CiviCRM Community Forums (archive)

Here is an actual scenario which occurred yesterday in the office:

We have five workers who do calls all day touching base with our constituents. They each have a tag which is theirs (ie Jim Call, Jack Call, etc). I was asked to assign each worker 200 contacts from the New York group for them to call. So I opened the New York group, selected 200 contacts at a shot and assigned them to a tag, and repeated till all five tags had 200 contacts assigned. Nice and simple, all good and dandy.

Now, I wanted to run a search on the New York group to find all contacts in the group which were not yet assigned to one of the worker tags. I opened search builder and ran this:
Include Contacts Where
Individual : Group = 4 (ie New York group)
(and) Individual : Tag != 10 (Jim Call)
(and) Individual : Tag != 11 (Jack Call)
etc......

But it doesn't really work. What happens is that if a contact in the New York group has only one tag, and that tag is Jack Call or Jim Call, then it will not show up in the Search Result, as it indeed should not. However, if the contact has two or more tags, one being Jim Call and one being some other random tag (ie Volunteer tag), then that contact does show up in the search results. Because CiviCRM does not interpret Include Contact Where : Individual : Tag != 10 (Jim Call) as avoid all contacts with this tag, but rather as avoid all contacts with only this tag.

So is there a way for me to run my search?

Hi Xavier,

I tried it, but it does not work for the same reason.

CiviCRM is interpreting Include Contact Where : Individual : Group != Assigned-NY as exclude contacts which are only part of group Assigned-NY, but since all Assigned-NY contacts are also in another group, the New York group, the Assigned-NY contacts are not being excluded from the results.

Have you tried using the standard Custom Search CRM_Contact_Form_Search_Custom_Group (to be found in Administer/Customize/Manage Custom Searches?

This link will give you the custom search on the demo site:
http://drupal.demo.civicrm.org/civicrm/contact/search/custom?reset=1&csid=4
Erik