title: Deleting vs. Disabling an Activity Type

text:
# Question
Title: Deleting vs. Disabling an Activity Type
I am wondering what the difference between deleting and disabling an activity is? I would like to clean up the activity field options drop down menu to only reflect the ones we would like to continue using without deleting or affecting any of the historical activities associated with the ones we are planning to delete.

Thanks for your help.

# Answer
> 2 votes
In general I use this rule of thumb: \- the core activity types that I do not use I will disable so I am sure they are still in the system and I do not disrupt anything without meaning to \- if I added my own activity types and I know I no longer need them and have no active activity of that type in the system I delete the activity type

Disabling is certainly the safest option!

# Answer
> 3 votes
Disabling the activity is what you want. That removes an activity as a live option moving forward, but maintains the historical data.

Deleting the activity removes it as an option and erases the historical data.

# Answer
> 2 votes
you will have to check the table civicrm\_option\_value with option\_group\_id 2 (activity type). The query to find them would be:

```
SELECT * FROM civicrm_option_value WHERE option_group_id = 2

```

To be safe, I would check for the ones you were looking for if the *is\_reserved* column is set to 1, and if so, change it to 0. The query to do that would be (using the id column):

```
UPDATE civicrm_option_value SET is_reserved = 0 WHERE id = 12345

```

You should then be able to remove them in the UI. All this based on the assumption that this is the problem! If not, you would have to check for other causes.

---
Tags: activities, activity, delete
---


# Question
Title: Validate Drupal accounts after becoming a member?
In Drupal, our website is set up so that people must validate their accounts when they sign up for one. Normally, they are not able to access the "subscribe" page (for specific training content that they pay for) until they have a validated account, but some people seem to be paying for a membership without validating their account first, which gives them all kinds of problems do to how content access is set up.

Is there a way to validate an account in Drupal at the same time that the member role is assigned to them?

Drupal 7.50 CiviCRM 4.7.15

# Answer
Is your validation/invalidation a user role in Drupal?

In that case you can use the Drupal rules module to trigger a role change that checks for 'unvalidated user' when the 'member' role is added, and removes it if found (or the other way around depending on which way your validation works). If your validation triggers on anything that rules can be connected up with this should work, even if it's not a role.

One weird fringe case of data security I would consider with the process you described is if you handle any semi-sensitive to sensitive data and if validated users can access/change about themselves that may already be in your database. In that case anyone could get a validated account that hooks up to the contact data and access it by using an email that is **not** theirs, even if they don't have access to the email account, simply by paying for a membership.
> 1 votes

---
Tags: drupal, civimember, user-account, user-experience
---


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

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

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

# Answer
> 2 votes
If you go to "Administer\>CiviMail\>Mailer Settings" there are several options. You are probably looking to use Mail Batch Limit which limits the number of emails sent each time the mail job runs.

---
Tags: wordpress, civimail
---


# Question
Title: Emailing people who didn't open a campaign
I'm looking for the simplest way to email a group of people who did not open a given civiMail campaign. Thanks

# Answer
One option is to put all the contacts that opened the mailing into a group. Then when you setup the next mailing in recipients include the group from the previous mailing and exclude the new group of contacts who opened it.
> 4 votes

---
Tags: civimail
---


# Question
Title: Should deleted Participant contributions appear in the report Event Income Report?
At Event Income Report (both Detail and Summary), in the results, contacts deleted with contributions are counted.

I tested it in dmaster and have the same behavior.

Obviously, it's because in the SQL sentence it doesn't appear the contact.is\_deleted = 0 in the where clause.

The reason for that behavior is that CiviCRM considers still valid deleted contacts contributions and refuses to delete them.

So, what do you think? It's a bug that needs to be fixed? Create a custom Report? An extension?

Thanks for answering!

# Answer
Not deleting financial information when a registration is deleted is by design so that organizations can pass audits. One wouldn't want an employee to delete some registrants and pocket the money if there is no checkin at the event, for example.

If you would like to sponsor an extension to optionally change this behaviour it should be fairly simple to create, depending on how you want to approach things.
> 2 votes

---
Tags: civievent, civireport, deleted
---


# Question
Title: Membership PayPal Renewal Redirect Too Many Times
CiviCRM 4.7.15 WordPress

Since January clients have been getting:

> The website.org page isn't working
> website.org redirected you too many times

Seems it only happens to PayPal customers renewing their membership. Those signing up for conferences do not encounter this problem. The error appears instead of the confirmation page.

Any suggestions would be helpful.

# Answer
> 1 votes
It sounds like you've got a misconfiguration in your web server (Apache/nginx/etc.) configuration in your "rewrite rules". You'll need to involve your web server administrator.

The easiest way to spot this is:

* Go to the affected page.
* Press "F12" to bring up Developer tools.
* Select the "Network" tab.
* Submit the form that causes the problem.

At this point, your Network tab should fill up with URLs it's trying to access. My guess is it looks something like:

```
http://mysite.org/something/contribute
http://mysite.org/something/something/contribute
http://mysite.org/something/something/something/contribute
http://mysite.org/something/something/something/something/contribute

```

etc.

Compare that to your rewrite rules (if using Apache, be sure to check .htaccess files), looking for the "something" in your configuration. That's the rule that's causing the issue.

---
Tags: wordpress, civimember, paypal, 4.7.14
---


# Question
Title: "Print PDF Letter for Contacts" missing from Contact Actions
There's a lot of reference to this but the 4.7 version I'm setting up has changed this action. How do you print a pdf letter for contacts in 4.7?

# Answer
Found it of course right after posting. The trick is to look in Actions for "Print/Merge Document"
> 1 votes

---
Tags: pdf
---


# Question
Title: Is it possible to get 'Add User' form in content type?
Is it possible to get 'Add User' form in content type? Can I get the user registration block in structure -\> content type

# Answer
You can

* use Webform-CiviCRM and make a form and then use that as a node, or as a block

I don't quite follow why you would want it as a 'Content Type' which is how i read your question.
> 1 votes

---
Tags: drupal
---


# Question
Title: Embedding CiviCRM Event form in an Iframe
I used to be able to embed CiviCRM forms in Iframes without issue. Recently, I haven't been successful and getting this error:

Refused to display 'http://website.com/civicrm/event/register?id=2' in a frame because it set 'X-Frame-Options' to 'SAMEORIGIN'.

# Answer
> 3 votes
Drupal core is now protected against clickjacking by default: https://www.drupal.org/node/2735873

You can install Security Kit module -\> and then add specific allow-from domains.

---
Tags: forms
---


# Question
Title: Where do I submit bug for summary fields extension?
Where can I submit the bug for the Summary Fields extension?

It seems that the Summary Fields extension has an issue with Relative Dates. In *Advanced Search* I choose the **Date of Last Contribution** as **Last 60 days including today**. When I go back to saved Smart Group later, the *relative date* is replaced with *fixed date* (when the group was created).

# Answer
The Github repo for this extension lives here: https://github.com/progressivetech/net.ourpowerbase.sumfields \[and has an Issues tab\]
> 1 votes

# Answer
As KarinG pointed out, best way is probably to raise the issue in GitHub: https://github.com/progressivetech/net.ourpowerbase.sumfields In general, if someone created and shared an extension it does not automatically mean they will fix all bugs you report. It might mean they come back to you and ask if you would fund the fix. Just to manage your expectations :-)....
> 2 votes

---
Tags: issues, summaryfields
---


# Question
Title: Could an extension add fields to the standard Find Contributions form?
A client would like to search for contributions by payment processor. The built-in search forms don't include a payment processor field, although the data exists within the Civi database.

As the answer to another question describes, I could create a custom search based on the basic Find Contributions form. I could then replace the default Find Contributions menu item with my new improved version.

But, hypothetically, could I instead use an extension to insert a field for payment processor into the basic Find Contributions form itself, along with some code to create the SQL query? Is such an approach possible and advisable?

# Answer
How about building an extension that creates custom report - where contributions can be e.g. filtered by or grouped by Payment Processor id? Much easier to create that and likely more useful too.
> 1 votes

---
Tags: civicontribute, contributions, payment-processor, search, custom-search
---


title: Membership Director change

text:
# Question
Title: Membership Director change
We recently changed Membership director, but the old director stills receives email notification when new member sign up.

How do we change that?

In general, how do we set-up email forwarding? Cannot find references!

# Answer
There is no concept of 'email forwarding'. It could be that you have bcc set up on the Thank You page settings of your Contribution Pages, so check under Contributions \> Manage contribution pages, then click Configure for each of your Contribution pages, and head to the Thank You and Receipting tab.

If you have db access you can look in the civicrm\_contribution\_page table for emails.
> 1 votes

---
Tags: email, configuration
---


# Question
Title: Civiengage pieces not showing despite being activated- Drupal, CiviCRM 4.7.15
Can't see custom data forms, can't make surveys or phone banks or walk lists etc.

Civicampaign is set up and configured.

Civiengage module is activated.

\]

# Answer
> 2 votes
Drupal permission was checked, but additional Drupal **configuration** was not. This is not clear in the manual.

Thank you both for your attention!

S.

---
Tags: civicampaign
---


# Question
Title: When does civicrm-webform remove you from groups?
If you use civicrm-webform, you can add civigroups to your form. You can choose 'user select' to have the user select one or more groups. In the form component, you can choose 'static' to show only a few of all possible groups.

So say you have two newsletter groups and two agegroups. You use the above method to only show the newsletter groups to existing contacts.

Will that remove the the contact from the agegroups if s/he fills out the form ?

# Answer
Webform-CiviCRM will remove you from a group:

* Only if you are logged-in or following a checksum (or otherwise selected as an existing contact)
* Only if the group is presented on the webform as a checkbox/multiselect field and you deselect it.

In other words, the user has to make an active choice. Filling out the form as an unknown user, you're not consciously choosing to *un* check the box (it just defaults that way) so in that instance the module will only add, not remove you from groups.

BTW it works that way for all webform fields. The module will not delete any data from a contact record unless that contact has already been identified and the data was pre-filled on the form and the user made an active choice to erase it.
> 2 votes

---
Tags: webform-civicrm, groups
---


# Question
Title: Contributions not showing Thank You Screen
I'm testing through migrating from joomla to wordpress. My developemnt site is set up in Wordpress 4.2.2 and Civi 4.6.3. I'm having an issue with contributions, when you make a contribution the thank you page is skipped and the user is dropped back to the original contribution page (it's blank, like it redirects there.) The contribution is successful and an email is sent so I'm at a loss for what is happening.

I've checked the civi log and the error log, there's nothing there. I also tried to reproduce it on the demo site, no dice. I've turned off all plugins in wordpress and removed my custom php file.

The one thought I have is that all my urls seem to be using &2f rather then the forward slash for any "/" that occur after the "?page=CiviCRM" . I was thinking it might be a related problem since the URLs works with checksums??

Any idea what else I can do to solve this!?

# Answer
> 3 votes
So I finally figured out what was causing this - but it created another small hiccup. In Wordpress' theme customizer if you set any sort of static front page that's when things start breaking. I tested a bunch of different pages, the civiCRM page that is set as the base page, a page with a contribution on it overridden content and non-overridden. All these pages had the same result - the thank you page on civi generated donate links doesn't show up. (I also tested different themes, it wasn't theme based.)

But.....if you show a lists of posts as your home page the thank you page does show up! Which works for now but is problematic as you can't publish more than one post ever. If you only have one post published it shows the whole post on the home page. Once you have more than one it shows excerpts - which for me is awkward. I like my home page to be a donation page.

I couldn't reproduce this on the demo server as we (understandably) don't have access to the Wordpress settings. I'd love some feedback if I'm the only one who has noticed this or if anyone has found a workaround.

# Answer
> 2 votes
Ray - fwiw I am trying this out on my test system- WP + older CiviCRM - the urls are formed using &2F rather than /, but I do get the 'Thank you' page. On your Thank you page, did you check 'send email' (maybe uncheck?) Are you using 'test drive'-assuming you are -maybe a problem w/payment processor, are you using Dummy/test payment processor, only after confirmation will it hit the pmnt processor.

# Answer
> 2 votes
I ran into this problem too when I upgraded CiviCRM.

I was also having trouble with the "Thank You" pages for registering. Like this question. And the fix for that, **setting the wordpress base page fixed the problem**. Full details are available in this answer

After following those instructions, it fixed this problem too.

# Answer
> 0 votes
Just create a Thank you page against Wordpress and use that page while re-directing this will solve the issue

# Answer
> 0 votes
@RayWright With or without the Wordpress Base Page set in civi: add the following to your functions.php:

```
function turnoff_front_page_redirect( $redirect_url ) {
    if ( is_front_page() ) $redirect_url = false;

    return $redirect_url;
}

add_filter( 'redirect_canonical', 'turnoff_front_page_redirect' );

```

Worked like a charm. -Carlos

---
Tags: civicontribute, wordpress, contributions, contribution-page
---


# Question
Title: Unable to donate due to DOB format anomaly
I have just created a donate form via Civi. Tried to donate (after logging in as account holder) and completed first from ok. DOB in correct format of

27-09-64 (selected from the pop calendar)

On clicking Confirm Payment the page asking

Please verify the information below carefully

showns - However that is where it has altered the format to

DOB 09/27/1964

and on clicking Continue I get

Please correct the following errors in the form fields below: Please select Date of Birth

Can someone tell me how to solve please?

Joomla 3.6.5 - Civicrm 4.7.14

# Answer
Have you formatted the date in Administer/Localization/Date Formats? For the UK 'Complete Date' is set to '%B %E, %Y', and 'Complete Date and Time' is set to '%E%f %B, %Y %l:%M %P'. Also 'Date Input Fields' is set to 'dd/mm/yyyy' which is probably the critical one in this case.
> 1 votes

---
Tags: joomla
---


# Question
Title: SOLVED: 'DB Error: extension not found' after PHP upgrade to version 7.0
Civi: 4.7.11
Wordpress 4.7.2

Hi, I was working on my database today and munged something up. No problem (I thought)... I did a back up beforehand just in case. Unfortunately, after restoring the database I now get the following when I try to access Civi from the front or back end. WordPress is running fine. *(Note: The database restore was a red herring. It was a change of the PHP version at the same time that caused the problem)*

Civi was working perfectly so I'm rather baffled as to what the issue would be since it's all the same data as before.

Any suggestions would be appreciated.

```
Initialization Error
Array
(
    [callback] => Array
        (
            [0] => CRM_Core_Error
            [1] => simpleHandler
        )

    [code] => -25
    [message] => DB Error: extension not found
    [mode] => 16
    [debug_info] =>  [DB Error: extension not found]
    [type] => DB_Error
    [user_info] =>  [DB Error: extension not found]
    [to_string] => [db_error: message="DB Error: extension not found" code=-25 mode=callback callback=CRM_Core_Error::simpleHandler prefix="" info=" [DB Error: extension not found]"]
)
```

---

**ADD. 1**

I've found two mentions of the same error
\- CiviCRM Initalization Error: DB Error: extension not found
\- https://issues.civicrm.org/jira/browse/CRM-17874

Both refer to the problem being the use of the MySQL extension. I'm a little out of my depth at this point. As far as I can tell there were no changes to the server in the short time between when I made and restored the backup DB.

---

**ADD. 2**

As mentioned in my reply to Kainuk below, it turns out the host upgraded the PHP from 5.4 to 7. I don't have shell access, or access to the folders mentioned in the links in my previous addendum, so I'll have to get the host to look at it. Will report back with the results of that. *(Turns out I didn't need to go to the host. I was mistaken about where to implement the changes)*

---

**ADD. 3**

The host CPanel dashboard is still showing the old PHP version. I only discovered the PHP version was changed to 7 by running a phpinfo query.

The problem was resolved by implementing these changes https://issues.civicrm.org/jira/browse/CRM-17874 in /wp-content/uploads/civicrm/civicrm.settings.php

# Answer
> 9 votes
Summarising the above conversation:

* The upgrade of PHP to version made the PEAR DB extension unavailable. So the exception *"DB Error: extension not found"* was thrown.
* Changing to the database connection URL in the `civicrm.settings.php` using the prefix mysql**i** solves the problem.

---
Tags: wordpress, error, database, php
---


# Question
Title: Solved - Wrong base URL for Civi include files (Wordpress)
Civi version: civicrm-4.7.14-wordpress | Wordpress version: 4.7

Hi,

I have run into a problem with a Civi/WordPress install. The content of the dashboard is not loading and the Civi menu not showing. The site is installed in a directory and the urls for 34 Civi include files have that directory duplicated. This is a new install. The only concern during the install was that the server is running PHP 5.4, otherwise it went fine.

> Example URL: domainName/**dir/dir/**wp-content/plugins/civicrm/civicrm/css/crm-i.css?r=YR5cm

I am still relatively new to Civi and I am having trouble sorting out where to correct the duplication. Any recommendations would be very appreciated.

Thanks!

---

**ADD. 1:** If it's of any help, I've confirmed there are no Javascript errors (probably because none of the Civi includes are loading), Wordpress itself is running fine, there are no other plugins installed, and the theme is Twenty Seventeen.

---

**ADD. 2:** I confirmed with the host that everything is okay on their end.

I removed the directory from civicrm.settings.php, line 211

> define( 'CIVICRM\_UF\_BASEURL' , 'domainURL/dummy');

Now the dashboard at least tries to load, but generates the error *"Network Error, Unable to reach the server"*. The 404 errors are gone now. There is still no Civi Admin menu but I am at least able to access the Administer CiviCRM page and its links now. Unfortunately, it also means I have to manually add the directory back into URLs that didn't have the duplication to start with, like the "System Status" link at the bottom of the dashboard.

---

**ADD. 3:** I tried installing *CiviCRM Utilities* plugin as suggested on "Word Press Install Missing civicrm.settings.php; dashboard unavailable; no menus" *(I don't have enough points to post more than one link)*

It didn't resolve the problem but I now have the following appearing on Civi dashboard. That's progress of a sort... I guess.

Now I'm looking at resolving these issues. Sigh.
I'm willing to entertain even the smallest shot in the dark for the original problem at this point.

# Answer
The problem I am experiencing is related to this issue Word Press Install Missing civicrm.settings.php; dashboard unavailable; no menus

The override provided has the site up and running. Yay!

*(If someone can relay my thanks to Kevin Cristiano I'd really appreciate it!)*
> 1 votes

---
Tags: wordpress, installation
---


title: Importing Events

text:
# Question
Title: Importing Events
Is it possible to import Events? And if so, where do I start? I've not done anything more advanced than use the CiviCRM UI for imports before now.

# Answer
> 1 votes
Try to use the extension API csv Import GUI.

# Answer
> 1 votes
If you want to import event participants, create the event as normal, then go to `Events > Import Participants`. Note that your participants already need to exist as contacts.

If you want to import the event itself ... that's more complicated!

---
Tags: civievent, import
---


title: Civizualize does not render

text:
# Question
Title: Civizualize does not render
Using Civicrm 4.6.5 and the latest master branch of Civizualize at github https://github.com/TechToThePeople/civisualize, The page /civicrm/dataviz shows the default visualizations list, but when I click on one of them, the vizualization does not render.

```
SyntaxError: Unexpected token <    http://crm.conscious.life/civicrm/sites/default/files/civicrm/custom_ext/civisualize-master/js/d3.v3.js?nsuhjj:1

SyntaxError: Unexpected token <

```

http://crm.conscious.life/civicrm/sites/default/files/civicrm/custom\_ext/civisualize-master/js/dc/crossfilter.js?nsuhjj:1

```
SyntaxError: Unexpected token <

```

http://crm.conscious.life/civicrm/sites/default/files/civicrm/custom\_ext/civisualize-master/js/dc/dc.js?nsuhjj:1

```
ReferenceError: d3 is not defined

```

http://crm.conscious.life/civicrm/dataviz/contribute:323

# Answer
> 2 votes
It's probably a javascript error.

Most likely it's that you didn't properly configure the extension url for your extension. What configuration do you have?

Checkout your browser console, do you have any error message? something about d3 missing?

You can also look at your Developer Tools (press F12 in Firefox/Chrome), and check the "Network" tab. Are you seeing 404 errors? Look at the URL that's getting a 404 error. Is there actually a file in that location? It's very possible that your "Extensions URL" is incorrect. Go to **Administer menu \> System Settings \> Resource URLs** and change the Extension Resource URL to match the actual location of your extensions.

# Answer
> 0 votes
I have the same issue but a different console error:

mailings:361 Uncaught TypeError: data.values.forEach is not a function(anonymous function) @ mailings:361

# Answer
> 0 votes
I have this problem too. The console output is as follows (For those troubleshooting along at home, reach the console in Chrome by hitting Shift+Ctrl+I and choosing the console tab):

The uncaught error seems to refer to the line that says `var numberFormat = d3.format(".2f");` in civicrm/dataviz/contribute found on line 48 of Contribute.tpl.

But I'm not sure how to proceed. If it's relevant, I'm running 4.7.14 on Drupal 7.53 on CentOS 6.8.

---
Tags: civisualize
---


# Question
Title: Emailing event participants - using 'send email' versus 'civimail'
We have a question about using our CiviMail configuration for emailing Event participants. We recently had an event with \> 60 participants. When we went to send a follow-up email, we went to the event, selected all the registered participants, and then selected "Email - send now" under Actions. We used one of the standard CiviMail templates, but it apparently used our mail.php backup that we have configured instead of sending it through our Sparkpost extension. Because of that, we weren't allowed to send to more than 50 participants, so the mailing had to be broken into two parts. Additionally, in the resultant emails, not all CiviMail tokens were resolved.

Obviously, we could have put the people in a temporary group and then used the CiviMail interface that we've been using for months to send large bulk emails through Sparkpost.

Is there a way to configure the event "Email - send now" to work like Civimail? Do we always need to create a temp group when we have many participants? Additionally, I presume we are not getting bounce reports as we normally do via the Sparkpost webhook.

# Answer
> 3 votes
I think I see what is happing.

When you select your Participants (from Find participants) you only have an option for

* Email send now (50 or less)

When you select your Participants as Contacts (from Adv Search) you should have an option for

* Email schedule/send via CiviMail
* Email send now (50 or less)

So, I think you can get what you want by searching for Contacts who were at your Event, and using that option, rather than searching via Find Participants.

NB iirc you need to have an existing CiviMail group that you use as part of this process, but it doesn't result in your participants being added to it. That said, I am not certain if all the bounce etc happens for these 'tack on' contacts but expect it would.

NB what the Action is called changes between versions so yours may be different if not 4.7.x.

READ MORE: instructions are at https://docs.civicrm.org/user/en/stable/email/mass-mailings-using-civimail/

starting with "If you are basing your mailing on search results, perform your search (for example, using Search \> Advanced Search) and then choose Email - Schedule/Send via CiviMail from the Actions drop down. "

---
Tags: civievent, civimail
---


# Question
Title: Can I offer different pricing for an event based on user group?
I have an event in CiviEvent that should be a paid event for some of our user base but should be a free event for other users.

Presently the users are grouped using smart groups, but I could also create a membership if that would be more helpful.

The main question is how do I structure my price sets so that one price set is offered to one type of user, but a different price set (or no price set) is offered to a different type of user?

I thought it would be possible to create different price sets and only make them available to different user types, but I haven't figured out how to do that.

I also thought about using a cividiscount code, but the challenge is that I don't want people to share the discount code. (Is there a way to make a discount code limited to a certain user group?)

Thanks for any thoughts.

# Answer
You could make a civiDiscount code that automatically applies to a membership you create (easier) - or (with the latest version) I believe you could create a discount code that targets only users in your group using an API call in the advanced filter (more difficult but maybe makes more sense).

If you have the discount code applied automatically, you don't have to share it with the users. The way this *could* still be exploited, if you are worried about that, is if you allow multiple registrations and/or with same email. In that case the user could share their login information with another to register another ticket.

More information on the cividiscount advanced filters: https://github.com/dlobo/org.civicrm.module.cividiscount/blob/master/README.md
> 2 votes

# Answer
Edit: I forgot this was a CiviCRM extension (Group-Based Pricing). My apologies. Luckily it's very easy to use.

I haven't used CiviDiscount but what I am using right now is *Price Sets* with Radio, Select, or Checkbox *price fields*. Within those, you can edit each option, and limit the visibility to certain groups. (I actually just posted asking if there's a way to do this with the "Text / Numeric Quantity" price field because it doesn't have the same options available).

1. Create a *Price Set* with the fields: *Radio*, *Select*, or *Checkbox*. Fill out all price options, details, save it, and close the popup window.
2. Click on *Edit Price Options*
3. Click on *Edit Option* for the price that should have limited visibility.
4. *Limit Price Option To* the group(s) you want to see this price option.

This also allows for people to pay the "full price" if they feel generous.
> 3 votes

---
Tags: civievent, groups, price-sets
---


# Question
Title: Create Wordpress User With Given Username During Import
We are trying to have a membership signup page on our WordPress site. The idea is that upon membership creation a user will be created in WordPress.

So I have a membership sign-up page using a profile that I've created. Almost everything works as I want it except for how the users in WordPress are being created. It is creating the username as a combination of title, first name, and last name.

I don't have a username field on the profile. There is seemingly no username data point in CiviCRM that I can add to the profile. How can I ask the user to provide a username or change the way it is auto generating them.

I didn't see the option on the profile to create a WordPress user.

**Import Question:**

When I import users as contacts from our Excel sheet it sets the username as title plus first and last name. Is there a way to provide a username on import? Is there a way to map a username column in the CSV?

I'm using the membership role sync plugin in WordPress to sync roles across to the users in WordPress. Ideally I would like to import all the contacts (which will have both current and expired members) and then import memberships as separate. Doing the membership import would create the user, correct? Again, I'd like to be able to define the username here.

# Answer
> 1 votes
I figured this out with the help of @Christian Watch.

Christian's plugin CiviCRM WP Member Sync took care of this. Once a filter was added to allow plugins to handle the username I was able to change the username creation during the membership import to be what I wanted.

---
Tags: wordpress, user
---


# Question
Title: What domain name should I use for my extension's fully qualified name?
I'm getting started with creating extensions and I see that each extension needs a "full name" or "fully qualified name" or "key", which often serves as the name of the git repository too. I see that the domain names used in these fully qualified names are either (1) `civicrm.org` or (2) the domain name of the development shop creating the extension.

I'm not currently part of a development shop, but I'd like to create an extension which I can share with others later on. How should I pick a domain name to use within my extension's fully qualified name?

# Answer
You can pick anything you want as the domain name. I sense that these answers could get hilarious. Some suggestions from me (others please add your own):

But of those, lolcats.com says "extension developer" to me the most:
> 1 votes

---
Tags: extension, civix
---


# Question
Title: Give a Wordpress User Only rights to his clients and report
first of all i want to say CiviCRM is a wonderful!!

I have a CiviCRM installation with a lot of clients in it. Also there are 20 users. I use a Wordpress bases installation of CiviCRM. And each user has his own report.

Now all the users can see all the reports, and can find all the sales of other users and so on..

Is there a way to give for example User\_A only rights to see: \- The report of User\_A \- The search results only from what has to do with User\_A

The User\_A has a Custom Field, with i filter on in the report to see.

I hope someone can give a good solution for this problem.

With Kind Regards, Mark

# Answer
You should be able to get what you need by using ACLs (Administer\>Users & Permissions\>Permissions (Access Control)). This will allow you to create roles, assign users to those roles and create ACLs to provide permissions for certain actions to those roles. You can assign access permissions on reports to specific roles also.

You will need to create some Access Control groups for your users and their clients to manage your ACLs. It will take a bit of planning but should be doable.

You should also assign your users a role in WordPress and assign them permissions on the CMS level.

There are details here: https://docs.civicrm.org/user/en/stable/initial-set-up/permissions-and-access-control/
> 1 votes

---
Tags: wordpress, civireport, permissions
---


title: Cron Job for WordPress on siteground

text:
# Question
Title: Cron Job for WordPress on siteground
I needs some help please, I am trying to set up a CRON job in the Cpanel of my Siteground hosting with the following string with the admin username and password for my WordPress install.

```
 /usr/local/bin/php ~/public_html/wp-content/plugins/civicrm/civicrm/bin/cli.php -s http://www.promedical.com.vu -u USERNAME -p PASSWORD -e Job -a execute

```

However is keep getting "`ERROR: Invalid username and/or password<!-- deferred 0 scripts, deferred 0 styles & minified html in 0 seconds -->`"

I have checked both multiple time and the username and password are correct, I am not where to from here?

any help would be appreciated

# Answer
On Siteground I use the wp-cli method as I find that more reliable:

```
/usr/bin/wp --user=USERNAME --url=https://EXAMPLE.ORG --path=/home/CPUSER/public_html --timezone="PHPTZ" civicrm api job.execute auth=0

```

replace CPUSER with the cpanel username , USERNAME with your WP Username, make sure the url is your site's canonical url and set the php timezone (eg America/New\_York)

you may have to login via ssh and do a `which -a wp` to dtermine the path to the wp-cli script. It's always been `/usr/bin/wp` for me, but I would double check
> 1 votes

---
Tags: wordpress, cron
---


title: Disabling Web Site type label (work)

text:
# Question
Title: Disabling Web Site type label (work)
wondering if someone could assist with this naggging issue (small thing that we've spent 4 hours attempting to figure out).

In civi, there are options for phone types, website types etc, and similar the quetion asked in Website Display in Directory listing

we are wondering : how the heck do we disable (work) the label for the web site 'type" in parentheses??

Know we've done this before but can;t for the life of us remember how (?)

Going to profile \> then the field \> as suggested by the ticket above does not give is that option.

Any assistance appreciated!!

D

# Answer
> 1 votes
It is a 'dropdown option' which you can find via Admin \> Customise \> Dropdown options, or via Admin \> System Settings \> Option groups

eg

http://dmaster.demo.civicrm.org/civicrm/admin/options/website\_type?reset=1

---
Tags: custom-fields, profile, directory
---


title: Manually Change CiviCRM ID?

text:
# Question
Title: Manually Change CiviCRM ID?
Is there a way to manually override someone's CiviCRM ID?

A long time member of ours got his original ID number from our previous database. When we switched to Civi, it changed his ID. He would like his old ID number back.

Thanks!

# Answer
> 2 votes
If there is a contact (y) with that ID already then one option via the UI would be

* create a new contact (z). Then merge z and y so that z inherits all the information for contact y
* retrieve y from trash, and go through the same steps of merging y with x (your original contact) such that y inherits all the info from x.

Outcome should be that your original contact will now have the ID of y.

# Answer
> 0 votes
Assuming the id has already come and gone.

Create a new person of the same type. Give them the same name so you can find and merge later. Only give them a name. Don't give them an address or email or anything else. Otherwise you'll be creating records in other tables.

Using sql or phpadmin or some other sql tool update the contact id to the one you want.

```
update civicrm_contact set id = wantedid where id = id_of_newly_created

```

Now merge the old person into the newly created re-id'd person.

As always with stuff like this test in a development environment first.

Caveats: You might find that the swapping id's errors with foreign key constraints. If so, look at the constraint and delete the record from that table that matches the new contact\_id. You may have to do this a few times if there is more than one. I found that custom fields sets that were set to view inline each had a record.

---
Tags: contacts
---


title: CRON Job Error with WordPress

text:
# Question
Title: CRON Job Error with WordPress
with the help of another users i was able to get my CRON jobs to run however I seem to be getting a different error now:

```
Fatal error: Smarty error: [in string:<meta content="text/html; charset=UTF-8" http-equiv="Content-Type" />
<meta content="width=device-width; initial-scale=1.0; maximum-scale=1.0;" name="viewport" />
<title></title>
<style type="text/css">div, p, a, li, td { -webkit-text-size-adjust:none; }

*{
-webkit-font-smoothing: antialiased;
-moz-osx-font-smoothing: grayscale;
}

.ReadMsgBody
{width: 100%; background-color: #ffffff;}
.ExternalClass
{width: 100%; background-color: #ffffff;}
body{width: 100%; height: 100%; background-color: #ffffff; margin:0; padding:0; -webkit-font-smoothing: antialiased;}
html{width: 100%; background-color: #ffffff;}

@font-face {
    font-family: 'proxima_novalight';src: url('http://rocketway.net/themebuilder/template/templates/titan/font/proximanova-light-webfont.eot');src: url('http://rocketway.net/themebuilder/template/templates/titan/font/proximanova-light-webfont.eot?#iefix') format('embedded-ope in /home/promedic/public_html/wp-content/plugins/civicrm/civicrm/packages/Smarty/Smarty.class.php on line 1094
<!-- deferred 0 scripts, deferred 0 styles & minified html in 1 seconds -->

```

My cron jobs looks like this, and seems to be running ok if i am to believe the run times in the scheduled jobs page

```
/usr/bin/wp --user=USERNAME --url=https://URL --path=/home/promedic/public_html --timezone="Pacific/Efate" civicrm api job.execute auth=0

```

I am running Civi 4.6.14 on WordPress 4.7.2

thanks in advance for any help

# Answer
I have seen this before. Cron will fail while processing mailings (any type) if a smarty error occurs. I would review the templates being used.
> 1 votes

---
Tags: wordpress, cron-job, cron
---


# Question
Title: New to CiviCRM: Hosting (VPS) requirements and migration from NationBuilder
this is my first question to the forum, hope you can help me. My org wants to migrate from NationBuilder to CiviCRM. We currently have a shared hosting solution with GreenGeeks, so:

Question 1: with about 6,000 members, contributors... and sending about 50,000 mails a month, do you think a hosting solution like the 1GB option here would be good for a CiviCRM + Wordpress installation? https://www.greengeeks.com/vps-hosting/

Question 2: we'd like to migrate from NationBuilder to CiviCRM. Do you know of any guide/tutorial for this specific case?

Thanks!

# Answer
Q2 JMA Consulting and Fuzion recently migrated a large db from NB to CiviCRM + Drupal. JMA built the migration mapping. Fuzion worked on a Drupal-side interface that replicated some of the common NB screens (so not relevant for WP sites). You may want to get in touch with JMA via the Partners list concerning the migration side of things.

NOTE: If this is seen as too 'advertorial' then pls down vote it and I will happily remove it.
> 2 votes

---
Tags: migration, hosting
---


# Question
Title: Can CiviCrm be used for membership and financial management?
***Can it be used for the following ?***

each month a paper document is submitted to the Head Office of the non-profit; attendance, donations, finance. User wants all this to be submitted as a softcopy.

Currently data on the non profit is stored in the cabinet room but there is no database that allows convenient access to the data, i.e. allow access from all locations with internet connection. User wants all this data to be a conveniently accessed database.

***Here are some additional responsibilities of the finance department***

Maintain financial records, organize and reconcile weekly collections, expenses, and receipt payments. High level budgeting and comparing the budget with the actual financial condition of the nonprofit

***The financial controllers wants the following***

Identify who is sending the money pay salaries electronically Search function to find WHO is paying WHAT, and HOW much was paid.

The system must be able to sync all the departments, especially the financial department so that any change; deletion, addition, or minimal adjustment to the data is seen by all and is accessed by all.

At core the software must be a collaborative instrument to help sections of a company operate well, and help companies in dissimilar locations behavior as If they are in the same location working on the same task in the same room with the same tools

# Answer
> 2 votes
You may need to use an accounting system such as Xero which has integration with CiviCRM to fully achieve the goals.

You can find some documentation about the integration here and here

# Answer
> 1 votes
I would say yes because I support at least one organization that's been using for such purposes for nearly 7 years and several others for 3 - 5 years. This is one of the core features of CiviCRM and it's been getting better at it over the years. Whoever is in charge of this endeavour will need to learn how the contributions system within CiviCRM works and how it relates to Memberships, Events, etc and how to run reports but it is definitely all there.

EDIT: This is the Financial Accounts area of a recent build (there is a substantial learning curve).

---
Tags: civicontribute, evaluating-civicrm
---


# Question
Title: Automatically recording electronic fund transfers for members
We will receive a lot of individual transactions via automated electronic funds transfers from our members' internet banks. I would like to record these, but it seems very cumbersome to do "Batch Data Entry" for each individual member and each individual transaction.

Is there any way in Civi to automatically record these EFTs every month (linked to the member in question)?

Kindest regards, Frederik Federspiel

# Answer
There would not be an automatic process.

Save a CSV spreadsheet(s) with the list of transactions. Every month, you can change the date column and import it into Civi.
> 0 votes

---
Tags: civimember, custom-fields, batches
---


title: Permissions, ACL and Groups

text:
# Question
Title: Permissions, ACL and Groups
I would like to confirm this statements regarding permissions, ACL and groups (Wordpress 4.7.1, civicrm 4.7.15)

1. Permission to edit contacts (ACL or general), allows user to assign contacts to ANY group
2. As 1 is true, user can add himself to another group and thus obtain its ACL related permissions

This is a serious issue for us as it hinders the flexible security management ACL provides. I would like to evaluate viability of a feature to solve this problem. I see two approaches:

1. A general permission (not ACL related, in wordpress related to wordpress user role) which would control assignment to control access groups (this will be enough for our organization)
2. As 1, combined with ACL permissions (p.e. denied general permission but allowed assignment to certain control access groups through ACL)

I would be capable to work in any of this approaches (1 in first phase, then 2) but I am not yet very familiar with civicrm code structure. Can you point out the possible problems and difficulties of implementation of these features? Is there any related isssue in Jira?

Thank you

# Answer
> 0 votes
Permissions control is not related to Civi groups. It is controlled by WordPress user roles as you suggest for #1 fix. You should have no trouble from a security management stand point to set it up so staff cannot assign themselves to other roles.

You might want to add this plugin for better control. https://www.role-editor.com/

---
Tags: groups, permissions, acl
---


title: Directory not replaced with site name?

text:
# Question
Title: Directory not replaced with site name?
At some point ckeditor broke for us. Developer tools show me it is not loading because :

```
Common.js?ol145e:249 GET https://home/NAMEREMOVED/www/www/sites/all/modules/civicrm/js/wysiwyg/crm.ckeditor.js net::ERR_NAME_NOT_RESOLVED

```

I can't seem to find the appropriate place to fix this. As I usually don't poke around the guts.

Everything else seems to be loading appropriately from the domain instead, i.e. https://domain.name/sites/all/modules/etc.....

Any thoughts? We haven't migrated the server just updated it.

CiviCRM version 4.7.16 is up-to-date. We are on Drupal 7.54? I have shell access and can edit files.

# Answer
I just found and fixed the same problem. There are two possible fixes to this problem, only one of which is available to you immediately. As per usual, Chris nails it.

In your `civicrm.settings.php` file, there's a line `$civicrm_root = /path/to/civicrm`. If you have a symlink in that path, then the `[civicrm.root]` is miscalculated. So the easy fix is to fix your `$civicrm_root` to the non-symlink path to the file.

The longer-term fix is this line: `CRM/Core/Resources.php: 'wysisygScriptLocation' => Civi::paths()->getUrl("[civicrm.root]/js/wysiwyg/crm.ckeditor.js"),`

This shouldn't call `civicrm.root`, it should use the resource URL. I'll try and post a bug report (and maybe even a fix!) if I find a moment - but first, like you, I need to get my mailing out :)
> 6 votes

---
Tags: drupal, ckeditor
---


# Question
Title: Multiple Contacts and Memberships Later Merged to One Membership
I have a problem that I'm not entirely certain how to work around. I have two contacts, who have been two separate members for a long period of time. But recently they married and are now sharing one membership (example: Two at same address). How would I record them sharing a single active membership while keeping their past data (as singles we'll say) available for them to review?

Thanks!

Matthew

# Answer
There is an option to merge contacts and seems to be what you are looking for. Search for them in Find Contacts and then select to merge the two.
> -2 votes

---
Tags: civimember, contacts
---


# Question
Title: Views Proximity Search on Latitude / Longitude
Has anyone used a proximity filter or sort in Drupal Views based upon a contact's geocoded address? I think it would be doable with the GeoPHP module and a special handler, but I don't know if it has been done.

# Answer
We've done this with OpenLayers https://www.drupal.org/project/openlayers and Openlayers Proximity https://www.drupal.org/project/openlayers\_proximity

I wrote a blog article which in part describes how to create a OpenLayers map and Openlayers Map Views overlay with CiviCRM Event location plotted on a map. This should give you enough pointers to design your own Openlayers Map, View and get you started: http://jackrabbithanna.com/articles/drupalcivicrm-integration

This article does not include the Proximiy functionality you are looking for, but just install Openlayers Proximity and the filtering will be made available in the Views UI
> 6 votes

# Answer
I've just set up a proximity search using this new-ish module: https://www.drupal.org/project/civicrm\_contact\_distance\_search

About to see if I can use something like Leafet to add a map as well.
> 0 votes

---
Tags: drupal, location, drupal-views
---


# Question
Title: I want to Coordinate civiCRM mailing list and SimpleNews Mailing list
I send mailings two ways: via civiCRM newsletters and via SimpleNews newsletters. The problem is that I then have two different email lists, one in civiCRM and one in Drupal for SimpleNews. If users want to stop receiving emails, they have to unsubscribe twice. I would like people to be able to unsubscribe from either list, and be removed from both. So there are two parts to this: (1) on unsubscribe from SimpleNews, remove from civiCRM mailing list, and (2) on unsubscribe from civiCRM mailing list, remove from SimpleNews mailing list.

For (1), I was trying to create this rule: When an email is unsubscribed from SimpleNews (Action), then the email is also removed from civicrm group (Event). But I receive an error message: Data selector site:current-user:roles: for parameter contact is invalid. What should the data selector be? The only one that comes up as an option is "site:current-user:roles"

For (2), I have no idea how to do this. Any suggestions would be appreciated.

Final Note: What I am trying to do may not be possible without using some third party such as MailChimp to coordinate email lists.

# Answer
> 0 votes
There are a couple of workarounds that may help you.

Civimail offers a 'public' page version of the mailing. not the same thing but not sure if you knew that or not. When you set up a Mailing you have the option of setting its visibility to public, and then there are Drupal permissions to determine what roles can access this.

Also there is an extension developed by Fuzion here that lets you put a Views token in a mailing, so you can

* create your newsletter stuff in drupal
* create a views display for this content
* put token in civimail

---
Tags: groups, drupal-rules, newsletter
---


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

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

What did I miss? Any best practices?

# Answer
You say "Drupal's webform with civi integration would register both contacts to the event in question". I don't think this needs to be true. You can specify which contact on the webform gets registered for the event
> 0 votes

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

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

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

So... as often, there's no one answer that fits everyone. One simple approach is to add custom fields for the employer on the participant registration profile. If you really need a linked org record, you can create one manually.
> 0 votes

---
Tags: civievent
---


# Question
Title: How best to rearrange the order of the address fields on the New individual/contact from?
I'd like to play with order and layout of the address fields on the New Individual form. I understand that in the localisation setting s this can be achieved but I am not having any luck with the for a NEW individual/contact. Is there not a .php file that i can edit the HTML output and manually rearrange the order of the fields? Is this the best approach? Thanks, Joe.

# Answer
> 1 votes
I would recommend you create a little jQuery to move the fields around (something like you see here: template jQuery example)

And then place the created template with jQuery on the appropriate form (which will probably be `CRM_Contact_Form_Edit_Address`) using the alterContent hook (something like what you see here: alterContext hook example

Although this is not exactly what you want, it shows the approach. Does that help or is the confusion only growing?

# Answer
> 0 votes
What you need could potentially be delivered purely by creating, or modifying, a Profile.

---
Tags: fields, html
---


# Question
Title: Civi membership receipt emails - how to turn on/off per membership?
We have many automated renew memberships with automated recurring contribution profiles. Civi has a great system of sending automated payment receipts for each of these automated contributions through its system workflow message, "Membership receipt (online)".

We can edit those messages, and with a bit of SMARTY decision making, we can change their content quite substantially from one membership type to another.

But is it possible to actually turn off auto receipts completely for one membership type and leave them on for others?

And if so, how?

Thanks for your thoughts.

# Answer
> 1 votes
Membership online receipts are delivered based on which Contribution Page someone completes. So if you used multiple such pages, you could turn off 'send receipt' for some of them.

If they all have to come in from the same page for some reason then alternatively you may be able to run a post-process hook and change the the civicrm\_contribution.contribution\_page\_id value, or since this is memberships, it may relate to the value in civicrm\_membership\_block.entity\_id value (guessing a bit here but the membership block is set to be on specific contribution pages by this value, and that may therefore link to the Contribution page ID and hence whether a receipt gets sent or not)

# Answer
> 0 votes
I am not sure if you can do that with the standard scheduled reminders in CiviCRM. A possible solution could be to not use the scheduled reminders but use CiviRules to configure the sending of the automated renew emails? That would give you the possibility to only do it for certain membership types, or use specific templates for specific membership types.

What version of CiviCRM are you using?

---
Tags: civimember, receipts, recurring-contributions
---


# Question
Title: Moving contribution page to a new campaign - consequences?
quick question: Having a contribution page under campaign A.. We're creating a new campaign ("B") now but wish to use the same old contribution page.

How are the past records (donations+pcps) affected?

# Answer
> 1 votes
The contributions hold the campaign at the time they were made so not affected. PCPs created also keep the old campaign against them (using my memory here!). Any new PCPs or contributions will use the current campaign against the contribution page that initiated them.

---
Tags: contribution-page, civicampaign
---


title: SOAP Proxy URL is invalid

text:
# Question
Title: SOAP Proxy URL is invalid
What is a SOAP Proxy and why is it invalid?

We use CiviSMTP for our SMTP provider. When I test the settings that were entered by our previous developer in our SMTP provider account settings, I get the following error:

> Civimail User Check : it appears that the proxy URL that you gave is invalid

The SOAP proxy URL entered is: `https://www.example.com/sites/all/modules/civicrm/extern/soap.php`

I am not sure what effect, if any, that this is having on our website. I believe it was working correctly until I upgraded CiviCRM from 4.3.8 to 4.7.15.

Edit: I looked at the patch that needs to be applied to 4.7.x versions of CiviCRM but didn't apply it because the code in my version doesn't match what's in the advice for the patch here.

Here is the debug output for this debugging script:

```
SoapFault exception: [Client] looks like we got no XML document in /var/www/html/example/docroot/sites/all/modules/civicrm/check_soap.php:13
Stack trace:
#0 /var/www/html/example/docroot/sites/all/modules/civicrm/check_soap.php(13): SoapClient->__call('authenticate', Array)
#1 /var/www/html/example/docroot/sites/all/modules/civicrm/check_soap.php(13): SoapClient->authenticate('example_username', 'example_password')
#2 {main}
Raw Response:
<br />
<b>Notice</b>:  Constant CIVICRM_MEMCACHE_PREFIX already defined in <b>/var/www/html/example/docroot/sites/default/civicrm.settings.php</b> on line <b>26</b><br />
<?xml version="1.0" encoding="UTF-8"?>
<SOAP-ENV:Envelope xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/

```

# Answer
> 1 votes
See https://www.civismtp.com/drupal/accountsetup#invalidproxy \- for how to troubleshoot/debug.

# Answer
> 0 votes
The function of the SOAP proxy is somewhere hidden in the CiviSMTP documentation. In their documentation they write

> The CiviCRM Soap script comes with CiviCRM installation and can be accessed via the web after you have successfully installed and activated CiviCRM and CiviMail. This is the URL that we will be contacting about bounces, unsubscribes, replies, and etc.

So, when an email bounces and is returned to CiviSMTP they call the Soap Proxy to report this to the CiviCRM customer. I expect it sets the email address *On Hold*.

Issue CRM-12343 gives me the impression that the SOAP Proxy is created specially for CiviSMTP.

---
Tags: drupal, civimail, smtp
---


# Question
Title: Adding tag or assigning group when user created from profile
I'm trying to create a mailing list sign-up using a custom profile (capturing a little more information about the user than the default mailing list).

I'm running Wordpress 4.7.x and Civi 4.7.x

I've managed to get the profile up and running but can't work out a nice way of assigning a tag \ group to the newly created individual.

I've had a read of How can I assign tag when certain profiles are submitted which looks like a similar question but unfortunately CiviRules isn't an option for me (4.7 not supported) nor are Drupal Webforms.

So far the best I've managed to achieve is to add a contact source field to the profile and auto-populate \ hide the field with Javascript which doesn't feel like an ideal solution.

Any thoughts or ideas appreciated!

Thanks,

# Answer
In the the profile settings \> advanced settings there is an option to "Add new contacts to a Group?". This will add contacts to the group specified when the profile form is completed.

If you are looking to give the user options on which mailing lists they wish to be part of you can create a custom field with the selections. Then create smart groups for each option to use for mailings on each area of interest.
> 2 votes

---
Tags: profile
---


# Question
Title: Including Member Login to a CiviCRM Site
I am just starting to configure a CiviCRM/Wordpress implementation for my organization. As well as a tool for the club's administrators to keep track of membership, I also want the members themselves to be able to keep track of their own membership.

CiviCRM seems incredibly powerful for administrators, board members, and other roles within the club to manage members, payments, events, etc. However, I would like members to be able to login and maintain their contact information, pay their dues, be able to make donations, sign up for events, etc. I'm having a hard time finding anything built into CiviCRM to allow this functionality. A nice login widget/plugin/feature with the option to sign up would be ideal. From there the user could manage their account.

As a stretch objective CiviCRM would know if a user has donated or participated before creating their account, and recall all that information for the member.

I see this question how the members can login to civicrm alludes to a plugin. A single plugin doesn't seem too hard to manage, but I don't want to have to install 20 different tools just to facilitate this functionality. Is that the only way?

Finally, could CiviCRM keep all user interaction on the front-end site? Or because I'm using Wordpress, would all member interaction happen in the Wordpress back-end? If that is the case, I'd hope some functionality would be hidden to members without sufficient permission. A confusing interface for the club members would render CiviCRM ineffective for my organization.

# Answer
You have a few questions here so I will try to address them individually.

The login and user accounts are handled by WordPress. CiviCRM syncs with the WordPress user accounts so when a WordPress user is logged in it connects to a CiviCRM contact. If that user then goes to register for an event, make a contribution, etc. the form will populate with their current information and changes will be saved to the CiviCRM database.

There is a WordPress plugin called "Members" which allow you to create custom user roles and has a nice login widget.

You can use a combination of profiles & the user dashboard to allow logged in users to view and change their engagement with your organization through WordPress front end pages.

This plugin https://civicrm.org/extensions/civicrm-wordpress-member-sync will change a user's role based on their membership status. So if a you have restricted content or discounts based on membership and a membership for a contact expires the user's role will change to reflect their new status and content will be restricted.

There is a lot here but with some planning it is all doable.
> 4 votes

---
Tags: wordpress, extension, user-account, user, plugin
---


title: Checksum wiping out member since date!

text:
# Question
Title: Checksum wiping out member since date!
We've starting using checksum in civimail for membership renewals. The checksum link takes the user to a webform in which they can renew.

When they do renew the membership is being recorded as a new membership wiping out the member since date.

For example, one person has been a member since 2010. Now it reads 2016.

Anyone know why this is happening.

Thanks, Andy CIVICRM 4.5.8 Drupal 7 We've updated webforms and webforms-civicrm to latest version

# Answer
> 1 votes
I think this is nothing to do with the checksum (other than that causes the right contact to load) but is an issue with webform-civicrm overwriting existing info in the membership table.

Pretty sure this is an issue with the webform\_civicrm code. Have raised here

---
Tags: civimember, webform-civicrm, checksum
---


# Question
Title: Expired memberships being erased by new memberships using Webform
we have a problem with expired members renewing.

When they renew using our webform, the old membership is replaced completely with the new membership. This means we lose the key 'member since' data.

They also show as a new member and not a current member which presents problems for us.

This does not happen when someone is in the grace period. This does not happen if we manually renew the expired membership.

We use webform civicrm intergration with paypal standard. Drupal 7. Latest version of webforms and civicrm intergration. CIVICRM 4.5.8.

Any help resolving this issue would be much appreciated.

Thanks, Andy

# Answer
> 1 votes
Sounds like you want to check out how to send existing members a renewal link via CiviMail. Webform CiviCRM provides you a handy link on the CiviCRM tab and an explanation.

The key concept here is that you can send contacts a special/unique-to-them link to the renewal page that bakes in their existing contact id so that the page already knows them and their membership, making the renewal easier for them and for CiviCRM.

# Answer
> 1 votes
A CiviCRM contact should only have one membership record for membership in a given organization (when you created the membership types, you associated the membership with an organization contact). If someone renews an expired membership, it won't create an additional membership record, it will update the expiration date of the existing membership. You can keep track of this with the Member Since and Membership Start dates.

The Member Since field is the date the contact first joined (ever). The Membership Start is the date of the most recent *continuous* membership period.

So, if a member joins with a rolling 1 year membership period on 1/1/2012 and expires on 12/31/2012, and lets his/her membership lapse, then rejoins on 6/15/2014 and stays in good standing, the membership record should show

* Member Since: 1/1/2012
* Membership Start: 6/15/2014
* Membership End: 6/14/2017

assuming they renewed in 2015 and 2016 before the membership ended or during the grace period.

# Answer
> 0 votes
Pretty sure this is an issue with the webform\_civicrm code. Have raised here

---
Tags: civimember, webform-civicrm
---


# Question
Title: Why does the user not get a "transaction complete" or "success" confirmation message after submitting an online transaction?
Just updated to CiviCRM 4.6.26 from 4.6.x. Using iATS 1.5.3. Using D7. The user does not experience a completed transaction even though the transaction is complete through iATS and shows complete on user record (and in iATS dashboard in civi). The submit or "make contribution" link appears to hang up. No confirmation is sent to user or administrator. This results in the user attempting to resubmit. Any solutions? Any troubleshooting tips?

BTW: we have changed no configurations on contribution/registration pages. Previously working. But now they all hang up, we get no confirmation or "success" notification on any of our pages.

This has been resolved here: iATS Scheduled job for recurring payments does not "finish" in the logs. How can I fix this or troubleshoot further?

# Answer
> 1 votes
The answer is that I'm not sure why this is no longer working for you.

* All our 4.6 sites have been upgraded to 4.6.26 and are using iATS 1.5.3 and I've had no reports of anything breaking.
* I've just confirmed myself by making a donation to one of our projects that I get to the Thank you page.

There is a bit of Javascript on that Make Contribution button. Ask your developer/support to open up a Firebug/Console to start the hunt as to what may be going on with your Contribution page.

From your Comments I see DOMPDF is throwing an error -\> it is known to blow up at times - best to disable PDF creation for your receipt. It's one of those obscure settings under Misc -\> civicrm/admin/setting/misc?reset=1 -\> hit No on Attach PDF copy to receipts.

---
Tags: civicontribute, iats
---


# Question
Title: Drupal civicrm Contribution Form code into Drupal page content?
Is it possible embed drupal civicrm Contribution Form code into page content?

Can any one please help me I was trying this for last 3 days, I can't find the solution.

# Answer
Yes, you can install the Webform-CiviCRM module, and this allows you to embed contribution fields in a webform (which is a drupal content type).
> 1 votes

# Answer
Short answer: no, not in generic page content, unless you use an iframe.

Coleman's solution above relies on a lot of complex code (that he wrote ...) to do the embedding/integration for you, and is the best solution if you have Drupal and want to use a Drupal-native form for the contribution page. The other option is to use Drupal commerce and rely on more complex and less reliable integration.

A donation form is not as simple as a regular form, it relies on a lot of server work and magic (for a start, for security, but also for input error handling for example), so simply creating a form that posts to a CiviCRM url won't work.
> 0 votes

---
Tags: drupal, webform-civicrm, contribution-page
---


# Question
Title: Is there a way to capture the event price "label" with Webform CiviCRM?
With a default CiviCRM event registration, the fee level has a label that is captured and displayed in participant listings:

When we use Webform CiviCRM as an event registration interface, the amount is captured and displays in the amount column, but the "Fee level" column is simply blank. If we set up the payment field as a dropdown, is there a way to capture the label that is used and display that in participant listings and exports in a similar way for additional context, so we don't have to remember what the dollar figure means (which could be different for different events)?

# Answer
> 1 votes
I wonder if this is another example of this issue? https://www.drupal.org/node/2840851

Short version - Webform CiviCRM does not provide line item detail to CiviCRM, which only guesses, sometimes wrongly, the details. That issue provides a patch which tries to make smarter guesses.

---
Tags: civievent, drupal, webform-civicrm, registration
---


title: How to deal with mail templates?

text:
# Question
Title: How to deal with mail templates?
I'm administering a site with some mail templates. They contain pretty much logic, and it is easy to make mistakes when making sure that both the text and the html version displays exactly the same information.

I have considered disabling the text version, but I don't know how. After all, very few don't have support for html in their email client today. As a workaround I have thought of just copying everything from the html to the text.

Any ideas of how to handle this properly?

# Answer
One option is to remove the content from the text version. CiviCRM will then construct a simplified version of the html for users who specify text only.
> 1 votes

---
Tags: civimail, message-templates
---


# Question
Title: Setting up CiviCRM in WordPress - warning message and failure to connect to WP DB
So I'm trying to set up CiviCRM on my wordpress site hosted by GoDaddy. I called them to help get the plugin installed, which was fine. Once I go to our WP dashboard and begin the setup process for CiviCRM, at the top it shows the error message:

```
Warning: mysqli_real_escape_string() expects parameter 1 to be mysqli, boolean given in /home/content/p3pnexwpnas12_data02/23/3646623/html/wp-content/plugins/civicrm/civicrm/install/index.php on line 1256

```

Ignoring that, I went ahead to set everything else up. It should be connecting to the existing WP database, however, it doesn't. I get the following still:

```
Your database settings don't appear to be correct. Please check the Database Details below for specific errors.

```

I called GoDaddy to verify and they said the settings were correct.

Any suggestions?

# Answer
> 1 votes
I had a GoDaddy Managed WordPress account and the same is happening to me. I've checked all information (db server, username, password, database) and all seem correct. But still the got message "Your database settings don't appear to be correct. Please check the Database Details below for specific errors."

After many calls to GoDaddy support, I gave up and changed to a regular shared hosting account with cPanel. This time the CiviCRM setup worked as expected and everything is working perfectly.

GoDaddy didn't provide a good answer, so my guess is that Managed WordPress hosting doesn't provide the access required by CiviCRM.

Hope this helps in any way.

---
Tags: wordpress, error, database, installation
---


# Question
Title: How can I get Civimail to deliver emails instead of bouncing them?
I have two separate sites. One is an upgrade from 4.4 to Civicrm 4.7.13 and the second is a new installation of 4.7.15. Both on Drupal 7.53.

Both the same problem in Civimail of not being able to deliver any emails.

(Sending directly to individuals or groups not using Civimail works fine)

When I try to send through Civimail I receive 100% bounces in the Civimail report and all the email addresses are then set to ‘on hold’.

In the Drupal logs, for each email address I get the following 3 errors:

1. Strict warning: Only variables should be passed by reference in CRM\_Mailing\_BAO\_MailingJob-\>deliverGroup() (line 759 of /\[mysite\]/sites/all/modules/civicrm/CRM/Mailing/BAO/MailingJob.php).
2. $backTrace = #0 /\[mysite\]/public\_html/ministry/sites/all/modules/civicrm/CRM/Core/Error.php(946): CRM\_Core\_Error::backtrace("backTrace", TRUE) #1…\[through to #29. I can supply the full details here if necessary\]
3. Ignoring exception thrown by nullHandler: , mail() returned failure

Also, when I try and send a test email from Civimail I receive the error message: "Could not identify any recipients. Perhaps the group is empty?" I'm not sure if the two problems are related.

Can anyone help with what may be wrong with my configurations?

# Answer
> 1 votes
Issue solved!

Somehow I had changed the setting in the (one) mail account in Civimail (Administer -\> Mail accounts).

The "Used For" field had been set to "Email to activity processing" instead of "Bounce Processing".

So there was no bounce email assigned so the the send was being rejected. Setting the "Used For" to "Bounce processing" fixed the issue.

---
Tags: drupal, civimail, bounce
---


# Question
Title: Differentiate contacts as donors vs. class participants
I need to differentiate contacts who are donors to our organization from those who are class participants. Some will be both but funds need to be differentiated. How do I do this?

# Answer
There are many ways to do this, it really depends on what you want to achieve. The simple and basic way would be to use a tag to flag if someone is a class participant or a donor? But I would really need more description of what you want to achieve to give you a good answer!
> 1 votes

---
Tags: contacts
---


# Question
Title: Putting another field on event location record
I have information about the capacity of venues that I would like to store. Venues currently are only being stored as locations on event records. Is there a way to add an extra field to locations on events?

I have seen this ticket but what I am looking for is much simpler Using contacts as event locations

# Answer
One workaround approach would be to make an event template for each location that includes the venue size. This won't work if you are already using templates in other ways and need to mix eg luncheon template with different venues.
> 1 votes

---
Tags: civievent
---


# Question
Title: Discounts with Webform_CiviCRM and Event Registration
On Drupal 7.x and CiviCRM 4.6 and using latest CiviDiscount, is it possible to offer member discounts on a webform?

Specifically, we are offering 5 Webinars (all CiviEvents), which are included in our Webform as components. We notice that when we make a CiviDiscount with an automatic member discount, it does not apply to our webform submission.

Is there an alternative way to enable this functionality? I've thought about having Member pricing be another select option and using jQuery to check the users role, but that is more effort to maintain. Any thoughts?

The ultimate goal is to have 1 form where people can sign up for many events at once, and come back and sign up for other ones later, with one payment. We looked at CiviEvent Shopping Cart but it has some significant design flaws currently.

# Answer
There are ways in which to do discounts in webform civicrm - conditionals / fields using native webform fields and native webform conditionals.

In your specific case an easy way to handle this would be to have two webform civicrm forms - one with member pricing and one with non-member pricing \[you can set the Amount fields to what you need it to be\] and then use the native drupal permissions to show/hide (visibility settings) a block that links to the proper form.

So if you're logged in as a member and have a member role -\> show member register block; if you're not logged in -\> show non member register block.

And yes you can sign up for more than one event using webform civicrm effectively creating a shopping cart; the only issue there is that the CiviCRM GUI does not understand you can pay for 2 or more events with 1 payment (so it will look like you paid too much for each individual event);
> 4 votes

# Answer
According to the wiki `Webforms do not support CiviCRM price-sets or discount codes`. You could try creating an issue and asking what it would take to get CiviDiscount supported.
> 3 votes

---
Tags: civievent, cividiscount
---


# Question
Title: Where to find the path and the name of the tpl file in source code in 4.7.16
I'm using CiviCRM 4.7.16 with Drupal 7.

In the previous versions, the invoice tpl file can be found by viewing the page source html in the browser. It's in a comment line and it is something like

```
<!-- xxx.tpl file invoked ... -->

```

But I couldn't find these comment lines when viewing source in CiviCRM 4.7.16.

How do I find the invoked template in 4.7?

Thanks.

# Answer
> 4 votes
In current 4.7 you need to enable debugging for the tpl to be shown in the source. Go to `Administer > System Settings > Debugging and Error Handling` then select `Enable Debugging` and save. Remember to disable it when done.

---
Tags: drupal, templates
---


title: CiviCRM Event Shopping Cart Auto Fill

text:
# Question
Title: CiviCRM Event Shopping Cart Auto Fill
When using Drupal 7.x and CiviCRM 4.6 we notice that the Checkout page does not autofill profile information for a logged in CiviCRM user. They must manually enter in their details, then face this bug: CiviEvents with Shopping Cart - two email fields showing, and finally update their credit card payment information.

How can we solve this?

# Answer
I guess this will happens only for the admin user

Please try creating an user without admin right and try the same - should pre-populate the details on the screen.

I guess this helps !!!!
> 2 votes

---
Tags: civievent
---


title: Drupal 6 -> Drupal 7 upgrade path

text:
# Question
Title: Drupal 6 -> Drupal 7 upgrade path
I'm upgrading an installation from Drupal 6.37 to Drupal 7 and also the associated civicrm module(3.3.5). My problem is I'm not sure of a reasonable upgrade path. I've looked through the version documentation, which I find quite confusing and at times contradictory. I have full command line access to both the database and the ubuntu server via ssh.

I've found these instructions useful, although a little dated now.

If I were to use 4.2.8 a choice exists between a version for Drupal 6 and Drupal 7. With the impending demise of Drupal 6 I suspect I won't be the only person facing such a decision.

Can anyone advise on a reasonable upgrade path?

# Answer
> 7 votes
The instructions you found I have used several times and I think they are still valid. So, in your case first upgrade CiviCRM to a version with both a drupal 6 and drupal 7 version, then upgrade drupal and use the same version of CiviCRM. Then I'd advise to further upgrade CiviCRM to the Long Term Support version 4.6.

# Answer
> 1 votes
My colleague wrote those instructions and we have continued to use the same method. I would recommend upgrading to the latest version of 4.6 (Drupal 6) right away. Your version is very insecure. This might best be done in two stages.

1. 3.3.5 \>\> 3.4.8 to get the last and final version of the 3.x series (against which most 4.x upgrade tests were done)
2. 3.4.8 \>\> Latest 4.6 (Drupal 6) to get the maximum value in terms of fixed issues.

We have used this fairly recently with success. We only use an intermediate upgrade to an earlier 4.x version if something specifically fails and it can help narrow down the failure issues. Take backups before and immediately after every upgrade to make sure any and all of them can be rolled back.

Finally, when you upgrade Drupal, replace CiviCRM with the D7 code.

---
Tags: drupal, upgrade, drupal-6
---


title: Event profile(s) field/table

text:
# Question
Title: Event profile(s) field/table
In what table are the online event registration profiles stored? They don't appear to be in civicrm\_event where I would expect to find their profile IDs. Thanks, Karen

# Answer
> 1 votes
Profiles are stored in **civicrm\_uf\_group** and the fields are in **civicrm\_uf\_field**. Search the column **uf\_group\_type** in civicrm\_uf\_group to see what the profile is used for or just lookup a particular profile id.

To search by an event id you will also need to look in **civicrm\_uf\_join** and use something like:

`SELECT group_id where module = 'CiviEvent' AND entity_id = {my_event_id}`

---
Tags: civievent, profile
---


# Question
Title: How can I regenerate memberships shared by relationship?
Is there a way to do a one-time purge and regenerate of all memberships that are shared by a relationship? (I would be okay if it required doing some SQL directly in the database as long as it didn't conflict with anything else).

The issue is that some relationships were deleted directly in the database and I want to make sure all the memberships are up-to-date.

# Answer
> 3 votes
I ran into a situation where the membership-type relationships were missing a relationship type, so I had to re-generate the related memberships.

Instead of export/import, I used the CiviCRM API:

```
$result = civicrm_api3('Membership', 'get', [
  'membership_type_id' => 1234, // optional
  'option.limit' => 0,
]);

foreach ($result['values'] as $key => $val) {
  civicrm_api3('Membership', 'create', [
    'id' => $val['id'],
  ]);
}

```

The Membership BAO calls `createRelatedMemberships`.

update: however, I had a small issue with the Membership dashboard not reflecting the numbers correctly, and had to run this query:

```
UPDATE civicrm_membership m
  LEFT OUTER JOIN civicrm_membership parent ON (parent.id = m.owner_membership_id)
SET m.join_date = parent.join_date, m.end_date = parent.end_date, m.start_date = parent.start_date
WHERE m.membership_type_id = 1234
  AND m.start_date is null;

```

# Answer
> 2 votes
I've tried this with some fake information and it seems to work in practice -- is there anything dangerous about deleting directly in the database all memberships that have an `owner_membership_id` that is not NULL?

**Steps:**

1. Delete non-primary memberships in the database (`owner_membership_id` is not NULL)\*
2. Export all memberships
3. Import those same memberships without changing any information, making sure to select "Update" on the import screen and matching up the membership ID with the correct field.

---

*Example SQL for #1 above:*

```
DELETE
FROM civicrm_membership
WHERE owner_membership_id IS NOT NULL;

```

---
Tags: civimember, relationships
---


title: Scheduled Reminders problem in V 4.7.16

text:
# Question
Title: Scheduled Reminders problem in V 4.7.16
Has anyone experienced problems with running scheduled reminders under civicrm 4.7.16? After upgrading to that version on 8th Feb and running scheduled reminders for the next issue on 11th February, I got the following error message in the scheduled jobs log:

"Finished execution of Send Scheduled Reminders with result: Failure, Error message: Error: Cannot use action tokens unless context defines mailingJobId and mailingActionTarget"

Scheduled reminders had been running fine until then so I have to assume that there was no problem until v 4.7.16 was installed. The action tokens used in the relevant reminder were {contact.first\_name}, {membership.type}, {membership.end\_date}, a personalised checksum, {domain.address} and {action.optOutUrl}.

I'm not running any civi extensions.

I'm using an up to date version of Wordpress 4.7.2

Any help would be greatly appreciated.

# Answer
> 2 votes
As a quick-fix, remove the `{action.optOutUrl}` token.

To pursue a more general fix, there should be an issue in JIRA. One needs to determine whether:

1. The `{action.optOutUrl}` worked in a meaningful way in previous releases. (*In this case, we need to define what that was and figure a patch to restore it.*)
2. Or the `{action.optOutUrl}` never worked -- and merely became symptomatic in 4.7.16. (*In this case, we need to manage the symptom better -- e.g. present a alert to encourage admins to fix their scheduled reminders.*)

(If you don't have a JIRA account but can describe the expected behavior, then post a comment here, and I'll try to file it.)

---
Tags: wordpress, civimember, scheduled-reminders
---


title: Secondary .htaccess file?

text:
# Question
Title: Secondary .htaccess file?
I was looking at the `apache2/ssl_error.log` and found an error relating to a secondary `.htaccess` file inside the `<drupal_root>/sites/default/files/civicrm/uploads` directory. Below is my stackoverflow post about the error, however, my question for here is this: is it normal to have a secondary `.htaccess` file within the civicrm files uploads directory or should I remove it? It only contains the following lines:

```
<Files "*">
  Order allow,deny
  Deny from all
</Files>

```

https://stackoverflow.com/questions/42287602/apache2-ssl-error-invalid-command-order

Even though I posted in stackover-flow, if anyone has any idea why I'm getting the this error, feedback would be greatly appreciated here or there, thanks!

# Answer
This .htaccess file prevents files in this directory from being publicly downloadable. These files could be eg scans of membership forms or could contain other personal/identifiable data that you'll want to keep private;
> 4 votes

---
Tags: drupal
---


# Question
Title: What tables are used for civicrm reports?
I need to know what tables and fields are used for the CiviCRM reports, I've been dealing for several weeks trying to see why an updated site from CiviCRM 4.2 to 4.7.16 on Joomla is not showing any reports, I need to see if several tables changed or fields and where to look into why they are not showing up as they don't show any errors, they only show no result at all. Thank you.

# Answer
> 1 votes
4.2-\>4.7 is a *huge* upgrade. Swathes of tables - including Activities and Settings - have changed. If you have any custom reports or extensions these definitely will need to be upgraded without a doubt.

This could be caused by a number of things.

1. Is this all reports, or just some? What are the names of the failing reports?
2. Please could you provide a screenshot?
3. Have you looked in the CiviCRM error logs and the Joomla! logs?

# Answer
> 0 votes
Agree with JohnFF, if you have customized reports and are moving from 4.2 to 4.7 you will almost certainly need to upgrade each and everyone of those reports.

---
Tags: joomla, civireport, database
---


title: Extended Reports Bug?

text:
# Question
Title: Extended Reports Bug?
I have recently installed the Extended Reports Extension within civiCRM. However, I am noticing some strange behavior when I attempt to make a template.

Within the Bookkeeping with extra fields template, if I use the group by function, I do not receive the proper line totals (they are not adding up).

For instance, if I group by line item financial type, it groups it correctly, but the line totals are wrong:

If I use the Contribution Based Line Item report, the totals are accurate. However, I need the account code on this report, which is why I was using the bookkeeping report.

Any idea on how to fix this or make the account codes available in the Contribution Based Report? I looked through the code and was able to make the financial account columns appear; however, upon selecting the columns I got a "DB not available error". I believe I need to add something similar to the code below, but I wasn't exactly sure how to do it correctly.

```
function joinActivityFromCase() {
$this->_from .= "
  LEFT JOIN {$this->_caseActivityTable} cca ON cca.case_id = {$this->_aliases['civicrm_case']}.id
  LEFT JOIN civicrm_activity {$this->_aliases['civicrm_activity']} ON {$this->_aliases['civicrm_activity']}.id = cca.activity_id";
}

```

I couldn't find a place to report the bug on civiCRM, so I posted it here.

# Answer
> 4 votes
With most extensions, the place to report bugs is on Github. In this case you want to go to https://github.com/eileenmcnaughton/nz.co.fuzion.extendedreport and click on the "Issues" tab at the top.

# Answer
> 3 votes
See also https://civicrm.org/bug-reporting but take a look at the question I am just about to post in case you're interested in civiCRM.org/higher level bug reporting and feedback

---
Tags: civireport, extension, custom-reports
---


# Question
Title: Is there an extension to allow members voted into certain roles (e.g. director, communication director...)?
Is it possible to have an election of a group within CiviCRM.

Goal: elect users to hold certain roles within a group (e.g. editor, communication director...) and thusly:

1. allow members to vote
2. use certain rules to promote a user to a certain role (e.g. absolute majority...)
3. Roles are effective on the Drupal side, where the user now holds (or holds no longer) a certain role within a group

# Answer
> 1 votes
I don't believe such an extension exists for CiviCRM. However, there IS an Election module for Drupal, along with Voting API, which I haven't used. You could use CiviMember-Role sync to grant a role to members that allows them to vote, satisfying your first question.

You may be able to use Drupal Rules based on the outcome of the election - it appears Voting API supports this, not sure about Election module. This would satisfy parts 2 and 3 of your question.

---
Tags: drupal, roles
---


title: Bug reports and feedback

text:
# Question
Title: Bug reports and feedback
I'm not sure where/how to offer user-level bug reports and feedback on my experience using the civiCRM.org web site itself to evaluate and learn civi.

I am aware of https://civicrm.org/bug-reporting and the github site for reporting faults in civi itself, but I have a couple of UX feedback points and bug reports to offer, arising from just signing up to newsletters etc.

Thanks, and be gentle, I'm a newbie, hope this is not an uber-daft question!

# Answer
If you have feedback about the civicrm.org site itself, you can give that feedback by one of a few routes: * You can submit a JIRA issue on the "INFRA" project, rather than the "CRM" project, which tracks the software itself. * You can raise the issue on https://chat.civicrm.org, in the "infrastructure" channel.

If the issues you're raising are due to UX issues in CiviCRM itself, you can submit those via JIRA. That said - given that resources for any project are limited, simply submitting an issue to JIRA is unlikely to move it forward very far. It's better to submit an issue than not to though!
> 1 votes

---
Tags: issues
---


# Question
Title: Is there a way to make a contact page immediately visually arresting?
As I mentioned in my previous question, I'd like a way to show that a contact page is special immediately upon opening the page. Some sort of flag or label, something like a graphic or colour change that stops people as soon as they open the page. I understand tags and groups, but they require navigation off the initial view, as well as additional procedures that might be ignored in a rush.

Is this possible?

# Answer
> 2 votes
CiviCRM 4.7.16+ has the ability to color-code tags. Color-coding a "VIP" tag should give a quick visual indicator that someone is a VIP.

# Answer
> 1 votes
How about adding a photo of the contact? To do this click 'Edit' then you'll see that you can upload an image. Also, the image can be enlarged by clicking it.

# Answer
> 1 votes
If you are using Drupal I have a sandbox module that provides an easy way to modify contact screens in a couple of ways. If it was extended to have a condition for a contact having a certain field value, belonging to a group or having a tag it would be easy to have a reaction to show a block or modify the css on the page.

CiviCRM Context module

---
Tags: contacts, groups, tags, ui
---


title: PHP libraries in extensions

text:
# Question
Title: PHP libraries in extensions
I've seen the conversation at: https://forum.civicrm.org/index.php?topic=27981.0. But I was wondering if anyone had experienced successfully embedding a PHP library in an extension.

Specifically I want to include the PHP Simple DOM Parser. Any instructions/guidance? That contains a simple php file and a folder of files that it uses.

# Answer
The OmniPay extension comes to mind as an extension built around a library. Looking quickly, it seems like the sensible answer is "Use Composer".
> 1 votes

---
Tags: extension, php
---


# Question
Title: What Are the Best WordPress Theme Recommendations for CiviCRM
We are about to deploy Civi CRM in our WordPress website. We are using the Avada Theme from ThemeFusion. I came across a couple of comments saying that with Avada's recent upgrades, this was causing CSS and other issues.

Can I ask this community to weigh in on which themes they recommend for a WordPress & CiviCRM website?

What's important to us?

We would love to have some of the bells & whistles that Avada supplies. For example, we can designate whether any block of content on a page will show across all devices (smartphones. tablets, desktops) or only specific devices. This is especially helpful when we don't want some content to show on mobile and when we do want specific content to show on mobile but not desktop.

Most importantly, the theme needs to work with CiviCRM to make it as mobile-friendly as possible.

Many thanks in advance for any recommendations and advice.

# Answer
I can recommend the Divi theme from Elegant themes. It is fully responsive and mobile friendly and we've had very few issues. We've had some problems with certain plug-ins but not from the theme itself.
> 1 votes

# Answer
This is a **not** recommended for use with Civi. We use the Bridge theme from Qode Themes. Before Civi integration we had no problems with the theme. But we have CSS issues after installing CiviCRM.
> 0 votes

---
Tags: wordpress, mobile
---


# Question
Title: in CiviMail, when using "view in browser" link, how can forward to a friend be disabled?
When a person clicks on the *view in browser* link in an email, the email is generated on a webpage. This webpage also includes any tokens like Forward to a friend, which on this webpage does not work. How can the html for the web-page version of the email be edited to get rid of such token (or the unsubscribe token?)

# Answer
Try wrapping those items in `<span class="hiddenElement"> </span>`. Civi's css will hide it on your website, but email clients will not.
> 2 votes

# Answer
Thank you for the suggestion, Coleman, but we can't get the "hiddenElement" class to affect the display. We are particularly keen to hide the 'Unsubscribe' link at the bottom of our emails when 'viewed in browser'.

Are there any plans to allow the 'View in Browser' page link within the mailing to be include a Contact ID (and a key token to prevent forgery?) so that 'Unsubscribe' can work as expected, even when the mailing is being 'viewed in browser'?
> -1 votes

---
Tags: email, tokens
---


# Question
Title: How to select Top Donors filtered by Contribution source
I would like to run a donor report to see how much our congregants have donated over the time we have been with Shuilsuite.

I see the report called 'top donors' which is exactly what I am looking for. However, the way we identify whether or not it is a donation is by using the 'source' of the transaction as we reference it 'Donation'. This filter does not exist, so I am unable to use this report. Can you please suggest a way to export these transactions or run a report so that I can identify the person's name, pledge amount, confirmed receipt, and status?

Thank you

Michael

# Answer
> 1 votes
Another option would be to install the Summary Fields extension and see if that helps you get the numbers you need

# Answer
> 0 votes
Try Contributions \> Find Contributions You can set a date range, and source. With the results, check all, and under Actions select Export. This will give you the detail for each donor rather than the total. But if you do not have 1000s of donors, it should not take to long to have Excel sum them.

Or can you use Financial Type instead of Source? Or is Source your only differentiation? If you can use Financial Type, then most Contribution Reports will get you the results you want.

---
Tags: contributions, reports
---