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Author Topic: Help in sorting Groups  (Read 632 times)

v999

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Help in sorting Groups
April 26, 2011, 10:14:12 pm
I am using Civicrm for a college alumni database. I need help in sorting the data.

I have created a group called 'Batch of 2008'. Now I need to have 22 fields under it for eg.: English, Maths, Chemistry..(these are basically the streams of graduation.) My problem is that it looks to messy when I have 22 sub groups below the parent 'Batch of 2008'.

Also, I would be having...'Batch of 2007', 'Batch of 2006', Batch of 2005' so on and so forth.

Can anyone suggest a way to sort this out?

Can I have a drop down  instead of displaying the list of all the graduation fields?

Thanks.

Dave Greenberg

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Re: Help in sorting Groups
April 27, 2011, 02:18:07 pm
What about a set of custom fields (Used for = Individuals, or you can create a contact subtype for Alumni and extend that):

- Graduation Year (drop-down date field, can select YYYY for date format so only year is saved)
- Graduation Stream (drop-down or checkbox - depending on whether alumni can have > 1 stream)

Make them searchable and you can use Adv Search to find folks by year and stream in any combinations. You can create saved searches ("Smart Groups" as needed).
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v999

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Re: Help in sorting Groups
April 27, 2011, 10:41:03 pm
Thank you for your reply.

I have imported most of my data to Civicrm, and have created the custom fields now for eg. the graduation stream.

If it were a group I could select the search list and add them to the group at one go. But since I have created a custom field now Is there a way where I can select many contacts together and update the graduation year custom field for all the contacts?

Regards,

Eileen

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Re: Help in sorting Groups
April 28, 2011, 01:24:50 am
Check out the section on batch updates via profile:

http://en.flossmanuals.net/civicrm/ch012_profiles/

You create a profile, select the contacts to update through advanced search, & choose to batch update via profile
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v999

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Re: Help in sorting Groups
May 02, 2011, 12:55:46 am
That works fine.

Thank you.
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Help in sorting Groups

This forum was archived on 2017-11-26.