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  • Advanced search for "on hold" + batch OFF HOLD status
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Author Topic: Advanced search for "on hold" + batch OFF HOLD status  (Read 4276 times)

CiviTeacher.com

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Advanced search for "on hold" + batch OFF HOLD status
February 19, 2010, 10:47:06 am
I'm interested in sponsoring this development after a soul-shattering personal exploration of the CiviCRM code myself.   :P :) ;)

Basically, want a way to, priority in this order:

1) Batch update Contacts for all the emails associated with that contact OFF HOLD
2) a way to search for contacts with an ON HOLD status via Advanced Search -- currently the only way is through Search Builder, which is cumbersome for the average user.

Attached is a screenshot.  Estimates? Ideas?  Takers?  I know it probably won't be easy, but I'd be curious to see how you pull it off.


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Donald Lobo

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Re: Advanced search for "on hold" + batch OFF HOLD status
February 19, 2010, 01:24:56 pm

you might want to contact web access for this. here's what i'd do:

1. extend advanced search to add a new checkbox for "user's email address on hold'. extend the query classes to ahndle this (most likely it already does since it works in search builder), might need to tweak it to include a contacts if ANY of their email addresses are on hold

2. add a task that resets all on_hold flags for the selected contact. this is relatively trivial. might also want to ensure that the reset_date is set

lobo
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alice

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Re: Advanced search for "on hold" + batch OFF HOLD status
March 08, 2010, 02:58:31 pm
This is something that would be very useful. The idea occured to me aswell, but when I had a huge bounce number and knew that the error was on qmail. So I wanted to send again to the ones that bounced. That I could achive either by serching for all with onhold (since this was after the first mailing sent) and tag them and make a new maillist out of them. The other option though seemed smarter...If I could just get to tag all the bounces right there in the mail-report... or even make a group out of them there.

I do batch OFF HOLD status in database directly and works fine and not sure that is wanted as a "end-user"  option. But well then again. everything is wanted sooner or later =)

If anyone knows a smart way to re-send to the bounced adresses, tag them or make a group of them let me know.

obiuquido144

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Re: Advanced search for "on hold" + batch OFF HOLD status
March 30, 2010, 12:24:54 pm
Quote from: alice on March 08, 2010, 02:58:31 pm

If anyone knows a smart way to re-send to the bounced adresses, tag them or make a group of them let me know.


Before the current issues (all bouces triggering on hold status), we created a workflow for resending to bounces. It's using a custom search, and custom bounce report template and is described here: http://forum.civicrm.org/index.php/topic,10346.msg46950.html#msg46950 .
It still works today, but the recipient addresses first have to have on_hold = 0 set back directly in the database... So while not usable for everyone at this point, it could be help you when the "bounce2on_hold" handling is changed in the future. If it won't be changed (functions as designed already), I'll post a workaround to the thread in the weeks ahead.

CiviTeacher.com

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Re: Advanced search for "on hold" + batch OFF HOLD status
April 11, 2010, 11:01:28 am
I'm pleased to say that this feature is completed and will be part of 3.2.
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websynapse

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Re: Advanced search for "on hold" + batch OFF HOLD status
August 05, 2010, 08:07:58 pm
I've been busily updating people's On Hold status via batch profile, which *should* work. Sigh.

Which other fields don't update via batch, so I know for next time?
« Last Edit: August 05, 2010, 08:10:11 pm by websynapse »
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Discussion (deprecated) »
  • Feature Requests and Suggestions »
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  • Advanced search for "on hold" + batch OFF HOLD status

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