and manage events for their own WP site/subdomain in CiviEvent.

Most events will be public, but it would be great to have a solution where non-public events can also be partitioned by Civi domain ID.

I wanted to post a belated update here, in case it helps someone else or could trigger additional discussion or action. Per Jon G, I emailed CiviDesk and got a prompt response:

  We have developed multisite support for events in CiviCRM, and it has
  been in production for several years now with one of our largest
  customers. The code is public, but not documented or guaranteed and
  delivered as-is, without any support from us.... It is available in
  https://github.com/cividesk/civicrm-core/tree/4.7.31-cividesk-arcs, it
  contains a lot of patches in addition to just the multisite changes.
  We will be migrating this customer to CiviCRM 5.7 ESR in H1 2019, and
  port all to this newer version then.

CiviDesk further clarified that the customization does not currently include 'packaging' for this feature (i.e. setup screens, documentation, test suite, ...). It cannot become part of the official CiviCRM release without these. If there were interest and funding (via a "Make it happen" project or similar), they could move forward on this.

I had hoped to dig into the code to explore further, but haven't yet because of limited time and other priorities. For the short term, we're using a WordPress-only multisite compatible events management solution. For the longer term, a solution integrated with CiviCRM would be preferable. With guidance from more experienced Civi developers, I'd be willing to pitch in.


Cannot update Smart Groups after upgrade to 5.6.1 After upgrading to 5.6.1, I've discovered that the option to edit the smart group search is missing.

Steps:

Contacts->Manage Groups
Click on Settings beside a group
At bottom of screen in 5.6.0 there were the options:

Contacts in this group
Edit Smart Group Criteria

As shown below:

But in 5.6.1 the option isn't displayed:

Is this a bug introduced in 5.6.1?

In 5.6 I experienced problems with smart groups. When I upgraded to 5.6.1 they disappeared.

I'm looking at my Smart Group settings and all is well.

Try cleaning up your caches and deleting the contents of the templates_c folder.


"Unsupported html-element" error when trying to create or edit a contact record after upgrading to 4.7.13 I upgraded from 4.5.4 to 4.7.13 (on Drupal); I didn't receive any errors during the upgrade process, but now when I try to create or edit a contact, I get an unsupported html-element, similar to what was reported at After upgrade to 4.7 on Drupal 7, Can't edit a contact.

The backtrace looks like this:

#0 /var/www/drupal/sites/all/modules/civicrm/CRM/Contact/Form/Edit/Individual.php(77): CRM_Core_Form->addField("prefix_id", (Array:3))
#1 /var/www/drupal/sites/all/modules/civicrm/CRM/Contact/Form/Contact.php(755): CRM_Contact_Form_Edit_Individual::buildQuickForm(Object(CRM_Contact_Form_Contact))
#2 /var/www/drupal/sites/all/modules/civicrm/CRM/Core/Form.php(548): CRM_Contact_Form_Contact->buildQuickForm()
#3 /var/www/drupal/sites/all/modules/civicrm/CRM/Core/QuickForm/Action/Display.php(92): CRM_Core_Form->buildForm()
#4 /var/www/drupal/sites/all/modules/civicrm/packages/HTML/QuickForm/Controller.php(203): CRM_Core_QuickForm_Action_Display->perform(Object(CRM_Contact_Form_Contact), "display")
#5 /var/www/drupal/sites/all/modules/civicrm/packages/HTML/QuickForm/Page.php(103): HTML_QuickForm_Controller->handle(Object(CRM_Contact_Form_Contact), "display")
#6 /var/www/drupal/sites/all/modules/civicrm/CRM/Core/Controller.php(351): HTML_QuickForm_Page->handle("display")
#7 /var/www/drupal/sites/all/modules/civicrm/CRM/Utils/Wrapper.php(113): CRM_Core_Controller->run()
#8 /var/www/drupal/sites/all/modules/civicrm/CRM/Core/Invoke.php(286): CRM_Utils_Wrapper->run("CRM_Contact_Form_Contact", "New Contact", (Array:1))
#9 /var/www/drupal/sites/all/modules/civicrm/CRM/Core/Invoke.php(86): CRM_Core_Invoke::runItem((Array:13))
#10 /var/www/drupal/sites/all/modules/civicrm/CRM/Core/Invoke.php(54): CRM_Core_Invoke::_invoke((Array:3))
#11 /var/www/drupal/sites/all/modules/civicrm/drupal/civicrm.module(448): CRM_Core_Invoke::invoke((Array:3))
#12 [internal function](): civicrm_invoke("contact", "add")
#13 /var/www/drupal/includes/menu.inc(527): call_user_func_array("civicrm_invoke", (Array:2))
#14 /var/www/drupal/index.php(21): menu_execute_active_handler()
#15 {main}

Additionally, when I disable displaying the prefix (in Administration -> Option Groups -> Contact Edit Options) the top error line becomes:

#0 /var/www/drupal/sites/all/modules/civicrm/CRM/Contact/Form/Edit/Individual.php(77): CRM_Core_Form->addField("first_name", (Array:0))

Obviously, I don't want to disable the first name as well.

This is a known issue and applying following patch should fix this issue. https://github.com/civicrm/civicrm-core/pull/7770/files


Help for developing an extension for SMS We are trying to create a new extension for an SMS provider and after days of struggling, we're still not successful, even if a great part of the job is probably done.
We followed the documentation and got a lot of information out of the existing extensions (twilio, clickatel, ring central) and this was already really helpful.
The thing is that we are stuck and we would need logs or error message to better understand what's going on with the code.
How do developers usually work on a (new) extension? Should we use cv to try out the functions?

You might want to start with https://docs.civicrm.org/dev/en/latest/ if you haven't seen that before. To try out API functions, I would encourage you to login to a civi instance and go to the menu beside Administer, ie Support  > Developer > APIv3 (or preferrably APIv4 if it has what you want), then test things there. The same functionality is available on your iwn instance. Note especially the callback methods available under https://docs.civicrm.org/dev/en/latest/hooks/
There are CiviCRM logs available at sites/default/files/civicrm/ConfigAndLog/ but you may also need to look at your Apache and occasionally MySQL logs too. Welcome, and good luck.


How to create a non report based dashlet Expanding on this question here: dashlet creation

If I wanted to create my own dashlet with somewhat static content I'm wondering how that is accomplished, I have a loose idea below but not sure if it is correct.

How do I register the dashlet itself, since I won't be starting from a report - can I add a row to the database itself?

That row in the database would then point to a URL similar to the others (i.e. civicrm/dashlet/blog?reset=1). If I point to my own /dashlet/goodinfo... do I need to create both a supporting tpl and php file (kept neatly in a custom/override folder) or will a tpl file suffice?

I may be headed down an entirely incorrect path - open to suggestions!

If you're on Drupal, you can use the civicrm_views_dashlets module for a no-coding solution.  Not only can use create a view that shows a single page (which is editable like any other page), but you can use Views to show more complex content.

For instance, when I worked on a CiviCRM-based SaaS a few years back, we created our own "news" dashlet by publishing an RSS feed from a central site, which was picked up by the Drupal Feeds module to populate the View.


Error trying to change language When I try to enter the localization management section, I encounter such an error.

Sorry, due to an error, we are unable to fulfill your request at the moment. You may want to contact your administrator or service provider with more details about what action you were performing when this occurred.
DB Error: insufficient permissions.

We use the newest version of joomla and Civicrm that i downloaded on the offical sites.

Tell me how to solve this problem?

I would check your MySQL permissions - my guess is that you lack the CREATE VIEW permission, which is necessary for multilingual installs. Here is a full list of MySQL permissions needed.

If you go to CiviCRM's Administer menu » System Settings » Debugging and Error Handling, you can turn on Debugging and Backtrace, which will give you a longer error message detailing exactly which permission is missing.  If my answer doesn't fix your problem, please do so, then edit your question to include the additional info.


Use Drupal views to generate contact Reports in Civicrm I have several different types of report's layouts/formats to print for Civicrm contacts. I know that, we can generate reports by 'Report' menu in Civicrm.

But i want some suggestion about how much it will be easy to generate reports using Drupal Views. Because here, we have an option to override the reports templates easily. Isn't ?

Please let me know if it will cause any error in future.

If you prefer a solution which is editable via a web GUI, then Drupal Views are a great flexible approach. We use them extensively. You may hit the occasional limitation (either a "Views-ism" or a lack of support for some minor feature) but that's rare. If you are comfortable with Views, you'll be right at home :)

If you prefer writing SQL and are comfortable with PHP, a CiviCRM Report is a solution which offers you a lot of customisation, and building extensions is much easier now with civix.


Allow WordPress Users To Edit Own CiviCRM Record I think I am missing something simple. I would like for a user to be able to edit their own CiviCRM record after logging into WordPress.  I have used a Short Code for the dashboard but there is not an edit link on the dashboard.  I appreciate the help in making this work.

Thanks,
Steve

I am not completely sure on how to do this. But in Civicrm you can create profiles. A profile has multiple purposes and one of them is an input form for editing contact data. You can then insert this profile into a WordPress page


CiviVolunteer Error on page In CiviVolunteer, I have two roles (perhaps 'Event Set-up' & 'Event Staffing') needed at different times (say Friday at 7pm for Set-up and Saturday at 9am for Staffing).

In my installation ( Civi 4.5.8 on Wordpress 4.1.1 ), someone can register to 'Set-up' on Saturday or to 'Staff' on Friday - The roles are not linked to the times needed.

Where do I start troubleshooting?

(I'd test on the demo, but you can't!)

Edit: I was able to test on the 4.6.1 Dupal sandbox and it does work where you must choose a role (time is hidden), then a new box appears to choose a time for that role. On mine, both the roles and times appear at the same time and inappropriate combinations are possible. I couldn't find any way demo for testing on a WP install, so I was confirming first that this is not a bug, and second, then how to fix. You said perhaps a broken script - but this is on multiple machines (& front & back end), so I assume it's my configuration somewhere. Where should I start looking to figure out the problem?
Here's my a screenshot of the page:

Edit:  No Errors in browser console with backtrace and debugging turned on.

Edit: I confirmed that volunteersignup.js is at:

/primary/www/wp-content/plugins/files/civicrm/ custom /org.civicrm.volunteer/templates/CRM/Volunteer/Form

It is NOT at /custom_exe/

I double checked Extension Resource Dir:
/webroot/b/g/example/primary/www/wp-content/plugins/files/civicrm/custom_ext

Extension Resource URL:
`http://example.com/wp-content/plugins/files/civicrm/custom_ext'

Changing these to other values broke many other things - These setting all follow the help prompts & book instruction from what I can tell.

Changing these to custom made no change.  .I didn't find a reference to a .htaccess change - is this a file permissions change, or a file content change?

Edit:

I moved custom_exe to /wp-content/plugins/civicrm_ext.

I changed the resource dir (/webroot/b/g/example/primary/www/wp-content/plugins/civicrm_ext) & urls (http://example.org/wp-content/plugins/civicrm_ext) to the file.  File has permission read access (755).  I can browse to volunteersignup.js at the new location and view as an anonymous user.  The file name is still not found when searching 'view source' on the sign-up page.  No custom coding has been done anywhere on the site.

I cleared cache from the admin (system settings > Cleanup Cache) and from manually deleting files in template_c per wiki. (The clearcache url gave an error "You do not have sufficient permissions to access this page.")

I've also disabled all the civi extensions and wp plugins. This completes all the tasks on the troubleshooting hit list Coleman posted.

But still NO CHANGE on the form! And no errors on in the console. sigh...

Edit: I upgraded to 4.5.8 just incase there was an easy fix there.  I didn't think there would be reading through the change logs - Of course, still no change...

Based on your updated description, it appears there's a JavaScript error of some sort in play. To begin debugging this, you'll need to open up the JavaScript console in your browser and post back any errors therein.

In Firefox and Chromium (on Ubuntu at least), you can do this by pressing the F12 key. Otherwise, in Chromium, click Tools > JavaScript Console.


How to increase the autocomplete search results in webform How to change the module code to increase the autocomplete search results in webform. we have two contact one is enquirer and another is organisation its result 12 on autocomplete.

It looks like line 669 here:
https://git.drupalcode.org/project/webform_civicrm/blob/7.x-4.x/includes/contact_component.inc#L669

You can try changing the 12 to something else. It might work to replace it with Civi::settings()->get('search_autocomplete_count') and then it should use the value under Administer -> Customize Data and Screens -> Search Preferences -> Autocomplete Results. I haven't tested that.


Changing Browser Title in Tab We've created a contributions tab in CiviCRM and made the page live. However, when you're on that live page and filling the form out, the title of the website up in the browser tab says "CiviCRM -- [Our Domain]"

Is there any way to change or mask that language so users aren't confused that may have left our site?

As Chris comments, it's weird that it's showing this. But you could always use a template.extra.tpl file to set the page title by Javascript.

Create a directory, if you haven't already, for template customisations. Then tell CiviCRM about it at Administer » System Settings » Directories which is at /civicrm/admin/setting/path?reset=1
Find the template name of the form that's being used from the comments in the page source of the page(s) you need to change. e.g. for all contribution pages its CRM/Contribute/Form/Contribution/Main.tpl.
Create the same directory structure in your custom templates directory and then place a file called Main.extra.tpl (using the example form name from (2)) and in that file place something like

<script>document.title="You're still on my website :-)";</script>

.extra.tpl files are processed after the main template file is, so this script will run and set the window's title.

It's a hack, and in this case sounds like it shouldn't be necessary, but it's something you can use.


Restrict case clients to organizations? Is there a way i could restrict case clients to organizations only when creating a new case?

Wouldn't necessarily need to only show orgs in the autocomplete search, as long as submitting was restricted to orgs only..

I'm using Drupal 7 and latest CiviCRM

Thanks!

You should check what the webform_civicrm module offers as it allows for Cases to be created, and in theory if you set the Contact on the webform to be restricted to Organisation, then you may get the outcome you require.

If not, please expand on your question with more specific requirements


Integrating with Elavon How does one setup the integration with Elavon Payment Processor?
Is there anything to do on the Elavon side?
Have you had good experience integrating CiviCRM with Elavon?

The Elavon payment processor integration ships with CiviCRM https://github.com/civicrm/civicrm-core/blob/master/CRM/Core/Payment/Elavon.php
From Administer > System Settings > Payment Processors, click Add Payment Processor. On New Payment Processor page, for Payment Processor Type, select Elavon Payment Processor and complete the rest of the form before submitting.
This is one of the oldest integrations with CiviCRM, and we have clients who have been happy with it for many years.


CiviVolunteer Fails to Install After moving my Joomla-based CiviCRM site to a new server that included an upgrade to Joomla 3.8.2 on PHP 7.0 and CiviCRM 4.7.29, CiviVolunteer stopped working.  I eventually uninstalled CiviVolunteer and have attempted multiple times to install the latest version (4.7.21-2.2.3). I have tried every relevant suggestion found on the web and here on StackExchange including that from Nicolas at Cividesk involving SQL scripts to clean up left-over garbage in the database.  Additionally, I have sifted through the database to remove anything that remotely looked like a potential conflict. The installation failure mode is a blank screen. When I navigate to the previous page, I see many messages like those shown in the Nicolas post.  Back Trace information doesn't seem to show anything useful.  Any help would be appreciated at this point.

A blank screen can sometimes mean an error on the server. It doesn't show anything in your logs, but might in the server logs. Usually I have to contact support at the web host to see what they can find out. Sometimes it's something as simple as a file/folder with the wrong user, wrong permission, etc.