CiviCRM Community Forums (archive)

Still getting my head arouns all the ways to search but I couldn't find a way of doing this Contacts in GROUP A AND B.

My example is: Have a group for a Mailing List and a smart group of contacts with an email address and not flagged don't email.

I want to a.) output labels for the contacts in the mailing list and NOT the smart group (can do this with the advanced Group/Tag Search)
b.) generate the email list IE those in the mailing list AND in the smart group

Any ideas?

Cheers,

Dave

Pete - what do you think of modifying the current Search menu so that there's just a single menu item by default called "Custom Searches" which goes to the page which lists all the custom searches. We can include some help text on that page reminding people they can modify Navigation and put any of these that they use frequently into the Search menu (or wherever).

Since we can't predict what custom searches will be needed / used most often for a given site - I'm thinking this is a decent solution. Thoughts?

Hi Both,

Thanks for your input! I had found that custom search - it is very useful but seemed not to do this scenario.

(I think it would be good to have one list as I'm sure users don't click on the first menu but only look in the sub-menu. I think I only found it by accident - glad I did though)

Anyway my thing is when you multi-select in the field which is 'include groups...' it obviously does an OR IE takes all contacts in ANY of the selected groups. This is what I'd expect but I have a situation where I want the contacts that exist in both the groups. IE only contacts that are in group A AND group B. Hope that makes sense.

I presume the tick box is to do with OR/AND between the group selections and tag selections?

Cheers again,

Dave

Thanks, I thought I tried that but didn't realise that by adding another row in the first box it would do an AND (now I think about it that is obvious because the second box is the OR). This indeed did the job.

Although this method means you have to pick each contact type separately (or put them in the OR) because you can't select all contacts for those fields which are common, hay ho, you win some you lose some :-)

Thanks again,

Dave

Yeah, but it is quite powerful to be able to build queires from the ground up.

Being a newb I am spotting some inconsistencies to approach in different areas. I'm certainly not trying to pick holes as this is the nature of an OS project I suppose. Would it be helpful for me to collate some thoughts as someone with fresh eyes? (not trying to be presumptious as I'm still learning the CCRM ways :-))

Things like, Tags have a nice tree structure to their parent nesting behaviour but Groups don't follow the same approach (in terms of GUI - IE nesting, ordering and indenting) even though they have the same parent structures; the tags nest on a contact view but not on the tag management screen; like you say about finding the ID numbers, some places have a lookup and drop down for this and others need the ID; some places you can pick contacts others you have to define all 3 types; etc..

As I've said before I think this project is great though and I'm excited about the potenital it has as it stands for the non-profits I'm involved with! And I wish I had more time and PHP skills to contribute back more, maybe I'll work on both those in time and input back in in terms of code as well as other ways.

Thanks for all the support though!

Dave

Note that search builder is on "life support". We are basically only doing essential fixes to it, but are not adding any new features and/or extending the current feature set.

Would be great if folks in the community who are interested in extending / improving it, can take it over and inject new life into it!

lobo