CiviCRM Community Forums (archive)

I've been playing in the sandbox and reading the forums trying to evaluate if this will work well for managing our church's database of users.  It looks great so far.


Ultimately I would like to print 2 directory of users. The first is for staff, and would contain all data, and the second for wider distribution among the congregation.  Some users are happy for some details to be shared but others kept private.  I would plan on making a custom User Form that had the following custom fields as y/n: user shared, address shared, home phone shared etc...

I am aware I can then export all these details as a CSV and work some excell magic with IF/THEN's to trim the private data, but I'm wanting an easier solution for the least tech savvy office admins.

The closest to something like this seems to be the custom address fields from this thread:
http://forum.civicrm.org/index.php/topic,2079.0.html

If there was a way to add fields according to rules, I could code something like IF customfield1=1, {contact.first_name} , but that would leave me with one heavily edited label scene that was useless at printing labels.

Any ideas?  Is there a way to create a new action (a clone of print labels), that I could code up to show these selective fields?

Thanks in advance,
Hamish

Allowing constituents to set privacy options at the field level is on the medium-term road-map - but not in queue for 2.0 or 2.1. 

If you want to modify the codebase to create a new action - there's a write-up from another developer on how to do this here:
http://wiki.civicrm.org/confluence/display/CRMDOC/How+to+Add+Actions+to+the+Contact+Search+Dropdown

... note that it's a bit old, so you'll probably need to modify the steps etc. I would definitely do this against 2.0 as there have been major changes in the location / address schema.

With regard to "Do Not Mail" and mailing labels - I think this is a "missing feature" ... I'll add an issue for 2.1 to provide this as the default behavior for that task. In the meantime - you could create a Smart Group from Advanced Search - where you check the Privacy Option -> Do Not Mail. Then use that Smart Group as the basis of your mailings.