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  • CiviCRM Community Forums (archive) »
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  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Customizing Advanced Search to find Contacts where Memebership status is NOT = X
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Author Topic: Customizing Advanced Search to find Contacts where Memebership status is NOT = X  (Read 3621 times)

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Re: Customizing Advanced Search to find Contacts where Memebership status is NOT
April 30, 2008, 01:19:31 pm
Although I would still like to have a custom query page as it is faster and easier, I did find a way within CiviCRM to accomplish the same thing, it just takes a few steps.

The idea, Lobo, came from your post here: http://forum.civicrm.org/index.php/topic,3206.0.html

Basically, as I've stated before, if my goal is to find contacts who have Grace memberships but do NOT have Current memberships, then I can use Smart Groups and Tags to accomplish this task.

1. Using Advanced Search, search for all contacts with Current -or- Grace memberships, and make a Smart Group out of them.
2. Using Advanced Search, search for all contacts with a Current membership only.   Tag them all as "Has Current" (or whatever).
3. Search for all contacts in the Smart Group tagged "Has Current" and remove them from the Smart Group.
4. What is left are contacts who have Grace memberships but do NOT have Current memberships.

Although it takes a few steps, his technique could be used for many different types of "NOT IN" searches.

Stuart

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Customizing Advanced Search to find Contacts where Memebership status is NOT = X

This forum was archived on 2017-11-26.