Cannot send email from CiviCRM after upgrade to 4.7.21 (Joomla 3.7.3) After upgrading CiviCRM to 4.7.21 (on Joomla 3.7.3), no emails get sent from CiviCRM (transactional or from CiviMailing). In System Settings >> Outbound Email (SMTP/Sendmail) when I click on "Save and Send Test Email" the page keeps reloading for about a minute, and then results in 500 error ("This page isn't working").

This worked perfectly before the upgrade.

Also, I no longer see file packages/Net/SMTP.php (I re-ran the CiviCRM install just in case) which used to send email via SMTP ... is this now handled by another file in another directory?
Thank you so much for any pointers.

As Mark said this is a known regression and we are looking at an expedited release. However as i can feel even a release this coming US Wednesday may be a bit late.

What i would advise you to do is to if you cannot wait make a patch to the file vendor/pear/net_smtp/Net/SMTP.php along the lines of https://github.com/civicrm/civicrm-core/pull/10622/files. The relevant block of code will be around ~line 600 of that particular file.

Otherwise wait until 4.7.22 comes out which will be very soon. In regards to why this may not affect all users, it only affects users if they need to authenticate to the SMTP server over TLS


4.7.9 Civimail Exclude Recipients In prior versions, you used to be able to 'exclude' certain groups when creating bulk mailings. Where is this function now in 4.7.9 drupal civicrm? I'm not seeing a way to exclude groups now.

The include/exclude was amalgamated into a single field, if you drop the recipients list down you should see something like this


When did IIF amount formats change and how can I get it back to old format? How does the IIF export from Accounting Batches get its information to determine the format of the amounts?  Batches created before 5.34 export simple value amounts:
12.00
-12.00

Batches after the upgrade to 5.34 adds a dollar sign to the amount:
$12.00
-$12.00

I can't get these files imported without loading them into Excel and changing the formatting.  How can I get the amounts to return to the earlier format?  What changed in Civi to cause this?

There's been some changes to support php 7.4 which doesn't have money_format() and also some work towards locales. Most likely that's the cause. I'd open a lab ticket.
I'd guess this line needs to be changed to match the other changes that have happened:
https://github.com/civicrm/civicrm-core/blob/33307b5a0da280c63ed0d8fa1f8a3e899a217ad0/CRM/Financial/BAO/ExportFormat/IIF.php#L354
Like this example: https://github.com/civicrm/civicrm-core/pull/19602/files


Two events with configured PRICE - Price option is only showing on one I have 2 similar Civi events setup on a drupal site.

Price tab is not using existing Price sets (for both) but customly added price options. Screenshots (in dutch, sorry) attached.

FIRST EVENT

SECOND EVENT

So for one event, the price options are printed on the registration form.
For the other, the price isn't printed.

I checked into /sites/all/modules/civicrm/templates/CRM/Price/Form/PriceSet.tpl

And for the second event, $priceSet is empty. This is why the price isn't printed.

I'm still clueless though as to why this could be.

Any suggestions are welcome :-)

Found it. The option "approval required" breaks the price option.

When that option is checked, the price options are not printed on the registration page. No idea why this behaviour is standard though.

My client needs to check this option AND needs to ask about price option, so in the current civi-logic (this is becoming a peculiar word, civi-logic) he needs to add a price field in the used profile instead?


Is Civicrm 4.7.20 compatible with PHP 7.? - only using core components and one extension, cividiscount I set up our website using Civicrm 4.7.20, MySQL 5.0.11, PHP 5.6 and Apache 2.4 some time ago; I will update (soon ISA) but want to know whether I can activate php 7 now?

If you look at the release notes for CiviCRM you will see various comments about fixes for PHP 7 / 7.1 / 7.2 / 7.3 from around 4.7.14 onwards. Some of those are wide-ranging or critical fixes, others just affect a specific function.  So whether any particular version of Civi works under a specific version of PHP depends to some extent on which bits of Civi you are actually using.

If your site is as simple as it sounds, I'd just crack on with upgrading both Civi & PHP!


Files directory empty I recently installed Civi on WordPress 4.8. Upon wanting to manually upload an extension to the extension directory, I saw that the "files" directory is empty.

In the installation guide it said to create a files folder within /plugins/files.

I see the resource URL for extensions is where this should be. I've not seen this happen on other installs of mine, so wondering if others have seen this.

Also, I have downloaded the native extensions and they are working; where are those located?

You can find where extensions are located by looking under

Administer>System Settings>Directories

The entry most likely has path variable such as [civicrm.files]. To find this location click on the "?" next to the following line in the info box on the top of the screen.

"You may configure these upload directories using absolute paths or path variables."

If you have installed Version 4.7 of CiviCRM the path to the extension folder is most likely: [wordpress folder]/wp-content/uploads/civicrm/ext


Migrate Wordpress installation to new server I am having crazy trouble moving my CiviCRM/Wordpress installation from one server to another.

I don't have many customizations, and we are a young organization, so I am OK with whatever solution gets my contacts and contributions to the new server, whether it's a complete copy or a fresh install and some sort of import. I think I would even be fine migrating to Drupal if it makes things easier (I have experience with Drupal sites as well), since that seems to be the most popular setup.

I have followed the instructions on the wiki, and read a few dozen other articles and threads, but everything I find relates to Drupal and the steps don't seem to line up to Wordpress...something always goes wrong.

I am able to get a new working copy of CiviCRM going but when I import my DB it breaks, and I get errors like this:

  Sorry but we are not able to provide this at the moment. DB
  Constraint Violation - dashboard_id should possibly be marked as
  mandatory for DashboardContact,get API. If so, please raise a bug
  report.

I tried exporting using phpMyAdmin, including "disable foreign key constraint checks" and "Add drop table" and other combinations of options...nothing seems to work.

I'm not sure what I'm doing wrong, and would appreciate a little hand.

Some details:
 - My current install is at 4.7.7
 - CiviCRM shares a database with Wordpress

The instructions here how to back up databases using phpMyAdmin used to work for me.  The author wrote:

  “Disable foreign key checks” isn’t always necessary. I do a lot of CiviCRM work. Restoring a CiviCRM database will fail unless this option is enabled in your export.


Mailchimp extension limits to most recent 25 lists We have a Civi user connected to Mailchimp who has quite a few lists - from our testing (Mailchimp v 1.6, Civi v 4.4.6) the extension appears only to access the 25 most recent lists in Mailchimp.  How can this limitation be increased?

The first thing I'd do is upgrade the extension from 1.6 to 1.8 to see if this issue has already been addressed. If it still remains, then I would create an issue at https://github.com/veda-consulting/uk.co.vedaconsulting.mailchimp/issues


"This site can't be reached" error message when trying to I got the above error message when trying to print mailing labels. I have here a screen cap of the entire message and I'd appreciate it if you could please help me resolve this issue.

Thanks

This error is unfortunately not enough information to go on.  I would suggest checking your CiviCRM log and perhaps your web server's error log as well.

If I had to hazard a guess though - it's possible that some element of your Joomla theme is adding text (perhaps a header or footer) to every page - and this is causing the PDF to be incorrectly formatted.  If that's the case, you should see this same error when you print any PDF.


how to get participant id on registration thank-you page How could I get the participant ID and the corresponding contact ID on the event registration thank-you page? E.g. is there a field (or piece of code) I can insert in /templates/CRM/Event/Form/Registration/DisplayProfile.tpl ?

For participant ID I tried the following but to no avail:

{$participant.id}

Thank you for any tips

the following did the trick - works in this situation well enough as we only allow registering one participant:

{$participantIDs.0}

The above grabs the participant ID of the first (and only in our case) participant


How does CiviEvent Facebook "like" works? I was testing the behavior of the "FB like" in the event subscription form.
It seems not to work, and anyway, how can it point the event page if there is not in the DB the data keeping the FB event URL?
Looking at the page source. the link is the following:

https://www.facebook.com/plugins/like.php?app_id=240719639306341&href=http.....

But this does not help me, I am very confused on how it can work.
Can someone show me the light?

Thanks

Marcello

the facebook like embed a widget from facebook in the page, that (beside spying on your visitors, or anywhere that contains that button) knows on which page it's embedded and therefore what to like

What do you mean by it doesn't work?

it has nothing to do with the event you might have created on facebook, it's only about the civicrm page on your website that describes the event


Hide Base Templates in Mosaico? now that mosaico has 3 base templates for people to choose from - we don't want our users choosing any of those and only want them to use the custom template we created. Is there something I can do?

I think there is nothing that allow to hide base templates for now.

Personally, I would like to see a functionality that allows hide selectively the usable templates from a list of available templates. Perhaps a new featured request could be opened on https://github.com/veda-consulting/uk.co.vedaconsulting.mosaico on this direction.


Civi does not email to some contacts (Not CiviMail, just mail) We've got some contacts in a search result. Selecting all or checking "All x contacts" and choosing "Email - send now (to 50 or less)" leads to the email screen stating that three of the contacts won't receive the mail. But all of the possible reasons (is_deceased, do_not_email, ...) aren't true. The db says:

select do_not_email, is_deceased, is_opt_out from civicrm_contact where id = x;
+--------------+-------------+------------+
| do_not_email | is_deceased | is_opt_out |
+--------------+-------------+------------+
|            0 |           0 |          0 |
+--------------+-------------+------------+

select email, is_primary, on_hold from civicrm_email where contact_id = x;
+--------------------------------+------------+---------+
| email                          | is_primary | on_hold |
+--------------------------------+------------+---------+
| m.muster@domain.tld            |          1 |       0 |
+--------------------------------+------------+---------+

The contacts in question are able to receive emails if triggered by »send email«-action in contact's summary and even when selected in the result's list. The problem occurs only when sending to bunch of contacts.

Their email addresses seem valid and do not contain crazy chars.

I just can't find any reason why civi sorts such contacts out. I've read

Why are contacts not receiving emails when do not email not checked? and
Which contacts in a mailing group are NOT recipients of a mass mailing?

But nothing helped. Any ideas?

Thanks to michaelmcandrew's comment I investigated deeper and found the reason being a bug. Created issue https://issues.civicrm.org/jira/browse/CRM-19876 which is really weird but contains a somehow simple patch (https://github.com/civicrm/civicrm-core/pull/9676).


Transfer contribution to other contact Due to an error a bankaccount (iban) was connected to a wrong contact, so several contributions must be transferred to the right contact. What is the procedure for this action?

There is extension 'Move Contribution' available for moving contribution from one contact to another. Once you have installed the extension transfer can be done through the contact's contribution tab or through a Find Contributions search result action.
HTH
Pradeep


CiviDiscount "Specify api string for advanced filter" I'd like to use CiviDiscount to create an automatic discount based on a custom data field on the contact record.

Looking at the options for the Automatic Discount, there is a field called "Specify api string for advanced filter" but when I put a value into this field and save, it isn't actually saved. I'm not sure if this is because the strong is wrong, or something else.

I was testing with a group value as this using the same advanced value that is used when creating contact reference fields:

action=get&group=532

There is an example here: https://github.com/dlobo/org.civicrm.module.cividiscount/blob/master/README.md

You need to specify the entity and format the api string as JSON.


Recommended set up for Individuals -> Member of Organisation -> State Governing Body This may not be the best forum to ask the following - so let me know if I have this wrong and let me know how best to proceed.  (FYI I'm in Australia and using Joomla 3.5.1)

I have been looking around for ages for a tool to manage our member bands individual membership records and history and have tried to get my head around how CiviCRM can help solve the issues with our current MS Access DB (i use that term very loosely) to record details about each band's members and the bands' financial status with the state governing body.  Best thing that attracted me to CiviCRM was the auditing of changes :)

our organisation, at a state level, consists of a governing body for the state with member 'bands'.  Bands can be 1 of 4 types and an individual can be a member of only one band for each of the types (most members are a member of only 1 or 2 of the band types).

Qu 1:  Should I be using 'Organisations' for each of the Bands or should I use Groups.

Qu 2:  Memberships are paid (manually) by bands on a yearly basis.  Individuals of a band are regarded as 'paid and active' if the band to which they are associated has paid the fee - their are no 'individual' membership fees payable.  How would I go about setting up the CiviMembership extension to do this?
I have gone so far as creating one Band and an individual who has a relationship to that band - but not sure where to go to next.

Qu 3:  We also have several awards for bands and individuals which we wish to track.  Should I be using tags, groups or custom field to record this information.  We want to be able to record the type of award and the date it was given.

It took me a minute to get my head around this because I'm not sure what a "band" is in your context - I haven't seen the word used that way before.  However, I realized that I could answer your questions regardless.

Question 1:  Bands should be recorded as organizations - possibly as an organization subtype, but if they're the primary type of organization you track, that may be unnecessary.  The reason to track them as organizations is...

Question 2:  This allows you to use CiviMember to track memberships for individuals based on whether the band is in good standing.  You're correct to create a relationship between individual and band.  Now - when defining membership types (Administer menu > CiviMember > Membership Types), you must set the "Relationship Type" to match the relationship type you used to connect the individuals to the bands.  This will automatically extend a band's membership to an individual.

Question 3: I would actually argue that if you need to track both type and date, a new activity type "Award" is most appropriate.  Groups and tags won't let you record the date the award was given.  Custom fields would, but you could only issue one award per individual unless you used multi-record custom fields, which are awkward and best avoided.  However, activities actually fits quite nicely and will report well.


What should I do if an issue is marked as fixed in JIRA but it is still occurring? What should I do if an issue is marked as fixed in JIRA for a particular version, but it is still occurring in a later version?

Basically, you should reopen the original issue in JIRA once you have confirmed the problem is re-occuring in a later version than was fixed. Or if your account doesn't have the permission to do this in JIRA, leave a comment on the issue.

Every issue in JIRA has a field that says which version of CiviCRM included the code developed to address it. Bugs might re-occur because only part of it was fixed, or the QA wasn't thorough enough, or more commonly some later change recreated the problematic behaviour somehow.

Before reopening the issue, check that you can reproduce the error on the demo site, and make sure the behaviour matches the original bug description.

If it seems a bit different, create a new issue and include a link to the old one in your description, saying why you think the bug is similar but not the same (this can save time for people working to fix the bug).

If you're reasonably sure the bug is the same then reopen it, describe your experience including you site's version number, and indicate that you have reproduced the problem on the demo site. Note that you have to login to JIRA before you see the button to Reopen an issue:

If you don't see the button, then just leave a comment:

If an error was closed without being fixed because it couldn't be reproduced, you have an opportunity to assist even more. Try to take screen shots of the problem, and if possible, offer to do any testing the core team might request. This can involve checking a setting, examining a log file, or even putting in a debug statement. Rarely they might even benefit from accessing your system to investigate more thoroughly.


How do i add a new checkbox in message template I want to display a checkbox when the user clicks upload documents in message template. How should i do it?

You'll need to create an extension - see https://docs.civicrm.org/dev/en/latest/extensions/ to get started, and then you'll want to look at https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_buildForm/ to add the checkbox and then https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_postProcess/ to actually do something with it when the form is saved.

But also because the upload documents section is in a hidden section until you click the radio, if you want to add the checkbox in the same section you'll also need to look at https://docs.civicrm.org/dev/en/latest/framework/region/#region-reference to put it in the right place, or maybe insert some javascript there that also hides/shows your checkbox when the radio is clicked.


Auto save mailing editing template in Mosaico I have a question about creating a mailing with mosaico (civicrm/a/#/mailing/[number]), Why does auto-save not always apply when is changed?
When you click close or test buttons its saved, but it doesn't do it automatically, although it does do it when accessing the template during the first two changes...
Has it always worked like this?
Thanks!

Changes to the mailing are saved automatically (groups, subject, etc), but changes to the content (i.e. changes that you make in Mosaico) aren't saved automatically. So anything you change while in the Mosaico editor (with the Mosaico logo in the top left) isn't saved. It has always been this way.
It would be great if there was an autosave feature.


DataTables Warning: Cannot view Activities after upgrade to 4.7.28 I cannot view Activities on a Contact's Activities Tab, or my activities on my CiviCRM Dashboard. In both cases I receive the following error:

DataTables warning: table id=DataTables_Table_0 - Invalid JSON response. For more information about this error, please see http://datatables.net/tn/1

I am using CiviCRM 4.7.28 in Wordpress 4.9.1. I have the following Extensions active in CiviCRM:

iATS Payments 1.6.1
Summary Fields v. 3.1.1
Extended Report v. 3.0
Displays relationships in the contact summary v. 1.2
Mailchimp v. 2.0.1

In order to fix this regression, you need to apply this tiny patch, which wasn't merged in time for the 4.7.28 release.

Cheers,
Olivier;


Invalid document file format - error I can no longer upload docx or odt files to use as templates. Not sure when it happened but I'm running 5.6.0. I had uploaded files previously and even when downloading that same file and trying to upload again I get the error. Is it possibly a directory permissions issue? Confused... Not sure where to. Turning on debugging give no additional information. Thanks.

Attached is a screen shot of when I try to save and the

and a Link to the bare .docx (stripped tokens)

message template

Thank you for adding the screenshot - it makes the issue much clearer.  I actually haven't used this feature before and it seems to be undocumented :(  That said, I was able to use it successfully on my local install.

While this might be a bug you're seeing, I looked at the code and am suspecting a MIME misconfiguration in the website software settings.  To help track down which it is, I recommend editing the file at <civiroot>/CRM/Admin/Form/MessageTemplates.php.

Find this line:
$errors['file_id'] = ts('Invalid document file format');

Replace it with:
$errors['file_id'] = 'MIME type: ' . $files['file_id']['type'];

The acceptable values are:

docx: application/vnd.openxmlformats-officedocument.wordprocessingml.document
odt: application/vnd.oasis.opendocument.text

If you're getting a different value, hopefully it will provide a helpful clue as to the problem.  If not, please edit the question again to show the error you're getting.


How is CiviCRM in a Drupal Commons Install? My organization has been using WordPress, and wants to move to Drupal for views and webform, but we need some sort of social community for our members. We're currently using PeepSo (from the makers of Jomsocial for Joomla! (peepso.com)) which we like better than BuddyPress. However, what can we use to give us similar functionality in Drupal? The only thing we've found is Drupal Commons.  Are there any conflicts between CiviCRM and Drupal Commons? If there are conflicts, is there another way to have a social community on Drupal that won't conflict with CiviCRM?

There would be no conflicts. I think the question of what makes a good drupal 'social community' is a specific drupal question and should be asked on that StackExchange, however if you want more specific answers here it would be helpful if you clarify in your question what you want the system to offer users.

Having used Commons once (due to someone elses choices) but eg Organic Groups many times, I would not opt for a pre-built system like Commons. But again that is not a discussion for CiviCRM SE really.


have different events for different user groups I have users in different groups.depending on the group they are in when they see the events listing, I'd like them to only see events that are relevant to them based on the group(s) they are in.
For example, let's say I have users in 3 groups: Board member, Manager, employee. The board member gets to see events for all groups. The manager only gets to see manager events. The employee gets to see events for employee and manager.and also I'd like every group have their own calendar.
(CiviCRM 4.7.25 on Wordpress 4.8?)

To restrict users to see events of their own group in CiviCRM UI then you will need to write an extension that will restrict this.

You can use CiviCRM hooks to restrict group to see their own events. Similarly in case of listing events on wordpress UI.

HTH

Pradeep


How is Make it Happen implemented? It looks like it is a good implementation crowdfunding that I could use to fund projects for my org at low cost (just credit card charges). Is there any info about its implementation on the civicrm website.

I read your question differently to Andy.

The MIH itself is simply a civicrm contribution page.

But there are also MIH 'content types' and the page at https://civicrm.org/make-it-happen is then a View (Drupal) based on the above Content Type and I suspect there is a fair bit of custom stuff happening in that View which means an 'export' of it won't give you it in a box.


Option to have the employer field being a select with existing orgs? I want to let members of existing organisations register themselves via CF.

If I let them free type their own organisation name, it's sure they will type the name in very creative ways, that are going to be different than how they are created in CiviCRM and therefore adding duplicates

In the drupal world with webform, you can limit what can be put in the organisation name and instead of a free form, have a select

Is there something similar with CF? having the employer field not a free form but a select with the list of organisations being a select of all the organisations in a group?

The contact reference field in caldera forms limiting the entries to a group created containing the employers should work.


Views Bulk Operation (VBO) : Config List does not display a Custom Field I have created a new Custom Field (yes/no, searchable) in an existing group which already contains 15 of them.

I want then to create a VBO to be able to modify this field value from a View.

But my new custom field is not displayed in the Operation Settings Token list (while all the previous 15 are displayed).

Why ? How can I fix that ? Any help is welcome.

(I run Civi 5.6.0 / Drupal 7.60)

Some times when adding new fields to an existing 'set of fields' you will need to clear Drupal caches before these fields are available through the field chooser in the View.


How to generate a report excluding recurring contributions? Is there any way to get a report, ideally something like the Contribution Summary report, which allows you to filter by recurring or non-recurring contribution?

It would be quite useful to be able to get a report of all the donors who gave more than $XXX last year, but exclude recurring contributions. There are reports that will show only recurring donations, but I can't seem to find anything in reports that allows me to exclude recurring donations (obviously, this is easily done in contribution search, but that doesn't let me find aggregate contributions over the year).

If this isn't currently possible, is it as simple as looking for donations with an empty or not-empty recurring contribution ID?

ReportPlus (https://civicrm.org/extensions/reportplus) is worth looking at.

The included template report for 'Contribution Matrix Plus' definitely has a filter for 'Contribution is Recurring? - Any, Yes, No' already and I suspect some of the other templates will do too.


How to delete an address, phone, email, or website in a profile? I've created a CiviCRM profile with address fields, and with email, phone, and website fields, and configured this profile for use in the Drupal Account Edit screen.  Some users may want to delete these fields from their profile, but this doesn't seem to be possible. When the user deletes the values of all the address fields, and/or deletes the phone, email, or website form values, and saves the form, the existing field values remain untouched.

As a very poor workaround, the user can enter a bogus value like '-' for the phone number, or for address fields, but email and website require valid formats, so even this poor workaround fails for those fields.

Is there a way to allow deleting on these entities in a profile?

I recall this coming up a number of times on the old Forum and the answer was 'can't be done'. And I thought this was going to be an unhelpful answer but Post 1 took me to Post 2 which took me to this Include ID when editing 'block' fields (+ allow deletion of block values via Profiles) which is flagged as Fixed for 4.7.

What version are you on? Want to go test on master


How can I improve the performance of the change log table? Retrieving the change log for a contact takes ages for my client - maybe a response of 10 minutes to get just 79 records for one contact. The contact database has about 39K rows, but with about 950k rows in the civicrm_log table (there are lots of transactions). Logging is switched on, which at the time seemed a very attractive option.

Would adding an index help?  I have defragged & optimised the civicrm_log table, but to no effect.

If logging is on then results will be retrieved from the log_xxx tables not civicm_log.

Normally these tables use the archive engine - which is not indexable. We have in some cases selectively converted these to INNODB & added indexes

Archive tables are supposed to be quick to write to and slow to read from. They are also non-transactional - which means that if a rollback happens for a given transaction the archive table record will not be rolled back (on rare occasions this has helped us with forensics)

EDIT: also take a look at this extension I wrote https://github.com/eileenmcnaughton/nz.co.fuzion.innodbtriggers which converts log tables to innodb automatically and this  blog post for more details: https://civicrm.org/blog/eileen/who-did-what-when


Modifying Default Contact Forms (Individual, Household & Organization) How can I modify the default contact forms and remove the unnecessary fields and add new fields instead.

If you're referring to the "New Individual" etc. form that looks like this:

You can remove some of the fields from **Administer menu » Customize Data and Screens » Display Preferences.  You can't remove all the fields from this screen without coding a custom extension.

You can add fields by creating custom fields.  See the documentation for more help on this.


Receipt template $line.description not showing Hoping for some assistance for some issues with the invoice and receipt for the online contributions.

Even though the script for the line item description is present in the template (below), no description is printing in HTML, text, or PDF format of the receipts.

In this case the main concern is charitable items that include the charity number in the description. I haven't worked much with the mail templates but nothing glaringly wrong is jumping out at me.

This is from "Contributions - Receipt (on-line)". I can post the whole thing if needed.

Also, on the invoice the below script for the Description is pulling something completely different from what I input at Administer > CiviContribute > Financial Accounts. That's the only place I've been able to find to set the description. I can't seem to find where the text that is showing has been input anywhere. If someone can give me a hint here it would be greatly appreciated.

Thanks for any assistance,
Pennopoly

The following has had HTML stripped out

  {if $lineItem and $priceSetID and !$is_quick_config}

   {foreach from=$lineItem item=value key=priceset}

       {foreach from=$value item=line}

         {if $line.html_type eq 'Text'}{$line.label}{else}{$line.field_title} - {$line.label}{/if}
              {if $line.description}
                  <div>{$line.description|truncate:30:"..."}
                  </div>
              {/if}

The description field that is rendered in the receipt is part of an option value that is used in a field in of a price set (See screenshot). But I wonder if that is useful for your what you want to do?


Should I use Civi::settings()->get and set or In this post on StackExchange How do I add a new settings page for my extension? the way to create settings in CiviCRM is stated as : Create a settings dir in your extension's base directory, and within that create a whateveryouwant.setting.php.

I always use Civi::settings()->set and Civi::settings()->get. What is the recommended way?

One option is to create settings using Setting Reference

How I would do through extension is

Register metadata for setting using hook_civicrm_alterSettingsMetaData
To set the setting using civicrm api
code:

civicrm_api3('Setting', 'create', [
  'setting_name_goes_here' => 123,
]);
To get the setting using civicrm api

civicrm_api3('Setting', 'getvalue', [
      'name' =>'setting_name_goes_here',
    ]);
If you want to add this setting on one of the Admin config form then below is a good example on how you can do it.(New version of CiviCRM provides more flexibility to add settings to UI by appending settings in $form->_settings in preprocess hook)

https://github.com/JMAConsulting/biz.jmaconsulting.easybatch/blob/master/easybatch.php#L140
https://github.com/JMAConsulting/biz.jmaconsulting.easybatch/blob/master/easybatch.php#L116
https://github.com/JMAConsulting/biz.jmaconsulting.easybatch/blob/master/easybatch.php#L304
https://github.com/JMAConsulting/biz.jmaconsulting.easybatch/blob/master/templates/CRM/EasyBatch/Form/Admin.tpl


Reports and Custom Searches We currently have circa 1000 community groups across the UK and need to run a report on the amount held in each region or county.

I can obtain the numbers by running individual advanced searches for each region by setting the criteria etc, but is there a simple & effective way but building a report around this information?

Many thanks

Terry

There is an extension called Report Plus which provides nice matrix on Contact, Contribution Membership etc. I guess you can use this extension to build your report.

HTH

Pradeep


Help needed: Need to run reports to find information on number of members during a specific year Good morning,

I'm a program assistant at the NH Public Health Association, and we need to determine the following data:

Number of current (as of a certain date within a year; e.g., February 26, 2019) members of NHPHA
Number of members at any time during a specific year (e.g., 2019)

We have tried to use the Reports function to determine these data, without success. Can anyone explain how to do this? Please let us know if there are specific filters we should be using. We appreciate any help anyone could give us. Thanks in advance!

Sincerely,
Jess

UPDATE: also try the nz.co.fuzion.historicmembershipdata extension
Try the Membership Churn extension otherwise
1/ I think you can get via
Adv Search
Set Start Date to < Feb 26 2019
Set End Date to > Feb 26 2019
2/ might be a bit trickier but I suggest using Search Builder and something like
Set Start Date > Jan 1 2019 to Dec 31 2019
OR
Set End Date to > Jan 1 2019 to Dec 31 2019
EDIT: you may need to also exclude Memberships that are 'old' ones which you may be able to do via Memb Status


Credit Card Payment after Editing Event Registration with more Choices Drupal 7 Civi 4.6.15

How do we manage this workflow?

Participant registers for event using discount code, pays $0.
Calls, wants to add non-free items to registration, we edit the
Registration and add them.
Registration now says $250 with status payment pending

How do we apply a new credit card charge to this changed registration? On the backend it lets us enter credit card payment details, but doesn't let us charge it, AFAIK.

We are also having similar issue seen here: Having issues with recording new payments for registrations paid with credit cards

If we mark the registration as 'Partially Paid', then try to record payment, Civi error spits out in log

Notice: Undefined variable: paymentVal in CRM_Core_BAO_FinancialTrxn::getPartialPaymentWithType()

One option would be to delete their initial registration, then use the public registration form either Incognito or the 'register as other' and submit their new registration with their credit card payment.


Views : Syntax error or access violation: 1142 (???) I am trying to implement Views, but when I want to create an elementary users view, I get the following error :

SQLSTATE[42000]: Syntax error or access violation: 1142 SELECT command denied to user 'XYZ'@'localhost' for table 'civicrm_uf_match'

This, though I followed the Wiki : https://wiki.civicrm.org/confluence/display/CRMDOC/Views3+Integration

Here under is a partial copy of my settings.php file where I have copied the requested info :

$databases = array (
  'default' =>
  array (
    'default' =>
    array (
      'database' => 'paroisse_drup275',
      'username' => 'xyz',
      'password' => 'abc',
      'host' => 'localhost',
      'port' => '',
      'driver' => 'mysql',
      'prefix' => 'dr_',
    ),
  ),
);

$databases['default']['default']['prefix']= array(
  'default' => 'dr_',
  'civicrm_acl'                              => 'paroisse_civicrm.',
  'civicrm_acl_cache'                        => 'paroisse_civicrm.',
  'civicrm_acl_contact_cache'                => 'paroisse_civicrm.',
  'civicrm_acl_entity_role'                  => 'paroisse_civicrm.',
  'civicrm_action_log'                       => 'paroisse_civicrm.',
  'civicrm_action_mapping'                   => 'paroisse_civicrm.',
  'civicrm_action_schedule'                  => 'paroisse_civicrm.',
  'civicrm_activity'                         => 'paroisse_civicrm.',
  'civicrm_activity_contact'                 => 'paroisse_civicrm.',
... );

I am in CiviCRM 4.7.6, with Drupal 7.43

Based on your comment, I see that each database only provides privileges to their respective user - and it seems implicit that you're using different users for each database.

That means that your Drupal MySQL user doesn't have access to the CiviCRM database.  For Views to work properly, the Drupal user must have permission to run SELECT statements on the CiviCRM database.  From the documentation you linked: "If you have different database users for your CiviCRM and Drupal databases, then you need to grant SELECT access for the Drupal user to all the CiviCRM tables."

Please try granting this access and try again, you should be good to go!


How can I run a report with Pending (Incomplete Transaction)? Essentially I want the contribution detail report but to filter Contribution Status: Pending, Is Pay Later: No
(I know I can do this with search)
I can do this with some extensions, but they do not hyperlink to the contact or contribution for easy access.
D7 Civi 5.32

Pay Later isn't available in reports provided by core civicrm. I added this to extendedreport extension recently - https://github.com/eileenmcnaughton/nz.co.fuzion.extendedreport/pull/434
The PR is merged so you can use the latest (or master) version and use contribution details extended report to find the required filter.


CiviCRM dashboard and menus do not load I cannot load CiviCRM 4.6.3 in my WordPress installation. I can login to Wordpress, but when I click on CiviCRM,

The menu is not loaded
the dashboard remains on "Loading…"

When I check the console (F12 in Firefox) I see this error:

  L’utilizzo di getAttributeNode() è deprecato. Al suo posto utilizzare getAttribute(). mootools.js:343:0
      SyntaxError: expected expression, got '<' admin.php:1:0
      SyntaxError: expected expression, got '<' admin.php:1:0

What can I check?

This sounds like a javascript error on your Wordpress site. These are typically caused by buggy WP plugins. I suggest you disable plugins to identify the problem.

Here are more detailed javascript troubleshooting steps for CiviCRM.


Update of Smart Group cache I am on CiviCRM 4.6.2 on WordPress and recently noticed that Smart Groups are not updated.

If I look at contacts in a Smart Group it will say one number. But if I then click on Edit Smart Group Search Criteria for ... then the real member count is shown and the list shows the correct members. As seen on the two screenshots the membercount is different. 696 is the correct count.

Updating the cache does not resolve the issue. How do I get these groups to update?

It turned out to be a user mistake. The members were included wrongly in the smart groups because of a parent / child issue.

  XXX is included in these Parent group(s) based on belonging to
  group(s) which are their children.


how the members can login to civicrm after I created the signup and renewal page and configuring it, I found that it is not accessible by people who are not wordpress users, how to solve this, and how the users can enter their profiles without being users in wordpress(in another word to be a user in civicrm and not user in wordpress)?

Muhamed - you can allow people to register anonymously, they do not have to be 'members' or users in WP. When people register, their name, email and address information will be used to create new 'contact' records. It is a matter of setting up CiviCRM permissions as you want them.


API contact custom field I successfully used civicrm to create a contact but I want to send a custom field value through api to be saved on the created contact but can't find a way to do can you advise, when I search in support -> developer -> api explorer only found "CustomField" but can't use it to set custom field value on a specific contact.

good to hear you had some success! I would expect the api explorer to show you the custom fields for contact? You can use the custom fields with the api if you know the id of  the custom field. So for custom field with id 5 the parameter for the API would be:

 custom_5 => <your value>

So an example would be:

$result = civicrm_api3('Contact', 'create', [
  'custom_11' => "blablabla",
])

;


What is the most integrated Drupal 7 shopping cart for CiviCRM? We want to have a shop that sells tshirts, mugs, etc. We want people to have an option of logging into CiviCRM at check-out, and to be able to view their shop orders through CiviCRM.

I see there is Commerce CiviCRM and UC CiviCRM and am trying to decide which is the better option. Features we care about are:

Futureproof: which will have more longterm updates & support?
Easy to set up and use: we are new to CiviCRM
Best integration with CiviCRM: does one have more features than the other?

Any help/advice is appreciated.

Update: Thanks to everyone who responded, it looks like Commerce is the way to go.

yes Eileen at Fuzion is working towards pulling together Commerce + CiviEntities + Rules as a more flexible approach. We have clients using both Commerce_CiviCRM and uc_civicrm and have had some grief with both of them, such as in terms of when should it update civi addresses and when shouldn't it and clients wanting different outcomes etc. Or eg can customer buy a Membership as part of the cart and get instant member discount on other items in the cart. Hence us going for a more flexible solution.
But to more directly answer your question, starting now I would go down the  Commerce path.


Test Emails Not Working Suddenly, CiviMail test emails are not working. Note that the emails themselves are going out without problems, just not the tests.

Any idea of the problem and how to troubleshoot?

CiviCRM version: 4.4.14
CMS: Drupal 7.36

Can you check on the log of your mail server if they are really not going out?

Usually when I have this problem, it's because the test emails are flagged as spam and discarded somewhere between civicrm and the inbox of the tester


How do I add options to Communication Preferences Is it possible to add to the Communication Preferences in contact profiles? At present we only have 'NO BULK EMAIL' (USER OPT OUT) we would like to create 'NO BULK EMAIL (ADMIN OPT OUT) or similar. Is this possible? We would rather not remove them from the various tags and groups as this is useful info for us.
Thanks in advance.
William

I do not think you can simply add a Communication Preference like you can add an option group as there is also quite some processing involved rather than 'just' a way to inform you about something. So if you would want that you would also have to influence the code. You can add a preferred communication method, but that is different because there is no processing related.


system wordpress/drupal confusion I'm a newbie.  Attempting to install local MAMP Drupal CiviCRM - following the wiki steps.  When I get to the CiviCRM install script, it throws the following error - for some reason the install script seems to think I'm running WordPress.

I've purged it all, tried a again from scratch.  Same issue.

=========================
Notice: Use of undefined constant WP_PLUGIN_DIR - assumed 'WP_PLUGIN_DIR' in /Applications/MAMP/htdocs/drupal/sites/all/modules/civicrm/install/index.php on line 63

Notice: Use of undefined constant WP_PLUGIN_DIR - assumed 'WP_PLUGIN_DIR' in /Applications/MAMP/htdocs/drupal/sites/all/modules/civicrm/install/index.php on line 64

Notice: Use of undefined constant WP_PLUGIN_URL - assumed 'WP_PLUGIN_URL' in /Applications/MAMP/htdocs/drupal/sites/all/modules/civicrm/install/index.php on line 65

Warning: require_once(WP_PLUGIN_DIR/civicrm/civicrm//CRM/Core/ClassLoader.php): failed to open stream: No such file or directory in /Applications/MAMP/htdocs/drupal/sites/all/modules/civicrm/install/index.php on line 75

Fatal error: require_once(): Failed opening required 'WP_PLUGIN_DIR/civicrm/civicrm//CRM/Core/ClassLoader.php' (include_path='.:/Applications/MAMP/bin/php/php5.6.10/lib/php') in /Applications/MAMP/htdocs/drupal/sites/all/modules/civicrm/install/index.php on line 75

I haven't experienced this myself, but -- skimming the code in index.php -- it appears to track a variable called civicrm_install_type. The variable defaults to drupal but can be set to wordpress by passing ?civicrm_install_type=wordpress. Once it is set, it's stored in the SESSION and reused for future page-views.

One way you could probably trigger this behavior is to install WordPress+CiviCRM, swap out the code base, and replace it with a Drupal+CiviCRM codebase (on the same server, using the same browser session).

If this were the situation, you could get around it by either:

Resetting the PHP session (eg deleting cookies or logging out).
Explicitly passing ?civicrm_install_type=drupal when visiting civicrm/install/index.php.


Drupal module to check "auto renew" checkbox for membership getting overridden, why? Edit Note: Since I first began looking into this, I have been reminded that the Drupal way to solve this challenge is to develop a Drupal module to customize the default CiviCRM behavior. I have now done so, however something is overriding the custom Drupal module behavior it injects into CiviCRM.

We have understood that with CiviCRM, there are three options for the auto-renew of Civi Memberships:

civicrm_membership_type
Add column - auto_renew TINYINT(4), default 0
values: 0 = No auto-renew option; 1 = Give option, but not required; 2 = Auto-renew required;

We have need of an "auto-renew by default / you may opt out" membership mode, as a handful of potential members are absolutely offended that the "Please renew my membership automatically." check box is checked and grayed out.

This particular site runs CiviCRM with Drupal 6.x, latest version of CiviCRM.

I had an almost identical problem to solve today, which was to default a recurring contribution checkbox to "yes".  I think your original code is close, but QuickForm doesn't expect an array for a default value for a checkbox.  So, for instance, here's the code that worked for me:

function alwayscheckrecurring_civicrm_buildForm($formName, &$form) {
  if ($formName == 'CRM_Contribute_Form_Contribution_Main') {
    // "recurring" should always be set to "yes" if it exists.
    $defaults['is_recur'] = 1;
    $form->setDefaults( $defaults );
  }
}


API problem regarding to Word Replacement I want to replace a word. I was trying to insert using API3 but it is not working properly.

  Word replacement API3

$result = civicrm_api3('WordReplacement', 'create', [
  'find_word' => "Contacts",
  'replace_word' => "Data",
  'id' => 1,
]);

  Output
      {

"is_error": 0,
"version": 3,
"count": 1,
"id": 1,
"values": {
    "1": {
        "id": "1",
        "find_word": "Contacts",
        "replace_word": "Data",
        "is_active": "",
        "match_type": "",
        "domain_id": "1"
    }
}

But the values are not stored in 'civicrm_word_replacement' table.
Please give some suggestion.
When I am trying to insert a value using custom php script then it is showing me a following error.

PHP Fatal error:  Uncaught Error: Call to undefined function _drupal_flush_css_js() in C:\xampp\htdocs\copy\sites\all\modules\civicrm\CRM\Utils\System\DrupalBase.php:300

Your code includes 'id' => 1

create with an id is for updating an existing value.  Do you already have a WordReplacement with id=1 ?

If you are wanting to create a new one rather than update, just omit 'id' => 1


I keep getting Payment Instrument not valid when trying to import Contributions - after upgrade from LTS 4.6 to 5.3.x We recently upgraded from LTS 4.6 to 5.3.1 (in July). Via the GUI we can see the Payment Method that we'd like to import -> Moneris -> id=6

Importing with Payment Method:

Moneris -> fails: Reason: Payment Instrument is not valid: Moneris
6 -> fails: Reason: Payment Instrument is not valid: 6

What else can I try?

Ok next thing to try is to check the civicrm_option_value table. Note it has a name column (in addition to what you can see in the GUI in 5.3.x). In the old days this name column was exposed and could be set independently: here it was set to Offline Credit Card - Importing with Payment method:

Offline Credit Card -> works!


CiviEvent - if registration date is is in the past, shouldn't be Online registration enabled? These two doesn't seem to play well together. Mean, both options are mutually exclusive: we don't want Online Registration enabled if Registration End Date is in the past, do we? Even if (not sure) by "Registration End Date" we mean an offline registration end date.

The checkbox that states "online registration is enabled" acts like a switch to enable online registration and allow you to configure the online registration parameters under the tab. If you uncheck this the fields will be hidden and online registration will be disabled.

The date fields set the start and end date that the online registration forms are available to visitors. This allows you to open and close registration at specific times automatically.

This all controls the public registration. nothing on this screen effects back end registrations.

Hope this helps.


Extracting a report/pulling a search result to CSV but setting an exported flag to indicate this I am looking for a way to mark data as exported in some way.

The scenario is that we are receiving and capturing data for enquirers (people making enquiries) on behalf of a third party.

The 3rd party doesn't have access to the system (and are not allowed to be given log in - apparently this is a 'politics' reason) however need to be given an extract of all the people who have made contact in the last 24 hours.

Ideally I would like to pull a report (automatically generate a CSV file perhaps) but mark the data in some way with an exported flag or date so we can show it has been exported.

Any suggestion as to how I could do this?

(Open to other suggestions such as an export that sets an activity as completed or something too, or something that can be developed by the API)

This Log Export extension "logs to a files within the ConfigandLog directory whenever an export happens, who performed it what columns involved and the relevant entity IDs"

There is a blog about it here


Network Error due to Cross-Origin Request Blocked All,

This post https://forum.civicrm.org/index.php?topic=34829.0 describes the problem I just experienced. I was able to work around the issue by deleting www from the address in the address bar. Obviously, this is not a solution.

What is the proper way to solve this problem?

Ensure that your site is accessible via a single canonical hostname. Configure your webserver or CMS to redirect requests for other hostnames to the canonical hostname.

Currently your site is permitting people to browse on both www.example.org and example.org. While this works fine for Drupal/Joomla/WordPress, CiviCRM doesn't handle it well, and you'll see form submission errors or CORS issues.

By configuring a canonical hostname redirect, visitors hitting the wrong URL (eg www.example.org/donate) will be immediately redirected to the preferred hostname (eg example.org/donate).

The following settings must match:

canonical hostname in your webserver or CMS configuration (varies by software in use)
Base URL in CMS config (Wordpress: wp_options table; Drupal: $base_url in settings.php; Joomla!: _______?)
CIVICRM_UF_BASEURL configured in civicrm.settings.php
Resource URLS in civicrm admin section

Make sure to check both scheme (http:// vs https://) and hostname (example.org vs www.example.org vs www2.example.org). Some modules or extensions (eg Drupal "secure pages") that offer redirects will also need to be considered/configured.

Configuring canonical hostname redirect is recommended for SEO as well as because it makes civicrm behave much better :)


After upgrading to 5.20.0 - unable to edit or enter contact email addresses- "Email is not valid." Just upgraded from 5.19.2 to 5.20.0. Upgrade appeared to run through without a hitch.Joomla! 3.9.13, php 7.3.12, mySQL 5.7.28
Now, when editing existing email address, or when  entering new contact details, saving fails with the following error message:
Please correct the following errors in the form fields below:
Email is not valid.There's no corresponding error in the CiviCRM error log. Looks like the email address check isn't working properly. Has anyone else seen this?[Edit] As a temporary solution, I have commented out line 62 of civicrm/CRM/Contact/Form/Edit/Email.php (the line which begins "$form->addRule"), but this is obviously only a stopgap.

[Edit] Upgraded to 5.20.1 and the problem persists.

[Edit] Problem is fixed in 5.20.2. So it was possible to upgrade directly from 5.19.2 to 5.20.2, but to upgrade to any of the intervening releases, the patch is needed. https://github.com/civicrm/civicrm-packages/pull/271.patch

Thanks to the comments above, I have edited the packages/HTML/QuickForm/Rule/Email.php file to remove INTL_IDNA_VARIANT_UTS46. Forms with emails on them now work again.
Change:
$part = idn_to_ascii($part, 0, INTL_IDNA_VARIANT_UTS46);
to
$part = idn_to_ascii($part);

This is how it was in the CiviCRM 5.19.2.


Page - specific Datepicker config in jcalendar.tpl How does one add a default value in one of Datepicker fields while adding or editing Relationship? For example, set today's date as a start date at Enabled checkbox check and as the end date if un-checked.  Should it be a custom piece of jQuery code or it's better to alter jcalendar.tpl? If latter, how one defines "Add/Edit Relationship" modal frame has been triggered and not, say, "Add/Edit Membership?" one.

You can set a datepicker's default value in the setDefaultValues() method of the form.  Here is a snippet of code that sets a date to today if none exists, and to a saved date if it does:

    if (empty($data['thank_you_date'])) {
      $defaultValues['thank_you_date'] = date('Y-m-d');
    } else {
      $defaultValues['thank_you_date'] = $data['thank_you_date'];
    }


Scheduled Reminder Ignoring the Year of Membership End Dates Our site is configured to send a scheduled reminder 1 day after the membership expiration date. Memberships are renewed through a contribution page. The reminder is only sent to non-auto renew members. When a member renews their membership it updates the expiration date to the following year but the reminders are still being sent.

For example, A member's membership end date was October 14th, 2019. She renewed her membership on September 24th, 2019 which changed her membership end date to October 14th, 2020 but she still received a scheduled reminder on October 15, 2019.

Has anyone else experienced this issue? From my understanding, the scheduled reminder and contribution page is configured correctly.

This sounds like it could relate to when the Job for Update Membership Status runs compared to when the Job for Send Scheduled Reminders run.
Eg if the above are both set for daily then it is possible that the Update Memb Status runs after the Send Scheduled Reminders, and then the Reminder is created/sent before the Memb Status has been updated.


Is it 'better' to use mysql_dsn rather than mysql_ram_disk with buildkit and amp config? I've successfully set up a drupal-clean test build on my Ubuntu 19.04 machine using buildkit, amp config and amp test and chose mysql_ram_disk rather than mysql_dsn.

My intent was to have a semi-permanent dev environment.

Did I make the wrong choice? Should I use mysql_ram_disk for such an environment?

It's a little bit hard to answer without more info but generally the ram disk isn't going to save your data unless you do something extra, so it's more useful for one-off tests or something where you need speed over permanence, like running unit tests (which it mentions in the readme). I don't use buildkit since I'm on windows but I do switch over to a ramdisk when running tests since it's way faster when it keeps needing to load/reset the database. I wouldn't recommend a ramdisk for setting up a semi-permanent dev environment that you plan to work on regularly, unless you're willing to regularly dump the data somewhere and reload it later, or automate that at startup/shutdown, and risk losing something in the middle.


Menu problem when web host upgraded from CPanel to Site Tools Recently, my host provider Siteground upgraded the back-end of my site from using a classic CPanel to the new and improved Site Tools. Upon the upgrade, the main CiviCRM 5.34.0 menu no longer appeared in my Drupal 7.78 instance. Also, icons with ? showed up as unknown boxes. After getting assistance at chat.civicrm.org, the problem was solved...

I replaced the full URLs in the civicrm.settings.php file with relative URLs as shown below:
FROM

global $civicrm_root;
$civicrm_root = '/home/customer/www/example.org/public_html/sites/all/modules/civicrm';
if (!defined('CIVICRM_TEMPLATE_COMPILEDIR')) {
define( 'CIVICRM_TEMPLATE_COMPILEDIR', '/home/customer/www/example.org/public_html/sites/default/files/civicrm/templates_c/');
}

TO

global $civicrm_root;
$civicrm_root = './sites/all/modules/civicrm';
if (!defined('CIVICRM_TEMPLATE_COMPILEDIR')) {
define( 'CIVICRM_TEMPLATE_COMPILEDIR', './sites/default/files/civicrm/templates_c/');
}


(Solved) When adding a new contact, redirected to Civicrm home page This started after upgrading Civicrm. When I click on any Civicrm menu item, I get redirected to the Civicrm home page. Please advice.
This is the url shown in the browser: /civicrm/contact/add_reset_1_ct_Individual

Solved. I used a copy of the navigation menu table for first CiviCRM installation and reset the table. Cleared the CiviCRM caches and my browser cache and the admin menu is working properly.


Can I remove old discount codes without affecting contribution records? We've got a fairly long list of discount codes piling up. Many of them are specific to old events and are no longer used. Can I just delete them without affecting other data in the database?

I tested deleting a discount code with CiviCRM 5.2.1 and CiviDiscount 3.4

When deleting a discount code I saw this warning:

WARNING: Deleting this discount code (GMC610) will prevent users who have this code to avail of this discount. Do you want to continue?

After I deleted the code I searched for the contact id in the "cividiscount_track" table and the item was still there. However, it appears the code was removed from the "cividiscount_item" table as would be expected. So, it appears the code is removed from the list but the tracking data remains in the database.

I checked the Contributions in the contact record of the contributor before and after and I did not notice any changes.

It looks like the only thing that is removed in the contact record is on the 'Codes Redeemed' tab, you will no longer see the code in the CODE column. However you do see the date so you will know some type of code was redeemed.

In summary, it seems safe to delete discount codes as long as you don't mind losing the record of which code was used by a contact.


Issue Setting CiviCRM up with Wordpress Multi-Site I have a Wordpress multi-site installation in place that works fine and I have been trying to add CiviCRM to the multi-site but I am having problems when going through the documentation.

Now, I have installed CiviCRM on the main domain of the multisite and I have then followed the steps setup out in this documentation: https://wiki.civicrm.org/confluence/display/CRMDOC/Multi+Site+Installation

Everything goes fine until I get to point 5.C and edit the civicrm.settings.php file. Once I edit this file and insert the subdomains for the sub sites, the CiviCRM tab on the main site returns a server 500 error. It is only when I revert back to the original settings file that CiviCRM is able to load again.

Now as I have followed the documentation exactly I am stuck for why this is happening, or have I missed something?

Regards

Check your civicrm.settings.php is valid after making those changes. It may be some small error has crept in and proving hard to spot.

php -l civicrm.settings.php

(This will require commandline access on the server, or copying the file somewhere you have CLI PHP installed.)


CiviGroup Roles Sync - workaround for Smart Groups? Has anyone implemented any workarounds to use a Smart Group as the basis for a CiviGroup Roles Sync with Drupal?

I understand that Smart Groups don't work (only contacts added manually to the smart group will be picked up) but I'm wondering if anybody has ever tried any sort of cron + CSV chicanery to mirror a smart group in a manually added group, or anything else to get around the issue?

We're a small org trying to cater for a large (and providing we can make it work automatically, much larger) audience with varying membership, relationship and access requirements, so I need a really easy and automatic way to get this done.

Check out my answer to a similar questions:
Syncing Drupal Roles from CiviCRM Smart Groups

I think this is basically the same thing....


Wordpress CiviCRM site unusable after database upgrade from 5.4.0 to 5.5.1 I'm relatively new to CiviCRM and am trying to get a client set up with the platform. I like it overall, it seems much more usable than most I've touched in the past.

All seemed to be going well until late last week. I had it basically set up on a third-party server. There might have been a resource path issue, or it might be a known testing bug (probably the latter).

Somewhere in there an upgrade was called for by Civi and I decided to give it a try. It appeared to work, but after the DB upgrade step I couldn't get to any Civi pages. I had to completely blow away Civi and start again to get anything displayed. Restoring the db from Backup brought me back to a somewhat usable state, but it wants to upgrade the db. I've tried a couple times with the same result.

I'm limping along right now with a db that says it needs to upgrade, but otherwise seems to work.

Looking around on the forums here, it seems like maybe I should be using an older version. The website seemed to be strongly steering me to 5.* so I assumed it was stable. I see here, people using 4.7 which I didn't even see on the website (all seemed to be 5.* and 4.6.*).

Any thoughts on either fixing this 5.5.1 problem or if I should be finding and running 4.7?

People using 4.7 are out of date - 4.7 is end-of-life.  You should definitely go with 5.x for most use cases.

I would check your error logs in the ConfigAndLog directory - then come back here and edit your question to add the relevant logs.  In general, there's a troubleshooting page in the documentation, but most of the suggestions aren't applicable to upgrade failures.


Can I move a report from Contact Reports to My Reports? I have 5 reports in Contact Reports which I meant to have in My Reports. Is there a way to move these to My Reports?

Go to the report you want to add to your "My Reports." Click on the Access tab at the far right. Check the box beside "Add to my reports? That should do it for you.


Data (phone numbers) deleted in batch using profile not deleted from contacted records Wanted to reclassify 'Other Mobile' type phone numbers as 'Home Mobile' type phone numbers. Exported, copied data from 'other mobile'column to "Home Mobile column' in CSV file, leaving "other mobile column empty', and then reimported. Numbers were now in 'home mobile' field but also remained in "other mobile' (ie now appeared twice in each contact record. Created profile including phone number fields. Did batch edit using that profile. Deleted numbers in the innappropriate fields. Updated contact (saved). All appeared to work BUT the numbers are still showing in the "other mobile field. What have I done wrong?

not sure you have done anything 'wrong'. I think the phone and some other fields are designed so an empty field does not overwrite existing data - i remember this being an issue people have hit when trying to do what you tried via the Import route. Sounds like the same is happening via the Profile.

Probably doesn't seem like a 'great' solution, but if you have mysql access, could you use your Batch update Profile to change all the numbers you want to eg 'xyz', and then use mysql to find and delete that data?


Conditions in profile and membership I have individual members that can have different criteria for example:
Are you an English teacher : checkbox yes / no
(if yes :: appears in contribution form): what is your degree?: check boxes: bachelor/master/PhD
(if no :: appears in contribution form): what is your level at TOEFL? : free text.

How do I set conditions in forms using WordPress? Our membership for individual (member) is very complex and I don't want the form to be 1000 lines long.

I couldn't find this in the documentation.
Any help?
regards
Guillaume

You don't mention which CMS you are using but if Drupal, you might find it easier to do this with a webform.

If you're not on Drupal and want to do this with profiles then take a look at the Profile Conditionals extension


Are there other types of labels that can be created other than the mailing labels? How do I create labels other than the mailing labels? I'd like to be able to simply print off name (and maybe position) labels. All I can find is the basic mailing label and I don't want to change the address settings, I still need that feature as well. Is it possible to create my own label? I am on wordpress. It would be great not to have to use another program. Whenever I try to remove tokens in the address settings, the pdf comes up blank....

I just tested the same against wordpress and civicrm 4.7 demo

Their is an option called Name Badge - I guess that is what you are looking for

Go To Administer -> Communications -> Label Format

Then Add New Labal and give your setting - Sheet Size to envelope #9 (depends)

Once you have created Label format you should see that you have created an name Badge - Now Find contact - select about 50 records and in the actions you will see "Mailing Label - print"

In the next step select your Name badge format and print to PDF - you should get all the address as excepted else change setting

Also look for http://wpmaster.demo.civicrm.org i have created some Examples check before it gets refreshed

Refer to the link for more details
https://book.civicrm.org/user/current/events/event-badges/

If you have any issues please let me know so i will post some screen shots - I guess this helps !!!


Getting civicrm in Israel and in Hebrew and English Is this program available in Israel, also with Hebrew and English?  I would want to have it customized to our needs.
Thanks,
Debbie Perla
Hannaton Educational Center

The program is Open Source, so it is available everywhere.

When you download CiviCRM at https://civicrm.org/download/list you can also download the Localization files.

The Hebrew language is available in there, although not all texts are translated yet.

But I am pretty sure you can adjust it to your needs and make sure you can at least translate anything that is shown to your visitors.

On one of my CiviCRM's I have set the language to Hebrew, so you can have an insight how much is generally translated.

If you choose CiviCRM for your organization and you would do some extra translation for your site we'd love to help you give it back to the community. We would all benefit from it.

(More info: https://www.transifex.com/civicrm/civicrm/)


Utterly useless and unhelpful error message on attempting upgrade to 5.33.1 I have a Wordpress dev site  that we want to bring live with lots of new exciting content. The CiviCRM is out of date so I make a staging site and attempt to upgrade that to 5.33.1 from 5.32.2 so sadly the comment below, whilst very welcome and informative, does not take me any closer to a solution.
On entering the magic URL
http://example.org/wp-admin/admin.php?page=CiviCRM&q=civicrm/upgrade&reset=1

(with example.org corrected of course and using https:)
I get the utterly useless and unhelpful error msg
Sorry, you are not allowed to access this page.
I have full admin rights and am left wondering what went wrong and why.  Meanwhile I am under pressure to deliver the shiny new content in a secure manner.
all my links are https - what other security issues are there?
Am I better off redoing the site in Drupal as the WordPress is obviously not the focus of the CiviCRM devs? Will I get less hassle every time I need to upgrade?

It sounds like this is the url change that happened in 5.26. If you're upgrading from before 5.26 see https://civicrm.org/blog/kcristiano/civicrm-526-and-wordpress-important-notice


How to add a values (html select) to custom field? I am creating an extension. I created a custom group and custom field. The data and input field type is alphanumeric and select. I want to add multiple choice option into that custom field using an extension.

You can use managed hook to create custom field on install

Create Option Group
2.Create option values for option group
Create custom group
Create custom field.

There is another way of doing this i.e by creating xml file. A good example to refer would be https://github.com/compucorp/civihr/blob/master/hrcareer/xml/auto_install.xml

HTH

Pradeep


Spouse relationship in a Drupal view I currently have a Drupal View Displaying the current user and his/her spouse (AKA Drupal User and CiviCRM Contact B)
For some reason it will only Display the Drupal User and spouse if the spousal relationship was created from the Drupal User's CiviCRM contact profile.
If the spousal relationship was created from Contact B's CiviCRM profile, then nothing is displayed.
Is there a way to get this working regardless where the relationship was added?

You need to add the relationship from the contact ID B?


Sent SMS via Twilio failed I am using our shiny new Twilio Test account for the first time via CiviCRM and it doesn't go out.

"The From phone number +12395995225 is not a valid, SMS capable inbound phone number or short code for your account. For more information, see
https://www.twilio.com/docs/errors/21606"

The receiving phone number has been verified and using API calls via Twilio site works.

What would be a good way to troubleshoot this?

Found the solution at the page mentioned:
Turns out out it works with +15005550006 which means, there are still the test credtentials in the CiviCRM SMS Provider settings. Once they were replaced by the Live API information the earlier number also works.

Makes perfect sense to me.


searching custom field I have a custom field for storing educational data. A person's degree is stored as either Btech or B.Tech or B.Tech.  so what should I give in search option so that I can get all 3 in my result in a single search?

You can use basic pattern valid in LIKE operator of sql where clause.

For Eg - Using %tech% would result in all three rows.

Similarly you can use [, ], and _ symbols.

To find more about search strings - see Pattern Matching in MySQL  (AFAIK you can use only LIKE patterns here not REGEXP).


Add confirmation notification after submit in civicrm form in Wordpress this is a simple implementation of a CiviCRM form in Wordpress which I want to show success notification after submit.

<form  action="https://crm.mfc.org.pl/civicrm/profile/create?gid=25&amp;reset=1" method="post" name="form" id="form33">
<input type="text" id="name" placeholder="First Name" required="required" /></div>
<input type="email" id="email" placeholder="Email" required="required" title="Please Provide A Valid Email Address !" />
<input value="SUBSCRIBE" type="submit"/>
</form>

  For example after submit popup to says "Thank you for subscribing". Or the form to disappear and this text to stay on the form place.
  Now after submit nothing happens, just the page reload. Do you know how can I do it?

Thank you in advance!

Welcome to StackExchange!
It might help with answers if you clarified the purpose of the form. What will you then do with the collected Name and email?

It looks like the way you are attempting will require JS so maybe we should look at other options.

Depending on what you need the information for, you could use a Civi Membership or Event form, these would give you built in responses or redirection. You can create a profile that just uses Name and email and set the event/membership to No Fee.
Check out Caldera Forms or Gravity Forms. Both have CiviCRM integrations. I have used them both in the past. And both will give you the ability to create your own response or redirect.


How can I change column width on printed reports How do I change the width of columns on printed reports. Some columns are too wide and some are too narrow.

Depends whether its a one off report or something that you want to use regularly or for others to use without having to configure. The way I get reports looking how I want them is to export as CSV and then use Excel to set up the layout.


Search criteria dropdown choices disappeared I am using Search Builder to make custom searches. I want to search on a Membership field "Payment Method". After entering the operator = normally a small box appeared with a drop-down of the various options (cash, cheque, Direct Debit, etc.) from which I selected the desired option. This has worked fine for me in the past, however yesterday in my haste I accidentally entered a number in the window before selecting the option. Now I can't get the options back. All that comes up is the erroneous number and several other things I have tried.

How do I get my options back?  Seems like a cache issue, but I haven't a clue what to clear. I've tried different browsers on my local machine, but it must be something in CiviCRM.

CiviCRM 4.6.24, Drupal 7

This may have been a non-problem. Our developer noted that the particular variable I am concerned about is a custom variable, and it seems that custom variables do not present drop-down menus as do the standard variables. One then has to construct the search using the values defined for the custom variables (which would have to be looked up elsewhere in CiviCRM).


Scheduled Reminders - Renewal Link Civicrm 4.7.22 on Wordpress.

Hello,
I copied and pasted the below link into the HTML format area of the scheduled reminders for renewing memberships.  I changed the "myorganization" part to my own domain.  When I click it in the email it will not load a page and even said "Too many redirects".  Am I using this link wrong?  What is the right way to link to the renewal page?

http://www.myorganization.org/?page=CiviCRM&q=civicrm/contribute/transact&reset=1&id=N&{contact.checksum}&cid={contact.contact_id}

Thank you.

***UPDATE****
The link issue has been resolved. It now works. However, it links to the home page where the header widget and sidebar are visible. I would rather have it linked to a different page where none of that distracting information is visible.  How do I do that?  I don't see an option for overriding the page with the renewal form when I create a new page in wordpress.

****UPDATE***
I resolved the problem. Simply change
myorganization.org/?page=CiviCRM&q=civicrm/contribute/…;{contact.checksum}&cid={contact.contact_id}

to

myorganization.org/civicrm/?page=CiviCRM&q=civicrm/…;{contact.checksum}&cid={contact.contact_id} or whatever url you want the renewal form to appear in.

"&id=N": N must be replaced with an integer. View your contribution page and look at the value of id in the URL.


Migration of data from CiviCRM Drupal 7 to CiviCRM in WordPress (Version 4.9.4) We are currently setting up a new website for a client. They old site is using CiviCRM Drupal 7. However the fields in the new site using CiviCRM in  WordPress (Version 4.9.4) the fields of the database do not match. Is there a way to solve this backward compatability problem?

It is not allowing us to migrate the historical data to the new WordPress site by importing the data. Has any one an idea how we can resolve this, with out losing the historical data?

You can migrate the CiviCRM data between different CMS platforms but there are several steps to go through.  See Switching CMS platforms and Moving an Existing Installation to a New Server or Location to understand the issues involved.

Make sure you use the same version of CiviCRM on the Drupal and WordPress sites.  You can upgrade later.

Moving other Drupal content to WordPress is a different issue.


Advice for moving from Access to CiviCRM Our client has asked us to move them from a legacy MS Access based membership system to CiviCRM (on Drupal). Their existing system encompasses many years of memberships, accounts, academic records etc.

This will be the first time we will be importing a full system. Can anyone point us to any best practice advice or guidance?

Export the records from MS Access into a csv file and than import it into CiviCRM using CiviCRM UI import like Contact, Contribution, Membership etc. You map those contact using external identifier for reference.


Wrong email being sent for event confirmations Until recently, the correct email was being sent out when someone registered. Recently (I don't know exactly when since I don't get a copy of them), the wrong one started going out. I can't figure out why.

The email template being sent is Events - Registration Confirmation and Receipt (on-line).

It used to be that the text under this was sent out if you registered:

    {if $event.confirm_email_text AND (not $isOnWaitlist AND not $isRequireApproval)}

Now instead of it sending out that, it's sending out what is under the else that is under that.

What could have caused this? The events do not have a waitlist, nor do they require approval. Occasionally we do have ones that do have either/both of those, but none of the current events do.

Thanks!

EDIT: Sorry, forgot to add that this is CiviCRM 4.7.22 and Drupal. I don't know of any PHP updates, but those things sometimes happen via the hosting company without our knowledge. The last CiviCRM updates should have been done prior to the last time I tested the email process a couple weeks back or so.

I have just a suggestion for debugging:

Enable debugging at civicrm/admin/setting/debug.
Add the smarty token {debug  output="html"} to the workflow message template.
Now a dump of all the smarty variables and their values are shown in the email. Better to this on a test instance because you do not want your participants to see this.
Examine the values of $event.confirm_email_text, $isOnWaitlist and $isRequireApproval. Maybe this gives some more information.


Events Editable But Public URL is Bad Wordpress 5.6, CiviCRM 5.32.1, Shared server with ssh access
When I go to Events -> Dashboard and choose an event to review an existing or past event, I can edit it but when I choose the public link at the bottom of the page I get this:
https://nonprofit.org/wp-admin/admin.php?civiwp=CiviCRM&q=civicrm%2Fevent%2Finfo&id=56&reset=1
This gives a white screen for anyone, even an admin. When I manually change it to remove wp-admin/admin.php I get this format:
https://nonprofit.org/?civiwp=CiviCRM&q=civicrm%2Fevent%2Finfo&id=56&reset=1
Which gives me a list of old events - not the specific event.
I can edit the events. I simply can't show them publicly.
I suspect this has something to do with this post:
https://civicrm.org/blog/kcristiano/civicrm-526-and-wordpress-important-notice
However, WP was updated to 5.5 before I updated civicrm.
And of course this is different because it's adding the admin part to the URL.
If anyone has suggestions, I'd be grateful.

I figured it out.
I needed a base page.
It's fixed!


Activity processor on emails - doesn't work if sent to BCC recipients? I send an email from my Gmail account to say 200 recipients and because I don't want their addresses to be public, I BCC them

I also BCC my Activity processor account.

In Civi, the Activity processor account record appears but none of the other 200 recipients.  I'm guessing this is because they were BCC?

If I don't BCC them, they appear on the relevant Civi record.

Is this an error or by design?

Neither error or design but by the simple fact that the BCC addresses will never be seen by CiviCRM.

Activity Processor relies upon receiving an email sent to it containing the relevant information.  As you are sending using BCC, the 200 or so email addresses will never appear in the email.

You should send the email from inside CiviCRM and then you will get the result you want.


Upgrade Fails 4.7.4 - 4.7.6 in WP 4.5.1 We have attempted to upgrade the CiviCRM instance multiple times, but all attempts for that failed with the following error:

  ALTER TABLE civicrm_mailing_event_queue DROP FOREIGN KEY FK_civicrm_mailing_event_queue_email_id [nativecode=1091 ** Can't DROP 'FK_civicrm_mailing_event_queue_email_id'; check that column/key exists]

I have followed multiple suggestions on the Internet of people experiencing similar (if not the same) issues, but this did not help either. For example, I have tried the following recommendation:

  Unable to upgrade to 4.7.6

but it did not resolve the issue. I have also followed the instructions here:

  https://forum.civicrm.org/index.php?topic=29889.0

as well as the official documentation of CiviCRM here:

  https://wiki.civicrm.org/confluence/display/CRMDOC/Ensuring+Schema+Integrity+on+Upgrades

Here's my site profile link. https://mycivi.org/profile/snapshot/8yejn-Wwh0X-pHIht-GVWI3

Any suggestions on how to proceed?

UPDATE:  CRM-18526 fixes this issue - it's just been checked in.  To bypass this problem, upgrade to CiviCRM 4.7.8 or higher.

John is correct about this being related to CRM-18345.  There are two problems with the upgrade code - and the SET FOREIGN_KEY_CHECKS=0 others posted only solves one of them.

I've posted my analysis here, and I expect that someone will fix this issue.  However, if you're experiencing this now and want to upgrade, here's what to do.  I'm assuming that folks reading this will feel comfortable editing a file on their server, but aren't generally comfortable playing around with MySQL constraints:

First, restore your database to a state before the backup!

When you upgrade, look at the error.

Problem 1
Does the SQL statement that failed have the words DROP FOREIGN KEY in it?  If so, the problem is that you don't have the foreign keys.  In this case, it's safe to delete the code that tries to remove the foreign key.  Open up the file <civicrmroot>/CRM/Upgrade/Incremental/sql/4.7.5.mysql.tpl.  Find the command ALTER TABLE civicrm_mailing_event_queue DROP FOREIGN KEY FK_civicrm_mailing_event_queue_email_id (or whichever command corresponds to the error you're getting) and delete it.  Reload the page and the upgrade will continue.  It's very likely that if you don't have one foreign key, you don't have all four - so expect to repeat this three times.

Problem 2 Does your SQL statement that failed have the words ADD CONSTRAINT in it?  If so, you've already encountered the problem this code is trying to fix - but the code doesn't work if you've already encountered the issue.  To resolve this, add the line SET FOREIGN KEY CHECKS=0 on the line above the command that's giving you an error, and SET FOREIGN KEY CHECKS=1 on the line directly below it.

Don't forget - these commands are very similar, so if you think that this solution hasn't solved your problem, make sure you're looking at an identical error and not a very similar one!


Is there a way to set the autorenewal checkbox on a membership contribution page to be ticked by default? We're running on Drupal 7.69 and Civi 5.13.x.

Is there a way to have the option to autorenew ticked by default through configuration?

See image below:

Unless things have changed I believe this requires a customisation. We did one a while back. I will check what effort is involved in getting it extracted in to an extension if there is not one 'out there'.


Customise contribution thank you page I'm new to CiviCRM, but done a lot of playing around for a new activist network I'm a part of. It's a brilliant tool! We are building our site in wordpress.

Becoming a member of our network is free, and we've created a contribution page to collect a few details from individuals. We'd like to edit the "thank you" page that users are sent to once they have completed the contribution page, so that it's cleaner and easier to read, and (most importantly) doesn't have the information about a membership fee - we're worried this will confuse people, even though it will of course say £0.00, because they are not paying anything.

Any tips on how to edit this page? And apologies if it's glaringly obvious ;)

You don't need to use a Contribution page to collect a few details. You can do this via a Profile so it may make more sense to direct contacts to the Profile if they are not donating at the same time


CiviCRM cron doesn't trigger all tasks On a Wordpress install I'm having problems with the main cron job. We're using Civihosting, so the cron job has been set up as a shell script that is fired every 15 minutes. The cron job is working on schedule as I've set it to notify me via email every time it runs.

I have a number of scheduled jobs set up within CiviCRM to fire every time the cron job runs. Looking at the log the only one of these that is getting triggered is the fetch_bounces job. So at least I can see that the cron task is doing something. The process_mailing job however is not getting triggered, despite being set up to run 'Always'.

Is this a known issue with version 4.6.2.? I'm about to update to 4.6.5 hoping that might fix this.

Have a look in your bounce and/or email-to-activity inboxes. We had this bug where UTF-8 in the display name caused the whole cron run to repeatedly crash, and cron would not run until I moved the offending message.


How can I set up an incoming email account on GMail with OAuth? Google has announced that traditional username/password logins to G Suite mail accounts will be disabled and logins will require OAuth authentication in the future.  The CiviCRM OAuth documentation partly explains how to configure OAuth with CiviCRM, but says, "After registering OAuth2 details with CiviCRM and Microsoft [sic], you can add an incoming email account." without explaining how.
How do I register my OAuth2 details with Google?

This assumes you've already created a G Suite user and can successfully log into their e-mail manually.
On CiviCRM

Enable the OAuth extension.
Go to Administer menu » System Settings » OAuth.
Click on Google Mail.

On Google.com
You need to complete the "Prerequisites" section of the "Using OAuth 2.0 for Web Server Applications documentation.

Open the API Library in the Google API Console.
Select GMail API from the list of APIs.
Click the Enable button.
Visit the Credentials Overview page.
Click OAuth consent screen.
Select External user type and click Create. Note: Apps with external consent screens can require review from Google.  However, "test mode" allows up to 100 users.  Since you'll only have one user, you can keep your app in "test mode" indefinitely.

Fill in the following information - App Name (whatever you like), User support email and Developer Contact Information (your email address), and the Authorized domains.  This should be your site's domain.  Note that you want only the "second level domain".  E.g. if your site is "database.mysite.org", just enter "mysite.org".

Press Save and Continue.
On the Scopes screen, select Add or Remove Scopes.
Add the openid and https://mail.google.com scopes.

Click Save and Continue.
For Test users, click Add Users and add the email address(es) of the incoming email accounts you created.
Click Save and Continue.

Click Credentials in the left navigation menu.
Click Create Credentials » OAuth Client ID.

Set Application Type to Web Application.
Set Name to whatever you'd like.
Click *Add URI under Authorized Redirect URIs.  Add the Redirect URL from the CiviCRM OAuth screen (see "On CiviCRM" above).
Click Create.
You should get a screen that says OAuth client created, with a Client ID and Client Secret.

To retrieve these values at a later date, click the Edit icon next to the credentials you've just created.

On CiviCRM

On The Google Mail OAuth screen you should already have open, paste in the Client ID and client secret you just retrieved from Google.
DO NOT click "Add". OAuth logins are only good for an hour, but they refresh automatically.  However, due to a quirk in Google's implementation, only the first login will refresh.  If you did by accident, remove all your login clients in Civi and in Google.
Go to CiviCRM's Administer menu » CiviMail » Mail Accounts.
Add Mail Account is no longer a button, but a select box.  Select Google Mail.
You should see a Google login screen.  Log in with the incoming email account's credentials.
CiviCRM should correctly autodetect all the correct values.  Review and press Save.
If you haven't already, don't forget to go to Administer menu » System Settings » Scheduled Jobs and enable the Process Inbound Email job.


Mailchimp pricing for Mandrill users After the Mandrill's announcement that their customers require a paid monthly MailChimp accounts, has anyone opted to sign up for MailChimp?

Mailchimp monthly pricing is based on subscribers, does this mean that you need to sign up for an account equivalent to your contacts count?

Or can you sign up for the basic $10 (0-500 subscribers) and pay the additional Mandrill fees for outgoing emails?

Update: Mandrill has introduced this language in their Terms of Service:

If you use Mandrill to send bulk emails, in violation of our Acceptable Use Policy, then we may charge you at the comparable MailChimp pricing tier or terminate your account.

See Blog Post: Alternatives to Mandrill

---- Previous Answer ----

I've communicated with MailChimp and I'm told that CiviCRM users do not need to pay by the number of contacts they have.

MailChimp counts subscribers as contacts in their system that you would send bulk emails to. But CiviCRM sends each contact an individual email. MailChimp see this as transactional emails not bulk emails.

So (I'm told) that CiviCRM users can sign up for the lowest tier, $10/mth plan and send emails to as many contacts as they want. On top of the MailChimp fee, users will also need to pay the Mandrill fees, $20 per 25K emails.

So if someone sends under 25K emails per month they would pay $30/mth.

Update: I also noticed this: https://mandrill.zendesk.com/hc/en-us/articles/217467117

Am I required to import/move my Mandrill recipient data into a MailChimp list?

The number of Mandrill blocks purchased each month doesn’t need to match the number of subscribers in your MailChimp plan. The core functionality of Mandrill isn’t changing at this time, and the recipients of your transactional emails sent through Mandrill are not required to be subscribers in your MailChimp account. Any paid monthly MailChimp plan will satisfy the new requirements.


Bulk email rate-limiting methods for CiviMail in WordPress shared hosting environment? We just sent out our first bulk email through Civi 4.7.15 and WordPress 4.7.2 ... went off without a hitch, but in a matter of hours I received a nastygram from our hosting provider. Seems the terms of service prohibit sending more than 250 messages at once -- who knew?

To comply with the provider's TOS, we need to implement rate limiting. In other words, whenever we send a bulk email, the system needs to trickle the messages out at, say, 15 every 5 minutes (not all at once).

What rate limiting methods are available within CiviCRM to minimize the negative impacts on shared hosting servers when sending bulk email?

If you go to "Administer>CiviMail>Mailer Settings" there are several options. You are probably looking to use Mail Batch Limit which limits the number of emails sent each time the mail job runs.


Need to be able to update a Custom Data but nothing else Before posting I search a lot and try few combinations without success...

What I would like to put in place is the following scenario : create 2 user groups, one that is able to create new contact and edit all fields (let's say AUTHOR), one that is able to view all contacts and can update only one custom data but nothing else (let's say COMMENTATOR).

Here is how I tried to manage that:

In Drupal role management, I have deactivated CiviCRM: access all custom data option for COMMENTATOR role.
I have mapped COMMENTATOR Drupal role to COMMENTATOR CiviCRM group thanks to CiviGroup Roles Sync module.
In CiviCRM Administer/USers and permissions/Permissions (Access Control), I have created COMMENTATOR ACL role and then have made the link with COMMENTATOR group.
In Manage ACLs, I had a new ACL for Role COMMENTATOR, with operation Edit on a set of custom data fields linked to Custom Data COMMENT (properly created before).

When I log with an account with COMMENTATOR role, I can see my list of contact and can't update anything, even not the COMMENT Custom Data (but I see it)...

My first question is : is it possible to do in CiviCRM what I'm trying to do ?
If so, obviously I missed something... What am I doing wrong ?

Thanks in advance for your help and advices !

P.S : I work with CiviCRM 4.6.10 on Drupal 6 and, unfortunately, I can only have access to the UI (no access to database or PHP files...)

You might want to consider using webform_civicrm module. I don't recall how up to date it is with drupal 6 but it should allow you to give your commentators a form which is restricted to just that role, and which has an autocomplete to find the contact and the desired custom field to enter their comment in.

it might even be better if you use the form to add the 'comment' as an Activity if there is the possibility of many 'commentators' adding comments.


Where do you put human contacts on the Organization entry? When you create a new contact for an organization on CiviCRM, there does not seem to be any place to add the name of a human contact. Am I missing something?

Both organizations and individuals are 'contact' entities in CiviCRM (a household is also a 'contact'). An organization is a separate 'contact' from the individuals related to that organization.  By having the organization entity separate from the people in/related to that organization, you can specify the nature of the relationships those people have to the org.

You'll want to create an organization (Top menu > Contacts > New Organization, as you have done) then separately create individuals (Top menu > Contacts > New Individual) who have relationships to that organization. You can connect the individual(s) to the org with either the Current Employer field or using the relationships tab on a contact's summary screen once a contact has been created.

You can read more about contacts and relationships here: http://docs.civicrm.org/user/en/4.6/organising-your-data/contacts/


Is it possible to integrate CiviCRM with a hosted VOIP solution? My company may be moving to a hosted VOIP solution.  I've been looking for a solution to integrate a VOIP system with CiviCRM but it appears that this is still under development and no solution is in place at this time.  Is it possible to integrate a VOIP system with CiviCRM?  I'm looking to automate creation of an activity and update fields with call data.  I assume a browser plugin could handle the click to dial portion but Im unsure.  Any help is appreciated.

There isn't a single unified VOIP interface, so each interface with civi would have to be custom.

I've seen two interfaces with an Asterisk based VOIP:
- fetch the name of the caller (based on the number) to display it on the phone when ringing
- add click to call on various screen (at least the contact details)
- log a call

For the last one, I don't think it has never been very useful, because most of the callers don't seem to think most of the calls are important enough

Neither of these were hard to develop, but as said, it's probably quite specific to what is your VOIP solution.


Importing contacts and their relationships this is really two questions, but may be answered via the first.

Q1: I have a large set of contacts (1400+) in a spreadsheet that already has a column for organisation (or household).  ie First name, Last Name, Organisation
When I go to import the contacts csv how can I auto-create the organisation contact and have the relationship set up so that an imported contact has the "Member of" relationship.
I have looked at https://wiki.civicrm.org/confluence/display/CRMDOC/Importing+Households+and+Household+Members

But i am not 100% clear on the instructions - is it saying to upload the Organisations first, then upload the members of the organisation

Q2:  if Q1 is not possible/practical or having imported contacts already that may not have existing relationship data, how can i bulk updated select/filtered contacts to add a relationship in one pass as doing them individually would be a very time consuming and error prone process.

If your csv includes eg First, Last and Organisation, then in the mapping, way way down the bottom, you will see the options to set the organisation field to map to something like 'relationship, employer of' and then choose eg 'organisation name' and that should take care of it.