# Question
Title: Why is the `HTML Form Snippet` option missing from Profiles?
I'd like to add a form/profile in a footer or sidebar widget.

I tried the Shortcode Widget plugin recommended in a Jan'18 question and placed the widget in the left column of a footer, but the form doesn't appear. I'm WP 4.9.8 and Civi 4.7.29, and here is the shortcode I put in the widget: \[civicrm component="profile" gid="17" mode="create" hijack="0"\]. The test shortcode "\[shortcode\_widget\_test\]" does work, so it seems to be a Civi-related problem (?).

I also saw a question from 2016 that suggested using an HTML form snippet: "Go to Administer CiviCRM \> Profiles, then HTML Form Snippet under 'more' for your chosen snippet. Copy all the code there and paste it into your text widget." but I don't have that option under "more".

Can anyone help? Thx!

# Answer
The HTML Form Snippet option will be available for profiles if the Accept profile submissions from external sites option has been set to yes –

Administer \> System Settings \> Misc (Undelete, PDFs, Limits, Logging, Captcha, etc.)
> 2 votes

# Answer
The HTML Snippet method introduces a critical security risk that you may find unacceptable. More information on that can be seen here:

I used the Caldera Forms plugin in conjunction with the Caldera Forms CiviCRM plugin to build a simple email form that has plenty of options, and can be placed in a widget area using the built-in Caldera Forms widget. Examples of options include: auto-responder email to the person signing up, notification email to a site admin, adding the person signing up to a CiviCRM group, AJAX form submission, and lots more.

The solution hasn't gone live to a production site yet, as our client needs to approve the concept, but it looks really promising and seems more secure, and less likely to break in future Civi upgrades.

I have seen this and similar questions asked quite a bit. I will try and link back to this answer on some other questions that make sense... adding an email signup form to a sidebar seems like a pretty common use case, and the HTML Snippet method isn't adequate in my opinion.
> 0 votes

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Tags: wordpress, profile, widget
---


# Question
Title: Using HTML snippets for Forms no longer an option?
For a long time I was using a CiviCRM form for signing up people to our mailing lists, and doing it using html for the form on a non-CiviCRM page.

I have a memory that there used to be an option in the CiviCRM Profile Settings page to export a html snippet you could cut and paste in this manner. This no longer seems to be there.

The problem is that it has stopped working of late - when I upgraded from 4.7.8 to 4.7.11, though I'm only noticing now. When I submit the form using the CiviCRM page

`<CiviCRM Install>/?page=CiviCRM&q=civicrm%2Fprofile%2Fcreate&gid=15&reset=1`

it works fine. But when I go to the non-CiviCRM page, which worked previously, it no longer works, and I get the following error:

> Sorry but we are not able to provide this at the moment. We can't load the requested web page. This page requires cookies to be enabled in your browser settings. Please check this setting and enable cookies (if they are not enabled). Then try again. If this error persists, contact the site administrator for assistance.
> Site Administrators: This error may indicate that users are accessing this page using a domain or URL other than the configured Base URL. EXAMPLE: Base URL is http://example.org, but some users are accessing the page via http://www.example.org or a domain alias like http://myotherexample.org.
> Error type: Could not find a valid session key.\`

Any ideas? I've checked all the Resource URLS and they seem fine. I've checked the html code and, again, it works fine on the CiviCRM generated page but not on the static HTML page.

I'm using 4.7.12 on Wordpress 4.6.1.

# Answer
Looking at the release notes for CiviCRM 4.7.11 there was a security issue that was fixed to do with these external snippets: https://civicrm.org/advisory/civi-sa-2016-17-manage-csrf-overrides-for-external-profile-forms

The release notes state, though, that existing installations should not have been affected by the update.

I would recommend that you look in the settings (Administer =\> System Settings =\> Misc) for the QF key security on profile forms.

If this setting has been enabled then it sounds like a bug - as the release notes suggest it should not have been enabled when upgrading an existing installation. If so then report it on the issue log and comment back here with a link =\]

It is certainly worth reviewing that security issue though, which discusses the implications of using HTML snippets (and offers some preferable alternatives).
> 4 votes

# Answer
Though not a direct answer to your question, please see the below answer for an alternative to using the HTML Snippet method for embedding CiviCRM forms on a WordPress page or in a WordPress widget:

https://civicrm.stackexchange.com/a/28900/521

Short version recap: use Caldera Forms and Caldera Forms CiviCRM plugins.
> 0 votes

---
Tags: wordpress, forms, html, form-snippets
---


title: deleting groups

text:
# Question
Title: deleting groups
under contacts, manage groups, delete; the following notiThis group currently has 35 members in it. Deleting this group will NOT delete the member contact records. However, all contact subscription information and history for this group will be deleted. If this group is used in CiviCRM profiles, those fields will be reset. This action cannot be undone.

# Answer
if it helps ... 'subscription information and history' simply means the record of when someone was added to the group. no value in keeping this if you are deleting the group. you will not be deleting anything else about the Contact
> 0 votes

---
Tags: groups, smartgroups
---


title: Import Contacts with Email field issue

text:
# Question
Title: Import Contacts with Email field issue
If I import contacts via a CSV file and indicate a home email, the email address does get imported without any issue.

However, in order to send an email to the contact (in my case sending to an entire group in CiviMail), I currently need to open the contact and select "Add or edit email", and re-save it in order for it to be active.

Once it is active (which can be determined when the field label "Home Email" is then bolded), CiviMail then recognizes the email address and can then send.

**Update: I should add, this could likely be a bug since the issue is also present on the Civi demo site at https://civicrm.demo.civihosting.com**

# Answer
> 1 votes
Yes it appears to be a bug. You should file one.

Here seems to be the conditions:

Importing update or fill, i.e. contact already exists Has no existing email address or any existing has is\_primary flag = 0 Has a street address or are also importing one

There seems to be no way via import to fix these or to import them correct. Well, if you are also importing a street address, you can to do two imports, first just adding email address and second adding the address.

I guessing the design is for any new additional email address imports to not make them primary (makes sense) and for some reason the existence of a street address makes it think there is already an existing email address.

Here is some sql that will give you back any contacts with email addresses that don't have primary one.

```
select c.display_name,
       e.email,
       e.on_hold,
       e.is_primary,
       e.id eid,
       t.name,
       c.id cid,
from   civicrm_contact c,
       civicrm_email e,
       civicrm_location_type t
where  e.contact_id = c.id
and    e.location_type_id = t.id
and    not c.is_deleted
and    not exists
       (select 'email primary'
        from   civicrm_email e2
        where  e2.contact_id = e.contact_id
        and    e2.is_primary)
order by 1

```

# Answer
> 0 votes
If you import the email address as type- Primary it will be available for mailings

# Answer
> 0 votes
Use the API Explorer to see what you have in the field "Do not email". Go to Support \> Developer \> API Explorer For Entity select Contact, leave Action as Get, Fields to Return select Do not Email (you can leave this blank and you will see all the fields). You can select a parameter so you get one or more of the imported contacts that is not working. Then below click Execute and you should see results. If the "Do not email" field is 0 then this will not be your problem. If it is 1 or Null then you need to add another column to your CSV file for "Do not Email" and set it to 0.

---
Tags: civimail, email, groups, data-import, bug-reporting
---


# Question
Title: Can form submissions dedupe and "fill" instead of "override"?
while deduping in a contact import, you can choose whether you want new data to "fill" or "override".

is there a way to enable this feature for a form submission?

example would be an event registration

if a woman already in civi named Cindy Weiner registers for an event with her email address that we have on file, but used "weiner family" for first and last names, or used an email address that we have as a secondary one, we want her submission to be matched to the contact we have on file with the same email address, but we don't want it to override any fields.

is there any way to accomplish this?

Follow up solution, which I think is very simple to implement: Limit any given email address to one contact. This would allow us to use very lenient dedupe rules for and always connect contacts. You could add any address or phone number that doesn't match, as a secondary one.

What do you think?

# Answer
> 3 votes
There is a partial solution available called the No overwrite extension which will prevent users from changing their name. But this only works if they are logged into your website already.

For non-logged in (anonymous) users, CiviCRM has to "guess" who it is by using its dedupe rules. You can configure which rule the event page uses here:

However there is no solution I know of to filter the information submitted - it will overwrite existing records if CiviCRM finds a match.

---
Tags: civievent, duplicate-contacts
---


# Question
Title: File attachment lost during merging of records
i encountered a situation that when I merge 2 similar records, i would get an error with the duplicate record has a file attachment. The records will remain but the duplicate record would have lost its file attachment. This would not happen if I flip the 2 records and have the record that has the file attachment be the main record instead. If I merge it this time, the file attachment stays without any error as expected.

Would this be a bug ? Also, in the case where the file attachment is lost in the error, would the file attachment be still inside the database and how can that be located ?

I am on CIVICRM 5.10.4 Wordpress 5.0.3

thanks.

# Answer
> 0 votes
When you did the merge, did you select the Check box between the 2 contacts for that row of data? It is between == ==\> If you do not check that, it will not merge that data over.

Where to find the file? Go to Admin \> System Settings \> Directories and you will see the path for Custom Files Directory

# Answer
> 2 votes
What you describe sounds like this bug https://lab.civicrm.org/dev/core/issues/723

> File custom fields cause a fatal error when trying to merge If you are trying to merge a contact with a custom field that is a file, if the contact that will be deleted is passing a file to the remain contact, the merge will fail, generate a fatal error, and lose all the custom data in the set including the file.
>
> To recreate:
>
> Create a contact custom field that accepts a file. Add files to one or two contact records. Merge a contact with a file into another contact Fatal Error occurs. All files are no longer attached to the custom fields. The contact to be deleted loses all the custom fields. While the remaining contact looses only the file. If the contact that is to remain has no image the error message is
>
> `No record found for given file ID - 0 and entity ID - 203`

I'm also seeing this in CiviCRM 5.10.3. So I would say this is a known bug which has not yet been fixed.

---
Tags: duplicate-contacts
---


# Question
Title: How to change or transfer mailing list groups properly?
Right now - we have a smart group with all individuals tagged, in this example "Email List" and of type "Individual" as our main email list. This has worked fine for us - as we rarely sent emails. Now we are moving forward and investing more in email communications. We want to fork this list into two regular groups. (stop using the tag system and smart group)

* Group 1: Events and Invitations
* Group 2: Monthly E-Newsletter

The base for both groups will be our current smart group as they all indicated they want to receive updates - but I also want to make sure we honor unsubscribes. We are splitting the two groups up as we suspect that we will get more unsubscribes from the Monthly E-Newsletter group than from Events and Invitations (as people like coming to our events). Also we find its easier to add people to groups via profiles, instead of tags. (there is no add new contacts to a tag in the settings of profiles.)

# Answer
> 1 votes
Since folks who have already unsubscribed aren't in the smart group, I would simply search for members of the smart group, add them to group "Events and Invitations", add them to group "Monthly E-Newsletter", and delete the smart group.

---
Tags: email, groups, smartgroups, mailing, best-practice
---


# Question
Title: Staff restricted by ACLs cannot use/see any other groups
I have a group of CiviCRM users who are restricted by ACL to only be allowed to view and edit contacts in a certain geographic region (those contacts in a group called "Northern Region"). They also have view and edit permission on another group.

The problem is that the Manage Groups page *only* shows these two groups. If they add a new group it immediately dissapears!

Is this by design? It seems excessively limiting. I'd expect people to be able to see pretty much all groups, but only be able to see contacts within those groups that intersect with the contacts they're allowed by ACL.

Is there a work around?

Perhaps such staff are expected to create new groups as child groups of one of their ACL groups, but this is problematic because (a) it means that they can't make a group combining contacts from two+ groups and (b) it currently breaks access because of Bug #430

CiviCRM 5.10.3 / Drupal 7

# Answer
> 3 votes
The core issue is that CiviCRM's in-built ACLs don't distinguish between access to view a group and access to view the group's contacts.

However, extension-based ACLs CAN distinguish. So my solution is to give folks access to "View All Groups" as a web-based ACL, then restrict permissions by extension.

Note that this doesn't work unless you've applied the patch for core#580. This will be part of CiviCRM 5.12+.

UPDATE: Here's an example where I limit the viewing of anonymous donors (as flagged by a custom field) to members of a group called "Confidential Staff":

```
function tweaks_civicrm_aclWhereClause($type, &$tables, &$whereTables, &$contactID, &$where) {
  // If the person is not in the "Confidential Staff" group, don't show them the contacts in the "Anonymous Donors" group.
  if (!$contactID) {
    return;
  }
  $confidentialStaff = civicrm_api3('GroupContact', 'get', [
    'group_id' => "Confidential_Staff_14",
    'contact_id' => $contactID,
  ]);
  // If this person is not confidential staff;
  if ($confidentialStaff['count'] === 0) {
    // Find a list of anonymous donors.
    $result = civicrm_api3('Contact', 'get', [
      'return' => ["id"],
      'custom_12' => 1,
    ]);
    $anonDonors = array_keys($result['values']);
    $anonDonors = implode(",", $anonDonors);
    $where .= ($where ? ' AND ' : '') . " contact_a.id NOT IN ($anonDonors)";
  }
}

```

---
Tags: permissions, acl
---


title: Stripe and Webform?

text:
# Question
Title: Stripe and Webform?
CiviCRM 5.7.5, Drupal 7.63, Webform Civi integration 7.x-4.18

I've been trying to get Stripe to play nicely with Civi Webform but thus far I've not had any luck... what appears to me to happen is that Stripe packages/obscures the card number before the form itself gets processed (which I would of course expect), but then the form views the number as an invalid card number and requires reentry of it. I've confirmed that Stripe does work correctly on a standard contribution page but I really would like to get this working in a webform, and it appears that others have successfully done so. Would anyone have insight into what I might be missing?

# Answer
You’ll need to update your webform civicrm module. You are a few versions behind

Matt Wire did some work to make Stripe work with Webform CiviCRM and I merged it - 120% sure it will work for you.
> 2 votes

---
Tags: civicontribute, webform-civicrm, stripe
---


# Question
Title: Event with multiple days - multiple choices
I can't seem to find exactly what I need. So here it goes. We are having our annual meeting, but this year there are essentially 3 events that people can choose to go to and I will need name tags for each of the events.

* Event 1 Tour is at a distillery and can only have 20 people cost is $10.
* Event 2 Dinner is at a Farm and can only have 40 people cost is $30.
* Event 3 is the next day and can have 125 to 150 people and costs $35.

I would like the person registering for the annual meeting to be able to sign:

* person A up for all the events
* person B up for just the annual meeting
* person C only for the distillery tour.

I've tried setting up event costs but it doesn't give me the place to add people's name for a name tag.

How can I set up Attendee 1 First Name - Last Name Event 1 Event 2 Event 3 - total cost. Attendee 2 First Name - Last Name Event 2 total cost

FINAL COST - $x.xx to paypal.. Right now it is multiple logins with multiple payments to paypal

# Answer
The feature you're looking for is called price sets \- in combination with the "multiple register participants" feature.

* Set up the price set with **Events menu » New Price Set**. See screenshot 1 below.
* Once you save the price set, you'll new to create a *price field*. Configure it similarly to screenshot 2 below.
* If the annual meeting also has a cost, or there are other optional items, add those as additional price fields.
* When configuring the event, on the **Fees** tab, change **Price Set** to the price set you just configured. Note that this will replace your existing pricing, so make sure it's added to the price set.
* On the event's **Online Registration** tab, check the **Register multiple participants?** checkbox.

That's it! When someone registers for an event, they'll select how many people (see screenshot 3) and fill in the info for themselves (including payment info). Then when they continue, they'll get a page for each of the next registrants where they can select individually (screenshot 4). Screenshot 5 is my confirmation page, where you can see I've signed up three people with different options and collected all their names.
> 3 votes

---
Tags: custom-templates
---


# Question
Title: Extension install failed, now cant get the functions to work or reinstall successfully. How to fix please?
I am on CiviCRM 4.7, Php 5.6, drupal 7. When installing GDPR extension, it failed. After that whenever I try to uninstall and reinstall, CiviCRM shows error "Found Name, activity\_type, civicrm\_option\_group". Nothing happens after that. GDPR settings menu or manually not accessible. A custom data group is created for contacts but when clicked it shows error message "Unable to reach server, Please refresh this page on your browser and try again".

I have tried manually removing the custom data using sql that was in the extension. but no luck. How can i resolve this please?

# Answer
Some extensions don't fully clean up behind themselves when they are uninstalled causing problems when you attempt to install again. You will need to look at what the extension is trying to do when it installs and find what is failing. If the fields/options etc already exist you can comment out that part of the installation process. Alternatively, remove them - but if possible use the API rather than direct SQL to reduce the chances of leaving things in an inconsistent state.

If you can't install, uninstall and then reinstall an extension cleanly then it is worth logging an issue in the extension's issue queue. I have just tested that sequence with the GDPR extension without problem.

And please get your 4.7 system upgraded!
> 0 votes

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Tags: extension, gdpr
---


# Question
Title: No anonymous user role in CiviCRM » Administer CiviCRM » Access Control WordPress Access Control
All volunteer organization running new install of Civi 5.10.4. under Wordpress 5.1.1 multisite network. Under civi, the events rss, page, or specific events page can only be viewed when a user is logged in. For example the following links:

https://data.chihuahuan.org/?page=CiviCRM&q=civicrm%2Fevent%2Fical&reset=1&list=1&html=1 https://data.chihuahuan.org/?page=CiviCRM&q=civicrm%2Fevent%2Fical&reset=1&list=1&rss=1 https://data.chihuahuan.org/?page=CiviCRM&q=civicrm%2Fevent%2Finfo&reset=1&id=5

I believe there are similar issues with other public pages and suspect that access control is the root issue at play. Anonymous users get the error "You do not have permission to view the page." Logged in users can view these pages fine. Reading documentation and asking questions, I was instructed to go to CiviCRM » Administer CiviCRM » Access Control WordPress Access Control and enable settings for anonymous users.

Looking in the Permissions and Access Control WordPress section of the manual, I think I should be seeing something like this

In our instance of CiviCRM, the WP Access Control page does not have an anonymous user role column shown above. \**I don't know how to enable one or how to make public pages accessible without enabling anonymous access control.

Reading about a WordPress Access Control post at the CiviCRM blog, I see that it says

> One other drawback in Wordpress is that Wordpress does not deal with Anonymous users, which makes it hard for administrators to manage access to public event/contribution pages in Wordpress/CiviCRM installation. To overcome this, CiviCRM injects a new role (Anonymous User) in the wordpress instance, so that this role can be used to assign capabilities for anonymous users accessing public event/contribution pages.

From something else I read, **it seems that a lack of anonymous user role in this case may be related to the fact that the site is part of a WP multisite network--that the new CiviCRM Anonymous User role was not properly injected on install because the site is part of a WP Multisite Network** I'm afraid much of this is beyond by understanding, but I'm trying to follow along. Is anyone familiar with this issue and does anyone have suggestions for how I might enable anonymous access to various public pages produced by Civi?

I see a workaround below for a multi-site civi installation. I'd eventually like to work towards multi site functionality, but being new to the software I'm trying to address one thing at a time.

That linked fix doesn't quite seem to pertain directly to a single site install of civi within a multisite network. I'm also reticent to paste in code that I don't understand.

Thanks in advance for any help or guidance someone might have.

# Answer
It seems that there were two moving parts here. The first was properly setting up the base page the second, and more complex part, was properly creating and naming the Anonymous User role. With the former properly in place, the latter seems to be the fix.

From what I can gather, it seems that on install Civi 5.10.4 did not create an anonymous user role. It was not listed in the Wordpress Access Control. The role needed to be created manually and it needed to be properly named. I used the User Role Editor plugin which gave good control. I now realize that I was not properly naming the new at first, calling it simply "anonymous" which did not work as hoped. Looking at the civi code provided clues to **correctly naming "Anonymous User" as "anonymous\_user"**. Creating that role and assigning the permissions seems to have resolved the issue.

See here https://lab.civicrm.org/dev/wordpress/blob/master/includes/civicrm.users.php#L253

The correct permissions are here: https://lab.civicrm.org/dev/wordpress/blob/master/includes/civicrm.users.php#L272

Thanks to the two people who provided clues. Sorry if I didn't properly follow custom here, I'm very new and getting the hang of things. I'll try to watch and learn.
> 2 votes

# Answer
On my install, I have four sections under users/permissions/acl's; wordpress ACL, then manage roles, manage users to roles, manage ACLs.

my wordpress acl does have an anonymous user. it is a single install. I believe one can then elect multi-site config.

under manage acl's you can set Role =Everyone, operation=edit, type of data=event, whichdata=all events, description=eventpromotiontoall, enabled=yes
> 0 votes

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Tags: wordpress
---


# Question
Title: Is there a process to tidy the tables created by logging?
I've successfully improved the performance of the 'Change Log' by taking Eileen's advice here, converting 5 tables to InnoDB and adding indexes. In so doing, I almost blew the space limit on the host site as one table log\_civicrm\_group had almost 4 million rows. (The site has only 3.500 contacts but 1.3 million activities) I solved the problem by emptying this table, with what appears to be no ill effect (!). The upside of better performance having the advantage over not being able to look at the change log at all. So the question arises - as Civi is used year on year these logging tables must grow and grow - so is there a process to keep them tidied, and stop them blowing a space limit? A parameter or setting somewhere? Or is there a need to write some code to remove rows over a certain age? I guess the same question applies to activities but I'm interested in logging for now.

# Answer
Writing "code" could be as simple as a cron script that runs daily and does `mysql -u user -ppassword -e "DELETE FROM log_civicrm_group WHERE log_date < DATE_SUB(NOW(), INTERVAL 2 MONTH)" databasename`, which deletes records older than 2 months.

EDIT: To address your comment, if you want to completely disable logging but just for this table, you could drop the associated triggers. This might get turned back on during an upgrade if there's a change to the trigger, but can deal with that then. e.g.

`SHOW TRIGGERS LIKE '%civicrm_group%';
DROP TRIGGER civicrm_group_after_insert;
DROP TRIGGER ...`

Repeat and replace civicrm\_group\_after\_insert with the various triggers.
> 2 votes

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Tags: mysql, logging, db-logging
---


# Question
Title: What is the grey box on selecting Webform Payment Processor?
**Specific Issue** I have a View that contains a Views Block Area as one of its rows. In each of these Views Block Areas I have a Webform that contains a CiviCRM Payment Processor.

I want the Payment Processor that is used to be set on content within the row.

When I set this by Javascript I get a grey box appearing on the screen and disappearing. Google Chrome's Console shows the data is: form?currency=GBP&snippet=4&processor\_id=\[\[index of the selected payment processor\]\]

My Questions are:

1) What is this for? What does it do? 2) How can I get rid of it / stop it happening? 3) Is there a better way other than javascript to do this? The only other thing I could think of was using views\_post\_render. That feels like using a sledgehammer to crack a nut.

**Purpose** I want to be able to have multiple donation options on the same screen for a crowd funding effort. These options are generated by a View. I am open to having a link instead of a payment form, and definitely open to a better way than using Views Block Areas in rows!

# Answer
I think you are referring to the jquery blockUI which was enabled on the webform\_civicrm payment page recently to prevent submission until the processor has actually loaded all it's fields?
> 1 votes

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Tags: payment-processor, drupal-views
---


title: how do I make a contribution Anonymous

text:
# Question
Title: how do I make a contribution Anonymous
I have a contribution page set up for a flood recovery fund and some people want to give but not be recognized for their gift.

# Answer
I am assuming you are publishing donor names somewhere and the donor does not want their name published. If this is correct, there are a few ways to handle this, below are a couple ways we do.

One way is to use a custom contribution field. It can be a yes/no or a check box with the question: Do you want your contribution to be anonymous? When running a report of names to publicize, you can filter out those that said yes.

Outside of donation pages, if we get an envelope of cash dropped off to our door with no contact information, we decided to create an organization called Anonymous Donations, where we log their contributions.

Also welcome to stack Aaron - just a reminder - try to include what version of Civi and your CMS (wordpress, drupal, etc) you are using. Sometimes there are answers specific to your setup.
> 2 votes

---
Tags: civicontribute
---


# Question
Title: Is it better to install civi (Wordpress) on a dev server first then migrate to production or is the reverse better?
Assuming the goal is to install clones of Civi + WP + MySQL on two servers (let's call them "production" and "dev" with those roles in mind):

These days, is it better to install first on dev then migrate to production, or is the reverse preferred? Does it matter much?

# Answer
This isn't really a question specific to civicrm, but in general unless you never plan to upgrade or do any customization after the initial installation, you'll want to have the dev to production direction set up anyway.
> 1 votes

---
Tags: installation, developer
---


title: Gradebook Grades acting weird

text:
# Question
Title: Gradebook Grades acting weird
We have a site that is using the gradebook. The teacher has submitted a final grade. When you view the activity, it shows the grade in the Activity Info section. However if you go to edit that record, the grade field doesn't show up. We are running CiviCRM 5.10.3. This only started after upgrading from 5.3.1. Any help would be appreciated.

Here is the activity view, showing the grade

Here is the activity edit, not showing the grade.

I looked in the console while loading this in a new tab as well as the modal there wasn't any errors.

# Answer
> 1 votes
If you go look in your Custom Fields you should find a Group set called eg Gradebooks and the fields you are describing \- Grade \- Class Grade Average should be in that set.

If you click on either of those you may see that the field is set to be "View Only" ie "Is this field set by PHP code (via a custom hook). This field will not be updated by CiviCRM."

which would be one reason that you can't edit it.

What would be helpful is if in your question you explain the process by which the original data is added.

# Answer
> 0 votes
There's a bit of extra information that may help us:

Firstly, when you say "doesn't show up" - that's not very clear. Ideally please paste a screenshot (with names & email addresses redacted).

Secondly, please open "Console" in Google Chrome (or Developer Tools in other browsers) and see whether there are any errors.

Next (if you're on Drupal), please look in your Drupal watchdog for any errors.

Finally, if you have server access, please look in your Apache / Nginx logs and in your ConfigAndLog CiviCRM error files.

Thanks!

---
Tags: issues
---


title: Address Settings missing

text:
# Question
Title: Address Settings missing
Not sure what happened. The image below shows a blank page when I open Address Settings from the Localization menu.

# Answer
Seems to have been related to an extension, when I removed the extension I was able to get everything working again.
> 1 votes

---
Tags: addresses, settings
---


# Question
Title: Is there a simple cron command that I can enter on cPanel to trigger scheduled jobs?
I'm trying to set up a cron job on cPanel for Civicrm 5.9 running on Wordpress 5.1.1. I've read so many "you need to do this" "you need to do that" my head is spinning. Is there a simple command line that I can enter on cPanel to trigger scheduled jobs? Job.execute isn't getting the job done. I'm not a programmer so I rely on step by step or solid examples and so far haven't found any that make sense to me.

# Answer
> 1 votes
The reason this is a difficult question to answer is that it depends so much on your hosting provider. If you have a hosting provider, I would ask them for assistance. If not, you may want to find someone in https://chat.civicrm.org who can assist. There are also third-party "webcron" services available.

---
Tags: wordpress, scheduled-job
---


# Question
Title: On Language change civicrm api for participant status change does not work as expected
```
$result1 = civicrm_api3('Participant', 'create', [
        'id' => $participant_id,
        'contact_id' => $contact_id,
        'event_id'   => $event_id,
        'status_id' => "Registered",//已登記
      ]);

```

when I have English enabled in the civicrm, the above API works changes
status to Registered from Attended
When I have Chinese Language enabled in the civicrm, the above API does not change the status
In the list of Civicrm Participant Status I found that Participant
status label is different in Chinese and English(which is obvious)
But how can we determine if the civicrm page is chinese, As I am using
drupal, In drupal we have

```
global $language;
$lang_code = $language->language;

```

but in civicrm , how can we determine the language selected from the
dropdown and based on that change status\_id to be in chinese.

# Answer
> 1 votes
Even if the label is different in English and Chinese, the above API with `'status_id' => "Registered",` parameter should work fine as it is meant to make the mapping based on `name` and not label.

Anyway, I think you should be able to use id instead of passing the name of the participant status in the api params. Something like -

```
$statusOptions = CRM_Event_BAO_Participant::buildOptions('status_id', 'validate');
...
...your api ...
...
  'status_id' => array_search('Registered', $statusOptions),

```

If the above fails, and you still want to do this by knowing which language is enabled, you can simply use -

```
$currentLanguageLocale = CRM_Core_I18n::getLocale();

```

The variable `$currentLanguageLocale` will hold the locale value of the current language enabled in civi.

---
Tags: participants, language
---


title: Malformed response error (and solution)

text:
# Question
Title: Malformed response error (and solution)
I was getting a "Maformed Response" error when doing a few things this week. I saw it from the admin page when adding a new contact and when merging duplicate contacts. Other users saw it when making a contribution.

Error message displayed was:

Sorry, due to an error, we are unable to fulfill your request at the moment. You may want to contact your administrator or service provider with more details about what action you were performing when this occurred. Malformed response Return to home page.

Fatal error: Uncaught CRM\_Core\_Exception: \[0: Transaction integrity error: Expected to find active frame thrown in /PATHREMOVED/public\_html/administrator/components/com\_civicrm/civicrm/Civi/Core/Transaction/Manager.php on line 107

I first cleared out the cache (templates\_c directory) without success. I then went into the control panel and removed the mapping and geocoding providers (I was using OpenStreet maps and Yahoo). This seems to have fixed the problem.

Running civicrm 5.10.3 under Joomla 3.9.4.

I'll report back if I see the problem again, but I think its all good now.

# Answer
> 1 votes
I first cleared out the cache (templates\_c directory) without success. I then went into the control panel and removed the mapping and geocoding providers (I was using OpenStreet maps and Yahoo). This seems to have fixed the problem.

I think the problem is with the Yahoo api being deprecated. Yahoo has taken down http://local.yahooapis.com/MapsService/V1/geocode

---
Tags: joomla, error
---


# Question
Title: mailchimp extension error, php 7.1, civi 5.10.4, drupal 7.x
with civi 5.10.4, Drupal 7.x and php 7.1 there is a warning that in some cases turns into a fatal error that will prevent the webhooks from working

Declaration of CRM\_Mailchimp\_Permission::check($permissions) should be compatible with CRM\_Core\_Permission::check($permissions, $contactId = NULL) in /path/to/uk.co.vedaconsulting.mailchimp-2.0.1/CRM/Mailchimp/Permission.php

CiviVolunteer had a similar issue, following the example in that fix I was able to get mailchimp extension working. https://github.com/civicrm/org.civicrm.volunteer/pull/477/files

I'll submit a pull request soon but in the meantime if anyone is having the same issue the fix is

remove: class CRM\_Mailchimp\_Permission extends CRM\_Core\_Permission {

add: class CRM\_Mailchimp\_Permission {

and

remove: return parent::check($permissions);

add: return CRM\_Core\_Permission::check($permissions,NULL);

if interested, issue in the extension's github is https://github.com/veda-consulting/uk.co.vedaconsulting.mailchimp/issues/319

# Answer
> 3 votes
patch:

```
index 5b82f65e..76c816dc 100644
--- a/uk.co.vedaconsulting.mailchimp-2.0.1/CRM/Mailchimp/Permission.php
+++ b/uk.co.vedaconsulting.mailchimp-2.0.1/CRM/Mailchimp/Permission.php
@@ -1,6 +1,6 @@
 <?php

-class CRM_Mailchimp_Permission extends CRM_Core_Permission {
+class CRM_Mailchimp_Permission {

   /**
    * Returns an array of permissions defined by this extension. Modeled off of
@@ -35,6 +35,6 @@ class CRM_Mailchimp_Permission extends CRM_Core_Permission {
         }
       });
     }
-    return parent::check($permissions);
+    return CRM_Core_Permission::check($permissions,NULL);
   }
 }

```

---
Tags: mailchimp, php7
---


title: Roles for specific event registration

text:
# Question
Title: Roles for specific event registration
I have 10 events that i only want authenticated users to be able to register for. I also have one event that anyone(unauthenticated user) should be able to register for. Drupal Permissions are forcing me to choose one way or the other (authenticated user or unauthenticated user). Because of duplicates i am only wanting one event to be opened for unauthenticated users to register?

# Answer
There's an extension for a very similar scenario: Member Only Event. If your authenticated members have memberships this will do the trick. There are similar options here: Is it possible to restrict event registration to members? Ultimately, if none of these meet your needs a small extension might be in order.

One other option is to use Webform CiviCRM integration to make either your authenticated events (or more likely, the single unauthenticated event) a webform, which you can then restrict access to separately from your other event signup pages.
> 3 votes

---
Tags: civievent
---


# Question
Title: When using search builder to find contacts that are in multiple specific groups (AND, not OR), 0 results returned
Let's say you have Group A & Group B, and two contacts, Contact A and Contact B. We want our search to find those contacts who are in both Group A AND Group B.

For example, if Contact A is in Group A only, but Contact B is in both groups, then the result of this search should be 'Contact B'.

Search builder looks like: Contacts, Group(s) = Group A Contacts, Group(s) = Group B

Result: no results.

No errors are logged.

We had several groups built on searches of this type, but after updating from 5.6.1 to 5.10.3 these all broke and began returning no results.

I have tested this on the Demo site but could not reproduce - however the demo site is running 5.13.alpha1, so it's not a fair test.

The release notes for 5.11.0 indicate some search fixes, but not anything that would make me assume this would also be resolved. I wasn't able to find anything in Gitlab about this either. I'd rather not wait for 5.13 to be released so if someone could possibly point me to a specific patch that I could test in the meantime, that would be fantastic.

# Answer
There was a bug that got introduced in the 5.10 series which broke these types of searches, i believe there was a patch release maybe 5.10.4 that fixed it but this is the specific fix https://github.com/civicrm/civicrm-core/pull/13667/commits/8966cd19d7897bdadc0588cab2c81df140759efc
> 1 votes

---
Tags: search, search-builder
---


title: CKEditor not visible

text:
# Question
Title: CKEditor not visible
I'm struggling to get the CKeditor to work on civimail - there is a blank space above the text box space. I've made sure CKEditor is selected in Administer \> Customise data and screens \> Display preferences.

Has anyone got anything similar or a solution?

Edit: We are using version 5.4.1, on wordpress 4.7.5

# Answer
> 2 votes
Is your CiviCRM in a subdomain of the main WordPress site? If so it looks like the problem I had a while back. See WYSIWYG editor not present with WordPress for the details and my work around.

---
Tags: wordpress, ckeditor
---


title: Why don't Organisations have Contacts?

text:
# Question
Title: Why don't Organisations have Contacts?
Please excuse the Newbie question. When I click New Organiasation, why can't I add a "Lead contact" to the Organisation. Do I have to set up an individual first, and link them?!

Thanks,

Jeremy

# Answer
Yes, you have to set up an organization and then an individual. Next step is then to link them with a relationship. You can either use the relationship tab and add one, or fill in the name of the organization in the "employer" box when you add an individual. The latter will automatically create a relationship of the type "Employee/Employer".

As CiviCRM is targeted at non-profits it does not automatically work with leads :-) In quite a lot of cases the term "lead" would mean absolutely nothing.
> 2 votes

---
Tags: contacts
---


# Question
Title: What's happened to contact images in 5.8.2?
I've recently upgraded a site to CiviCRM version 5.8.2, and my contact images are no longer visible on contact summary screens. If I click the Edit button the image is visible on the edit page.

Looking through the code for the summary screen the div that contains the image looks to be floated to the right of the contact name, and the URL for the image is certainly there, but nothing is visible on the page.

I've cleared caches and suchlike to no avail. Anyone got any clues as to how to make the contact images visible again?

# Answer
I'm pretty sure that that this problem wasn't caused by the update to 5.8.2 but instead the installation of the Shoredtich extension as part of installing Mosaico. This issue clarifies: https://github.com/civicrm/org.civicrm.shoreditch/issues/374

Essentially there is a JS file in the Shoreditch extension - contact-summary.js - that is loading on every page regardless of whether Shoreditch has been installed purely to support Mosaico (as in my case).
> 1 votes

---
Tags: contact-image
---


title: Weighting Prospects

text:
# Question
Title: Weighting Prospects
I'll be entering quite a few "Uncontacted" Organisations and Individuals into my CRM. The next phase is to speak to them. Is there some way to list Organisations at "Hot, medium, cold" or like one would do in Salesforce type of program? Thanks, Jeremy

# Answer
One approach would be to have a custom Activity Type for "Lead follow up" with a custom field on it for eg Hot / Cold, then you can

* create the Activity for new Orgs
* set a Due Date
* assign it to someone
* have any additional custom fields you want to record more info
* set a 'follow up' activity.

I think compared with Salesforce the issue here is that civicrm is highly flexible and let's you make something which matches the desired work flow.
> 1 votes

---
Tags: organization
---


# Question
Title: Recurring Payment Profile IPNs not Updating CiviCRM with new Transactions
Environment:

* CiviCRM 5.5.x is the version that created the ones that are now trying to update, but we are now on the latest version 5.11.00 Drupal 7.x
* Webform CiviCRM 7.x-4.20+16-dev

Issue:

The first payment made via Webform CiviCRM with 4 1-year terms (Annual) is correctly made in CiviCRM with the payment profile created successfully in Paypal Website Payment Pro. One year after the original transaction, an IPN appears to be sent back from Paypal WPP (copied below) but there is no change on the CiviCRM Recurring Contribution to show the transaction.

Suggestions? Can someone triage this as a Webform CiviCRM issue, CiviCRM bug, or Paypal WPP issue?

At first, I thought the IPN wasn't sending, so I ran the Civi upgrade to 5.11.00 and had Paypal resend the IPN. I checked the CiviCRM System Log table and found the IPN there. The contribution record, however, shows no update.

IPN log:

"{"amount":"100.00","initial\_payment\_amount":"0.00","profile\_status":"Active","payer\_id":"E42LJNE93RWRS","product\_type":"1","ipn\_track\_id":"ea7354b7cadf0","outstanding\_balance":"0.00","shipping":"0.00","charset":"windows-1252","period\_type":" Regular","payment\_gross":"100.00","currency\_code":"USD","receipt\_id":"1095-1202-0757-8493","verify\_sign":"ARTWVaUGckuviK6HZ-Of6l88vDtdApgb5SsBR5toeMzYD61j13z0iSqX","payment\_cycle":"Yearly","txn\_type":"recurring\_payment","receiver\_id":"XBC22BNDGX5QA","payment\_fee":"3.00","mc\_currency":"USD","transaction\_subject":"Webform Payment: 100 Per 1 year","protection\_eligibility":"Ineligible","payer\_status":"unverified","first\_name":"First","product\_name":"Webform Payment: : 100 Per 1 year","amount\_per\_cycle":"100.00","mc\_gross":"100.00","payment\_date":"04:11:20 Mar 04, 2019 PST","rp\_invoice\_id":"i=287cdb784fe4fcdd731906c53e048cdc&m=contribute&c=4729&r=178&b=&p=","payment\_status":"Completed","business":"ouremail@ourdomain","last\_name":"Last","txn\_id":"6EH773960F7425301","mc\_fee":"3.00","time\_created":"16:30:53 Mar 04, 2018 PST","resend":"true","payment\_type":"instant","notify\_version":"3.8","recurring\_payment\_id":"I-1PBATXDD4H0C","payer\_email":"client@email.com","receiver\_email":"ouremail@ourdomain.com","next\_payment\_date":"02:00:00 Mar 04, 2020 PST","tax":"0.00","residence\_country":"US"}"

My rationale for posting it here is I'm not sure where the issue lies so I am happy to report/test anything needed to clear it up.

Update 3/19/2019 - on the latest version of Civi and Webform CiviCRM I created a new recurring profile of $1.00/day and it successfully processed in Paypal each time. CiviCRM only has a record of the first transaction and is receiving the IPN's for the followups but is not doing anything with them. Here are some IPN below (edited for privacy)

The cancellation from Paypal did not cancel anything in Civi:

{"payment\_cycle":"Daily","txn\_type":"recurring\_payment\_profile\_cancel","last\_name":"last","next\_payment\_date":"N/A","residence\_country":"US","initial\_payment\_amount":"0.00","rp\_invoice\_id":"i=c83d98a31d0e2c2a5cf3173493e24e3b&m=contribute&c=16014&r=830&b=&p=","currency\_code":"USD","time\_created":"14:16:08 Mar 14, 2019 PDT","verify\_sign":"AyT1wi4GzlURUfQbTmQWfTBcmyeoAgAjHAleKj2b1QyzJd-.4gNAHVEt","period\_type":" Regular","payer\_status":"unverified","tax":"0.00","payer\_email":"payee@email.com","first\_name":"first","receiver\_email":"ouremail@.com","payer\_id":"S5E6YRTVCSZTQ","product\_type":"1","shipping":"0.00","amount\_per\_cycle":"1.00","profile\_status":"Cancelled","charset":"windows-1252","notify\_version":"3.9","amount":"1.00","outstanding\_balance":"0.00","recurring\_payment\_id":"I-F4WEDCKXYUFS","product\_name":"Webform Payment","ipn\_track\_id":"c7efd7f383b01"}

One of the Payment notices did not create a Contribution in Civi:

{"mc\_gross":"1.00","period\_type":" Regular","outstanding\_balance":"0.00","next\_payment\_date":"03:00:00 Mar 19, 2019 PDT","protection\_eligibility":"Ineligible","payment\_cycle":"Daily","tax":"0.00","payer\_id":"S5E6YRTVCSZTQ","payment\_date":"05:09:39 Mar 18, 2019 PDT","payment\_status":"Completed","product\_name":"Webform Payment: Membership Forms Debugging Page: 1 Per 1 day","charset":"windows-1252","rp\_invoice\_id":"i=c83d98a31d0e2c2a5cf3173493e24e3b&m=contribute&c=16014&r=830&b=&p=","recurring\_payment\_id":"I-F4WEDCKXYUFS","first\_name":"first","mc\_fee":"0.33","notify\_version":"3.9","amount\_per\_cycle":"1.00","payer\_status":"unverified","currency\_code":"USD","business":"our@account.com","verify\_sign":"AFgGSSN7T0eV820ZsLG2eXpvjHjxA2u3dUQBLcGbSQLiJfOaSXghKIV-","payer\_email":"payee@email.com","initial\_payment\_amount":"0.00","profile\_status":"Active","amount":"1.00","txn\_id":"5489090059341273U","payment\_type":"instant","last\_name":"last","receiver\_email":"ouraccount@.com","payment\_fee":"0.33","receiver\_id":"XBC22BNDGX5QA","txn\_type":"recurring\_payment","mc\_currency":"USD","residence\_country":"US","receipt\_id":"5598-9968-4788-6393","transaction\_subject":"Webform Payment","payment\_gross":"1.00","shipping":"0.00","product\_type":"1","time\_created":"14:16:08 Mar 14, 2019 PDT","ipn\_track\_id":"195d7793815d3"}

Edit 2: I've installed https://github.com/eileenmcnaughton/nz.co.fuzion.notificationlog and retried an IPN that failed with a backtrace. Any thoughts?

```
drush cvapi NotificationLog.retry system_log_id=12638 debug=1
PayPalFailure: Missing Parameter b                                                                                [error]
Array
(
    [trace] => #0 /myserver/public_html/sites/all/modules/civicrm/CRM/Core/Payment/PayPalProIPN.php(436): CRM_Core_Payment_PayPalProIPN->getValue('b', true)
#1 /myserver/public_html/sites/all/modules/civicrm_extensions/nz.co.fuzion.notificationlog-master/api/v3/NotificationLog/Retry.php(75): CRM_Core_Payment_PayPalProIPN->main()
#2 /myserver/public_html/sites/all/modules/civicrm_extensions/nz.co.fuzion.notificationlog-master/api/v3/NotificationLog/Retry.php(24): _civicrm_api3_notification_log_process(Array)
#3 /myserver/public_html/sites/all/modules/civicrm/Civi/API/Provider/MagicFunctionProvider.php(100): civicrm_api3_notification_log_retry(Array)
#4 /myserver/public_html/sites/all/modules/civicrm/Civi/API/Kernel.php(169): Civi\API\Provider\MagicFunctionProvider->invoke(Array)
#5 /myserver/public_html/sites/all/modules/civicrm/Civi/API/Kernel.php(100): Civi\API\Kernel->runRequest(Array)
#6 /myserver/public_html/sites/all/modules/civicrm/api/api.php(23): Civi\API\Kernel->runSafe('NotificationLog', 'retry', Array, NULL)
#7 /myserver/public_html/sites/all/modules/civicrm/drupal/drush/civicrm.drush.inc(1558): civicrm_api('NotificationLog', 'retry', Array)
#8 [internal function]: drush_civicrm_api('NotificationLog...', 'system_log_id=1...', 'debug=1')
#9 /usr/share/php/drush/includes/command.inc(334): call_user_func_array('drush_civicrm_a...', Array)
#10 /usr/share/php/drush/includes/command.inc(208): _drush_invoke_hooks('civicrm-api', Array, 'civicrm')
#11 [internal function]: drush_command('NotificationLog...', 'system_log_id=1...', 'debug=1')
#12 /usr/share/php/drush/includes/command.inc(175): call_user_func_array('drush_command', Array)
#13 /usr/share/php/drush/drush.php(92): drush_dispatch(Array)
#14 /usr/share/php/drush/drush.php(61): _drush_bootstrap_and_dispatch()
#15 /usr/share/php/drush/drush.php(16): drush_main()
#16 {main}
    [is_error] => 1
    [error_message] => Failure: Missing Parameter b
)

```

# Answer
When troubleshooting IPNs, the most important first step is to see if CiviCRM received them correctly. You can do this by checking the `civicrm_system_log` database table for the IPNs.

If you are NOT receiving the IPNs in Civi, there is most likely a web server configuration error, or they're being sent to the wrong URL.

If Civi IS receiving the IPNs, you can use the excellent notificationlog extension to replay your IPNs. On replay, you can check your CiviCRM logs for errors, insert debugging code, etc.
> 2 votes

# Answer
My answer above is generic to this issue; this answer is specifically addressing Zachary. Thanks for posting the backtrace, it's got the details we need.

When you create an ARB (recurring payment) subscription with PayPal, Civi sends some details to PayPal. In return, PayPal embeds those details in every IPN. That's how Civi can match an IPN with the correct contact, membership, etc.

In the last IPN above, it's this part:

```
"rp_invoice_id":"i=c83d98a31d0e2c2a5cf3173493e24e3b&m=contribute&c=16014&r=830&b=&p="

```

Note that there are no values for `b` or `p`. Your error, not coincidentally, is `Missing Parameter b`. I have a Troubleshooting PayPal and CiviCRM page on my wiki that says what each letter is for. That same information is available in the file in line `#0` in your backtrace.

I can see there that `p` is OK to be blank. However, the value of `b` is supposed to be the contribution ID of the first contribution made as part of this recurring series. If you look at my wiki page linked above, you can read how to fix this. You only need to a) look up the appropriate contribution ID; b) add it in PayPal using the instruction in the *In PayPal* section of the wiki.

That explains how to fix the existing payments that exist! The question that remains is how this happened in the first place. For that, I can't help you; I haven't seen this before. However, I also have no sites running PayPal Pro AND Webform-CiviCRM, so that's a clue. You may want to try to replicate this through webform; very likely though, it's something that was fixed a while ago and you just need to clean up the mess.

PS - to fix IPNs that you can't resend from PayPal, you can also edit the `b=` value in `civicrm_system_log` and use the `notificationlog` extension to replay those successfully.
> 2 votes

# Answer
Our team ran into a similar issue. Check the permissions on your server. They may have changed after you updated Civi.
> 0 votes

---
Tags: webform-civicrm, paypal, recurring-contributions, ipn
---


# Question
Title: Error on updating contact after upgrade to CiviCRM 5.10.3
After upgrade to CiviCRM 5.10.3 (Drupal 7, php 5.64) I can do AJAX edits like view and edit address, but if I edit a contact and save them normally, I get Fatal error: Uncaught CRM\_Core\_Exception: \[0: Transaction integrity error: Expected to find active frame thrown in .../sites/all/modules/civicrm/Civi/Core/Transaction/Manager.php on line 107

# Answer
CiviCRM 5.10.3 is not compatibile with so old PHP 5.64. Maybe here is a problem, look at requirements:

https://docs.civicrm.org/sysadmin/en/latest/requirements/#php
> 0 votes

---
Tags: drupal, core, 5.10.x
---


title: civi case API unable to create case

text:
# Question
Title: civi case API unable to create case
Using CiviCRM API v3 Explorer, i can create case without any problem. I can see the new case on case dash board, but using the php script, there are an error exception happen

> Fatal error: Uncaught CiviCRM\_API3\_Exception: \[unknown error: DB Constraint Violation - case\_type\_id should possibly be marked as mandatory for Case,create API. If so, please raise a bug report. thrown in /idev/joom/administrator/components/com\_civicrm/civicrm/api/api.php on line 45

Here is the snippet code

http://prntscr.com/n17bng

this is the output

http://prntscr.com/n17c6f

Changing code to

http://prntscr.com/n17cky

get this error

http://prntscr.com/n17cqv

Using the explorer code, all is running well

http://prntscr.com/n17d48

Anyone know why this happen ?

Thank you

# Answer
It looks like you've found a quirk with the explorer where it's smart enough to convert your string to a number, but when run outside the explorer it's expecting a number for case\_type\_id.

Use case\_type\_id = 1, which corresponds to housing\_support, which you can see by doing a ('CaseType', 'get') call.

Note that if your script is standalone, i.e. not running within an extension or something where you are already logged in, your bootstrapping needs to include something that logs you in, e.g. `cv api --user=CMSUser`, where CMSUser is the login name for some user with permission to create cases in your CMS.
> 0 votes

---
Tags: civicase
---


# Question
Title: Checksum profile links not opening on mobile
Using CiviCRM 5.10.4 with Drupal 7.64.

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

My link is below:

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

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

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

# Answer
Do you have http:// or https:// before the link in the email? If not, try adding it.
> 0 votes

---
Tags: civimail, profile, checksum, mobile
---


# Question
Title: how can I embed a civicontribute page in wordpress with gutenberg?
I cant see how to embedd a civicontribute page using gutenberg, any thoughts?

# Answer
> 6 votes
Ok eventually worked this out, with help from the civi sysadmin guide here. You can create a shortcode block, and just add your CiviContribute shortcodes in there, \[civicrm component="contribution" id="x"\], and it will embed that form in the page. I will see about updating the civicrm documentation to make this more obvious for people like me :)

---
Tags: wordpress, civicontribute
---


# Question
Title: CiviRules - to trigger a Mosaico templated email (with CiviMosaico extension)?
Is it possible to trigger sending an email based on a Mosaico template (using the CiviCRM - Mosaico extension?). I'm guessing not, but thought maybe someone had done it, or had a workaround.

Thanks! ..clark

# Answer
> 3 votes
My understanding is that it's not possible, because Mosaico doesn't currently support transactional emails, only bulk emails. I believe Veda is looking for funding from folks willing to sponsor adding Mosaico for transactional emails.

---
Tags: civirules, mosaico
---


title: Contribution - Wrong VAT amount showing

text:
# Question
Title: Contribution - Wrong VAT amount showing
We collect a number of monthly direct debit payments of £30 using SmartDebit. The breakdown is £25 fee + £5 VAT.

Although the SmartDebit report shows that we collected £30, in civi (under contributions) the total amount is showing as £36 (£30 + £6 VAT).

Is there a way of changing this so that the correct amounts appear. I am using civi 5.10.3 and SmartDebit version 1.30

# Answer
> 2 votes
user6930, Welcome to SE world.

Unfortunately this is a know issue in CiviCRM when subsequent recurring payment is recorded in CiviCRM which has tax. It would be good if you add some resource so that it gets fixed in core.

Alternate method is to turn off sales tax or do a contribution(batch) update to update the amount from $36 to 30

HTH

Pradeep

---
Tags: contributions, taxes
---


# Question
Title: sorting states in state/province dropdown
Civi 5.11, WordPress 5.1.1

I work with an organization whose Contacts (of all types) are limited to 4 states in the US. (Available States/Provinces in the localization settings includes only the US.) In order to speed up data entry for my organization's users, I'd like those 4 states to appear at the top of the States dropdown when new Contacts are added. However I don't see this capability in the Option Groups settings, and I don't see an Order field in the civicrm\_state\_province table.

Are my only ways forward to create a custom State field, or develop a custom hook?

# Answer
> 0 votes
If you don't want to write a hook then one option is to just update the name in the database so that it sorts to the top, for example:

`update civicrm_state_province set name='_Washington' where name='Washington';`

Or equivalently update the states you don't use so they sort to the bottom, like prefix a 'Z\_'.

This might get overwritten by an upgrade if there's a change like a state gets annexed by Canada or something ... you're probably safe.

It's also possible some extensions might not work with it, but it's stored as an id not a word and the id doesn't change.

---
Tags: custom-fields, addresses, sort-order
---


title: Any issues in WordPress 5?

text:
# Question
Title: Any issues in WordPress 5?
WordPress 5 has recently come out. I've done an upgrade on a test Civi 5.8.0 site on PHP 7.1 and it went through OK and no problems are showing immediately. Is anyone seeing any issues?

It looks like my custom extension and WordPress plugin are working OK.

Thanks, Chris

# Answer
It seems like the Block editor no longer breaks CiviCRM shortcodes. But you do lose the quick CiviCRM shortcode button.

The classic editor plugin with Wordpress 5.0 makes the move easier. Personally we set the Classic Editor as default and allow users to switch to block with the understanding that they will have to generate the shortcode for civi elsewhere or memorize the shortcode params. ;)
> 6 votes

# Answer
I can't get CiviCRM shortcodes to work if the Simple Facebook Connect plugin is active.
> 0 votes

---
Tags: wordpress
---


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

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

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

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

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

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

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

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

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

By using the processors to define the two contact roles it seems to have worked such that the volunteer's account was unchanged and a new detained person record was created. This post helped me understand it better. I'd read it before but after going over it several times figured out what was needed. I hope this helps someone else.
> 6 votes

---
Tags: wordpress, caldera-forms
---


# Question
Title: Is there a 'Token' for adding a date to a message template?
Is there a 'Token' for adding 'today's date' to a letter template to avoid having to add the date manually?

# Answer
> 0 votes
There is no token available to add current date. You can create a custom token using following two hooks.

Please review documentation on how to create custom tokens described there.

---
Tags: civimember
---


title: Today's-Date token for PDF

text:
# Question
Title: Today's-Date token for PDF
How can I automatically display today's date in a pdf or email. I tried the "thank you date" token but the date format is 12-31-15 12:30. I need December 31, 2015... I tried plugging in this {$smarty.now|date\_format} Still didn't work. Any ideas?

Thanks

# Answer
> 5 votes
I think this would be a custom token to get it in the format that you're looking for, but it wouldn't be too difficult and I am pretty sure you'll be able to find one someone has already written -

Check out the bottom two links of this page:

https://forum.civicrm.org/index.php?topic=13757.0

The last post April 29: "We discovered at the sprint that just about everyone has written a token for this at some point"...

I think there was a good example on coleman's blog here, too, but the main content doesn't seem to be loading for me anymore:

https://civicrm.org/blog/colemanw/create-your-own-tokens-for-fun-and-profit (corrected link)

# Answer
> 6 votes
In order to get smarty to work in email templates you need to enable it editing the settings file `civicrm.settings.php`, as per CiviCRM documentation:

```
if (!defined('CIVICRM_MAIL_SMARTY')) {
     define( 'CIVICRM_MAIL_SMARTY', 1 ); // default is: define( 'CIVICRM_MAIL_SMARTY', 0 );
}

```

With smarty enabled, the following snippet should output the desired date format:

```
{$smarty.now|date_format} // Output: Jan 12, 2016
{$smarty.now|date_format:"%B %e, %Y"} // Output: January 12, 2016

```

As Eli says and references Coleman post is a very good example, simply pasting his code into an existing extension, or creating one for your needs, will work.

# Answer
> 4 votes
You could create a custom token and add the format you want. An example of such a token in a custom format (a long with lots of other tokens) you could find in the extension no.maf.tokens This extension contains specific tokens for a client and one of the tokens in the date of today in Norwegian.

See https://github.com/CiviCooP/org.civicoop.no.maf.ext/blob/master/org.civicoop.no.maf.tokens/maf\_tokens.php#L72

# Answer
> 2 votes
This is posted as a comment in the top answer, but it deserves more visibility as an answer: You can install Fuzion's Civitoken extension.

---
Tags: tokens
---


title: CiviPledge custom styling

text:
# Question
Title: CiviPledge custom styling
In which file can I find and edit CiviPledge CSS styling to make the form look more in line with the rest of my site? Thanks!

# Answer
> 3 votes
It's best to not edit the files directly, but to create your own file. Otherwise it will get overwritten with each upgrade you do. In the version I'm using, I can set the custom CSS file here:

/civicrm/admin/setting/url?reset=1

I use the "inspect" option in Chrome to see what CSS is being applied, then I copy it into my custom css file, and edit it.

# Answer
> 1 votes
In addition to Jenni Simonis's answer about creating a global custom civicrm CSS file, I restyled our contribution pages and explained the process in this answer. I'm sure something similar could apply to pledges with your own styles. My purpose for using a separate CSS file (rather than my global custom civi css) for contributions was to have more control over which price sets it applied to.

---
Tags: css, civipledge
---


# Question
Title: How to search for individuals with duplicate partners
We have a data import error where a large number of individuals have two partners, instead of just the one they should have. This causes errors with another system we use that is linked to civicrm. I need to delete the duplicate relationships. Thanks for your help!

# Answer
> 2 votes
One possibility is to export the Relationship civireport (under Reports - Contact Reports) and then use the power of Excel to analyze it, e.g. pivot on contact\_a and relationship-a-b and have it sort by count descending, then anything with 2 or more is a duplicate.

---
Tags: relationships, duplicate-contacts
---


# Question
Title: How to transfer an event participation from one contact to another in the back end?
I've been trying to move some event registrations from one contact to another. Noting form the admin screen that there is a 'Cancel or Transfer' link available when viewing event registrations from the contact's 'Events' tab, I gave it a try. Sure enough I got a pop-up asking for the name and email address of the contact to transfer to, and on submitting that it seemed to work, although I then got taken to the event registration form oddly.

Trying the same trick again for another contact record, and all I get now is a message saying "Sorry, You cannot transfer or cancel your registration for as you are not currently registered for this event." which seems pretty weird given that a) I'm logged in as an administrator and b) that I'd just done exactly this with another contact record.

Looking at https://issues.civicrm.org/jira/browse/CRM-20879 the impression there, albeit an old issue, is that enabling admins to do this is not yet built.

What's the current state of play on this? (running 5.10.4 at the time of writing)

# Answer
Graham,

I understand that there are some issue when moving contact when logged is as Admin. You can also try an extension developed by LCD Services that moves participant from one contact to another.

HTH

Pradeep
> 4 votes

---
Tags: civievent, participants
---


title: How to check participants in at events?

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

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

# Answer
> 5 votes
CiviLearner,

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

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

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

HTH

Pradeep

# Answer
> 4 votes
If you use Advanced Search, you can change the *Display Results As* from **Contacts** to **Participants**. This will let you update the participant status similarly to doing it through "Manage Events", but with more granularity for who shows up in your list.

You can also install CiviMobile \- the Web Access CiviMobile, not Agiliway's - which has a one-touch phone interface I really like for changing folks from "Registered" to "Attended". Afterward, I use the method I mention above to convert non-attendees to no-shows.

# Answer
> 2 votes
I haven't (yet) tried it but have bookmarked the QR Code Checkin extension, which could be used in conjunction with one of the other described "backup" methods for those who didn't take their QR code with them to the event:

> QRCode Checkin allows you to send an email that contains a scanable code to the registered participants for your event.
>
> Your registration workers can use any freely available QR Code scanning software on their phones to scan the code and open the encoded web address on their browser.
>
> When they do, they will get the status information about the registration
>
> With one click, the registration worker can change their status from registered to attended.

# Answer
> 1 votes
Answer I got (other suggestions welcomed):

```
Navigate to Events > Manage Events

```

Scroll to find the event in question, click on the Participants hyperlink to the right-hand side, then select "Connected, Registered, Attended..."

Select resulting participants, then select "Participant status - change" from the actions drop down menu \>

---
Tags: civievent
---


# Question
Title: way to test stripe recurring failed payment
Whenever recurring payment failed due to change in card number, card expiring, cancellation of credit card, or the card issuer not recognising the payment. I have to sent notification to user. Stripe have inbuilt functionality to sent notification but does not have way to customize the message sent to user.

I have to sent that message through civicrm.

CiviCRM already have functionality to handle 'invoice.payment\_failed' event type which change status to 'Failed'. On top of that i have to send email notification to user.

Main question is, how do i generate testing scenario through CiviCRM to receive 'payment\_failed' notification.

# Answer
> 1 votes
I think you can use unit test to check Failed recurring from stripe extension. It does cover most of the test for IPN.

You can find more details about the unit test here.

HTH

Pradeep

---
Tags: payment-processor, recurring-contributions, stripe
---


# Question
Title: Loading a page browser says Waiting for another URL (not mine)
So when I'm waiting for CiviCRM to load in the bottom left of the browser it says Waiting for scorpioindustries.com.... (which is not my URL)

What could this be a sign of? Have tried loading in different browsers and different computers so it's not a browser or computer infection. I ran virus checkers on my site and nothing. I checked manually through the CiviCRM stack and couldn't find any reference to this URL. I ran a search in the MySQL database for "scorpio", "scorpioindustries" etc but nothing emerged from that.

Any ideas? I initially thought virus but I'm a little stumped now.... Maybe this is a Site Name sort of setting inside of CiviCRM? Thanks :)

# Answer
Use the Net tab within Firebug while loading the page. It'll display all the page components that get loaded. Something in your page (whether you put it there or not) is attempting to load something (an image, a script, who knows) from that domain.
> 3 votes

# Answer
I have never heard of of that url. Are you using a drupal theme which might load external stylesheets, fonts etc.. from that domain? Or a drupal module which loads external javascript from that domain? I would first rule that out before jumping to conclusion and suspecting hacking or a virus.
> 0 votes

# Answer
Try checking your hosts file and running a anti-spyware scan. Porn websites and downloading free .mp3 music files as of my last knowledge in 2009 can cause spyware infections, such is of the signs as the following: you try to go to http://www.google.com and on typing and pressing enter you would be redirected to another website. when on one web site, your web browser skips to another site automatically.

Is your computer acting slow? Avoid using free music downloading programs such as Limewire or BearShare, and try avoid installing tool bars that might be offered upon installation of programs. First update all anti-virus, anti-spyware, anti-rootkit, anti-adware data bases and try doing scans with all of these. Install a firewall program; don't use the built-in default programs that come with Windows.

Do research and do Windows Update, but do research on the updates that you plan to install; only install manually, don't use automatic update. Download the Windows updates manually and install them manually. as Windows updates can conflict with other programs.

In safe mode, chkdsk c: / f / r /v at a command prompt, type y for yes if prompted to reboot. Upon reboot, Windows will check the disk for errors. Disk scanning for errors and scanning for malicious software one time a week is necessary. Also use the Microsoft Malicious Software Removal Tool. Zone Alarm is a good firewall, ad blocker also, and http://www.iptools.su.

Do Google searches on every program before installing. Also look for free programs that you burn to a blank cd to scan under the operating system. Assuming you're using Windows XP platform; Win 7, Win 8 and Win 10 are all crappy and use way to much memory. Also try Glary Utilities.

Try to do a ping from a command prompt on that specific web site.
> -2 votes

---
Tags: security
---


title: Trouble with Civicron.php

text:
# Question
Title: Trouble with Civicron.php
Trying to run civicron though cli and it was working fine till a week or so ago when now it seems to hang and nothing happens. Have tried trouble shooting with no luck any thoughts?

# Answer
You are not providing much background information. However, the following question/answer may be related: Failed loading "ioncube\_loader\_lin\_7.2.so" Cron Error after CiviCRM & WordPress Upgrades

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

In general, it would be helpful to state your civi version, the type and version of cms you are using, the command line you are trying to run plus any related messages and possibly any changes before the problem occured.
> 0 votes

---
Tags: cron-job
---


title: Support technique pour CiviCRM

text:
# Question
Title: Support technique pour CiviCRM
Bonjour, nous cherchons un prestataire expérimenté qui pourrait nous aider à finir de configurer CiviCRM (cron, wkhtmltopdf, multi-sites,...). Si cela est votre champ de compétence, vous pouvez me solliciter sur guillaume.sorel at all-in-group.fr. Merci

# Answer
Bonjour!

CiviCRM en Francais:
> 0 votes

---
Tags: wordpress
---


# Question
Title: Adding columns to Accounting batch (iif & csv)
If you have code or an extension that can add columns to the accounting batch export file, please share.

Specifically, we want to add "campaign" and "external id" to every row.

Preferably, we'd like it to update the iif (quickbooks file)

thank you

# Answer
I am not if anyone has done this before but you can use combination of hook\_civicrm\_batchItems and hook\_civicrm\_batchQuery to add columns in csv files. I don't think there is any easy solution to add column in iif export file.

HTH

Pradeep
> 4 votes

---
Tags: accounting, batches
---


# Question
Title: Report on Memorial gifts made in memory of a person
I am new to CiviCRM. How would I run a list of donors and their contact information who have made contributions in memory of someone? Your help would be appreciated. Thanks. Felicia

# Answer
> 2 votes
I've just released an extension that does this called Soft Credit Custom Fields. It does more than the name suggests - it also allows searching by soft creditee from **Find Contributions** or **Advanced Search**. See screenshot:

# Answer
> 0 votes
You should be able to generate this from the Soft Credit Report - **Reports menu \>\> Contribution Reports**, select **Soft Credit Report**.

Unfortunately, you're limited in the fields you can select there - notably, you can't add address fields, which I suspect you need.

There are two solutions I'm working on for a client who has your needs. I expect to complete them in the next couple of weeks but they're sadly not ready yet:

* I'm rewriting the soft credit report to modernize it, including a bunch more potential columns (including the address fields).
* I'm adding an ability in Advanced Search to specify soft creditee.

If you reach out to me on https://chat.civicrm.org (my username is @junglebird) with your contact info, I can email you to get an advance copy of these new features. Your feedback will help make them better suit your needs!

---
Tags: contributions, reports, honoree
---


# Question
Title: CiviEvent link Parents with Child participants during registration
I am trying to create a registration form for events for children where the parent fills in there contact details (mail/phone) and the name & birthday of the children they want to register for the event. I have created a Child & Parent Individual in civiCrm with custom fields, I also created a parent of/child of relationship and registering works fine both the parent & the childs are created. But I can not find out how I can automaticaly link the Parent & Childs when the parent registers for the event.

I am using Civicrm 4.6.34 on Drupal.

I also found someone who used a WebForm to solve this, but I don't know how to link this WebForm with an existing CiviEvent : https://civicrm.org/blog/sarahgladstone/recipe-for-handling-youth-registration-with-civicrm

# Answer
> 1 votes
I dont think registering for an event and creating a relationship using the standard CiviCRM event registration pages.

So if you use CiviCRM with Drupal I would go for the webform solution.

There is also a third possibility and that one is using the form processor extension in CiviCRM and then use the CiviMRF to submit you the webform data to CiviCRM. I wrote an example instruction in this blog post: https://civicrm.org/blog/jaapjansma/using-civicrm-form-processor-extension-to-handle-form-submissions-from-an-external

The pro of the form processor solution is that you can create a webform on a remote website. Or in other words, if your website and crm are not on the same site this solution will also works. The con is that it requires a bit more knowledge to set it up.

---
Tags: civievent, webform-civicrm
---


# Question
Title: How do you restore contacts that have a deleted custom contact type?
I am getting an error Invalid Filter error when trying to open a contact that was configured with a contact type that has since been deleted. The contacts are returned in the search but I am unable to open. Is there a way to restore the contacts without having to manually re-enter each contact or restoring a backup of the database?

# Answer
You could change clean out all the contact\_sub\_types of the relevant contacts directly in the DB with an SQL Query. That would be something like:

```
SELECT * FROM civicrm_contact WHERE contact_sub_type IS NOT NULL AND contact_sub_type NOT IN (SELECT name FROM civicrm_contact_type)

```
> 1 votes

# Answer
To add to Erik answer: the contact\_sub\_type field contains an aggregation of all its sub types, with a "hidden" separators ^A, if you want to modify the subtype directly,

```
update civicrm_contact set contact_sub_type=concat(char(01),"EXAMPLE",char(01)) where ...

```
> 1 votes

---
Tags: contacts, custom-fields, contact-types
---


title: Invoice Monetary Format

text:
# Question
Title: Invoice Monetary Format
I'm not really good in any sorts of programing, haven't used smarty before. I want to **change the monetary format in our Invoice**.

```
{$amount|crmMoney:$currency}

```

This code displays $1000.00, but I need $1,000.00 or $1,000 , how can I achieve this?

my civicrm version is 5.1.1, joomla 3.9.4, CRM runs in Window 7

updates:
1. thanks to Joachim I notice decimal is working fine, thousand separators is not, whatever I input in Localization Currency\> Thousand Separator, nothing displays.
2. upgraded Civicrm to 5.11.0, problem persist.
3. the problem is not in {$amount|crmMoney:$currency} or MONEY.php, I think something's wrong with my settings.

# Answer
The crmMoney function uses php's money\_format() function to format the numbers. On Windows, this function does not exist! (https://issues.civicrm.org/jira/browse/CRM-650)

However you can use crmNumberFormat to format it yourself, and add in the currency symbol manually, for example, assuming you want the US dollar symbol:

Instead of `{$amount|crmMoney:$currency}`, use

`${$amount|crmNumberFormat:2}`

Note the extra $ at the beginning, which outputs the literal dollar sign. The above will also use the separator and decimal point characters you have set up on the admin screen.
> 2 votes

# Answer
If you need to change the settings globally, not just for the single statement, you have the option under Administer -\> Localization -\> Languages, Currency, Locations. There you can define the "Thousands Separator" as well as the "Decimal Delimiter".
> 2 votes

# Answer
Joachim, it's like this by default, the thousand separator doesn't work also in Individual\> Contribution.
> 0 votes

---
Tags: joomla, contributions, invoice, display, currency
---


title: How do I export contact data records?

text:
# Question
Title: How do I export contact data records?
I am attempting to export to contact data records from the CiviCRM application. How do I export this information?

# Answer
> 1 votes
If you do a search of contacts exporting contacts will be one of the options in the action menu? So step by step:

1. Navigate to Search\>Find Contacts
2. Click on the Search button (use one of the filters if required)
3. Select all contacts (or just a few if you want to)
4. If you click on the **Actions** box just under the selection you will see **export contacts** as one of the possible actions.

You will have this possibility with each search form. You can also use one of the reports and click the 'export to csv' button.

Does that help?

There is also an extension that you might find useful: https://civicrm.org/extensions/export-excel (only if you have issues opening the exports in Excel)

# Answer
> 1 votes
Without more information, it's hard to answer your question definitively. There are a number of ways to export contact data.

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

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

---
Tags: export
---


title: Error when merging accounts

text:
# Question
Title: Error when merging accounts
When attempting to merge accounts, I receive this message:

CiviCRM\_API3\_Exception: "You have requested a non-existent service "prevnext.driver.". Did you mean one of these: "prevnext.driver.redis", "prevnext.driver.sql"?"

How might I go about fixing this issue?

# Answer
I had the same issue once, I changed the value for "PrevNext Cache" from "Default(Auto-detect)" to "SQL" under Administer \> System Settings \> Misc. This fixed the issue
> 1 votes

---
Tags: duplicate-contacts
---


# Question
Title: What does the membership automatic renewal interface look like?
Where do I get the option to choose whether to renew a membership automatically? Secondly, how does it only apply to the initial membership?

I have

* installed a recurring payments processor (agileware eway)
* in the membership type configurations page I've made auto-renew optional
* I've tried the page, both logged in and not logged in.

Where should I see this choice?

# Answer
After you've made the membership type as optional, you should set an additional setting on the contribution page, i.e,

* visit Contributions -\> Manage Contribution Pages
* Go to the `Membership` tab of the required contribution page.
* You will see an additional column of `Auto-Renew` on the `Membership type` field.

* Select `Give Option` on the membership type that you want to enable this option for.
* Save and Navigate to the live contribution link `civicrm/contribute/transact?reset=1&id=<page_id>`. This should display an option to renew the membership.
> 2 votes

---
Tags: civimember
---


# Question
Title: On behalf of one of our customers: is there a publishing company out there that uses CivICRM?
Our customer Acquire Publishing is starting on their CiviCRM road with attached websites, memberships, events and all sorts of stuff......They are wondering if there are any other publishing organizations in the CiviCRM community so they can exchange how stuff is done, share success stories and perhaps do some development together?

# Answer
The New Press uses CiviCRM. There's also a magazine publisher (I forget offhand who) who uses CiviCRM and was exploring development to better handle magazine subscriptions in CiviCRM.
> 1 votes

# Answer
The Monthly - a magazine in Australia - maybe the one Jon is thinking of. We worked with them 7 years ago to help set up their Subscription process, and are reworking this for them currently.

Pioneers Post - a social enterprise magazine - is another Fuzion client that uses civicrm for its Subscriptions system.

Neither are what I would consider a 'publishing company' though.
> 1 votes

# Answer
Cristianisme i Justícia is a study center dedicated to reflecting on social and theological issues. Dissemination of its findings through courses, conferences, social networks, and especially its booklets, which are sent out to more than 45,000 persons around the world. We have been using CiviCRM for 5 years now.
> 1 votes

---
Tags: evaluating-civicrm, community
---


# Question
Title: Can I add a space for people to write notes: like dietary needs and or comments?
Can I add a space for people to write notes: like dietary needs and or comments??

Is there a way to add a memo field?

# Answer
I have done this with custom field set for individuals with two fields, one a multiple choice (All, Vegetarian, Vegan, Special) and the second a text field to show anything else. I also included disability (yes/no field and a text field for detailed requirements in the same field set as both sets of info are needed in relation to courses booked. There are lots of ways to do it and the user documentation tells you all about custom fields.

Having the structured and unstructured fields allows you to search, but also include additional information.
> 1 votes

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Tags: webform-civicrm
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# Question
Title: Special Characters Become Question Marks "?" in PDF Printing
-I'm using Civicrm 5.11.0, Joomla 3.8.0, Windows 7
-SQL is encode in utf8
-Chinese characters in phpmysql are readable
-Chinese characters in Civicrm are readable
-Civicrm saves data in utf8, so import or export contacts in Chinese is fine
-CiviMail can send email with Chinese characters
-Win 7 can read Chinese characters and save word documents in pdf as Chinese
-but when I go to Individual\>Contribution\>Print Invoice as PDF, they all turn to question marks (one character, one question mark)
-put Chinese characters in invoice templates, turns to question marks too

I tried to change this code

```
   $dompdf->load_html( $html );

```

to this

```
   $dompdf->load_html( utf8_decode( $html ) );

```

(from ../civicrm/CRM/Utils/PDF/Utils.php)
but nothing happened, still question marks.
What could be the cause of this?
I also tried this on demo site, same results display.

# Answer
> 4 votes
DOMPDF in CiviCRM have a trouble with special characters UTF-8. We have this same problem in Poland. I've create a repo with solution: https://github.com/ngo360/civicrm.dompdf.utf8

For apply this change go to path: path/to/civicrm/vendor/dompdf and delete all files. Then upload files from repo. I think is resolve Your problem.

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Tags: pdf, invoice
---


# Question
Title: How can I add soft credits to a Recurring Contribution Series
If I sign a donor up for a monthly/Recurring Contribution Series -\> then I can go in and add a soft credit to the Contribution.

But I can't add it to the series - so next month - when the next Contribution is generated I don't get any Soft Credits.

Has anyone looked into this? Add fields to Contribution Recurring Series and then code to template those into the Contribution that is generated next?

# Answer
> 1 votes
I don't think this is currently possible, but I've recently been up to my elbows in soft credit customizations.

I think the answer is an extension that checks whether the first gift is soft credited. If so, it should apply an identical soft credit to succeeding gifts.

I recently released the extension Soft credit Custom Fields. You could use soft credit custom fields to further specify other options. E.g. only soft credit the first X contributions; if the contribution amount is increased later, does the soft credit increase as well; etc.

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Tags: contributions, recurring-contributions, soft-credit
---


title: Civicrm stuck when renewing membership

text:
# Question
Title: Civicrm stuck when renewing membership
I'm running CiviCRM 5.11.0 in Wordpress 5.1.1. Currently, I'm not able to renew any membership in CiviCRM: Membership section of the selected profile \> Renew membership. When I confirm renewal, the system gets stuck in saving screen forever and nothing is registered on the database.

I tested the renewal using a profile page in the frontend, for myself, and it worked. It's only in the backoffice (where I register 99% of membership renewals) where this happens. Contributions are working fine, it's not an issue of recording payment or the associated contribution.

Do you know what may be causing this issue and how to solve it?

Cheers João

# Answer
It reminds me of a similar issue I had at a client last week: we received a 403 error when we tried to edit memberships.

The error was due to an anti sql-injection mechanism that was in place at the hosting provider. It could be turned off via the control panel.

Can you check if something similar is active in your installation? Either in the control panel or via a Wordpress security plugin? Ultimately, ask the hosting provider.
> 2 votes

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Tags: wordpress, civimember
---


# Question
Title: How to send email report FROM other than default email address?
I have a report that is sending successfully every week. Only issue is I was not able to set FROM email address for the report. It’s always sent from default email address, but I need to send from different email. Can anyone suggest how to solve this issue please? Or whether it’s even possible at all? Thanks

parameters for API call is currently like this

```
instanceId=50
format=print
sendmail=1

```

# Answer
I don't think it has this feature. One possibility is make an extension and use hook\_civicrm\_alterMailParams to check if the email is your report and then change the from.
> 2 votes

# Answer
If you own another email address, you can send mail as that address. For example:

Yahoo, Outlook, or other non-Gmail address Your work, school, or business domain or alias, like @yourschool.edu or youralias@gmail.com Another Gmail address
> -1 votes

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Tags: api, email, civireport
---


title: How to create a custom dashlets?

text:
# Question
Title: How to create a custom dashlets?
I want to create a custom dashlet but I don't know how to do that.Please guide me to build a new dashlet. Any github reference or any source. Thanks in advance.

# Answer
Start with `civix generate:page`. Optionally assign some smarty variables in run() in the autogenerated php class and edit the autogenerated .tpl with your html.

Then you need to insert an entry in civicrm\_dashboard that links the url you chose in generate:page. See the function addGettingStartedDashlet() in CRM/Upgrade/Incremental/php/FourSeven.php, just note the columns have changed slightly if you're on a later version.
> 2 votes

# Answer
Here is an example dashlet with a search: https://github.com/CiviCooP/org.civicoop.quicksearchdashlet
> 2 votes

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Tags: dashboard
---