CiviCRM Community Forums (archive)

I have created a smart group based on a tag and I have 50 or so contacts in this smart group.  When I look at the summary screen for one of these contacts the Groups tab says 'Groups 0' - but the contact is actually in the Smart Group so I would have expected to see 'Groups 1'.   Is this a WAD ? (working as designed), or maybe a bug?

My apologies if this has been answered before, as it seems a bit basic - but I searched and couldn't find an answer.

I have just run into this issue as well.  More importantly, it seems that the Group membership for Smart Groups is not shown on the contact's Dashboard.  This seems like a rather critical oversight, as it would seem contacts would want to know what groups they are members to, be it through smart addition or manual addition.  What is the compromise that can be reached to address this?

the comment before was about on the contacts Dashboard, rather than the summary 'groups' tab I think

jmdeszigns - you talking about SmartGroups that are set to Public Pages - ie the ones the contact should be able to see?

That was not implemented as part of the "display smart groups" feature (which was a sponsored contribution)

There is currently no plans to do so. If folks are interested in working out an efficient patch for this. might want to take a look at the code and submit a PR

lobo

I've been looking at how I might provide some simple information on the contact summary screen to indicate where they are in a membership development pipeline workflow that we're developing. Initially I though smart groups would be ideal as they are dynamic by nature and based on defined search criteria, so group membership can change as a result of other actions, and, in conjunction with Xavier's groups2summary extension, group membership could be displayed on the summary screen. But that extension doesn't display the smart groups, presumably for the same performance reasons referred to by Lobo.
If smart groups aren't an option, I would appreciate any thoughts about other UI-based approaches I could take to provide information on the summary screen to users so they can see at a glance where contacts are in the pipeline? I would guess that this type of dynamic information display would be of value for many users.

Of course: essentially the organisation has developed a membership development 'pipeline', going from prospect, to applicant, to approved, and we have one or two additional steps in the process post-approval.

So we have group called 'Membership Prospects' to which relevant contacts are added. As a result of effective marketing communications some of those prospects decide to join the organisation, at which point they can apply through a webform, or we can complete the form for them. The form automagically adds them to a group called membership applicants (but I can't work out a way for it to remove them from the prospects group at the same time), and if they've opted to pay offline (as the majority will in our case), a notification gets sent that should prompt the relevant person to issue an invoice (wouldn't it be great if Civi could send invoices, but that's another story).

The invoicer logs an "invoice issued"  activity so that other members of the distributed team know what's going on, and when the money comes in, it gets logged, the contribution status changes and the membership is activated.

Once the organisation has paid for its membership we then get started on collecting information from them to enable us to create a suitable profile page. This involves taking up references, and can take some time, so it can be difficult to keep track of where different organisations are in the pipeline. What my users want to see is an at-a-glance display on the contact summary screen to show where that contact is in the process,so they can quickly get on and be productive, without having to review.

So essentially my aim here is to set up a series of visible 'flags' so that it is evident where a given organisation is in this workflow, visible from the summary screen. I can use smart groups and/or reports to generate listings relatively easily, and in the case of reports I can have them emailed to relevant personnel at suitable intervals. We are using activities and notes to help track what's been said and done, and that is also helpful. But what I can't work out is how to do the on-screen display. I though that Xavier's extension would be perfect, but it only displays non-smart groups, and so is not responsive in the way that we want.

I appreciate that referencing smart group membership might be resource intensive, but that would probably be the obvious solution. I think that this sort of functionality could be widely applicable and beneficial.

Food for thought. I hadn't considered Views as a possible approach, thinking that it would be simpler/better to keep everyone inside CiviCRM. Maybe there is a workable option that use a Views block alongside the summary contact screen...

Feels a bit of a kludge, though and (IMHO) should be something that CiviCRM should be capable of handling by itself, as I can envisage a multitude of useful applications.