So if I'm understanding this correctly, you currently have monthly collective totals in Civi and now want to import the detail behind those so you can do reporting at the individual level.
If you have the individual level detail to import, do you still need the monthly entries?  If not, just delete the summary ones and import the details.
If you do want both:  you suggest adding a new contribution status.  There is a lot of logic based around those statuses and I wouldn't mess with that.  But slightly changing that idea you could add a new financial type such as 'imported-monthly-total'.  Then change those monthly totals to this new type so that you can import the detailed data and in the tax reports be sure to filter by financial type to exclude 'imported-monthly-total'.


Failed contribution does not re-run if reject code is REJ:25 Capture card. Reported lost or stolen

That's intentional. If the Card is lost or stolen REJ: 25 - you don't want to be transacting it as it can result in charge backs (and even fines). So the idea is we push the next_scheduled_date one month into the future and give you a chance to connect with the donor to update their card details. A REJ:15 is often a temporary problem so that one we would try again tomorrow [as you indicated in your iATS Payments Settings].


Which payment processor offers line item capability?

I don't think there is a payment processor the will do what you want, it needs to be handled on the CiviCRM side.

If you create a price set with the membership fee as one field and the contribution amount as second field, you assign different financial types to each component of the transaction.  So although it looks like one contribution, the amount for each financial type will be recorded separately in the line_item table.

If you install the Extended reports extension and use the Contribution Based Line Item report you can get a breakdown of income by financial type.


Disable Automatic Receipts on Existing Recurring Donations

In the Recurring Contribution series itself you can set Email Receipt to Off; if you have access to mysql you can stop sending CiviCRM Contribution receipts for all your existing Recurring series by setting is_email_receipt = 0 ( in civicrm_contribution_recur )

For the iATS extension we have added an additional setting that will override (a global setting) all individual recurring series.


For incoming donations, CiviContribute does have the ability to track "in kind" non-monetary donations. Visit Administer > CiviContribute > Payment Instruments and add "In kind" as an option.

You can also set up some custom fields to extend the contribution record with options like e.g. "hardware type", etc.


Permission to add contact data, not edit existing

One way of accomplishing this more refined permission stuff involves thinking outside of the civi box and using Drupal Webforms (and perhaps Views)
Eg, build a Views based search, such that the results load up a webform with the cid in the url, this loads that contact on to the webform at which point you have total control over which fields are editable and which are only viewable.


Why does Stripe 5.2 extension hang on payment?

The answer is that I had pasted one of the Stripe API keys with a trailing blank, so when I looked at Firefox's web developer console there was a message 'Your key is invalid as it contains whitespace'  Working consistently now, but how I previous managed to make a couple of contributions successfully I don't understand!


CiviVolunteer: Find Volunteer Opportunities

Karen-Ann,

Thanks for your question. StackExchange is not really the best place for feature requests. In case you wish to pursue this further, I have created an issue for you in the GitHub project for CiviVolunteer.

To provide the level of configurability you describe would require a significant investment of developer hours (though some of the fruit hang lower than others). These enhancements are not currently on the roadmap for CiviVolunteer, but you may be able to hire a developer to implement them for you.

If you're really pressed to hide the "Search by Location" field, an easy way to do this is via your site's theme; the following CSS should do the trick:

.crm-vol-opp-search .crm-vol-proximity {
  display: none;
}

Note that the elements will still be rendered in the HTML, but they will be hidden from view.


Without more information, it's hard to answer your question definitively.  There are a number of ways to export contact data.

However, the most common way is covered in the documentation under Exporting Your Contacts.  There's much more detail there, but the general principle can be summed up in the first three steps:

Search for contacts. Carry out a search based on your desired criteria using one of the available search tools, e.g. Quick search, Find Contacts, Advanced search, Search Builder, or a custom search.
Select contacts you wish to export. Select all records, or choose individual records for export using the check-boxes to the left of each record.
From the - actions - dropdown menu, choose Export Contacts. This takes you to the export wizard.


How can I align an image to the top of a cell in civimail?

In the
 tag, you could try changing it to
  Does that work?

Incidentally, there should be a semi-colon after "inline-block" and in the
 tag after "center".

If this doesn't work, could you say what CSS you have in the class="image"

Edit1 On reflection, I dont think the above will work.  You could try the following:

Name AM

Do you need all the CSS in the
 tag?


How to effectively manage projects and their contacts within CiviCRM?

Have you tried to use CiviCase to simulate a project? You can then add relevant case roles to the case type 'Project' and retrieve all them as relationships with a specific case_id. This would be a good way to get all contacts relevant to a project?
We have used a similar approach with one of our customers succesfully (although we added some stuff too as their requirements were more complicated).


The OmniPay extension comes to mind as an extension built around a library.  Looking quickly, it seems like the sensible answer is "Use Composer".


CiviCRM Dashboard not working (as reported by Karl Rudnick)

This problem has "gone away".  I have to assume that it was related to something in a cache somewhere, either in my browser or on the website.  I tried clearing both in the usual ways before, when there was a problem.  Now, two days after the last time I accessed the site it seems to be working correctly.


Prefered Communication Preferences boxes not set on profile page using Joomla

This is a core bug logged at CRM-21644. You can apply the patch manually to make it work or will need to wait for 4.7.31 to release.


CiviCRM Extension: SMS Inbox Requirements

If you remember, we almost did, but we'd have had to pay for the tagged VMN service (a bit like extension numbers). That or have more than one line. Otherwise if you're dealing with inbound SMS, you know who it's from, but not who it's to, because you only have one line.

Mark as read could be either the status, or a custom field on the activity.


(Part solved) Missing line items on event invoice and confirmation email for Event (using Webform CiviCRM)

I believe this PR by Andrei (who works on the Wordpress/Caldera form integration) may help fix this (Core) issue:

https://github.com/civicrm/civicrm-core/pull/13477

It removes bad logic re: participants -originally included in Core invoicing code and works great. I’ve tested it/used it myself using Drupal/Webform CiviCRM module.

Unfortunately Andrei’s PR has been deemed ‘needs work to be reviewable’ - so it has gone nowhere. And that’s unfortunate.


How to access images on server for CiviMail

You may want to check Firewall or the settings in WPSecurity (plugin) if you have that installed.  I ran into this problem and it was an option in WPSecurity for "Bad Query Strings" which blocked access to thumbnails in KCFinder.

According to the plugin... Deny Bad Query Strings

  This feature will write rules in your .htaccess file to prevent
  malicious string attacks on your site using XSS. NOTE: Some of these
  strings might be used for plugins or themes and hence this might break
  some functionality. You are therefore strongly advised to take a
  backup of your active .htaccess file before applying this feature.


Format Contribution Form Using Pricesets

For a short-term solution, consider adding some css to your page that fixes the styling.

For the medium-term, check out issue CRM-15067 which aims to solve this problem.


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


What of these CiviCRM features comes 'out of the box'?

I'd caution that 'standard' is a slippery word. Since CiviCRM is of the 'community' style of open source, there's no 'pro' version with extra features, so Ramesh has the right answer to that question.

On the other hand, even after you put aside the financial hurdles, there's still the complexity hurdles of additional 'features'. So another answer is that you actually get more than the demo, and still for free, as you climb these hills:

Understanding how CiviCRM can be configured 'out of the box', beyond
what you see in the demo (see ramesh's documentation link)
Understanding how extensions can be downloaded/enabled and finding
ones that match your needs.
Understanding the open sourceness and
'plugability' of the code to extend CiviCRM in ways that are
specific to your organization and no one else has (yet), by writing
your own extension and or contributing to core.

For someone coming from the WordPress community, you'll find that there are a lot more free but still high-quality extensions and not the same kind of 'market' that Wordpress world is used to.


Contribution page - the field labels are missing

They are there, however, your label text is white on a white background.


Can all related contacts be notified about upcoming membership renewals?

There's a feature I wrote for Email API for use with CiviRules called "send email to a related contact".  I haven't looked at it recently to see if you can specify "any relationship" as opposed to a specific one, but it should get you most of the way to a solution.


I'm not certain what's meant by "component data" here - but in all likelihood the easiest approach is to restore a copy of the civicrm.mysql and civicrm_generated.mysql files in the "sql" directory.  Don't forget to drop your database first, restoring a SQL file won't drop existing tables created, e.g. by generating custom fields.


Cannot update Smart Groups after upgrade to 5.6.1

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

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

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


Using CiviCRM to manage a Community Center?

You could use CiviCRM for what you describe, though you may want a developer to set it up for your specific use-case. Since CiviCRM is open source, the only cost would be the cost of whatever development team you use. If you have a tech-savvy person of your own, it might not take a developer at all, though it will take a lot of work. To go through your specific needs, with links ot the documentation explaining how it can be done:

Crowd funding: CiviContribute, or if you want to include marketing, CiviCampaign.
Manage members: CiviMember.
Manage donors: I refer you again to CiviContribute.
Manage volunteers: The extension CiviVolunteer will do this. To clarify, all the previous links are to core functionalities. This one is not, but it is easy to download and install extensions such as this one.
Calendar: This would be managed through CiviEvent. Color coding would probably be through your theming, I'm not entirely sure about that one. But you can create event types, so it shouldn't be too difficult to manage the event types being different colors.
Registration, attendance, progams, classes: These are all jobs for CiviEvents.
Space reservations: I don't think civiCRM has this capability, but it can be gained in other ways. This thread might be useful to you.
Online social community: It sort of depends on how robust you want this to be. It is simple enough to allow members to view each other's profiles, but complex interaction may be more difficult. If you want to set up a facebook page and then link to it, that's simple though.
Management of partnerships with collaborating orgs: Each org can be a contact in the CRM, and employees of that org can be grouped to them. You can track emails etc. I'm not sure what other functionalities you're looking for here.
Sales of t-shirts etc: CiviContribute again can probably help you, but I'm not sure exactly how others have done this, though I'm sure you can figure it out.

And finally, for CMS, I recommend Drupal as the most robustly extensioned & maintained. But There are more in-depth answers to be found here.

In conclusion: Yes, I think you can run your community center with CiviCRM with few issues.


Is is possible to save blocks from one mailing to reuse in another mailing using CiviCRM Mosaico?

One way that I  am aware of is to click into a block in one mailing and then select the "Source" button

That will bring up the HTML source code dialog window

You could copy this, and then paste it into a block on the other mailing and assuming there are no fundamental differences in the template's stylesheet, it should look the same.


Upgrade to Drupal 4.7.12 failed (while upgrading from 4.7.11 to 4.7.21)

The solution is to manually create data_type field in log_civicrm_option_group table.

ALTER TABLE `log_civicrm_option_group` ADD `data_type` VARCHAR(128)
CHARACTER SET utf8 COLLATE utf8_unicode_ci
NULL DEFAULT NULL
COMMENT 'Data Type of Option Group.';


CiviCRM cron user rejected after update to 4.7.27

I'd try to run CiviCRM cron via the CLI. If your webhosting has CLI access, you can do this using wp-cli or cv. Both will let you execute CiviCRM's scheduled jobs. See Managing Scheduled Jobs > Command Line Syntax for setup instructions.

I can't say why you're running into issues, and I don't know why you'd have started having issues at the upgrade of 4.7.27 - that's worth looking into (and could be worth debugging - you'd start by checking the input variables are correct when that error is thrown in CRM_Utils_System::authenticateScript()).

It could be that WordFence is playing a part in this. CiviCRM's URL cron method involves putting the username and password into GET parameters, which isn't generally a recommended practice (those details can be leaked from GET, see note here). It wouldn't surprise me if WordFence detected and removed sensitive variables in GET params; another possibility is that WordFence might block a user if it detected them logging in every few minutes (as could be happening with URL cron). This is speculation; I don't know WordFence at all.

If CLI cron is available to you, that approach might mitigate this situation, and would at least avoid the possibility of leaking your CiviCRM scheduled job user credentials. It's not a guaranteed fix and I do recommend a shot at debugging what's actually happening, especially if it means resolving some new bug that's sneaked into 4.7.27!

(This isn't a very certain answer, but I hope it helps!)


How to remove 'Volunteers' menu option where it's not appropriate?

Not entirely sure, yet if menu comes from CiviVolunteer 2.2.2 extension, perhaps an extra permission check should be added here:
https://github.com/civicrm/org.civicrm.volunteer/blob/59534288f37c96202434c57adc73d2fa5dc7ba55/volunteer.php#L46


How do I modify properties (container width and column widths) of the New Individual Form/Box

That dialog box has it's dimensions set in a style tag of the html that's generated by javascript (which is why you won't see it in the source of the page or any of the css). There's probably a setting in a config file somewhere that controls it. The class of that div is "ui-dialog ui-widget ui-widget-content ui-corner-all ui-front crm-container ui-draggable ui-resizable ui-dialog-buttons" in case that provides any hints, I'd guess it's from jquery_ui.

On other hand, you probably don't want to mess with it - I suspect it would just be easier adjust your workflow, and create the new contact first before registering him/her.

If you are determined to fix it, I'd recommend instead you look at
"bootstrap" (as in getbootrap.com), which CiviCRM is adopting in various ways. With a bootstrap style of form, it would have a better layout and put the labels above the fields. You could do that just with a bit of css override, or you could go whole hog and look at civihr and the bootstrap interface component of that.


this issue is resolved since upgrading from civicrm 5.26 to civicrm 5.28 AND upgrading the omnipay multiprocessor plugin to 3.13. Without upgrading the plugin, the white screen still showed up. Now it is all perfect again.


How to import to multi-record set custom fields

Steps:

Contacts > Import Contacts
Click the help ? at the end of: "The Import Wizard.... them here."
Click the link on here at the end of: "If you need to import Multi-value Custom Data for contacts.... from here: /civicrm/import/custom?reset=1 .

You should see the multi-record field to import


Fixing this will require a change to the Civi-WP plugin. In the meantime, put the following code on a new line below the one that reads $screen = get_current_screen(); which should be at line 164 of 'civicrm.shortcodes.modal.php'.

if ( ! isset( $screen->post_type ) ) return;

That should mean your fields are saved again.


My answer is assuming you are referring to WP theme Twenty-Sixteen

Your question is not a CiviCRM issue, if you have other questions that are directly related to your CMS you should find a CMS specific forum to get more detailed help.

Here is a link with the instructions your are looking for.
https://www.geekypeak.com/how-to-change-fonts-for-twenty-sixteen-child-theme/
Again, you might need to find a CMS specific forum or try Google.


Go to Resource URL page and click on '?' and see if civicrm.root and cms.root variables are set correctly, if not than you may need to update civicrm.settings.php to fix it.


Can I make reports export the state/province abbreviation instead of full name?

Take a look at the "Contributions by Organization Report".  CRM/Report/Form/Contribute/OrganizationSummary.php and the line:

$rows[$rowNum]['civicrm_address_state_province_id'] = CRM_Core_PseudoConstant::stateProvinceAbbreviation($value, FALSE);


Can Webform CIviCRM module do Line Items (PS yes it can!)

As of last week you can now create Additional Line Items with webform civicrm module (which is a Drupal/CiviCRM integration module). Coleman and I are thankful to Wilderness Committee (Canada) for sponsoring this new feature!

if you'd like to try this out before a next dev-release - you can download the latest webform_civicrm code from: https://github.com/colemanw/webform_civicrm.git
with the latest code in your Webform -> navigate to your CiviCRM tab -> Contribution tab and you'll see the new Configuration option 'Additional Line Items' at the bottom of that tab. In this example we'll use two and we'll let the user select their own financial type (of course you can configure that to any static financial type as well and/or hide these fields from the form the usual webform civicrm way)

Configure the new fields -> We need to charge Sales Tax on the Calendar - while ensuring the Donation is of type Donation so that it becomes eligible for a Charitable Tax Receipt. We have also configured the form such that the user can add a Membership (and be charged the proper amount for it).

View/fill out the webform:

Next Page:

Contribution created in CiviCRM!


Newbie question: Will "Pending" change to "Current" when Status Override reaches the selected date?

Ideally you should set up your membership status rules and live by them, and not use "status override" :-) Documentation on the membership status rules can be found here: https://docs.civicrm.org/user/en/latest/membership/defining-memberships/#membership-status-rules


Is there an Import option to allow overwriting fields with null (empty)?

Although I still think the best solution is to have a new 'Edit' option for Duplicate Matching, Clear data from supplemental address on update provides a sufficient workaround for now. The use of "null" in CSV imports should be documented carefully.


What entity to use for committees (both a group and a collection of projects)?

I would create a sub-contact type of an Organization called 'Committee'. The committee can be set to the 'Owner' of each volunteer project. It might be useful to useful to have a campaign for each committee as well.

Also, by adding it as a sub-contact type you can add the individual relationships against the committee and track their start and end dates.


WordPress Contribution Page Submission Not Working

Have you checked your Civicrm logs? Would be the best place to start.  See what civicrm is complaining about.


CiviEvent Confirmation Email causes Time-Out

Although not a perfect solution, it turns out to be the PDF processing that is causing it to time out (known issue apparently).
I disabled the PDF generation for emails and everything works fine now.

Thanks!
Norm


Installation Issue - Database Triggers not allowed by hosting provider

The tables that use triggers are: civicrm_contact, civicrm_address, civicrm_phone, civicrm_email, civicrm_im, and civicrm_phone.  Additionally, if you turn on advanced logging, all tables have triggers.  The Summary Fields extension also creates triggers.

The "core" triggers are mainly used for updating the modified_date, though they also generate a value for a hidden numeric-only phone field (used for SMS etc.).

In all though - I would NOT use GoDaddy for hosting.  CiviCRM uses far more resources than a brochureware WordPress site.  While I hear your concerns about cost, there's plenty of VPS services that cost the same as GoDaddy hosting - assuming you or someone else is willing to manage the server.  I use Linode, whose $10/month plan will give you far better performance than any shared hosting out there.  There's equivalent plans from smaller VPS providers too.


4.7 Install, Database Settings Correct. Still no Contacts

Do you have two civi installs looking at the same db? This won't work!

After copying over the files did you go to [yoursite]/civicrm/update.php


Is there a way to set a cap (maximum participant) number within the price set field?

Yes. In your Price Field Option on a checkbox field type you should see 'max participants' field so you can limit how many can sign up to any option. Just make it a $0 item if you need to have it as a 'free' option within a paid event.


Random Occurrences of Blank Contribution Thank You Pages

This issue is related to Drupal 7 (possibly wordpress), PHP prior to 7.3 and Chrome 80+
To fix, upgrade to PHP 7.3 and add the following text somewhere in your drupal 7 settings.php file.
ini_set('session.cookie_secure', 1);
ini_set('session.cookie_samesite', 'None');

or you can style it like we did so you remember why you added this.
/**
 * Fix for Chrome Cookies Issue - See:
 * https://www.zoocha.com/news/how-fix-chrome-80-cookies-issue-drupal &
 * https://lab.civicrm.org/dev/core/-/issues/2059
*/
ini_set('session.cookie_secure', 1);
ini_set('session.cookie_samesite', 'None');

Clear CiviCRM and Drupal caches.
Clear browser cookies and cache.
(Unfortunately for your returning users, unless you have them clear their browser cache/cookies, they might experience the blank screen again.)
If you do not want to upgrade to PHP7.3 the zoocha article explains how to fix in previous versions.


Manage Case ─ display activities in chronological order

As mentioned in the comments, it turns out the problem was one of numptitude, not a problem with CiviCRM. In fact the tweak works fine, as Demerit kindly confirmed.


Civix reports "Failed to locate civicrm.settings.php"

The generate:api subcommand (and a few others) require access to a working copy of CiviCRM.

To locate this, it uses a process reminiscent of drush or wp-cli. For example, if the command-line is running inside /var/www/sites/default/files/civicrm/ext/org.example.foo/, then it will perform an upward search to find the CMS root:

/var/www/sites/default/files/civicrm/ext/org.example.foo
/var/www/sites/default/files/civicrm/ext
/var/www/sites/default/files/civicrm
/var/www/sites/default/files
/var/www/sites/default
/var/www/sites
/var/www
/var

In each case, it is looking for a tell-tale sign of a CMS+Civi system. For example, in a typical Drupal installation, you'd expect to see the file sites/default/civicrm.settings.php.

There are some cases where the default search may not work correctly, e.g.

Using a new or custom CMS.
Using a multisite configuration.
Using symlinks.

The quickest way to resolve this? Don't rely on a search. Instead, tell civix specifically where to find your copy of CiviCRM by setting the variable CIVICRM_SETTINGS, e.g.

export CIVICRM_SETTINGS=/var/www/sites/default/civicrm.settings.php
civix generate:api ...

More aggressive ways to resolve this would be:

Arrange your directory structure so that it looks like a normal build (e.g. replace symlinks with real folders).
Use civibuild for your dev sites. It always produces standard builds.
Submit a patch for Civi/Cv/Bootstrap to add support for your directory structure.


How to install CiviCRM patch (5.7.2 to 5.7.5) on Drupal 7.64 - is my file directory writeable?

For cpanel it's described in more detail at https://documentation.cpanel.net/display/76Docs/File+Manager#FileManager-Modifyfileorfolderpermissions

but briefly open the icon called File Manager and right-click on the folder and choose permissions.

In most shared hosting setups "writable by the webserver" means the user column has write access. Here "Drupal files" most likely means the "sites/default/files" subfolder.

But if you're upgrading and civi was working before it almost certainly has the right permissions already.

If you make backups first you'll usually be safe no matter what happens.


Make mailing labels from a list of contributions?

You can get the same result by doing an advanced search for your contribution criteria and choosing 'display as contacts'? That will allow you to print out mailing labels as an action for the records that your recent contributions are attributed to.

Addition to the comment above:

As @petednz said you can only print mailing labels for contacts, currently. Below is a resource that may help towards developing custom actions if you want to attempt to cut out that extra step, although it may be a bit tricky because I believe most mailing label-type information is stored in the related contact table rather than in the contribution record itself.

http://wiki.civicrm.org/confluence/display/CRMDOC/How+to+Create+Your+Own+Action


Sending emails that appear to come from within the organization but are from an outside server is a common scammer's tactic, and Google is much quicker to not deliver these emails.  To get delivery, you'll need to configure an SPF record.  This will improve all-around deliverability - but is 100% required for delivering to your own domain when using GSuite.


How to revert the demo sites to English? (Or change to another language)

You can change the language in

Administer > Localization > Languages, Currency, Locations

and change the default language (first field) to English (United States)

However, as the site is in a different language, it might be hard to find (the url is civicrm/admin/setting/localization), so here are the direct links:

Drupal
Joomla
Wordpress


"Cannot redeclare class CRM_Core_ClassLoader" in backup site

It sounds as though there is either a cached path to ClassLoader.php somewhere or there are two copies of the CiviCRM code under your modules directories. Various scenarios and solutions are discussed in this forum post: svn installation says "Cannot redeclare class CRM_Core_ClassLoader" Please post back here rather than on the forum, though.

If you're sure that there aren't multiple copies of CiviCRM under /home/mydomain/www/backup/ then the most likely fix is to clear the Drupal variable civicrm_class_loader, e.g. using drush:

drush vset civicrm_class_loader ''

There's a good chance the fatal error will prevent the use of drush. In that case, you can delete the row from Drupal's variable table where name = 'civicrm_class_loader'. It's possible the variables are cached in addition -- you may need to clear Drupal's cache tables manually. (A targeted approach -- in Drupal 6, anyway -- is to delete the row from Drupal's cache table where cid = 'variables'.)


Are you using MS Outlook or Gmail? We've written a couple of extensions/plugins which allow the functionality you've described.

A couple of posts will give you some background to the project

https://vedaconsulting.co.uk/outlookforcivicrm-release
https://vedaconsulting.co.uk/outlookforcivicrm-civicase

We've also recently done some work allowing you to sync CiviCRM Groups to mailing lists within your outlook client - blog post to come.

The CiviCRM extension and the outlook plugin can be found in our git repo along with installation instructions.

https://github.com/veda-consulting/uk.co.vedaconsulting.outlookapi

Thanks Erik and Pete for the nudges!


Changing display on CiviCase search results

You've picked a hard one to customize since there's multiple technologies involved on that screen and the results load after the rest of the page but without an easy way to hook into it to change it. You might want to instead go to Reports - Case Reports and use the Case Details report to select your fields and then on the Filters tab choose the criteria.


how to transfer data from one server to new one for Civi CRM on wordpress

There is a section in the CiviCRM documentation on moving to a new server. Its not so thorough on WordPress as the other platforms but you should be able to work it all out from the information at https://wiki.civicrm.org/confluence/display/CRMDOC/Moving+an+Existing+Installation+to+a+New+Server+or+Location


At administer - civicase - civicase settings there's a setting for Enable Embedded Activity Revisions. The civicase extension suggests turning that off and instead using administer - system settings - misc - logging.
Migrating 10 log records probably isn't worth it, and the revisions setting hasn't worked properly in the UI for a few years now anyway so you probably don't have a complete set of revisions unless your case activities are mostly created by customizations/api, but if you want to test out the migrator there's one at https://lab.civicrm.org/extensions/caseactivityrevisionmigrator


Displaying long CiviCRM multi select fields in a Drupal Webform

I've written a small module that allows you to use the select2 widget on your webforms:

https://github.com/colemanw/webform_select2

Enjoy!


WordPress - Problems trying to go back to CiviCRM 4.7.17 from 4.7.19

The civicrm directory under wp-content/uploads was not deleted when I deleted CiviCRM through the WordPress plugins interface. I deleted that manually using cPanel, and the install went normally.


How can I integrate custom fields in CiviCRM?

Under the "Administer" menu there is a "Customize Data and Screens" option. You can add custom fields there.

In future I recommend searching through the menu before posting :)


How to use Campaign ID (as a token) in Contribution Invoice/Email Receipt Template

First off, I realize I am extremely late to the party - but I just read this question in the midst of trying to resolve a similar issue where I needed to know what template variables are available to a PDF template.

What I did to find template variables when {debug} isn't working for a direct download etc was:

In /CRM/Core/Smarty.php, Line 192 temporarily change

$this->security = TRUE;

to

$this->security = FALSE;

Let me emphasize that this is for a development environment ONLY. Please please please under no circumstances do this on a production site (you are turning off very important security features, I cannot emphasize that enough).

Now we can call protected functions in our smarty templates to print out all template variables in several ways. I did it this way:

<pre>
{php}print_r(CRM_Core_Smarty::get_template_vars());{/php}
</pre>

From a quick glance at that, it didn't look to me like campaign information is available to this template already, and it looked like contribution_id  is only available under 'line_item'... so I would put something like this in the message template (check out /civicrm/api/explorer for more examples):

{foreach from=$lineItem item=value key=priceset}
  {crmAPI var='result' entity='Contribution' action='getsingle' sequential=0 return='campaign_id' id=`$value.contribution_id`}
    {foreach from=$result item=youritem}
      {$youritem.campaign_id}
      {$youritem.contribution_campaign_title}
  {/foreach}
{/foreach}


Check under Administer>System Settings>Scheduled Jobs and make sure the job is enabled. It should also show when it was last run.

If it is enabled you should make sure you have your cron job setup correctly. More info on that is here: https://docs.civicrm.org/user/en/latest/initial-set-up/scheduled-jobs/#initiation

Hope this helps!


Is there a way to create an an automatic email if someone is removed from a group?

I think this should be possible with using the CiviRules extension.


How do I show in a Contribution report (if I can) the other particpants payment sttaus if they were paid for by another attendee

I expect the data you want lives in pricesets, so perhaps this extension will expose it: https://civicrm.org/extensions/extended-reports


How to use Word upload in Print/Merge function?

Which of the various Print/Merge windows are you using - ie what steps do you take to get to that window?  (Similar-looking print/merge windows use different code so the functionality is not consistent.)

It sounds like you are doing the right thing - ie create a Word doc with the tokens and upload it.

Do you mean that some of the tokens work, or none at all? If so, which ones do and don't work? It depends on the context as to which tokens are available so I'd start by creating a simple test using the on-screen composer to check that the tokens are being evaluated correctly in that context.  If they don't work there, they won't work in a document.

Be aware that the functionality with documents can produce poor results if there is complex formatting since the document is converted to html and so depends on the capability of the conversion library.  You might find that converting to ODT produces better - or worse - results compared to DOCX.

In a recent project, we concluded the best option was to do the conversion to html outside of Civi and paste it into the on-screen composer window using the 'Source' button.


You should go look at your civicrm_uf_match table in the database.  If you ever cleared out users in bulk or moved from one site to another, you probably have entries in there for users or contacts that don't exist.  The purpose of the tables is to link users from your CMS (the uf_id column) with contacts from CiviCRM (the contact_id) column.

The (relatively) foolproof method to deal with this is the following

Log out from WordPress
Run the following query, which will empty that table:

DELETE FROM civicrm_uf_match;

Log in to WordPress again.  This should cause CiviCRM to find (or create yet another copy of) your corresponding contact record.
Go to CiviCRM, and in the menu, select Administer > Users and Permissions > Synchronize Users to Contacts and follow the prompts.
It will find or create a contact for each of your WordPress users.  You may find that it generates a handful of duplicates.  You might run a Find and Merge Duplicate Contacts search on individuals when you're done: this may have generated more duplicates, and it sounds like you may already have a bunch of duplicates.


How to Create webform_civicrm Registrations with: single Ticket vs Table options and Create Contact Records for all Participants

Definitively a good use case for webform_civicrm! I've drafted an example for you - here's the screenshots:

I always use webform, webform_civicrm, webform_validation modules
In CiviCRM: create Event - it really needs nothing other than a Type, Role, Title - (if needed) a limit on the number of participants; mine is a Public Event (not sure that's needed - but 99% of my Events are public so I made that default); Leave everything else blank (Fees, Online registration tabs - not needed). This is what it looks like:

3. In CiviCRM: make sure you have a Contribution Page that has a Payment Processor installed that you'd like to use. It can be a page completely not related to the Fundraising Event.

In Webform: View (see below) - for Transparency I'm showing a lot of fields here that you could hide if you like:

If you toggle to Five Tickets: (a Table is $40 -> so $8/each Participant):

Conditionals are the key thing in making this happen:

Here's the checkout for a Table:

And in CiviCRM: 5 Contact Records -> all Contacts registered as Participants in the Event:

Things to keep an eye on: Guest Contacts -> duplicate records; First Name + Last Name + Email address would be good if using unsupervised rule (no logged in user); You can make your own rule and use that for your Guest Contacts too. What duplicate rules work best for you really depends on your specific CiviCRM;
I typically add relationships - easy with webform_civicrm to give all Guests a Relationship to Primary Contact.
UPDATE: adding in conditionals to show the number of Guests fields:
This properly toggles the fields from Primary Contact + Guest 1 (in case two tickets is selected) to Primary Contact + Guest 1 + 2 + 3 + 4 (in case five tickets are selected) - I find it easier to go about it with isn't shown.


How can webform load billing block information for a specified user?

First thing to do is to try this PR by Coleman:
https://github.com/colemanw/webform_civicrm/pull/206


What is the database schema for groups and parent groups?

Groups are stored in civicrm_group.  Parent/child relationships are stored in civicrm_group_nesting.  However, based on the error you've posted, that's not the issue.  The issue is that the group was deleted, but there are still contacts who are a member of the group (which is stored in civicrm_group_contact).

I'm not sure how you did that - as the error reports, there should be a "delete cascade" when you delete a group to remove the civicrm_group_contact records.  To fix this, make sure you have a backup, then:

Temporarily disable foreign key constraints.
If your group id is 54, run DELETE from civicrm_group_contact WHERE group_id = 54.
Re-enable your foreign key constraints.

Hopefully that should clear this error!


User Dashboard and Edit Profile for Organization

We have used contact layout editor extension to show only necessary fields on view contact section. Using contact layout editor you can customize the view contact page. You can include profiles with limited fields and hide or remove the edit option via css or JS.
Or other option is write extension to redirect Org contact to /civicrm/contact/dashboard?cid=123&reset=1
AFAIK having Relationship permission: set to view and update will only allow user to updated the related contact details but not Payments or Membership. Try giving 'Access civi membership' permission to user role


Only Exposing CiviCRM Contact from Active Group in Drupal Views?

When you remove someone from a group, the status of their group membership is changed from 'Added' to 'Removed', so try adding another filter on status:

CiviCRM Groups: Contact Status (= Added)


Error when end-users access Contact Dashboard

You have to have this permission (access CiviCRM backend and API) for anyone to access anything CiviCRM related, it's the minimum permission required for anyone to do anything.

You can have a look at some information regarding this here - https://lab.civicrm.org/dev/drupal/issues/45

There are a lot of other pages that say similar things as well, it sounds like a scary permission to give someone but in reality it's more of a first step kind of thing.

Unfortunately, this means that anyone with the access CiviCRM backend and API permission can see the CiviCRM menu but there are ways of going about this such as the answers on this question - How to remove CIviCRM from menu for some roles


That table is involved in reminders, and was introduced in CiviCRM 3.4, so there is a serious issue with your database. I recommend restoring a backup of your site and database (you have those, right?) and trying the upgrade again. Please note the first errors you get, as those are often most useful in diagnosing what is going wrong, rather than later more serious messages.

It would likely be a good idea to verify that the table is in your backup before starting the upgrade.


Is there a recommended way to customise the quicksearch?

I found it quite hard to replace the customization done with hook_civicrm_contactListQuery (CiviCRM <= 4.4) with the new hook_civicrm_apiWrappers (CiviCRM >= 4.5).

So I am sharing my results here.

My goal is to have a way to search quickly either by contact name, or by a custom field that stores a member identifier (different from internal identifier and external identifier).

My old code looked like this :

function myext_civicrm_contactListQuery( &$query, $name, $context, $id ) {
  if ($context == 'navigation') {
    // if not name / email search, just keep the standard behavior
    if (!isset($_GET['tableName']) || $_GET['tableName'] != 'cc') return;

    // if the search is a number, try to look for the custom member id
    if (is_numeric($name)) {
      $query = "SELECT cc.id as id, CONCAT_WS( ' :: ', CONCAT(sort_name, ' (', im.num_ro_de_membre_37, ')') ) as data, sort_name
                FROM civicrm_contact cc
                LEFT JOIN civicrm_value_r_sum_de_membre_6 im ON ( cc.id = im.entity_id )
                WHERE im.num_ro_de_membre_37 = '$name'
                AND cc.is_deleted = 0
                LIMIT 5";

    } elseif (strlen($name) < 2) {
      $query = "";
    }
  }

}

And now :

function myext_civicrm_apiWrappers(&$wrappers, $apiRequest) {
  if ($apiRequest['entity'] == 'Contact' && $apiRequest['action'] == 'getquick') {

    // search by member id if the search is a numeric value
    if (is_numeric($apiRequest['params']['name'])) {
      $wrappers[] = new CRM_Myext_APIWrapper();
    }
  }
}

// i need to do this because there is no function civicrm_api3_contact_getlist
function emulate_civicrm_api3_contact_getList($params) {

  // not loaded by default
  include_once "api/v3/Generic/Getlist.php";
  include_once "api/v3/utils.php";

  $apiRequest = array(
    'entity' => 'Contact',
    'action' => 'getlist',
    'params' => $params,
  );
  $res = civicrm_api3_generic_getList($apiRequest);

  // reformat the output to look like getquick
  foreach ($res['values'] as $idx => $value) {
    $res['values'][$idx]['data'] = $value['extra']['sort_name'] . " ({$value['extra']['custom_37']})";
  }

  return $res;
}

And a new APIWrapper class in a dir CRM/Myext/APIWrapper.php :

class CRM_Myext_APIWrapper implements API_Wrapper {

  public function fromApiInput($apiRequest) {

    // change api call - getquick is deprecated and doesn't work with custom field
    $apiRequest['entity'] = 'Contact';
    $apiRequest['action'] = 'getlist';
    $apiRequest['function'] = 'emulate_civicrm_api3_contact_getList';

    // change name param to field custom_37 and remove useless params
    $apiRequest['params']['params']['custom_37'] = $apiRequest['params']['name'];
    unset($apiRequest['params']['name']);
    unset($apiRequest['params']['field_name']);
    unset($apiRequest['params']['table_name']);

    // restrict return data (getlist doesn't use return param)
    $apiRequest['params']['extra'] = array('sort_name','custom_37');

    return $apiRequest;
  }

}


We ended up commissioning AGH Strategies to write an extension. Check out github.com/aghstrategies/com.aghstrategies.activityemail and the readme: github.com/aghstrategies/com.aghstrategies.activityemail/blob/… - that was the missing piece for us.


You can just interact with the CiviCRM API from your android app.

https://docs.civicrm.org/dev/en/latest/api/

Android documentation is very good has all the information you need for the Android side of things.


Howto Edit the billing name on a billing address

This can be done via settings at civicrm/admin/setting/preferences/address?reset=1
Look for the field = Address Name
in the section Address Editing
it can also be removed from display at same screen, look for Address Display and remove
{contact.address_name}


Simple Donate Form Extension - what is path for front end - joomla

I believe you have to add: ?page=CiviCRM&q=civicrm/simple/#/donation to the end of your URL. That was how I got it to work for me, although I am using Wordpress.


CiviCRM_API3_Exception: Expected one CustomField but found 0 in civicrm_api3() (line 45 of sites/all/modules/civicrm/api/api.php)

Probably it's existance is cached - try truncating civicrm_cache and  / or calling the System.flush api


How to use CiviCRM for child Sponsorship?

I like Graham's solution of using Personal Campaign Pages with one page per child.  However, that may not scale well; I don't know how many orphans you're working with.

I like Graham's idea of using Webform-CiviCRM on Drupal (or Caldera Forms integration on WordPress) to handle this.  I think creating a Relationship would be the easiest approach if you go this route rather than a soft credit.  I'm unsure whether you want to create the connection between the donor and orphan, or the donation and the orphan.

If neither of these options appeal to you, you can use a Contact Reference custom field to help create the relationship.  However, if you want this to happen automatically, you would need to write an extension.  I recommend using the hook_civicrm_post hook.


How can I set default active dashlets for all users globally?

The DefaultDashlets CiviCRM extension creates a settings page that allows administrators to define the active dashlets for new users based on group membership.

Keep in mind it was born some hours ago as part of a CiviCRM developer training exercise. You rock David Hayes!


A custom field works well, but I would also consider repurposing the nickname field via Word Replacements, since you can enable QuickSearch on nickname.

With regard to legal/financial documents, I'd probably repurpose the postal and email greetings for normal communications and communications requiring the deadname.  If you're already using those, you could also create a deadname salutation using the Salutations extension.


I've seen the page you're talking about, but I don't think it survived the website redesign. Here is a list of CiviCRM Members though, which has the more high-profile names you're probably searching for: https://civicrm.org/members


Without knowing on what form you are exactly, there is bound to be something like contributionId or contributionID in your form.

You can find the name in the $form object (try debugging the object for the specific name) and then use $contributionId = $form->getVar('_contributionID') to get the field and use it in your hook (assuming you are using a hook).


Problem with online registration after moving to new URL

Can you make sure that anonymous users have been given the permission to register for events and create/edit profiles.

On install, CiviCRM creates an anonymous user role if one currently does not exist. Ensure you have this role in your WP permissions page.


Your screenshot is incomplete (it's cut off on the right side) - but it looks like you have the wrong MySQL credentials somewhere.  I would look at the two DSN lines in civicrm.settings.php and ensure they're correct.


How to include individual information within organization record

Not sure if this is a helpful answer, but do you already know that when you create an Activity eg for a Phone Call, you can mark it as being 'with' both the Organisation and the Individual? Eg I would go to the Individuals record, add the Activity to them and then also find/add their Employer so the Activity record shows on both contacts.


Is the text-link field broken in D7 views integration?

I think the fix is in 4.7 - I have the same problem in 4.6.10.

There is a workaround - you can set any of the other fields as a link to the activity.

In your chosen field (I used the Activity Subject), go to 'Rewrite results' and select 'Output this field as a link'. In the Link path field, add:

civicrm/activity?action=view&reset=1&id=[id]&cid=!1

Then apply the change and save your view. This gives a link to the activity - if you want an edit link, try:

civicrm/activity/add?reset=1&atype=&action=update&reset=1&id=[id]&cid=!1&context=activity

Views will replace [id] with the activity ID and !1 with the contact ID

(If you want a text link separate from the other fields, add a Global custom text field and set it to rewrite as a link)


Can someone help me fix a "greyed out" save button for a new contribution?

This is likely to be a resource URL issue - the way these fields are calculated has changed in CiviCRM 4.7.

Please look at Administer menu » System Settings » Resource URLs and Administer menu » System Settings » Directories.  Please ensure that both of these look correct.  Note that you might see a token (e.g. [cms.root]) as part of your URLs and paths - you can press the little question mark in the blue circle at the top of the page to see what those tokens expand to.

[See comments below for my final fix which was to to go to system settings -> clean up caches and update paths - JR]


How do I configure a phone number format?

In short - you can't.  Phone numbers are entered as free entry text.  That's different from addresses, where the format is about which order different fields fall in; phone numbers are only one field.  Dates aren't stored as freeform text; they're stored in a specialized "date" field to handle this.

That said, there's an extension called CiviDesk Normalize, and one of its functions is to store the phone numbers in a uniform format.  However, you don't get to choose the format (except "National" or "International" style).

From the code:

  INTERNATIONAL and NATIONAL formats are consistent with
  the definition in ITU-T Recommendation E123.

If you have access to a developer who knows PHP, they can probably edit the format with a line or two of code - but I suspect it's more important that the phone numbers be uniform than the actual formatting!


Contribution Report Section Headers no longer list subtotal amounts

I would recommend that you test one wpmaster or dmaster to see if it is still an issue and if it is not then upgrade your site to the latest release.


You need to increase your PHP memory limits.

This is the recommended approach if you have access to the server's php.ini. This will not be possible in some shared hosting environments, though your host may be able to adjust it for you. Note that this change will affect all websites and PHP scripts on the server.

Locate the php.ini file used by your web server.

Edit the memory_limit parameter in the php.ini file (usually in a section called Resource Limits). Make sure you use M to specify the number of megabytes (not MB).
memory_limit = 256M ; Maximum amount of memory a script may consume (256MB)
If there is no section already for this, place the above line at the end of the file.

Restart Apache.

Credit: https://www.drupal.org/docs/7/managing-site-performance-and-scalability/changing-php-memory-limits


CiviCRM 4.6 - Duplicate memberships/memberships inheriting themselves. Screenshot included

It could be that you have the Relationship setting on the Membership Type wired back to front. Can you pls provide details of the settings on the Membership Type, ie are you using Employer of, or Employee of, or something else, and please make it clear which is Contact A and Contact B in the Relationships


Does anyone have experience with migrating a MS Dynamics database to CiviCRM

We are just at the end of migrating an organisation who were using MS Dynamics. In this case, they were providing us with spreadsheets and we were then sorting out the data clean up and manipulation in order to get the results required in CiviCRM.

We didn't use our more complex tools such as the Drupal Migrate approach that we developed for a number of reasons, but even without that we have for example managed to take the old 'one row for every year of membership' and import it so we have a single row for continuous memberships etc.


Can this Event Calendar Extension be added to CiviCRM core?

The code quality of core is generally higher then that of the extensions. So if you can help funding it, it might improve your chances.

On the other hand, discussions lately are going in the direction to move more functionality from core to extensions then the other way around, although exceptions likely will occur.


Can CiviDiscount be used on a Contribution Page without Membership

Here is a proof-of-concept extension that shows how to override bits of CiviDiscount to make it possible. It might be better to fix this in CiviDiscount itself, but meanwhile it's a good way to test and better define the requirements.

https://lab.civicrm.org/extensions/discountcontributions

This is copy-pasted code from a project. I tried to package it as an extension so that it can be re-usable, but I have not tested it at all. If you find it useful, please contribute to it. There are hardcoded Contribution Page IDs and PriceSet IDs, which should be converted to settings.


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


Donor with only email address shows no display name

This sounds like a bug in recent CiviCRM, especially given that you've confirmed the behavior change on demo site.

Why this happened isn't so important I expect as what to do to get it fixed, and whether this change in behavior is intended - I'd guess not.

To get it fixed, the next step would be to open an issue in the bug tracker at http://issues.CiviCRM.org - your details here are perfect for that.

You or your organization could contribute further towards the fix, but a thorough bug report like you've provided is a great contribution already.


On CiviContribute forms within WP, the behavior of predefined amounts and an "Other Amount" input box is broken

I have experienced this behavior in two different situations. In one situation, the Contribution was using a manually created price set that mimicked the behavior of the contribution page with "Allow other amounts" checked. The javascript code is not added for these price sets since CiviCRM can't really tell how they are supposed to work. Switching the contribution page to use the amount options provided by the page itself instead of a price set should solve that problem.

However, in another case, the onclick event was not added because the price set value field's name was "Contribution_Amount" instead of "other_amount". I don't know why the price set value field's name was not created properly.

The code in question is in CRM/Price/BAO/PriceField.php:

if (!empty($qf->_quickConfig) && !empty($qf->_contributionAmount) && strtolower($fieldOptions[$optionKey]['name']) == 'other_amount') {
  $label .= '  ' . $currencySymbol;
  $qf->assign('priceset', $elementName);
  $extra = ['onclick' => 'useAmountOther();'];
}

I figured out which price field value record was the one being used and manually updated it with:

UPDATE civicrm_price_field_value SET name = 'other_amount' WHERE id = 934;

This isn't a great answer to your question - more of a work-around. Figuring out why the price field value record was added with the name set to "Contribution_Amount" would be better.


You could use the extension CiviRules to do that.

You need to set up two different Rules, one for each process.

Select a trigger and condition with your requirements (group contact is added, and contact is changed, would be the triggers I think)

Dependent on your preference, you could create one of these actions:

a scheduled activity assigned to a backend staff
a tag (that could be shown in a report on your dashboard)
send you an email (then you need to install the Email API as well, and choose to send email to alternate email adress)
send you an sms (then you need to install the SMS API as well, and choose to send sms to alternate phone number)


404 Error with all links on Administer Page

Have you set the base URL correctly?

You can set this at: http://[site]/wp-admin/admin.php?page=CiviCRM&q=civicrm/admin/setting/updateConfigBackend&reset=1

The default setting for this is: http://[site]/

See the Wiki for more details.


Most of what you're describing is handled automatically.  Here are some key elements that may help:

You must create the membership form as a contribution page.  Go to Contributions menu > Manage Contribution Pages and create a new page.  Be sure to fill out the "Membership" section.
A good reference can be found here.
To allow the user to become a Drupal user as part of signup, create a profile from Administer menu > Customize Data and Screens > Profiles.  In the profile settings, under "Advanced Settings", there is an option to allow someone to create a Drupal account while filling out the profile.  Once you've created the profile, add it to the contribution page from the "Include Profiles" tab.
You can decide whether or not to take either online (e.g. credit card) or offline (e.g. mailing in a check, aka "pay later") payments or both for your registration form.  If someone pays online, and the transaction is successful, they'll automatically receive a membership.  If you allow a "pay later" option, a membership will be created with a status of "pending".  It will not be counted as a membership for most purposes.  When you mark the contribution as complete, the membership will activate.


Network error unable to reach the server when view contract with CiviHR

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

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

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


If you mean exporting after doing eg a Search or Advanced Search, then on the screen where you select which fields to export, you can check a box to save that common set of fields for future exports (see image below). Then, the next time you go to do an export you can select to "Use Saved Field Mapping" and select the previously saved set of fields.


MailChimp Integration imports First Name, but not Last Name

The extension looks for specific MailChimp merge token names (FNAME, LNAME, and EMAIL). You can check it out in the function CRM_Mailchimp_Utils::updateContactDetails() if you want to see the guts of what it is doing. If your merge tokens are different, I think your options would be:

update your tokens on the MC side
hack the extension to hard-code your own token names instead of the default ones
improve the extension by creating some kind of field mapping!
create your own extension to override the functions that affect merge tokens


How can we make Event custom fields available as tokens for scheduled reminders?

How about modifying the core event code to also suck in the event custom fields before sending it to the templates. In general, especially for specific events (and contributions etc), including custom fields seems a good thing (and potentially not very expensive from a query perspective)


which scheduled job handles email confirmations?

The bounce processor is in general the one handling, well, the bounces. Check the job log if something is written (but in general, the jobs aren't very good at returning the problems they encounter)

How often is your bounce processor running?


Outgoing links in civimail getting changed to civi site address

If you set your mailing to track clicks on links, it automatically replaces every link with an auto-generated CiviCRM url - this will redirect to the original link, but has to go through CiviCRM to be tracked.

If you haven't chosen to track clicks, or if the CiviCRM url just goes to your site without redirecting, then there's a problem, but otherwise it's intentional.


adding a column to the standard relationships report in Contact Reports

As ErikH stated it is always good practice to create a new extension or create a custom folder to override core files

So In order to add a supplement address in the report you need to add a new column to the report first

 'civicrm_address' => array(
    'dao' => 'CRM_Core_DAO_Address',
      'fields' => array(
      'supplemental_address_1' => array(
        'title' => ts('supplemental address 1'),
        'default' => TRUE,

      ),
    ),

The above code will add a column to the report and next you need to add address table to the from function

if ($this->_params['fields']['supplemental_address_1']){
    $this->_from .= "
        INNER  JOIN civicrm_address {$this->_aliases['civicrm_address']}
                     ON (( {$this->_aliases['civicrm_address']}.contact_id =
                           {$this->_aliases['civicrm_contact']}.id  OR
                           {$this->_aliases['civicrm_address']}.contact_id =
                           {$this->_aliases['civicrm_contact_b']}.id ) AND
                           {$this->_aliases['civicrm_address']}.is_primary = 1 ) ";

} else if (!empty($this->_params['country_id_value']) ||
  !empty($this->_params['state_province_id_value'] )
) {
  $this->_from .= "
        INNER  JOIN civicrm_address {$this->_aliases['civicrm_address']}
                     ON (( {$this->_aliases['civicrm_address']}.contact_id =
                           {$this->_aliases['civicrm_contact']}.id  OR
                           {$this->_aliases['civicrm_address']}.contact_id =
                           {$this->_aliases['civicrm_contact_b']}.id ) AND
                           {$this->_aliases['civicrm_address']}.is_primary = 1 ) ";
}

By doing the above you can achieve what you wanted

But still you need to add condition to your address table based on the location type or select only primary flag

I guess this helps !!!


Can you check the CMS Settings https://yoursite.org//wp-admin/admin.php?page=CiviCRM&q=civicrm%2Fadmin%2Fsetting%2Fuf&reset=1 and see what you see?
I suspect it looks like:

Can you also check the WP Page 'CiviCRM'  I suspect the slug is not 'civicrm' lowercase.   These values must match in order for the urls to resove.


In WordPress, how do I get CiviCRM to show up on the internal WP account toolbar for Users to access it

You need to give them civicrm permissions starting with access_civicrm. See https://docs.civicrm.org/user/en/latest/initial-set-up/permissions-and-access-control/
ACL's are to limit what data they see.


Auto fill credit card billing name and address information for civicrm event registrant - webform-civicrm integration

(Clarified that information needed was billing name and address information, not credit card details)

This information can be automatically filled in if the registrant is logged into the website (and has a valid Civi record attached to their website account), or by sending invitation emails with a checksum token inside.

Unfortunately I don't think there is a "same as above" checkbox on the event registration form.


Found solution. It's at the drupal complaint thread above :-) cheers!

Here's a link to the relevant drupal upgrade complaint thread: https://www.drupal.org/project/drupal/issues/3052464


It should be at url /civicrm/documents/search.

It looks like you need administer CiviCRM permission to use it.

If for some reason it isn't finding it try rebuilding the menu with /civicrm/menu/rebuild?reset=1

I'm assuming you mean this extension:
https://github.com/CiviCooP/org.civicoop.documents/blob/master/documents.php#L95


Network error: Unable to reach the server WordPress/CiviCRM

Oops...I needed to make changes to civicrm.settings.php. All fixed


When using search builder to find contacts that are in multiple specific groups (AND, not OR), 0 results returned

There was a bug that got introduced in the 5.10 series which broke these types of searches, i believe there was a patch release maybe 5.10.4 that fixed it but this is the specific fix https://github.com/civicrm/civicrm-core/pull/13667/commits/8966cd19d7897bdadc0588cab2c81df140759efc


You can use the Word Replacement function for this! Here’s a nice tutorial: https://www.cividesk.com/blog/did-you-know-any-word-or-phrase-civicrm-can-be-replaced-another-one


Where is the mailing template for the automated membership renewal reminder

Maybe you can find it in Schedule Reminders. Go to Administer -> Communications -> Schedule Reminders or use http://<server>/civicrm/admin/scheduleReminders?reset=1


Is there an easy way to increase the width of the list of options for a custom field in the pull down?

Well, I ended up needing to figure this out. So in a file mysite.css I put this:

#select2-drop {width: 350px !important;}

Then in Administer => System Settings => Resource URL, I put the path and file name the file in the Custom css URL.  (All the other places to put URLs on the page want just a directory.  Custom css URL also needs the file name.)


Webform Integration - Permission level for viewing the civicrm contact name column

The permissions per webform module overrides the webform permissions. When this module is installed and enabled, there will be a tab on the form settings called 'Permission settings' for every webform node. With this you can control the results tab on each webform by role. You can use only the Access webform results and Edit webform results.

Please test this module before using on production


How can I generate a report for the financial transaction entered by USERS of certain "drupal Role"?

You could sync your Drupal role to a Civi group with the CiviGroup Roles Sync module then use the group in the report filter criteria.


How do you set CiviCRM to be the default page for users in Wordpress?

You could try Peter's Login Redirect to set the landing page to /wp-admin/admin.php?page=CiviCRM after successful authentication.

see https://wordpress.org/plugins/peters-login-redirect/


How can we avoid staff users overwriting emails of utility WordPress accounts when testing CiviContribute pages?

You should also consider giving your staff their own personal user accounts for a number of reasons.

It will be clear that they're acting as themselves rather than as a generic staff person
You can isolate the culprit(s) who are recording memberships the wrong way (see Jon's answer), meaning they don't cause problems for others and you can talk with them specifically
When people leave the organization, change roles, etc. you don't need to change the password for everyone


How to manage AngularJS dependencies within an extension

An approach: composer-downloads-plugin

civicrm-core now uses the https://github.com/civicrm/composer-downloads-plugin for Javascript and CSS libraries. You can use the same technique in an extension. For example, suppose you have an extension civinfinite with a composer.json file which declares:

{
  "name": "example/civinfinite",
  "require": {
    "civicrm/composer-downloads-plugin": "~2.1"
  },
  "extra": {
    "downloads": {
      "ngInfiniteScroll": {
        "url": "https://github.com/sroze/ngInfiniteScroll/archive/1.3.4.zip",
        "path": "extern/ngInfiniteScroll",
        "ignore": ["test"]
      }
    }
  }
}

The zip file will be downloaded and extracted into your extension's folder (under extern/ngInfiniteScroll).

For example, suppose that you install civinfinite on a Civi-D7 site under:

sites/default/civicrm/ext/civinfinite

If you run composer install, then the assets will be at:

sites/default/civicrm/ext/civinfinite/extern/ngInfiniteScroll

At runtime, you can determine the URL as:

Civi::resources()->getUrl('civinfinite', 'extern/ngInfiniteScroll/src/infinite-scroll.js');

Similarly, if you're registering an Angular module for use in Civi (hook_civirm_angularModules or *.ang.php), then the registration can reference that path:

[
  'ext' => 'civinfinite',
  'basePages' => [],
  'js' => ['extern/ngInfiniteScroll/src/infinite-scroll.js'],
];

Critical analysis

There are many different techniques for managing JS/CSS assets in PHP projects -- D7 modules have libraries; Backdrop and WordPress modules tend to embed assets within modules; composer has various add-ons like installer-paths, asset-packagist, composer-npm-bridge, composer-asset-plugin, etc. Each of these has strengths and weaknesses.

I would submit that the relative strength of this technique is that it is easy for both developers and site-builders to reason about the behavior. (Tangentially, it's also faster than other composer-based techniques because it has no affect on the size of the dependency graph. But the main purpose is to make it easier to reason.)

For example: Consider that there are different ways in which people may deploy an extension:

One may download an extension as a *.zip file with all assets bundled in. (This is what happens when using the in-app extension UI or cv dl or Extension API.) One may not be running composer at all.
One may clone the extension's git repo and run composer install.
One may have a composer.json in a site-root (and some open-ended mix of dependencies, plugins, configuration options), and then you add the extension as a dependency.

As a developer, it's hard to predict which mix of techniques are being used by downstream site-builders. In the composer-downloads-plugin approach, you can rely on the JS/CSS assets always being in the same place (relative to your code).

As a site-builder, this approach does not require you to add (or change/update) any "repositories" or "plugins" or configuration-options in a composer root-project. You don't even need to have a composer root-project. (You probably should for other reasons... but the extension and its assets aren't going to force you into it.) If a developer changes some small detail of the assets in their package, then it's not your concern.

This approach complies with a simple, pre-existing contract:

The developer decides what code goes inside their extension.
The site-builder decides which extensions to get - and where to put them.

A developer is free to use composer-downloads-plugin without requiring any changes to that basic contract.


Back end credit card not sending info to PayPal

Lots of questions wrapped together ;)

As for how to test without overriding your account: either use an anonymous windows so you aren't logged in anymore or add manually cid=0 as an extra param should do it

And to avoid any mistake, you might want to install the no-overrite extension that locks the first and last name :
https://civicrm.org/extensions/no-overwrite


Having reviewed this I believe that your Paypal is possibly configured to point to an older version of the IPN path.

You can change this yourself within your Paypal account, the docs I can see suggest:

To configure Instant Payments Notification (IPN) for your PayPal account Click: Profile, under Selling preferences click "Instant Payment Notification preferences"
It looks like yours is currently set to: https://domain.org/sites/all/modules/civicrm/extern/ipn.php

However, it should now be set as: https://domain.org/civicrm/payment/ipn/3 where 3 is the payment processor id which you can get from Payment Processor screen(Administrator >> System Settings >> Payment Processor). This should fix any new payments setup / made.

For recurring payments that have already been setup what you would need to do is make a change to the site so that those old / failed recurring payments get forced onto the new path, once you've done that you'll need to 'replay' all the previously failed recurring payments from Paypal terminal. Depending on the number of transactions involved, this may involve some work from yourself in the Paypal site again. Or the other method is to use Notification log extension to do replay of failed transaction.

Cheers

Pradeep


What is the default data encoded in the Bar Code / QR Code?

It contains a single number: 42. At least on all the civicrm installation that have a "DON'T PANIC" on the cover

On the others it's contact id + participant id + url to the participant view in your civicrm

There is a hook to alter what's encoded in the QRcode alterBarcode that you can implement from an extension and put something else (eg the name of the participant in clear)

Beware that there is a limit of how much text that you can put in a QR. Last time I checked, the proper way of formatting the content (eg. vcard if you want to put the contact details) so it was understood by all smartphones was a bit of a hit and miss.

Would be great you update us on the state of the art and what works or doesn't


CiviCRM provides api for each entity. Each entity has its own parameter. You can use API explorer to find how params are build and need to send through rest api. The API explorer screen provides detailed information about using various method of using api to perform CRUD operation on CiviCRM.

While using rest api you will need to pass Site key (stored in civicrm.settings.php) and User contact's api key (You can either set this in civicrm_contact table or use API Key extension to set and see the api key) as part of authentication.

Cheers

Pradeep


Using API to retrieve contact records by modified date

You can use modified_date in Contact.get eg:

Return the date:

$result = civicrm_api3('Contact', 'get', array(
  'sequential' => 1,
  'return' => array("modified_date"),
));

Search for Contacts modified after a date:

$result = civicrm_api3('Contact', 'get', array(
  'sequential' => 1,
  'modified_date' => array('>' => "2017-04-12"),
));

The API explorer is useful for exploring things like this.


How to tag a contact when importing possible duplicates

The Import Contact function can also help you to do this. Select the option Update for duplicate contacts.

In the last step of the import wizard, you can add a group or a tag to the imported (or updated) records. In the case you do not want to overwrite existing database values, you can create an import file that contains only the fields that you use to match.


How can I run a php script to display API response with social media information for a contact

You can run php inside smarty, you just need to include it within {php} tags.

{php}
  $result = doSomethingCool();
  $this->assign('coolStuff', $result);
{/php}

Your social media profile is: {$coolStuff}

PS instead of hacking the template directly you can add a .tpl.extra file.
See https://civicrm.org/blogs/dave-greenberg/now-its-easier-add-custom-behaviors-templates


Can you run the following SQL directly in the database? The code that does the delete check looks for something like this:

select * from civicrm_contribution where contribution_page_id=<put the page id here>

There is maybe some phantom entry still.


CiviCRM Email seems not to use Outbound Email settings

I solved this issue.
This is caused by Civimail script automatically append -f[Return-Path] params when it sends any email.

I fixed CiviCRM core code

packages/Mail/mail.php
and
packages/Mail/sendmail.php

to prevent that.


When will Drupal 8 be officially supported?

I've recently been reviewing the code, testing against Drupal 8.2.5, and developing and submitting Pull Requests to the D8 module. I've been roughly estimating the time that would be required to get it working good enough to install on a client's site.

The core module has all the CiviCRM admin pages and menus working, albeit with some JavaScript errors occasionally. The install process could use a little work, and the profile integration on the user view and edit pages needs an overhaul.

I think this all could be fixed up and QA with 40-120 hrs work to achieve a reasonable Minimum Viable Product(MVP) to release as an alpha version. That's a purposefully broad estimate, there's bound to be a few things to fix that remain unknown.

That being said, one organization with a decent budget that wants CiviCRM in D8 could have it, and make it happen for the rest of the community at the same time, there's definitely plenty that does work.

You can see the current installation procedure if you want to try it out in a related article:
Does CiviCRM work with Drupal 8 and how can I help?


How do I add a new administrator to CiviCRM?

As JonG mentioned, it depends on your CMS. I use Drupal so in my case I either add a Drupal role I created called 'civicrm_administrator' to the user or I create a specific new role and tick the permission 'administer CiviCRM'


CiviMail - How to include an Image in a Header

In the headers and the footers you don not have the convenience of a WYSYWYG editor. So you have to write HTML. An example of including the logo in the footer is:

 <img src='https://<site>/sites/default/files/logosite.png'/>

However you can create an example mail in de WYSYWYG editor and then use the Source button to examine the generated HTML code. Use this as an example and copy the relevant code bits.


How to edit a shortcode in order to change formatting of profile in a form?

It looks like you are wishing the profile snippet (on the left) looked more like the form on the right. You can achieve this by modifying your site's css file to style the profile snippet. Add a border, background color, change the font, hide the cancel button, widen the label column, etc. If you're unfamiliar with css, there are many good tutorials on the internet, and firebug is your friend.

To make the labels read like the one on the right, go into the civicrm admin area and edit those fields in the profile to remove "(given" and "(family" from the labels if you wish.


With that many contacts whose records all need changing, I think I'd be inclined to let them do it themselves.  You could send them each an email with an editable profile including date of birth (required).  You could include a checksum to save them having to login and the profile form would then be pre-filled.  This could be a good time to keep their profiles up to date.

You dont say which CMS you are using but a useful link to token checksums is at https://wiki.civicrm.org/confluence/display/CRMDOC/Tokens.

Checksum for standard Profiles (edit mode): To send people to a profile use this path where N is the ID of the Profile you want to send them to:

Drupal: http://www.myorganization.org/civicrm/profile/edit?reset=1&gid=N&{contact.checksum}&id={contact.contact_id}
Joomla!: http://www.myorganization.org/index.php?option=com_civicrm&task=civicrm/profile/edit&reset=1&gid=N&{contact.checksum}&id={contact.contact_id}
WordPress: http://www.myorganization.org/?page=CiviCRM&q=civicrm/profile/edit&reset=1&gid=N&{contact.checksum}&id={contact.contact_id}

Hope this helps.


How to display smart group search results to unauthenticated users?

I will assist Xavier answer, as I don't have reputation to comment.

The user permission can be found navigating to Administer>User and Permissions>Permissions>WordPress Access Control
URL: www.yoursite.com/wp-admin/admin.php?page=CiviCRM&q=civicrm/admin/access/wp-permissions&reset=1

CiviCRM: profile listings and forms has to checked for anonymous user, if you have custom data in your profile, as Xavier says you will need to enable it as well.

Also make sure the profile has both "Standalone form or directory" and "Search view" checked.

And last, make sure your Smart group has "Public pages" as visibility, in the group settings.

Groups URL:
www.yoursite.com/wp-admin/admin.php?page=CiviCRM&q=civicrm/group&reset=1

Hope that helps.


Unable to get Contact ID to display in Custom Field

I was able to figure this out using the following code:

        $getSessionArray = CRM_Core_Session::singleton()->get('CRM_Utils_Recent');
        $thisContactID = $getSessionArray[0]['id'];


How to add a custom field in Civicase that can be retrieved later?

One answer is to create a set of fields, set to use for 'cases', then add your six text fields to that set, then set up a webform that is set to Create or Edit a Case, and display those fields.

That said, I can't quite picture your use-case.

You say "Maybe I just create 6 text fields, each one with an associated drop down select with the funder's targets".

It may help if you can provide a specific example in your question.


How to extend end date limit for Membership?

I just replicated this problem - but I was able to successfully change the end date limit on the "Date Preferences" page that you said wasn't working.  Under Administer menu » Customize Data and Screens » Date Preferences, you can change the "activityTime" values and this will update the Membership end date.

The language on the page is a little vague:

  Date for activities including contributions: receive, receipt, cancel. membership: join, start, renew. case: start, end.

IMO it should read:

  Date for activities.  Also the date for contributions (receive date, receipt date, cancel date), memberships (join date, start date, end date), and cases (start date, end date).

Regardless, here's screenshots proving I've extended the end date from 10 to 15 years:


Does Stripe and CiviCRM work on Drupal 8 and Webform?

Stripe 6.5.6 has a Fix for this.  (I haven't tested it personally, but it looks good.)


The issue isn't 100% clear because your formatting doesn't allow me to perfectly understand which tokens have a line break after them and which have a space - but I'm pretty sure I know what's going on.
By default, if a token evaluates to NULL and there is NOTHING else on that line, the line will be omitted entirely when producing address labels.

However, from your token listing, it seems that you have a space after {contact.supplemental_address_1}.  That's going to cause a space on the line, even if there's no supplemental address value.

If for formatting reasons you need a space there if there IS a supplemental address, there's a trick.  Let's look at the default mailing address format:

{contact.addressee}
{contact.current_employer}
{contact.street_address}
{contact.supplemental_address_1}
{contact.supplemental_address_2}
{contact.city}{, }{contact.state_province}{ }{contact.postal_code}

Note the {, } after the city and the { } after the state/province.  It's not well-documented, but that means, "include a ', ' after the city if a city exists" and "include a space after the state/province if a state/province exists".


How do I create default custom data when changing contact subtypes via the API?

I think this is how it typically works, but in your same api call just populate one of the fields in each relevant custom data group with a blank '' and that should fill in the rest.


Civi 5.9 - DB Error: no such table / cannot disable logging

Try disabling the logging functionality using API Explorer. Navigate from the menu link - Support -> Developer -> API Explorer.

Or using Drush(if drupal) -

drush cvapi Setting.create logging=0


Installing CiviCRM on Local: Getting Uncaught Exception Thrown

If installed locally, your max_allowed_packet in your .ini file or my.cnf file could be too low. Since it's local, I would set it high and forget it. Something like 100M or 500M should do the trick. See https://stackoverflow.com/questions/7942154/mysql-error-2006-mysql-server-has-gone-away  or  drupal.org/node/1014172


You can set the DSN in the civicrm.settings.php file using this format:

mysqli://user:password@unix(/path/to/socket)/databasename

Use the actual word "unix" in the string to indicate sockets.


What is the best way to use CiviCRM for on-site registration at an event?

Yes, a Drupal-Civi webform will allow you to do just what you've described.

Note that if your event uses a price set, you will have to get creative (see below).

From Webform CiviCRM Integration:

  Event registration via webform is extremely flexible; any number of
  contacts can be registered for any number of events on a single form.
  If your form has multiple contacts on it, you may choose to register
  them each separately for different events, or all together for the
  same event(s). If you choose to register them together, CiviCRM will
  show contact 1 as having registered the others...

  With payment integration, events can be paid for online or offline via
  webforms (see notes below on supported payment processors). Note that
  CiviCRM pricesets are not supported and fees should instead be
  allocated using the "event fee" field provided by this module.

If you have your staff/volunteers using the webform on behalf of registrants, you can also have exposed Existing Contact fields to look up whether registrants are already in the system or not, all on the same screen.


Error messages while setting up Event Calendars using Calendar and Views modules

Just update the calendar module to latest version, it will fix the issue.


Non-administrators unable to tag contacts using Tags tab redux

I can't really see the use case where "Edit All Contacts" should be required for adding a tag.  I think this is something that should be changed.  So the solution is to submit a patch or ask a developer to do so.

Now, I'm not part of the CiviCRM core team - but I do submit patches like this one on behalf of my clients.  I'm pretty slammed, but I'll make you an offer.  If your organization is willing to join the CiviCRM Membership Program, I'll volunteer to fix this in an upcoming version of CiviCRM - and to help you install a personalized patch so you don't need to wait until you upgrade.

If this is amenable to you, please:

File an issue for this at https://issues.civicrm.org.  Reference this question, and mark the "Funding Source" as "Contributed Code".
Add a comment on this answer linking to your new issue.
In 1-2 days, the core team will reply.  If they agree that there's no legitimate case for "Edit All Contacts" permission to create tags, you'll join the membership program.
I'll ask the membership coordinator to inform me when this happens.
At that point, I'll develop a patch, submit it to the core team, and work with you to get it working on your system.

Please let me know what you think!


I have the same problem. This occurs when exporting with a user which is not an admin.

As a workaround, I am able to export directly by using the options on the report overview. Can you reproduce that?


Email report via cron gets moved every time it runs!

If you want the jobs to execute at exactly the same time every day, swich it to disabled in the UI and then call that job with its params from a system crontab instead. We do this often for recurring contribution jobs e.g.
Here's an example from one of our clients who in addition to executing the usual CiviCRM scheduled jobs mails out a report at a very specific time -> params are: instanceId=44 and format=pdf (just like in the CiviCRM UI). Note that the /usr/local/bin/vcv-production-all (it's our way to call civicrm's cv) and secureexampleca is this site example and is specific to our docker set up - but crontab is not - it's a UNIX command.
5 * * * * /usr/local/bin/vcv-production-all api job.execute auth=0
1 09 * * * /usr/local/bin/vcv secureexampleca api job.mail_report instanceId=44 format=pdf


Problem with setting the default for a custom value in the buildForm hook

Value is present on AJAX form. Solution:

            function webform_membership_civicrm_buildForm($formName, &$form) {

                if (($formName == 'CRM_Activity_Form_Activity') || ($formName == 'CRM_Custom_Form_CustomDataByType')) {

                    if (in_array($form->getAction(), array(0,1,2))) {

                        //$defaults['custom_8_-1'] = 710;
                        //$form->_groupTree[4]['fields'][8]['element_value'] = 111;

                        foreach ($form->_elements as $index => &$element) {
                            if ($element->_attributes['data-crm-custom'] == 'Points_for_this:Points') {
                                $element->_attributes['value'] = 115; // Set custom value here
                            }
                        }
                    }
                }
            }


REST error message saying request modifies the database, but it doesn't

it's simply based on the name of the action, it has to be starting with get, so get, getsingle and so on are considered readonly and accepts over GET, the rest should be POST.

this being said, not sure using the rest api is the best option, you might want to use the 'normal' ajax backend and the js wrapper part of civi that takes care of calling the api the right way. this assume the same domain for civicrm and the dashboard


All search modes redirect me to search page over and over.

It sounds like your site is misconfigured at this point.  There should never be a situation where QuickSearch shows more contacts than your other searches.  Based on the initial screenshots, I'd look at the settings in civicrm.settings.php.  However, at this point, you should consider hiring a CiviCRM professional to fix the issue - you may want to consider contacting someone from the CiviCRM Service Providers Association.


how to fix 'Warning Error loading module file (). Please restore the file or disable the module.' error message?

Visit your Extensions page @ civicrm/admin/extensions?reset=1.
Click Refresh.
If visible, uninstall the extension which is currently not found.
Worth trying Cleanup Caches too @ civicrm/admin/setting/updateConfigBackend?reset=1


Passing a drupal field to civicrm report

One option would be to do this with Drupal Views though I think you would end up needing to display a View within a View to deal with the multiple results you could have for both the OG memberships and the Civi Memberships. I did a quick proof of concept to check if all the joins were available which I attached to this blog.


It should work using the following format
$this->add('select', [YOUR CODE HERE] array('multiple' => TRUE, 'class' => 'crm-select2'));

https://docs.civicrm.org/dev/en/latest/framework/quickform/entityref/
https://select2.org/


I found the answer in the docs here: https://docs.civicrm.org/dev/en/latest/framework/filesystem/#tip-programmatic-lookup_1

You can use the following:

Civi::paths()->getPath("[civicrm.root]/.")

or

global $civicrm_root;


mySQL 5.1 to 5.5 upgrade - radio button data error

I did made a test against Civicrm 4.6.10 against Mysql version 5.6.30

where I did created two custom field with option as below

custom alphanumeric fields, type radio, yes/no value options
custom Integer fields, type radio, 1/2 value options

Both gets saved against database as excepted first one with alphanumeric got saved as yes/no and other one got saved as 1/2

So I would recommend you to create a new custom field with alphanumeric and try importing the records again which should import correctly.

I guess this helps!!!


Can pay-later instructions offer html format and plain text versions?

You should be able to apply the strip_tags modifier to the {$pay_later_receipt} tag in your message template(s) in the text-only version.  As that page says, you might also consider the replace and replace_regex modifiers to handle newlines, etc.

Alternatively - modify the template to insert the "Pay Later" instructions directly into the template exactly as you like.


Manage Groups shows no groups after server move

Points to Aidan -- I had flushed out the caches, but hadn't cleared out the templates_c folder. Once I did that I discovered a permissions problem on the templates_c/en_US folder. With that fixed everything is working again!


if you want to find some support I am sure there are other CiviCRM partners that would be happy to assist with migration? I know we would if we have the time and if it makes sense :-)
As you might know the biggest pitfall in migration is to make the switch in thought patterns. When looking at source data you are in the thought pattern of the 'old' system and when you start looking for where the data should go in CiviCRM you remain in the 'old' thought pattern. Really you should know some of the basic processes in CiviCRM before you even start thinking about what fields the data should go to. My recommendation would be to start there, and not with 'what field should this go to'. That drives me to drink :-)


Failing to create Wordpress account with user name provided in profile on contribution page

It is indeed a confirmed bug in CiviCRM 5.34 which is now tracked under the following issue: https://lab.civicrm.org/dev/wordpress/-/issues/94


I can send emails with Drupal 7 using the SMTP Module but not CiviCRM

Civicrm has changed how it's including the PEAR library - it was previously including a patched version - however this was updated in https://github.com/civicrm/civicrm-core/commit/a6a0ff13d2a155ad962529595dceaef728116f96# to improve maintainability

I believe if you want to apply the fix from SMTP connection failing problem

you will now find the required file in vendor/pear/net_smtp/Net/SMTP.php


There are several possibilities I think. I can think of two:

Use the membership status rules. If the membership is created
initially I reckon they would get the status 'pending', which is
then changed to 'new' (or 'current' depending on your setup) once
they pay. You can use this in Smart Groups to distinguish between
the two. More background in the user guide on memberships This
is for 4.6, but the concepts have not changed dramatically from 4.4
Use the CiviRules extension to get what you want. There is a
wiki explaining what CiviRules can do.

I would prefer the first option as I think you can manage this with core CiviCRM but it would require you to study and configure your membership statusses?


Check what settings you have for CIVICRM_MEMCACHE_PREFIX in your civicrm.settings.php file. You can't define a constant more than once.  Maybe copy/paste the relevant sections into your question.  Don't include the whole file.
The 'Deprecated function' relates to the Drupal backup_migrate module - nothing to to do with CiviCRM.  Have you just changed php version?  That message relates to a changes introduced in php 7  Make sure your Drupal modules are updated.


Adding multiple Case Coordinators in a Drupal webform?

Technically it's the permission "access all cases and activities" that can add roles on Manage Case but I guess that's the same as "site admin"/"full access" in your setup. The reason seems to be to avoid a loophole where access to cases could be granted that shouldn't be (see https://civicrm.stackexchange.com/a/33409/181).

Anyway what you might be able to do is tag or group the people who should all be case managers for a given local site, and then using hook_postProcess or hook_post add some code that automatically adds those roles when a new case is created for people who have the same tag/group as the case creator, i.e.

loop for each person with the same tag/group as the logged in user:
civicrm_api3('Relationship', 'create', [
  'contact_id_a' => 123, // client id
  'contact_id_b' => 194, // other person's id
  'relationship_type_id' => 9, // Case Coordinator is
  'case_id' => 12345,
]);


Remove Unnecessary Fields from Contact and from Activities

Work is underway on a Form Builder that will allow folks to hide fields as needed.

For now, you can hide fields with jQuery, ideally loaded through an extension.  However, some of the fields you mark are required and so their values would need to be set even if hidden.


How can I find an expert CiviCRM WordPress developer?

A great place to find a CiviCRM expert is on CiviCRM.org! There's a list of CiviCRM providers at https://civicrm.org/providers

You can use the filters on that page to identify a good match by (for example) services offered, CMS expertise, language and location. Here's a listing of CiviCRM / WordPress implementors.

Being an open source project, much of the work happens out in the open. Other places you can identify good people to work with are places like Stack Exchange (this site), CiviCRM chat, the CiviCRM bug tracker, and other community resources.


Is there an extension to limit activity types to contact types?

You might be interested in this:
CiviCRM: Hide Activity Types (com.joinery.hideactivitytypes)

Hide activity types in one or more ways:

Remove the activity type from the "Actions" list on the Activity Summary.
On a per-contact-type basis: activity type will be removed from the "New Activity" list under a contact's Activities tab, based on the contact's Type or Sub-Type.

Note, however, it only does what's stated above. It won't prevent creating activities in some other way, e.g., via api, or the New Activiy form. (But if  features for more aggressive limitation are desired, I think it would be a good fit to add them.)


update pending contributions transaction date wrong

If you are using Batch update using profile than including Receive date in your profile will actually solve your issue. There has been change in code to handle contribution fields correctly now.

The workflow does make sense when changing contribution to completed the receive date is updated to now(). The system assumes that money has come in now unless you specify the exact date.

So when you include Receive date in your profile it will be pre populated with old values and hence it won't update to now().

HTH

Pradeep


You are not providing much background information. However, the following question/answer may be related:
Failed loading "ioncube_loader_lin_7.2.so" Cron Error after CiviCRM & WordPress Upgrades

In short: There was a mismatch of php versions after an upgrade. Probably, a good starting point for you would be to check, if there have been any recent system upgrades.

In general, it would be helpful to state your civi version, the type and version of cms you are using, the command line you are trying to run plus any related messages and possibly any changes before the problem occured.