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Author Topic: Better way to search by Internal Contact ID?  (Read 2037 times)

outinsun

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Better way to search by Internal Contact ID?
March 22, 2010, 09:29:05 am
I need to be able to find a contact by the Internal Contact ID. I can do this using the search builder, but I have to construct the search every time. Is there any way to either:

1. Search by Internal Contact ID within Advanced Search
2. Save a Search Builder setup

Re #2, I could create a Smart Group, but that would let me search for ID 12345 over and over again, rather than letting me fill in the value for ID each time. My search is very simple (nothing more than Type = Individual & Internal Contact ID = X). Was hoping there was something profile-like for searching, but doesn't appear to be.

The hack I am considering is to create a read-only ID custom field and filling it with Internal Contact ID via hook.

Dave Greenberg

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Re: Better way to search by Internal Contact ID?
March 22, 2010, 10:00:21 am
You can create a profile with Internal Contact ID as a 'public' and 'searchable' field, and use Profile search to search by Internal Contact ID (and / or other fields).
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outinsun

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Re: Better way to search by Internal Contact ID?
March 22, 2010, 10:09:21 am
Quote from: Dave Greenberg on March 22, 2010, 10:00:21 am
You can create a profile with Internal Contact ID as a 'public' and 'searchable' field, and use Profile search to search by Internal Contact ID (and / or other fields).
Pardon my ignorance, but how does Profile search work?

outinsun

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Re: Better way to search by Internal Contact ID?
March 22, 2010, 10:59:08 am
Quote from: outinsun on March 22, 2010, 10:09:21 am
Pardon my ignorance, but how does Profile search work?
I figured out that I can use /civicrm/profile?reset=1&gid=N. Tried to set my profile as the default contact search in global settings, but didn't take. Is there any other way to invoke a profile search other than typing in the URL? It would be really cool if I could link the search profile to  view/edit profile. Then I could look up a contact by ID, then directly see and edit the fields I care about.
« Last Edit: March 22, 2010, 11:08:45 am by outinsun »

outinsun

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Re: Better way to search by Internal Contact ID?
March 22, 2010, 11:58:33 am
Quote from: outinsun on March 22, 2010, 10:59:08 am
Quote from: outinsun on March 22, 2010, 10:09:21 am
Pardon my ignorance, but how does Profile search work?
I figured out that I can use /civicrm/profile?reset=1&gid=N. Tried to set my profile as the default contact search in global settings, but didn't take. Is there any other way to invoke a profile search other than typing in the URL? It would be really cool if I could link the search profile to  view/edit profile. Then I could look up a contact by ID, then directly see and edit the fields I care about.
OK, I am sort of figuring this out, and sort of confusing myself further. Apologies if I am wasting people's time. I figured out how to show the fields I care about in search results, as long as those fields are the same ones I'm searching on. But what if I want to search on Contact ID, then view and edit a bunch of other fields?

I was also concerned that in order to search on Contact ID, I have to make it not read-only. Was happy to discover that changing the value in the edit screen has no effect.

Dave Greenberg

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Re: Better way to search by Internal Contact ID?
March 22, 2010, 12:39:31 pm
You might want to read the sections on configuring and using Profiles in the online book:
http://en.flossmanuals.net/civicrm

as well as on the wiki:
http://wiki.civicrm.org/confluence/display/CRMDOC/Profiles+Admin
Protect your investment in CiviCRM by  becoming a Member!

outinsun

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Re: Better way to search by Internal Contact ID?
March 22, 2010, 01:26:37 pm
Quote from: Dave Greenberg on March 22, 2010, 12:39:31 pm
You might want to read the sections on configuring and using Profiles in the online book:
http://en.flossmanuals.net/civicrm

as well as on the wiki:
http://wiki.civicrm.org/confluence/display/CRMDOC/Profiles+Admin
Didn't know about the online book. Did read the wiki, but couldn't wrap my head around it for some reason.  :'(

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
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  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Better way to search by Internal Contact ID?

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