CiviCRM on Joomla: How to allow multiple users to add contcts, etc? I'm new to CiviCRM and am setting it up for the first time. I've got it installed on Joomla 3.4, and most of it seems to be working OK.

What I'd like to be able to do is to provide logins to a group of people so that any one of them can log in and add contacts and contributions, run reports, etc. However, the only interface I've found to this functionality is through the admin back end to the Joomla site, logged in as the Joomla admin.

I've tried adding a CiviCRM menu item for logged-in front-end users, but there's no menu item type that provides the CiviCRM access I'm looking for. I was hoping that Dashboard would be it, but it's just a report of parameters specific to the logged-in user.

I've created an administrators group and assigned the admin ACL to it, but logging in as one of those users is no different.

I'm probably going about this the wrong way, but it seems like the kind of functionality that should be available... I'm just not sure how. :/  And I don't want everyone to log in as the Joomla admin!

Thanks!

With CiviCRM on Joomla you do need to use the administrator backend for that functionality (unlike on Drupal). The frontend functionality is limited as you've discovered.

You can create a Joomla user group for these CiviCRM users and assign them the ability to login to the Joomla backend, but grant access only to the CiviCRM component. The steps would be something like:

Create a Joomla user group for these users, with group parent "Public" (Users > Groups > Add new group)
Give the group "Special" access (Users > Access levels, click Special) This step in setting up Joomla permissions doesn't make sense to me, but without it users will see an empty Joomla administrator dashboard - it's a bit of a gotcha
In System > Global Configuration, Permission tab: select the CiviCRM group and change "Site login" and "Administrator login" to Allowed
While still in the Permission tab, change from global to the CiviCRM component (select CiviCRM under COMPONENTS on left side) and grant permissions as required to the group (there are a lot of them)
Create users and add them to the group

Now this group will be able to log in to the Joomla backend but will have a limited menu (System, Components > CiviCRM, Help) like you see at http://joomla.demo.civicrm.org/administrator/

These are the basic steps to get you started; you can also look at using CiviCRM roles.


CiviCase My Cases Widget not working on main Civi dashboard Wordpress 4.3 CiviCRM 4.6.8

Having trouble with the 'My Cases' Widget, as it appears on the Main Civi dashboard. Setting up the 'My Cases' widget only ever produces the error - 'There are no open cases with activities scheduled in the next two weeks. Use Find Cases to expand your search.'

By Contrast the CiviCase Dashboard works fine, specifically the 'My Cases With Upcoming Activities' area, which lists upcoming case activities relating to the user correctly.

One thing it may be related to, is that all cases that need to be listed are custom Case types, using the standard timeline, and they only have Open case = completed on the timeline, as anything else related such as the scheduled meetings or phone calls etc do not have a set time line..

I am very carefully attempting to schedule activities in the cases well within the two weeks, but the cases do not show in the widget.

Any ideas?

As for last comment - this appears to be a simple caching error. Now working.


sql username and password I have installed civicrm bitnami stack on google cloud.

I need to connect sql database with tableau for data visualisation. How can i get the server, port, username and password for this connection.

Connect to Bitnami using SSH.
Find civicrm.settings.php with find . -name civicrm.settings.php.  You can probably speed things along by first navigating to apps/civicrm/htdocs.
In the file, look for the line that defines CIVICRM_DSN, which can be interpreted as follows:

    define('CIVICRM_DSN', 'mysql://user:password@host/database?new_link=true');

According to the Bitnami CiviCRM docs the port is 3006.  I assume that's correct and not a typo for "3306".


How to automatically create mailings from an RSS feed phpList has an RSS Feed extension which enables it to send out mailings each time a new feed entry is found.  Does anything like this already exist in CiviCRM, or would it be difficult to piece together something that would accomplish this?

Afaik there is nothing that does this out of the box. We are however working on two extensions that could accomplish this:

Newsstore - grabs content from sources like RSS and provides them as "items" in CiviCRM via the API

Newsstoremailer - uses those items to send out mailings automatically

Both extensions are still under development and even when finished you will probably need some additional custom code like this to make it work.

However, it is probably worth to take look at them as the topic is rather complex and you could avoid doing duplicate work. If you want to discuss details or a cooperation you may want to get in touch with Rich Lott from Artfulrobot who currently has the lead in the development.


How to list upcoming events with pictures and updating registration links? we would like to be able to have an image be associated with an event so that it could be displayed in the event listings.

Currently, we display our upcoming 4 classes on our WordPress page with links to the Civicrm event sign-up pages. This is working ok, but means we manually have to change things over on the website, also for repeating events.
Is there a way to link to the event series rather than just the next repeating event?

We looked into the CiviEvent List Widget but couldn't find an option to have it display at least one picture per event to make it more appealing for potential customers.

Is there an option/extension that can automatically display the next 4 or 5 events with an option to include a picture with automatically updating registration links?

Thank you for your help,

You could try CiviCRM Event Organiser, which syncs events between Event Organiser and CiviCRM. If you create your events in WordPress via Event Organiser then each event can be assigned a Feature Image. Here's an example listing where some events have Feature Images. As a bonus for busy sites, you get a nice calendar that comes as standard with Event Organiser.

Sync works with repeating events if they are created in Event Organiser and then synced to CiviCRM - but not the other way round yet. Each event that has been synced to CiviCRM will have a link to the relevant CiviCRM registration page on its standalone page but it's possible to inject this into the archive template too.

It has to be said, however, that this is a fairly heavyweight solution and can take a fair bit of setting up so YMMV, caveat emptor, etc etc. I would strongly recommend installing on a development version of your site (or a test site) first.


Why is there a Location Type AND a Checkbox for billing addresses? In CiviCRM you have a location type named billing. In addition to that, there is a checkbox named "Billing location for this contact".

As far as i know, CiviCRM will use the address that has the checkbox ticked whenever you do things that require a billing address such as creating an invoice - the location type is not relevant (correct me if I am wrong).

Having two options to mark an address as the billing address is extremely confusing for users. The location type cannot be disabled either and renaming the label is obviously not a good idea either.

Can anyone tell me why billing addresses are handled this way? Is there actually a chance to change that in a future release and if yes what would be the requirements to do so?

The location type is mainly as a "safe" way for recording a billing address that may differ from a contact's home, work, or other addresses.  If you make a transaction that records a contact's billing address, you can't reasonably assume that the address is the contact's primary address.  (Maybe it's your home address, or maybe it's the billing department of your employer.)  In fact, there may be a primary address separately recorded on the contribution or event form.

Either way, you need to create an address, not overwrite an existing address, and not imply that it's a home, work, or other type of address.  Consequently, contribution forms will use the "billing" location type and mark that as used for billing.

(The checkbox is relatively new, too, so there didn't use to be this ambiguity.  However, the checkbox allows you to identify an actual location as the billing address so you don't have duplicate information.)

In practice, it's important to let your users know to use the checkbox, not the location type, for determining whether an address is for billing.

For future versions, I'd suggest that the billing location type wouldn't be necessary if contacts were allowed to have multiple instances of the same location type.  For backwards compatibility, old sites could keep the billing location type, but new sites could just have a new home (or whatever default) address get added and marked as billing.


How to export/import Civi CRM? How to export/import  Civi CRM  all database  (profile, custom field, contacts etc) with same setting in WordPress?

Welcome to StackExchange Rajesh!  The simplest option is to dump and load the database (eg using mysqldump).  If you need something different, edit your question to provide more information.


Error: Sorry but we are not able to provide this at the moment We are using CiviCRM 4.6.9, and Drupal (where do I find version #??)

Suddenly a few days ago the following message began appearing:

The screenshot is from my dashboard; the message also appears when attempting to view or edit most contact records.  Most but not all, and I haven't found any pattern.

As far as I know, we have not recently updated Drupal or Civi.

Why are we suddenly getting this message?  What can I do?

More information: the problem has gone away all by itself, so I still don't know what really happened.  And that's OK by me for now.

Thanks for the helpful answers - I found the file with backtrace, and also found where to turn debugging & backtrace on and off for next time.  So a helpful learning experience.

You will get more details in civicrm log file (*/file/civicrm/ConfigAndLog). Also the main reason of this type error is, we are using few fields that are disabled. check custom fields status that are using for contact.


Setting up rule to link CiviCRM contact with Drupal 7 account I’m using civicrm 4.7.14 with drupal 7.53.

I have a question about these directions:
https://wiki.civicrm.org/confluence/display/CRMDOC/Creating+a+Drupal+user+for+every+CiviCRM+contact

When I create the rule, I don't see these options listed as a condition or action:

  CONDITION

  NOT Drupal User Account exists for Contact

  ACTION

  Create Linked Drupal User Account

What am I missing?

Also, what exactly happens here? I understand that new Drupal accounts will be made for the CiviCRM contacts, but will it generate usernames? Will it email everyone on the list automatically? (I don't want to send emails yet.)

First, make sure you have Drupal Rules module and CiviCRM Entity module installed and enabled.

Next, you must name your rule and select an event first and click save, then the condition and action options will be opened up to you.

When you get to the action part, you will see options for how to assign the username (such as "use email address" or "first name.last name", etc. and you can chose if the contact is emailed or not. If you chose for the contact to be emailed, they will be emailed a one-time link to log in and set a password.

Alternatively, you can import the rule instead, using this code:

Go to Administration » Configuration » Workflow » Rules and click "+ Import Rule". Then, paste the following code in and click import:

{ "rules_create_drupal_account_from_civicrm_contact" : {
    "LABEL" : "Create Drupal Account from CiviCRM contact",
    "PLUGIN" : "reaction rule",
    "OWNER" : "rules",
    "REQUIRES" : [ "civicrm" ],
    "ON" : { "civicrm_contact_edit" : [], "civicrm_contact_create" : [] },
    "IF" : [
      { "NOT civicrm_entity_user_exists" : { "civicrm_contact" : [ "civicrm_contact" ] } }
    ],
    "DO" : [
      { "civicrm_entity_action_create_user" : {
          "USING" : {
            "civicrm_contact" : [ "civicrm_contact" ],
            "is_active" : "1",
            "notify" : "1",
            "signin" : "0",
            "username_format" : "email"
          },
          "PROVIDE" : { "civicrm_user" : { "civicrm_user" : "Created Drupal User" } }
        }
      }
    ]
  }
}

Note: this code will do the following: Upon updating a contact record in the CiviCRM, it will check to see if the user has a Drupal account and if not, it will make one using the contacts email address. Then it will email them a one-time link to set their password. You can use this code and then edit the rule to tweak the activity.


How to select a default event in webform where event is repeating Using webform I have created event registration for a nightshelter that runs continuously for 4 months at various different churches. I have set this up as a repeating event so each day is a different event - there are good arguments for doing it this way. I would like to have the 'current' event - which is today's nightshelter - as the default event. Is that possible or is there a hook I can use?  Having a default event each day is the problem, otherwise the user is going to have to choose from 122 events!

If this is on Drupal, you could generate a View that displays links to the webform and form the link with each event's event id in the URL.

Add a new view of CiviCRM Events.
This will add the event id field.  Under settings for that field, check Exclude from Display and make sure for Thousands Marker you change it from comma to none.
Add the start date field.
Add a Global Custom Text field.  In the Text area put Register for this Event (or something like that).  Under Rewrite results, select output this field as a link.  This is where you will link to the webform prefilled with the correct event id.  I don't do much work with events, but according to the help on the webform integration:

  Allow events in "User Select" mode to be auto-filled from URL.

  Example for "Register all":
  http://example.com/node/{node.nid}?event1={event1.event_id},{event2.event_id}

  Example for "Register separately":
  http://example.com/node/{node.nid}?c1event1={event1.event_id},{event2.event_id}&c2event1={event3.event_id}

So your rewrite might be something like node/1?event1=[id] where node/1 is the path to your webform.

On the webform civi settings under event, make sure you have "Allow events to be autoloaded from URL checked."

Then under the view's filter section add start date, change the operator to "Is greater than," in the Value area, change it to An offset from the current time such as "+1 day" or "-2 hours -30 minutes" and in Value field enter Now.
This should give you a view of all upcoming events with a link to the webform prefilled with the correct event.
You'd need to add some more filters to get just what you need and add a sort by start date, but this should get you in the ball park.


How to check participants in at events? How would you recommend checking in participants (who have previously registered) at events so that those who attended have participant status changed from registered to attended? (And then, likely in a second step, those who didn't show have participant status changed to no-show). This seems so obvious- but I can't find it in the Civi documentation.

My thought is to use an advanced search with event name= [name], role = 'attendee' filters. After people have been checked off names when they come in to the event, use the 'update multiple contacts' feature. I created a profile with the field 'participant status', but it doesn't show up in the 'update multiple contacts' profile drop-down...and I'm wondering if this is even the best way to do this? Non-developer, just a user here. Thanks!

CiviLearner,

You will need to use Find Participant search form to update the status of participant.

Do a search on event name= [name], role = 'attendee' filters, select participant and then from Actions list select 'Update multiple participant'

Or You can use Advance search with same filter but select 'Event Participants' from the 'Display Results As'.

HTH

Pradeep


BaseURL change problem I installed my Civicrm with the IP address of the server which turns out to be a "Bad Idea" (TM). Now when trying to enter various posts, such as membership details or new events I keep getting "logged out" (clicking save redirects to a login page for the IP-address).

I tried changing BASEURL in the civicrm.settings.php file, then clear all caches - but I still get this behaviour. Which is extremely  annoying.
How do I fix this?

Go to Administer > System Settings > Directories and Administer > System Settings > Resource URLs and make sure those show the new values.  Depending on your CMS, you may need to make changes to its configuration as well.


Civi Campaign in views When changing a campaign name it updates in civicrm but not in views anyone have any suggestions how to get it to update in drupal views?

where is civicampaign name stored?

maybe your Campaign name is still in Drupal Views cache.
Have You try clean Drupal View clear? Button for Clean cache is in: mysite.org/admin/structure/views/settings/advanced.

Which version of CiviCRM and Drupal do You have?


How to populate the tokens used for a Scheduled Reminder in the Activity Scheduled Reminders allow one to "Record activity for automated email" which is great. But if tokens are used in the Reminder, these are not populated in the Activity that is created.

How would one improve civicrm so that the Activity actually records what was sent out, rather than just showing the token name?

There is a JIRA ticket now CRM-20361 and will hopefully be in the next release.


Mailings Scheduler fails after upgrade to 4.7.1 After upgrading to 4.7.1 (Joomla) I get the following error in the Mailing Scheduler log when activated by cron:

  Finished execution of Mailings scheduler with result: Failure, Error
  message: API permission check failed for Group/get call; insufficient
  permission: require access CiviCRM

My cron job calls php to execute cli.php. I have checked the user & group permissions & have tried granting the cron job's Joomla user superuser status, manually adding 'Access CiviCRM'. No joy.

Any clues please?

This is a known bug in CiviCRM 4.7.1.

EDIT: Based on new information on this bug report, this problem does NOT exist when using wget.  Also, someone in the community has stepped up to pay for this bug to be fixed, so expect a solution soon!


Webform form submit, and notify auto email in html format! I have a newsletter signup form built over webform. For people who signed up, I want to send an automatic notifications email once the form is submitted. It's working like a plain text. But I would like to customise the email and send in html format. Is it possible to do?

Yes you can! You'll need some more Drupal modules/ config - here is a pretty good tutorial: https://www.ostraining.com/blog/drupal/html-emails-from-drupal-webform/

Note (if this was re: Contribution, Membership or Events): webform_civicrm module will also check to see if you have the Thank you and Receipting section filled out on your CiviCRM side - get into your message templates (HTML version) to make edits to that - if you go that route!


configure URLs in system workflow messages I've discovered that the URL that is created in the Pledge Acknowledgement and Reminder system workflow messages points to our admin site rather than the public site on our Joomla site. In other words, the url starts with "domain.org/administrator/" rather than "domain.org/index.org" This may be a configuration problem somewhere, or perhaps a bug in how Core handles Joomla urls. Any help on how I can fix this?
One fix that I've tried is to just remove the crmURL call in the smarty template, and replace it with text and simple smarty tokens, but I'm not sure how to access the pledge_id in this case.
Joomla 3.9.24, Civi 5.33.2

It's entirely possible the stock template doesn't account for this. There are some cryptic parameters you can add to crmURL to force a frontend or backend url, respectively: fe=1 or fb=1. (That's not a typo - fe=frontend, fb=forceBackend)
I don't use joomla but if that works for you can you either make a lab ticket at https://lab.civicrm.org/dev/joomla/-/issues/new or if you can make a PR against core.


How can I limit CiviDiscount codes to be used for a maximum number of participants rather than amount of times? For some of the events we host we want to give our sponsors a certain number of free/discounted tickets. We allow them to purchase tickets for multiple participants at the same time.

We have set up discount codes for each of the sponsors that can be used a limited number of times. but this doesn't prevent them signing up 10 people at one time and therefore purchasing 10 tickets but only using up one discount code.

Is there a way to limit the number of participants a discount code can be used for rather than limiting by the number of times it is used? or is there another way we could achieve this?

Ideally if the sponsor wanted to purchase 10 tickets all at the same time but only get 5 discounted tickets they would get the first 5 for the discounted price and the next 5 they would need to pay full price for.

You might try installing the Redeem By Participant extension, which changes CiviDiscount's default behavior of only incrementing the use count by 1 no matter how many registrations are included in a single transaction. With this extension, if a sponsor purchases 10 tickets at the same time, the use count of the discount code would be incremented by 10 (rather than by 1), which may help your use case.

https://github.com/ginkgostreet/com.ginkgostreet.cividiscount.rbp

(I realize this is a very old question, and you may have solved this already, but this is an option that might help someone else.)


How to recover deleted (?) activity I think I may have deleted a bunch of activities by accident. Here's what seems to have happened:

I had "Activity X" scheduled to occur every Saturday from 6/10/17 to 12/30/17
As 2017 rolled along, each Activity was customized as a stand-alone "just this one" edit week by week. This gave me lots of individual past activities as desired.
Because I needed to keep doing this through 3/31/18, I went to the entry for 12/30/17 and extended its "stop repeating" date to 3/31/18 and noted to apply only to this instance forward.
This preserved the 12/30/17 instance (correct), created the weekly activities through 3/31/18 (correct), but seems to have made all activities in the set prior to 12/30/17 disappear (ARRRGH)!

Any idea what may have gone wrong and how to recover? What I described above is actually the situation for about 300 activities all together (I just gave one example).

We use WordPress and latest Civi edition.
Thanks.

P.S. We may have a backup, but if this is a bug or something unclear, I want to be sure others know.

Activities have a fairly complicated pattern in the database, where the column is_current_revision determines what the actual version is. You migt want to check the civicmr_activity table to see what the situation in your case.
Also, if you have logging switched on that might help.
Obviously if you have a backup that might be the quickest fix.

I am not sure if this is a bug, best option to find that out is try your scenario in a demo version?


How can I add Option Group for custom data field in CiviCRM I'm trying to create an option group for a custom data field.  It needs to be a multi-select dropdown. How can I build in CiviCRM

Eg

<select>
  <optgroup label="Accommodations">
    <option value="Bed & Breakfasts">Bed &amp; Breakfasts</option>
    <option value="Camping">Camping</option>
  </optgroup>
  <optgroup label="Arts & Crafts">
    <option value="Artisans">Artisans</option>
    <option value="Artists">Artists</option>
  </optgroup>
</select>

Are you trying to add these in an extension?  If so, see adding custom fields with civix which suggests creating them via the GUI then exporting them.


Documentation and examples civicrm I want full documentation of civix tool for creating civicrm extension. I already saw a document on github. I need more information about civix.

Hopefully you have already found the developer documentation at https://docs.civicrm.org/dev/en/latest/ alongside the other documentation at https://docs.civicrm.org/

The chapter on civix is at https://docs.civicrm.org/dev/en/latest/extensions/civix/

If you have specific questions after reading the documentation then ask here.


Membership Renewal Reminders not Sending for Upgraded Memberships So we have a situation where someone had Membership A in 2016, and Bought Membership B in 2018 so the Membership type upgraded.

Member Since: March 9th, 2016
Start Date: February 26th, 2018
End Date: February 25th, 2022 (they bought 4 terms)

We then have a scheduled reminder that is supposed to send 1 day after the Membership Join Date.

What we are observing, is anyone who had a prior membership or an older "Member Since" date is not receiving the email the next day, whereas the completely new Members who are starting their first membership are.

How do we resolve this? Perhaps I midjudged what "Membership Join Date" meant in scheduled reminders?

CiviCRM 4.7.30 / Drupal 7

The "join date" is the "Member Since" date; it's a bit odd that there's no option to select "Membership Start Date" in Scheduled Reminders.  Perhaps someone else could explain what I'm missing.

You could work around this via CiviRules, or adding the Start Date to the Scheduled Reminders would be simple.  It's SO simple that I'm sure there's a case I'm not thinking of why that's not desirable...

Also - you can create a reminder on the "Member Renewal" activity type instead.


Avoid an activity entry for each recipient contact of a mass mailing We are facing a huge database growth as we send newsletters to a growing recipients list. The newsletter is sent with CiviCRM Mail to a contacts group. I realized that the biggest table in our project is the civicrm_activity_contact table - and I am quite sure that most of the entries are those entries generated when a contact received the newsletter.
As there is a tab "Mailings" for each contact where all these newsletter mailings are listed I wonder why there are activities created additionally? Is there a need for these activities? Can I turn off activity creation for mass mailings somewhere?

I think I found it: Administer > CiviMail > CiviMail Component Settings > "Enable CiviMail to create activities on delivery" is checked in our project.


Civivolunteer Opportunities not showing I've seen similar posts but have not found a solution.

I've created an event and have provided volunteer opportunities for that event. When someone goes to the page to volunteer for an event, the volunteer opportunities do not show. At the bottom, it shows:

"No results found. Please try different search criteria."

Now, what is weird when logged in as a Superuser, it works properly. Every other user group does not work and shows the above result. Upon searching, I saw a post regarding permissions:
CiviVolunteer - Joomla - permission issue with multiple volunteer opportunities

I've granted permission to the AJAX API but the opportunities still do not appear. Because super user works, it would lead me to believe it is a permissions issue but I cannot locate the proper change. Any suggestions?

Here is what I see:
http://blueribbonproject.org/index.php?option=com_civicrm&task=civicrm/vol/&Itemid=2001#/volunteer/opportunities?project=13&dest=event&hideSearch=always

CiviVolunteer mentions CiviVolunteer: register to volunteer permission. Did you spot that?


Cannot edit CiviCase Activity Status from list view From the List view of CiviCase Activities of a case, I cannot edit the "Status" of an activity; the drop down flashes and then goes back to current status. To edit, I have to click "edit" and go into every single Activity one by one. Is this a bug or a set-up problem?

As a clue to lead to possible answer, I am seeing the same kind of issue when I try to edit an activity. Drop-down boxes (e.g., status) and search-for-match fields (e.g.,assignees) are hidden behind the activity screen and, even if the screen is minimized, do not allow editing when clicked. We are WordPress 4.97, CiviCRM 5.3.2. This is the first we've encountered this.


In CiviHR, is it possible to display the open vacancies on the frontend? Using CiviHR 1.4, is it possible to create some open vacancies and display them on the frontend, so that people interested in those positions can apply for them?

If it is possible, I couldn't figure out how to do it.

If it is not possible, do you know when this feature is planned for? I looked at this wiki page and I see that self-service is planned for version 1.5. However, from the descriptions there it wasn't really clear to me whether this would allow people to apply for open vacancies from the frontend.

Thank you for your interest in CiviHR.

Publication of jobs on the non-profit's website, and receiving applications from there will be part of CiviHR 1.6. It is scheduled for completion by the end of 2015 : http://wiki.civicrm.org/confluence/display/HR/CiviHR+-+Version+1.6+Basic

Hope this helps.

Ruchi


Search builder does not display date picker for contacts I am running Drupal 7.61 and CiviCRM 5.8.0. I have recently upgraded from 5.3.1 and when I use search builder to locate contacts using created date the date picker does not display. (See attached video link). If I use search builder to find an individual using their birth date the date picker functions correctly.

I have not made any configuration changes to CiviCRM in the upgrade process.

Video showing date picker issue

Screenshot from Demo Site

There was a small bug introduced in the last version where the calendar icon didn't show up in search builder date fields, but the actual datepicker still works fine.

The screenshots and videos are misleading, as they use Contact:Created Date as the example field - this is actually not a date field (despite the name) it is a Timestamp which doesn't work with the datepicker widget, unfortunately, so I don't believe this is a regression.

Edit: I stand corrected. Previous versions did provide a datepicker for timestamp fields, however it didn't work very well since it didn't allow you to specify time. I've created a fix to restore the datepicker and add a timepicker for those fields: https://github.com/civicrm/civicrm-core/pull/13249


Different one time contribution and recurring contribution on same contribution page I know we can create a contribution page with a single amount and the user can choose to make it a one time payment or a recurring payment.

But... is it possible to have a one time contribution of, say, $50, and a recurring contribution of only $10 on the same contribution page?

A great question, and before last week I would have said, no, it's better to create separate contribution pages for one-time vs. recurring contributions.

But then I saw how GiftTool does it (e.g. here: https://www.gifttool.com/donations/Donate?ID=1992&AID=1663) and realised you could do that in CiviCRM as well - it's just using a little javascript.

In other words, you could create all the payment amounts for both one-time and recurring on your form, and then use javascript to hide the options that aren't appropriate for the current recurrence/non-recurrence selection.

There would definitely be some assembly required, but it sounds like a worthwhile feature.


Is there a bulk method to put emails on hold? Bounce processing has not been working - but I do have a list of addresses that have been bounced. What I want to do is bulk update all those matching contacts and put their emails on hold.
I cant see a way of doing that. Is there?

You can add an extra column to your spreadsheet called "On Hold" and assign it 1, another one called "hold date" and then (3 options below, choose 1):

import your sheet (using eileen's csv import extension) as "emails", with appropriate matching rules.

https://civicrm.org/extensions/api-csv-import-gui

If you're brave, you could upload your sheet as it's own table and do an sql "Update" on the civicrm_email table joining your new table via the email addresses.

You might be able to just import your sheet as a regular contact import with your strict matching rule, if your email addresses are unique (I'm not sure whether this would work, but it might be the easiest if it does - the part I'm not sure about is whether the mapping you get would expose the is-on-hold field and on-hold-date field).


Exporting deduped information I need to do a de-dupe on a set of records.  Two groups were brought in with different External ID's for each contact.  I need to merge the contacts, but export the External ID that was kept and the External ID that was dropped.  Having the First Name/Last Name would be bonus.  This way, when I bring in additional data linked to an external ID, I can pre-write the corrected existing external ID from the map.

Contact A has an External ID of 123. Contact B has an External ID of 456. Contact A and B are the same person, but has two different External ID's from separate systems. I need to create a mapping, an exported CSV file, that maps 456 to 123, so that when I later bring in Note C related to Contact B via External ID 456, I can re-write the External ID to 123 and have Note C imported to Contact A with External ID 123.

Unfortunately, I don't see any kind of Export on the de-duping pages. I'm hoping that I am just missing it.  Any ideas how one might accomplish such a task without going line by line and copy/pasting to an Excel file?  (We're talking thousands here.)

Clear as mud yet?

Wordpress 4.5.3, CiviCRM 4.7.8
(Yes, I'm aware of the current de-dup flipping bug that is being fixed in 4.7.9.)

You will not be able to do that with the GUI since it lists the matched pairs but does not allow to export it in a configurable way.

Your best bet will be to use the API (that means programming in PHP), and specifically the entity Contact, action duplicatecheck. Here is a sample code:

$result = civicrm_api3('Contact', 'duplicatecheck', array(
  'sequential' => 1,
  'dedupe_rule_id' => 4,
));

This will return a list of matched contact pairs with the dedupe rule 4.


How to add the address column in a report Im trying to add address columns to the report. Either a supplemental 1 or 2 address column. Ive got all the other criteria sorted but am strugling with the address.

So after the phone column i want to add the address. What code do i need to include?

Here is the code so far:

SELECT SQL_CALC_FOUND_ROWS contact_civireport.sort_name as civicrm_contact_sort_name_a, contact_civireport.id as civicrm_contact_id, contact_b_civireport.sort_name as civicrm_contact_b_sort_name_b, contact_b_civireport.id as civicrm_contact_b_id, phone_a_civireport.phone as civicrm_phone_phone_a

FROM civicrm_relationship relationship_civireport

         INNER JOIN civicrm_contact contact_civireport
                    ON ( relationship_civireport.contact_id_a =
                         contact_civireport.id )

         INNER JOIN civicrm_contact contact_b_civireport
                    ON ( relationship_civireport.contact_id_b =
                         contact_b_civireport.id )

    INNER JOIN civicrm_relationship_type relationship_type_civireport
                    ON ( relationship_civireport.relationship_type_id  =
                         relationship_type_civireport.id  )

LEFT JOIN civicrm_phone phone_a_civireport
                       ON ( contact_civireport.id =
                            phone_a_civireport.contact_id AND
                            phone_a_civireport.is_primary = 1 )

WHERE ( ( contact_civireport.contact_sub_type IN ( 'Residential_Park') ) ) AND ( ( contact_b_civireport.contact_type IN ( 'Household') ) ) AND (contact_civireport.is_deleted = 0 AND contact_b_civireport.is_deleted = 0)

GROUP BY relationship_civireport.id

ORDER BY contact_civireport.sort_name, contact_b_civireport.sort_name

LIMIT 0, 50

You need something like this:

LEFT JOIN civicrm_address address_civireport ON contact_civireport.id = address_civireport.contact_id AND is_primary = 1

and then you need the column street_address.
Enough to get you a step further?


How best to integrate CiviCRM into our WordPress website Our website uses WordPress but the developers are having issues integrating CiviCRM.

Should we go elsewhere? We want integration with our website but can we do this hosting CiviCRM outside of the website?

It depends on what type of experience / skills they have.  There are a lot of Wordpress 'developers' that wouldn't be able to go fully into a web development role.

However they likely have no experience of CiviCRM so they will have to learn a new solution from scratch so there will be issues along the way.

If they are having issues they can reach out to the community for advise on how to bring it forward and resolve any issues they are having.


hook for search a household contact with the surname individual field from online contribution page We are an association of parents of students.

We have a Contribution page for Membership Registration. But we can only add individual and organization fields to this contribution page, no household fields. Is this a CiviCRM bug?

Then we need a hook to search the household contact with the surnames of the individual contact, and if found, link the contribution to that household, and if not found, add new one.

Currently we have to link the individual and household records or create a new household and remove the individual.

How can we configure a contribution page to add and link an individual and a household record properly?

If you're in Drupal, I would use Webform with Webform Civicrm Integration to collect more data. It allows you to collect info for multiple contacts as well as to create relationships between them. So for your use case, you could have for example a parent contact, a student contact, and a household contact, while all the relationships such as household member-household and parent-child get created automatically.

If you're in wordpress, I'm not sure what the right plugin is, but I bet there is something similar you could use.


manual contribution entry not showing up on contacts contribution summary I am brand new to CiviCRM :)  4.7.4
We are using WordPress for our website 4.6.1

I am trying to manually enter a contribution and/or a pledge as I am testing out the new  database with just a few contacts.
I am trying to add a contribution manually one by one to a donor that already
exists in the database.
Also did this with a pledge

Contact selected: Daffy Duck
Selected Contributions tab, then new contribution

Financial type - Campaign Contribution
Total Amount = 875.00 (US$)
Source = Board
Contribution status = Pending (since this is one of 4 payments to be made)

Soft Credit - N/A

Under Payment Details:
Received: March 24, 2016 Time: 10:00 a.m.
payment method = Check
Check no. = 9083
transaction id = blank
Receipt date = July 27, 2016 Time: 12:22 pm

Under Additional Details:
Non-deductible amount = $22.00
Fee amount = blank n/a
Net amount = 875.00
all other fields left blank

Hit the SAVE button and said contribution was saved to contact

But when I go to the Contributions or Pledge summary page for that contact it does not show any dollar amount for the contribution of $875 that I
put in.

the first column which should show the $875 only shows a blue Dollar sign ($)
with no amount.
Type "campaign contribution" and Source "Board" appear as they should

why is the amount not showing up?
Thank you for your assistance.
BB

If you have two transactions entered that are exactly the same and both pending, but one is cancelled, it may have created a conflict in the system. Try deleting the cancelled transaction and see if that helps.


Troubleshooting some Drupal and CiviCRM accounts becoming mis-linked We are having an issue in Drupal 7.41 and civiCRM 4.6.4 (this was also happening to us with Drupal 7.34 and civiCRM 4.4) seemingly one at a time Drupal user accounts and CiviCRM accounts are becoming mis-linked to each other by one digit.

I haven't been able to determine a pattern to the users this happens to, or the timing e.g. we might get one in two weeks or two in one day. We usually get notice of this when a member cannot see their member profile field in their drupal account page.

For example, civicrm user tdavis@example.org has a link to their drupal account in their contact summary, pointing to UID 8190. When I go to the drupal user account for tdavis@example.org the UID is in fact 8189, and the link back to the civicrm contact summary simply says "profile not found".

The other symptom is that there tend to be multiple (I've seen anywhere between 1 and 15) civicrm records that are just the email address for the account that is mis-linked (for example tdavis@example.org is the only information, no names or drupal uid or anything). These records seem to be created after the mis-linking. Possibly related to number of actions the person takes in drupal?

Any ideas where to start to troubleshoot/replicate this issue or has it been seen before?

I can fix it through the uf_match table or by merging the contact into a new record without transferring the drupal link and using 'sync users to contacts', but i'd like to squelch the issue if possible...

The second part (tons of contacts with just the email address) is "normal", it's when civi realises that it doesn't have a contact mapping the drupal user and tries to create is with the limited info it has.

As for the first one, it isn't something I've experienced. Do you have a standard drupal for the accounts or are you using extra modules related to the account managements (eg. LDAP integration)?


CiviMail - 'No recipients': nothing added to table civicrm_mailing_recipients I have migrated an existing installation to a new server followed by an upgrade to 4.7.31.

When creating a new mailing I keep getting "No recipients" when I add groups or smartgroups.
If I add recipients of past mailings, it works as expected (I get xx recipients).

In the database
- the table civicrm_mailing_group gets a new record (so OK)
- the table civicrm_mailing_recipients does not get new records added.

So the problem seems to be related to populating the civicrm_mailing_recipients table. How do I debug/solve this?

I tried clearing all kinds of caches and rerunning the Smart Group caching several times but to no avail.

I ended up redoing the entire migration and upgrade, and the problem no longer occurs now.

So it's fixed for me, but I have no idea what setting, add-on or cache was responsible.

EDIT: an issue has been opened for this:
https://issues.civicrm.org/jira/browse/CRM-21856


WYSIWYG editor not present with WordPress I have CiviCRM 4.7.22 and WordPress 4.8.2. I don't get the WYSIWYG CKEditor for a New Mailing or the description in a new event. Both are present on the CiviCRM sandbox site.

From the documentation I think that it should be installed with WordPress and set as default. Permissions can't be an issue as I am an admin.

While WYSIWYG editor disappeared in CiviCRM 4.7.16 looks similar, the answers seem to relate to Drupal not WordPress and nothing suggested there helps.

Well, finally managed to get CKEditor going, but this is far from an ideal solutuion. The problem is that an extra component is being put into the URL for the editor. My main site that works is mysite.org and the problem is with test.mysite.org. This has all its files in a subdirectory of the main site and this confuses things. Looking up [civicrm.root] in the Resource URL admin page shows an extra "/test". So work round for now is to edit CRM/Core/Resource.php to replace "[civicrm.root]" with "wp-content/plugins/civicrm/civicrm/" in the call to the editor. A bit of trail and error and a bit odd as that isn't logical from what I epxected [civicrm.root] to produce.

I would love a better solution.

Another problem How can I fix [civicrm.root] variable on an addon domain? was useful in confirming that [civicrm.root] is the problem.


QuickSearch not working I'm dealing with a system where the Quick Search box is not working.  Using the browser dev tools shows ajax requests being sent but receiving a '406 Not acceptable' error.

According to https://developer.mozilla.org/en-US/docs/Web/HTTP/Status/406 this relates to content negotiation.

The AJAX URL is:

https://example.com/administrator/?option=com_civicrm&task=civicrm/ajax/rest&entity=contact&action=getquick&json={"name":"a","field_name":"","table_name":"cc"}

and the content negotiation headers in the request are:

Accept: application/json, text/javascript, */*; q=0.01
Accept-Encoding: gzip, deflate, br
Accept-Language: en-GB,en;q=0.5

This matches what I see on another system that is working normally.

This is CiviCRM 5.5.2 on Joomla 3.8.13

Any ideas?

Does the webserver support compression? Might be a disabled module (e.g. mod_gzip in apache). The Accept-Encoding suggests only compressed data is accepted.


GDPR and CiviCRM for a small but internationally operating and serving organisation In our relatively small UK based charity, our CiviCRM database holds personal data of members, donors, event attendees and volunteers from around the UK, Europe, USA and other countries around the world.

Our trained volunteers manage our CRM database by logging on to CiviCRM in the UK, India, USA and other countries around the world.

Could you point me to any suitable resources to determine how an internationally serving and operating organisation that holds personal data on people from multiple countries and operates in multiple countries can get ready for the General Data Protection Regulation (GDPR) which is coming into effect on 25 May 2018?

There is no individual resource as such that holds the answers to your question. There are currently still a significant amount of unknowns surrounding GDPR. Some of your issues can be resolved technically. By hosting your systems and data in a country like Switzerland which already has a so called "adequacy decision" with the EU and the US. Swiss law by default already sets the benchmark higher for privacy. But there are a number of things you have to do as a bare minimum: Data inventory. KNOW where your data is. HOW is that data used; domestic or commercial data processing? Be able to show how you are using the data and be able proof that that IS how you are using the data. The most important thing is that you are able to show you are TRYING to comply first and foremost. Secondly have a data-breach coping mechanism in place that ensures timely reporting to the correct authority. Hope this is helpful.


Hiding Extra Profiles when Manually Adding/Editing Registrant I have a site that has multiple different event types on it. Each of these event types have a different profile associated with the event.

The client has back-end access to CiviCRM and when they try to manually register a person for an event it shows all of the profiles, not just the one associated with the event. Some of these fields are required fields, so the client then has to put something in them to finish the registration or save the edit.

Is there a way to have all of the profiles that haven't been associated with an event type to not display in the back-end when editing or adding a registrant.

Ah those are not profiles but custom data sets/fields.

Two tips:

1) Make sure that the custom data sets that you create are more specific than just on Participants -> configure it to also narrow down to a specific event.

2) Don't make the custom data fields within a custom data set required - but only make them required in the Profile - once you pull them in there. That way these fields are only required on pages that contain the profile.


Config file issue / civicrm 4.6.8 / could not load the settings file when I try to add external links in mailouts i get the following link:
https://MYDOMAIN.COM/modules/civicrm/extern/url.php?u=300&qid=8370

when I click on it, there is an error:
Could not load the settings file at: /usr/share/drupal7/modules/civicrm/../..//default/civicrm.settings.php

Civicrm is part of Drupal 7 in my installation. my php version is PHP 5.4.45-0+deb7u1 (cli) (built: Sep 10 2015 08:34:47)
the install runs on debian wheezy

please help..

edit: the problem seems to be in this function: function civicrm_conf_init() {

in the civicrm.config.php which is located here:
/usr/share/drupal7/modules/civicrm/civicrm.config.php

I think CiviCRM expects to find the CiviCRM module in /sites/all/modules/civicrm, as per: http://wiki.civicrm.org/confluence/display/CRMDOC/Installing+CiviCRM+for+Drupal+7

This affects the loading of the settings file, which is expected to be in a directory relative to this. We encounter the same issue and have a patch for it which we will submit back once it is a more generic fix.


individual contribution no publicity One of our regular donors has put money forward for a campaign and is happy that the amount is broadcast as part of the target but wants to remain anonymous in terms of who has given the donation.  I have looked on the system and cannot see a box to ensure that the contribution is not linked to the person.  All I could find was marketing and mailing information rather than privacy of giving...

You can make your own custom field on Contribution records: for example a radio button anonymous donation: yes/no

Then when you generate CivCRM reports you can decide to exclude contact who say yes or say no for any given contribution by using Filters.

If you use Drupal/Views you can pull that data into a page view and with Views PHP module you can rewrite the Names if radio = yes to 'Anonymous'.

Legislation in your country will determine whether or not your org must have the real donor's name in your CRM.


Inserting details of another contact as tokens into an email I'm trying to set up a template to be sent to one contact. It includes tokens that are specific details of a second contact. How do I specify the contact whose details I am trying to insert through these tokens?

Are you using drupal as your CMS? We have some custom tokens with token data from the organizational record that individuals are related to.

Check it out here, it won't get you all the way as we are using custom fields and relationships not applicable but you may be able to use it as a template of sorts:

https://github.com/elisseck/civi4.6-related-info-token


Anyone noticing trailing spaces in name and address fields submitted via profile, webform, event registration etc? We have a small but significant number of contacts with trailing spaces at the end of name fields (both first and last) as well as address fields (have found city name and postal code thus far). This has been going on for at least a year at a low rate, but perhaps picked up recently and is affecting more than 1% of new contacts. It has happened via webforms, via profiles used as snippets and profiles in event registrations and different instances of each, so it doesn't seem to be coming from any particular place.
Has anyone else seen anything like this? I can't get a search that works to find these, but they are pretty easy to see by scanning new contacts and looking for spaces before the comma that separates last from first names.
Update: In the last ten days, we've had a big increase in these spaces appearing. 12% of 375 recent new contacts had this issue in their last name (and some of those had it in other fields as well). This is much more than we've seen in the past, which suggests it is not actually people doing it themselves (unlikely that there is a sudden explosion in space bar use at the end of fields)

I checked with Dev and recommendation is to handle trailing spaces in the form layer (rather than in the API) -> so to start here is the fix for D7WFC -> https://github.com/colemanw/webform_civicrm/pull/319
If you see more of these in future -> let me know and we'll track down the next form entry point e.g. profiles.


CiviVolunteer (2.1.2) doesn't show the opportunities in the frontend on Wordpress (4.6) with CiviCRM (4.7.10) I was looking today and yesterday into installing CiviVolunteer on our CiviCRM installation (civicrm 4.7.10 on Wordpress 4.7) and when I try to navigate to the volunteer opportunities page from an event info page I only get a blank page with the header set to CiviVolunteer but no form loading.

There are no Javascript errors and all Wordpress roles have AjAX API as well as Register as Volunteer permissions.

You can see for yourself on a test instance at: https://piraten.lu/crm/civicrm/?page=CiviCRM&q=civicrm%2Fevent%2Finfo&reset=1&id=2

What could be the issue?

This did the trick for me:
/civicrm/?page=CiviCRM&q=civicrm/vol/#/volunteer/opportunities

instead of:
/civicrm/vol/#/volunteer/opportunities


Check in/Check out system QR codes I have been searching if anyone has described how to achieve something similar to what we would like to do: We currently use a manual sign in sheet for our members (use of this sheet is sadly not consistent).
We are hoping to find a way to have our members scan a QR code themselves as they come through the door and to do the same on the way out while creating a record.

Ideally, it would also run a test to see if a specific membership is currently up to date and send a payment request to them if not(however this is not vital). Does anyone know of a group that has done something similar or can point us in the right direction?

thank you for your help,
best regards,
JD

The QR Code Checkin Extension does (some of) that:  https://civicrm.org/extensions/qr-code-checkin ?


Can I change settings for a custom field set for participants without losing any data? I have a custom field set that is currently configured to be used for participants. When it was set up it was configured to be targeted to just a couple of events. We now want to make this field set available for any event.

When I go into the settings for the custom field set and click on "Any" in the field labelled "Used for Participants (Event name)" Civi throws up a big warning message:

"Warning: You have chosen to remove one or more subtypes. This will cause any custom data records associated with those subtypes to be removed as long as the contact does not have a contact subtype still selected."

In practice I don't think I am removing anything, and in any event I don't actually understand what this warning means, but I can see why the alert is there.

So my question is: "Can I select the 'Any' option in this field - and by so doing deselect those specific events that were previously selected - without deleting any records?

Yes, you are safe to change the Custom field type to any. There won't be any data loss. To be on safer side please take backup of DB and try.


CiviCRM in a Multi-Tenant Setup Can CiviCRM support a multi-tenant setup, If so what is the best configuration for it? Which CMS tends to work better for these kinds of setups: Drupal, Joomla or WordPress?

It's certainly possible to use CiviCRM as you describe, and I administer a couple of instances that do exactly this.  I know it's possible with WordPress and with Drupal; not sure about Joomla or Backdrop.

However, in each case where I administer such a setup, either a) there's a need to share data, or b) the architecture decision wasn't my own.  In the case where I designed a CiviCRM multi-client architecture (about 25 instances) I opted to have 25 separate instances sharing a git repository (these days I would consider a Docker image instead).  If data sharing isn't necessary, and it's just a way to keep the code in sync, I don't think a multi-site approach is warranted.


automatic payments in installments? We use CiviCRM for an educational program. Currently, parents enroll students in classes, and then have the option to pay automatically on a monthly basis through the use of a monthly membership on auto-renew. The issue is that we do not run programming in the summers, so each of these auto-renew memberships has to be manually shut off by us at the end of the school year.

Is there a way to set auto-renew to expire? Or alternately, is there a way to set up a yearly tuition/membership that is paid in monthly installments, and ends when the full amount has been paid?

On a contribution page, it is possible to set the 'recurring' to 'offer installments: "Give the user a choice of installments (e.g. donate every month for 6 months)? If not, recurring donations will continue indefinitely." That may be one place you could look at doing a minor customisation so that rather than 'offering' the number, you specify it and hide it.


What are the best arguments to start using CiviCRM From time to time I get the question about recommending CiviCRM to others. When recommending CiviCRM to others, what would be on the top of the list as the best "advantage"?

That depends on what they're comparing CiviCRM to.  If they're comparing it to a current system of legacy software, Excel sheets, Google Forms, etc., that's different from someone who's comparing it to Salesforce or one of the other more serious competitors to CiviCRM.  It also depends on what they want to use it for - pitching CiviCRM is very different for folks doing grassroots fundraising vs. case management.

To respond to some of these scenarios:
There's a YouTube video of my lightning talk from CiviCon 2015 where I talk about CiviCRM vs. the competition here: https://youtu.be/TfIzV1sj9qY?t=14m34s.  It's 5 minutes long - I meant to write it in a blog format, but haven't yet.  In short: It's stories of how the other major vendors have screwed users over by jacking up license fees, created higher-end products at much higher prices than whatever they sell folks originally, or refusing to fix bugs at any cost.  If you're a non-profit exec, these all cost you a lot of money.

If the person asking does community organizing or grassroots fundraising, CiviCRM is the only best-in-class CRM geared specifically toward those tasks.

If they're using Excel right now, it's the ability to get all their data in one place - not in someone's phone (or head), not spread across ten spreadsheets.  Something as simple as "I want to send an e-mail to everyone we work with in San Diego" is a very difficult task without a CRM!


Correct location of civicrm.settings.php in CiviCRM 4.7 for WordPress I've got a WordPress site here (CiviCRM 4.7.17, upgraded recently from 4.7.15) which has two different civicrm.settings.php files:

wp-content/plugins/civicrm/civicrm.settings.php
wp-content/uploads/civicrm/civicrm.settings.php

File #1 contains the correct settings, and files #2 appears to have outdated settings.

Questions:

Which is the correct path in CiviCRM 4.7?
Can I just delete the one with the wrong path (after I ensure the correct one is in the right place)?
Is the whole directory wp-content/{uploads,plugins}/civicrm in the same boat -- that is, is just one of them needed, and if so, what's the correct path for that directory?

The recommended location is wp-content/uploads/civicrm/civicrm.settings.php.

The deprecated location, still supported as of April 2017, was wp-content/plugins/civicrm/civicrm.settings.php, but this is both easy to break on upgrade ("whoops, I removed the old plugin and the settings files, and I don't have backups!") and on some sites is not a writeable location (where people prefer to not have WordPress able to modify its own codebase).

This can be seen in civicrm-wordpress/civicrm.php at line 103 and is documented in CRM-16408. Code docs refer to this as "the 4.6 and prior location" so I guess that tells us it's new to 4.7.

It looks like this was applied to all the related files, a WP site I set up the other day had everything in wp-content/uploads AFAICT, which seems like an improvement.

However, I noticed that civicrm.php looks like it gives preference to the deprecated location. IDK if there is a specific reason to this - it feels like it might set up a surprise for some sites if that behaviour ever changes?


CiviMail will not add groups to recipients Drupal 6.7
Civicrm 4.7.2
php 5.5.13
mysql 5.6.(sumpin')

I have looked at so many other threads that had this problem.  I checked to make  sure all the contacts in the group are not listed as deceased (we are not) and I've made sure that all the groups are mailing lists.

If I go to "manage groups" and choose the small test group I made, I can select all members of that group and "E-mail - schedule/send via Civimail"  THEN, and only then can I get the recipients to fill in.  BUT if I click on the little wrench to edit options, the dialogue window opens, but the whole screen gets greyed out.  At that point, I have to F5, or reload, or choose another menu option ... something to take me away from that screen.

So, I made a larger group, one that I would normally send our newsletter to.  About 3500.  I selected the members of that group and chose "E-mail - schedule/send via Civimail".  They were all added to the recipient box.  But no matter what I do, after I type in the newsletter contents, it will NOT SAVE.  It also will not preview.  Therefore, it won't go to the next screen.

It does show up in Unscheduled mailings, but without any content in the body.  I still can't add it.

Can anyone help me troublshoot?  I really need to be sending out mailings for our organization, but I can't.

From your comment referencing the forum post, I can see that this is a Javascript error.  You should be able to resolve this by following the steps outlined here: Troubleshooting JavaScript in CiviCRM


Is there a way to make report filters mandatory I have made some custom reports which contain two types of filters:

a date field. This does not correspond to a database field. Its
just used in some calculations
some custom fields

Is it possible to make these filters mandatory? Defaulting the values doesn't really help.

OR is it possible for the report to produce a custom error message which the user can see if the field is not set? For example, in the custom report if the filter values are not set then set error message and stop running the report.

If you are setting the filter value (with a default) and don't want the user to change it, you can use the 'no_display' parameter to hide the filter from the user.  (Per the docs here: https://wiki.civicrm.org/confluence/display/CRMDOC/CiviReport+Reference#CiviReportReference-filters ) Unfortunately, it doesn't look like the Required parameter is an option for filters like it is for fields.


Add fields in Matching CiviCRM fields on Import Contact We are importing contacts into our CRM.  Our CSV file contains a District column, but while importing contacts, there's no such field present in CiviCRM--we need to add the district field.

URL: example.com/?option=com_civicrm&task=civicrm/import/contact&_qf_MapField_display=true&qfKey=7d325df8cb7e6a31c5c05551375c8292_1176

Screen Shot: http://screencast.com/t/lDQAjxPXlJsJ

So as shown in the screenshot, we want to add district under the state in the drop down. So there should be a column called "district" when we view the contact list.

Also, when we're importing contacts, it is showing mismatched files. Is there any way to put all my contacts in a file to import without interruption?

On the last step, it is importing only 145 contacts out of 250.  It is generating an Import Error CSV file with second column (Reason) containing "Invalid value for field(s) : Addressee must be one of the configured format options. Check Administer >> System Settings >> Option Groups >> Addressee for valid values."

As I do not have enough experience in programming, please guide me on the simplest way to proceed.

You can add custom fields for district.  Once you add the field you can map it in the import.  see http://gitbook.civicrm.org/organising-your-data/creating-custom-fields.html for how to add the field.

I'm not sure just what district is in this case.  If the addresses are for a foreign country that has district as part of the address, it may already sort of be there.  It may be stored in state province field.  If it is this case, you can see what's there by going to a contact, change the country and seeing what's in the pull downs.  If you are importing addresses from some other country you may need to add a field for country to your cvs.

I'm not sure I fully understand the mismatched file problem.  If you have both individuals and households in the same file you will get a mismatched contact problem.  Then you need to either run the file twice.  Once for individuals and once for households and ignore the errors or split the file into two.

The problem with the addressee is most likely picking the wrong field to map to.  The addressee field is expecting a smarty clause, like {contact.first_name}{ }{contact.middle_name}{ }{contact.last_name}, which creates the addressee on the fly by using using the values in other fields.  If you are trying import specific text to be the addressee then map it to "Addressee Custom".  (The same is true for postal and email greetings as well).


Custom field not working in search I have a search page set up with a shortcode like this:

[civicrm component="profile" gid="18" mode="search" hijack="0"]

Everything seems to be working except that searching on a custom data field, "Certification," generally isn't working.

None of the other search fields are custom fields. Don't know if that relates to the problem.

------ new material below, added in response to comments -----

"Certification" is a text field and is set to "Searchable."

Some examples of content for the "Certification" field are shown below. I would expect that I could search on any string within any of these (e.g. Curr or Curriculum or Teac or Teacher). None of those work. Even searching on a complete entry like Coach, Trainer/Teacher, Curriculum Instructor doesn't work. The only one I've found that works is Coach -- I'm guessing because that is a complete entry with no commas? Perhaps the commas are causing the problem?

I'm realizing that this data was imported into a CiviCRM text field from a multiple-select field in another database. There were four options in the other database: Coach, Trainer/Teacher, Curriculum Instructor, and Mediator. I'm thinking I need to change or move this into a multiple-select field in CiviCRM. Not sure what the best/easiest way to do that is.

Wordpress 4.7.5 CiviCRM 4.7.17

I would recommend changing the certification field into a multi-select. That way the search field will be a drop down and much easier for the end user. I had to do this recently. Here are the steps I took:

Create a new multi select custom field.
Make sure the values match the entries from the previous field to avoid errors in the next step.
Export the records with the current custom field. Make sure to include the contact ID
Now do a import updating the new custom field with the data from the old one.

These are the steps I took recently. Looks like you only have about 100 records in this group so it should work fine.


Show/Hide a Price Set Section based on Membership Currently I have a Membership Options price set on my registration form. It is a radio button widget, showing the available options.

I also have some Javascript running that will show a Non-Member priceset field by default, and if they select a Membership option it will .hide() that section and .show()the Members Only Pricing section.

In this paradigm, the currently logged in user who is already a Member has to do something like choose an option "I am already a Member" to see the correct price set options. This relies on a trust model.

How can I show or hide a price set based on if someone is a logged in member?

EDIT: The reason I did not use CiviDiscount is that AFAIK discounts can't be 'stacked' so if I auto apply a discount to price set options based on Membership, then a user can not enter an additional discount code and have them both work.

https://civicrm.org/blog/stoob/using-only-jquery-and-civicrm-to-create-members-only-pricing

I used the technique on this page modified with something like this:

if($('#B').length){
   $('#A').hide();
}

So if an anonymous user views the form, a block prints. If that block is on the page, hide the price set option which would reveal member pricing. Its not "secure" but in our case we would just contact someone who cheated and ask them to become a member, so its almost a marketing opportunity ;)


CMS Database Integration I am a beginner of civi crm, and for views integration I have refered this link
https://docs.civicrm.org/sysadmin/en/latest/integration/drupal/

Configuration
If you have your Drupal and CiviCRM in separate databases adding CiviCRM support to Views takes a small bit of configuration. Views must be told where to look for CiviCRM data. Administer > System Settings > CMS Database Integration shows some code that must be copied and pasted into the Drupal settings.php

This section is not visible in my cicvicrm CMS Database Integration

It shows no query .. something need to enable this to work?Please help me to resolve this

Check that you have the Drupal Views module enabled.  If it is not enabled then the settings are not shown on the CMS Database Integration page.


Additional info required on mail tokens Was wondering if anyone could help. We need some mail tokens adding for membership details and event details so we can send out mass mails with personalised information in.

This isn't in civicrm as standard, wonder how other people have got around this?

I am not sure if you are asking similar question to this one but my answer is the same so hopefully it helps you move forward.

Eileen did an extension that added some membership tokens to deal with contacts having multiple membership and which do work from 'contact'

{latestcurrentmembership.end_date}

{latestcurrentmembership.allend_date}

please let us know how you get on with it


Getting Error in running contact Report I am using Hostgator shared hosting for CIVI CRM and Drupal.From few days, I am getting an error that Error writing file '/var/mysqltmp/MYCckA2E' (Errcode: 28)".

I tried to change the queries and removed the order by clause.The query is working in phpmyadmin but there is an error in civi website.

Please help me with this issue.your suggestions are most welcome.

function query($string)
    {

if (strpos(trim($string), 'SELECT SQL_CALC_FOUND_ROWS contact_civireport.sort_name as civicrm_contact_sort_name, contact_civireport.id as civicrm_contact_id FROM civicrm_contact contact_civireport WHERE ( contact_civireport.is_deceased LIKE 0 ) ORDER BY contact_civireport.sort_name ASC LIMIT 0, 10') == false)
{
$string=str_replace("ORDER BY contact_civireport.sort_name ASC","","SELECT SQL_CALC_FOUND_ROWS contact_civireport.sort_name as civicrm_contact_sort_name, contact_civireport.id as civicrm_contact_id FROM civicrm_contact contact_civireport WHERE ( contact_civireport.is_deceased LIKE 0 ) ORDER BY contact_civireport.sort_name ASC LIMIT 0, 10");
echo $string;
        return $this->_query($string);
        }
        else
        return $this->_query($string);
    }

Check if www-data has write permissions in /var/mysqltmp directory.


Add new contact (other than logged in user) using Caldera Forms linked to CiviCRM under Wordpress Civi 5.10.4. under Wordpress 5.1.1 multisite network using the plugins Caldera Forms and Caldera Forms CiviCRM. I'm seeking to create a new contact creation form for our incarcerated persons visitation & advocacy program. For example, one of our program coordinators gets a call or letter from a detained person that coordinator needs to create a new detained person contact record. The longer term goal is to create a system to track activities like visits, letters, transfers, and complaints. I'm starting by trying to make an interface to create new detained person contacts. I created the detained person contact type, created some of the fields we'll use, and made a profile to contain some of those. Then I created a Caldera Form and mapped the form field names to the detained person contact type.

When I use the form to create a new contact, it updates my own contact record rather than creating a new record. I've tried setting the form processor to link to either Contact 1 or Contact 2, but seem to get the same result. I think there's something I'm not understanding about how to set up the processor.

Can I use Caldera to create a new contact (other than the person logged in)? If so, how? Additionally, it would be ideal to track who was the logged in user who created the new detained person contact. Do I need to create an activity processor for that?

Thanks in advance for any help and guidance the community can provide on this.

After some tinkering, I think I understand better how this works. I included fields for both a volunteer and a new detained person. Before, there were only fields for collecting information on the new detained person.

Now that there are fields for both individuals: 1) the logged in person filling out the form and 2) the new detained individual.

Next I created two processors: CiviCRM Contact 1 and CiviCRM Contact 2.

Contact 1 I associated with the fields for the volunteer and used name & email as the dedupe rule.

Contact 2 I associated with the detained person CiviCRM contact type and associated with the fields for a new detained person.

By using the processors to define the two contact roles it seems to have worked such that the volunteer's account was unchanged and a new detained person record was created. This post helped me understand it better. I'd read it before but after going over it several times figured out what was needed. I hope this helps someone else.


CiviDiscount - what is the correct URL for contribution pages I am working with CiviDiscount 3.1, CiviCRM 4.6.9 and latest Drupal. I have set up a membership discount and would like to use it on contribution pages.

According to documentation, for Event Pages the URL is supposed to be like this: civicrm/event/register?reset=1&id=XXX&discountCode=YYYY

Can anyone tell me how the url is supposed to look for (membership) contribution pages? civicrm/contribute/transact?reset=1&id=1&discountCode=YYYY does not seem to work.

The documentation page was outdated. The correct format for event pages is

civicrm/event/register?reset=1&id=XXX&discountcode=YYYY

and

civicrm/contribute/transact?reset=1&id=XXX&discountcode=YYYY

for contribution pages