Entering a new journalist If the journalist submitting the enquiry isn’t already logged in Civi, you’ll need to create a new individual. In the menu bar, go to Contacts > New Individual. Fill out the Contact Details section – make…
Message Template for Invitation to an Event
Copy/paste the following if the message template for Invitation to an Event gets overwritten <style rel=”stylesheet” type=”text/css”>.instruction-bracket { font-size: 37px; color: red; padding-left: 15px; font-family: Calibri; } @media only screen…
Accessing bounced emails
Logon to https://vip.ventraip.com.au/. Select Manage for Web Hosting. Select cPanel Login. Select Email Accounts. Select Check Email for catchall@mailer.cotavic.org.au.
Synchronising Current Employer and Job Title from employee relationships
The changes listed below have been deleted and the system reverted to default settings This means that Job Title is now a free text field unrelated to the employment relationship. Changes to the relationship will not update the job title…
Clearing all External IDs from Contacts
Clearing all External IDs from Contacts The following was created from advice provided by Francis of Agileware on 28-Oct-2019: Log on to VentraIP at https://vip.ventraip.com.au/dashboard. Select Web Hosting. Select Manage. Select cPanel Login. Select phpMyAdmin. Select the cotavico_civicrm database. Select…
Use of Location Types, Phone Types and Address Types
Use of Location Types, Phone Types and Address Types Summary Over 30% of the 18,700 phone numbers are not correctly formatted. 1,388 mobile numbers are in the landline columns and 46 landline numbers are in the mobile columns. In addition,…
How to fix CiviCRM errors reported via email to the administrator
How to fix CiviCRM errors reported via email to the administrator “Could not find a valid session key” See https://forum.civicrm.org/index.php%3Ftopic=33667.0.html See https://civicrm.stackexchange.com/questions/2422/could-not-find-a-valid-session-key-unable-to-save-any-admin-forms CiviCRM error at COTA Victoria (We can’t load the requested web page. This page requires cookies to be enabled…
Creating a new user on CiviCRM
Creating a new user on CiviCRM As a matter of principle, every person who uses CiviCRM must do so with their own login and no login should be used by more than one person. This is vital for the security…
Changing the username of an existing WordPress user
Changing a username of an existing WordPress user from <OldUsername> to <NewUsername> Edit the CiviCRM contact record for the person and change the email address to xxxx@cotavic.org.au – keep the summary page open. Create a new WP user with <NewUsername>…
Log of testing of the syncing of events between CiviEvent and the public website
Approach For testing, Code+Visual have linked the production CiviCRM (on https://civicrm.cotavic.org.au/wp-admin/admin.php?page=CiviCRM) to the staging WordPress (on https://vic.cota.org.au/). Acceptance Testing took place on 03-Aug-2019. Once fully acceptance tested, C+V will link the production CiviCRM to the production WordPress (on https://cotavic.org.au). Post…
Why does my export to .csv fail sometimes?
If you attempt to export more than 60,000 rows of data from a report to a .csv file, it will fail with a 500 error. Justin Freeman of Agileware said (on 02-Aug-2019): The short answer is, reduce the number of…
Importing and Exporting Notes (for a Contact)
Notes When a contact is exported, all of the notes for that contact are put into one field in the export file called Note(s). They are comma separated, but with no escaping of embedded commas. This means that, in the export…
Fixed – Constituent Report (Summary)
Report Template Name: Fixed – Constituent Report (Summary) Filename: SummaryFixed.php Path: /au.org.cotavic.reports/CRM/Reports/Form/Report/ Description: Fixed URL of names so that it links to the summary page of the nominated person/organization. Added display_name (F,L format of name display) field. Original report form…
Fixed – Relationship Report
Report Template Name: Fixed – Relationship Report Filename: RelationshipFixed.php Path: <extension directory>/au.org.cotavic.reports/CRM/Reports/Form/Report/ Description: Fixed URL of names so that it links to the summary page of the nominated person/organization. Original report form from CRM_Report_Form_Contact_Relationship (au.org.cotavic.reports) Code Last Updated at 3:15 pm…
Fixed – Current Employer Report
Report Template Name: Fixed – Current Employer Report Filename: CurrentEmployerFixed.php Path: <extension directory>/au.org.cotavic.reports/CRM/Reports/Form/Report/ Description: Fixed URL of names so that it links to the summary page of the nominated person/organization. Original report form from CRM_Report_Form_Contact_CurrentEmployer (au.org.cotavic.reports) Code Last Updated at 3:15…
OM Invoice Template
This template includes wordings only for OM. Information Selection Logic Attention To Search under COTA Membership – Custom Fields for Invoice Attention To, apply value of this field if not empty. Or else look for the name of the individual…
Business Systems Administrator/Curator
Business Systems Administrator/Curator Purpose of the Role To maintain COTA Victoria’s core business systems (WordPress, CiviCRM and related systems), curate the data in those systems and develop processes in those systems in order to provide an efficient and accessible platform…
WordPress and CiviCRM Environments, URLs and Permissions
COTA Victoria has three environments containing three instances of WordPress (WP) and two instances of CiviCRM as shown in the following table. Name WordPress CiviCRM Hosting URL Public Yes No NetVirtue https://www.cotavic.org.au Internal Yes Yes VentraIP https://civicrm.cotavic.org.au Test Yes Yes…
Maintaining SmartGroups safely
Maintaining SmartGroups safely The advice from Agileware is to: Keep smart group search criteria relatively simple and avoid complexity. Stick to what is available in the Advanced Search and Search Builder user interfaces. Assigning a Parent to a Smart Group…
Accessing the status of the website and CiviCRM
How to access the status of the website and CiviCRM The free online tool called Uptime Robot has been configured to report on the status of the website (https://www.cotavic.org.au) and CiviCRM (https://civicrm.cotavic.org.au/wp-admin) every 5 minutes. Viewing the status in your…