CiviCRM Community Forums (archive)

I'm new to both Drupal 7 and CiviCRM but am trying hard to get my head wrapped around it. Getting everything configured in CiviCRM and things seem to be going rather smoothly (AWESOME program. I'm lovin' it!) My problem is this:

I am the president of a Homeowners Association. I would like a user (which is a resident of the subdivision) to be able to log onto our website, go to a page, and view activity specific to them as well as the history of their HOA dues (which I assume I will use Memberships for that?).

I'm sure this can be done, but am completely lost on how to do it. Thank you so much in advance for any help steering my in the right direction or for any pointers you can offer.

If you are wanting them to see mostly a listing of Activities that they are are assigned to 'their household', then you may get there via a Drupal Views that uses the Relationship and filters to 'current user' and hence shows the logged in user 'their Household activities'

same can be done for Contributions/Memberships

but before you head that way, confirm how their 'Contact Dashboard' fails, if you set the contact to have a Permissioned Relationship over their Household - which should mean they can click through to their Households Dashboard

In Viiews there should be a filter under Filters says something like Current User - depending on the construct you may need to apply the same Relationship to this.

Alternatively you can use a Contextual Filter and make Default Value be 'current users' (or whatever they call it)

But the filter usually is enough if you can find it (under Users)

and apply that Relationship to the Filter of 'current user'

explaining things is so much easier in person :-P

Maybe I'm just dense. I'm using Drupal 7.22. Under filters the options I have are listed below. Which one do I want?

 CiviCRM Activities: Activity ID
The numeric ID of the Activity Instance

CiviCRM Activities: Activity Status
The Status of this Activity

CiviCRM Activities: Activity Type
The Type of Activity

CiviCRM Activities: Current Revision
Use to dedupe Civicase revisions

CiviCRM Activities: Details
Details and Notes regarding the activity.

CiviCRM Activities: Duration (min)
The Activity's Duration in Minutes

CiviCRM Activities: Engagement level
The Engagement Level of this Activity for this contact

CiviCRM Activities: Is Automaticaly created
Is the activity created by the system?

CiviCRM Activities: Is Deleted
If the current Activity is deleted. Also used to dedupe Civicase revisions

CiviCRM Activities: Is Test
Is the activity a test entry?

CiviCRM Activities: Location
Activity's Location in a text string.

CiviCRM Activities: Medium
The Medium of this Activity (ie phone, e-mail, etc...

CiviCRM Activities: Parent Activity ID
The numeric ID of the Parent Activity

CiviCRM Activities: Priority
The Priority of this Activity

CiviCRM Activities: Scheduled Activity Date
The Date and Time the activity is scheduled to happen.

CiviCRM Activities: Subject
A short description of the activity..

CiviCRM Address: 2nd Supplemental Street Address
2nd Supplemental Street Address such as Apartment or Suite Number or Department

CiviCRM Address: Address Name
Address Name

CiviCRM Address: City / Suburb
The City or Suburb the address is at

CiviCRM Address: Country
The Country of the Address

CiviCRM Address: County
The County of the Address

CiviCRM Address: Full Street Address
Full Street Address without Country, State or Postcode

CiviCRM Address: Is Billing Address
Is this address the contact's billing address?

CiviCRM Address: Is Primary Address
Is this address the contact's primary address?

CiviCRM Address: Latitude
Latitude of the Address for mapping

CiviCRM Address: Location Type
The Location of the Address for the Contact

CiviCRM Address: Longitude
Longitude of the Address for mapping

CiviCRM Address: Manual Geo Code
Manual Geo Code

CiviCRM Address: Master Address Belongs To
Master Address Belongs To

CiviCRM Address: Postal Code Suffix
Postal Code Suffix

CiviCRM Address: State / Province
The State or Province of the Address

CiviCRM Address: Street Name
Street Name

CiviCRM Address: Street Number
Street Number

CiviCRM Address: Street Number Postdirectional
Street Number Postdirectional

CiviCRM Address: Street Number Predirectional
Street Number Predirectional

CiviCRM Address: Street Number Suffix
Street Number Suffix

CiviCRM Address: Street Type
Street Type

CiviCRM Address: Street Unit
Street Unit

CiviCRM Address: Supplemental Address 3
Supplemental Address 3

CiviCRM Address: Supplemental Street Address
Supplemental Street Address such as Apartment or Suite Number or Department

CiviCRM Address: Timezone
Timezone

CiviCRM Address: Usps Adc
Usps Adc

CiviCRM Address: ZIP / Postal Code
ZIP / Postal Code of the Address

CiviCRM Contacts: Birth Date
The contact's birth date.

CiviCRM Contacts: Contact Hash
Contact Hash

CiviCRM Contacts: Contact ID
The numeric ID of the Contact

CiviCRM Contacts: Contact Sub Type
The Sub-type for the Contact

CiviCRM Contacts: Contact Type
Contact Type

CiviCRM Contacts: Deceased Date
Deceased Date

CiviCRM Contacts: Display Name
Full Name of the Contact with prefixes and suffixes

CiviCRM Contacts: Do Not E-mail
Does this contact not want to be emailed?

CiviCRM Contacts: Do Not Mail
Does this contact not want to be mailed?

CiviCRM Contacts: Do Not Phone
Does this contact not want to be phoned?

CiviCRM Contacts: Do Not Sms
Does this contact not want to receive messages?

CiviCRM Contacts: Do Not Trade
Does this contact not want trade?

CiviCRM Contacts: External Identifier
External Identifier

CiviCRM Contacts: First Name
First Name

CiviCRM Contacts: Gender
Contact's Gender

CiviCRM Contacts: Group(s)
Group(s)

CiviCRM Contacts: Image Url
Image Url

CiviCRM Contacts: Is Deceased
Is the contact deceased?

CiviCRM Contacts: Is Deleted
Has this contact been deleted?

CiviCRM Contacts: Job Title
Job Title

CiviCRM Contacts: Last Name
Last Name

CiviCRM Contacts: Legal Identifier
Legal Identifier

CiviCRM Contacts: Middle Name
Middle Name

CiviCRM Contacts: Nickname
Nickname

CiviCRM Contacts: Note(s)
Note(s)

CiviCRM Contacts: Opted Out of Bulk Mail
Has this contact opted out of bulk mail?

CiviCRM Contacts: Preferred Communication Method
Preferred Communication Method

CiviCRM Contacts: Preferred Language
Preferred Language

CiviCRM Contacts: Preferred Mail Format
Preferred Mail Format

CiviCRM Contacts: Prefix
Prefix

CiviCRM Contacts: Sort Name
The Contact Name for sorting purposes, Last Name then First

CiviCRM Contacts: Source of Contact Data
Source of Contact Data

CiviCRM Contacts: Suffix
Suffix

CiviCRM Contacts: Tag(s)
Tag(s)

CiviCRM Contacts: Unique ID (OpenID)
Unique ID (OpenID)

CiviCRM Email: Email Address
Email Address

CiviCRM Email: Is Billing Email
Is this address the contact's billing email?

CiviCRM Email: Is Primary Email
Is this address the contact's primary email?

CiviCRM Email: Location Type
The Location of the Address for the Contact

CiviCRM Phone Details: Contact ID
Contact phone number belongs to

CiviCRM Phone Details: Is Billing Phone
Is this the contact's billing phone?

CiviCRM Phone Details: Is Primary Phone
Is this the contact's primary phone?

CiviCRM Phone Details: Location Type
The Location of the Phone for the Contact

CiviCRM Phone Details: Phone Number
Full Phone Number

CiviCRM Phone Details: Phone Type
The Type, either Phone, Mobile, Fax or Pager

CiviCRM Tags: Name
Name of Tag

CiviCRM Tags: Tag ID
The numeric ID of the Tag

CiviCRM Website: Website Type
The type of website for the contact

CiviCRM Website: Website URL
Website URL

Global: Combine fields filter
Combine two fields together and search by them.

I didn't like the way the contact dashboard worked. Opted to create a page view with its own link to show activity and one for contributions. Not sure what you mean by "contact dashboard fails". Am I beyond hope?