CiviCRM Community Forums (archive)

Hey - when I export Notes it doesn't export the Subject - is this intentional?

Secondly if I want to do an Import of a Note is there any way I can import a Subject for it? I note some discussion back in 1.7 days here.

Actually just tested an import (2.0) and as far as I can see my record has not been updated with the imported Note.

Perhaps someone can suggest a better route than Notes if this is not going to be fixed in near future.

SCENARIO - massive postal mailout has generated significant 'gone no address' returns. We have the Contact ID on the letter so my goal is to update their details with 'blank' in their address fields and move the old address details in to Notes with a GNA (gone no address) as the subject.

So the workflow will be something like this:

1/ open envelope of all GNA

2/ enter id in to a column on a spreadsheet

3/ import using the ID and add them to a Tag or Group

4/ export the Group including their now-out-of-date address details

5/ concatenate the address fields and put in new column called Notes (or something else if Notes won't work)

6/ import the contacts again, with blank columns for the address fields and with the old Address details in the Notes column

RESULT

Records have had their incorrect addresses removed, the old address has been recorded in Notes. Make sense?

Peter,

The following SQL will generate a note, given the external id of a contact (it's not difficult to change if your using the internal id raher than the external id)

INSERT INTO civicrm_note (entity_table, entity_id, note, contact_id, modified_date, subject)
SELECT
    'civicrm_contact',
    id,
    'Content of note',
    id of administrator contact inserting the note,
    date,
    'subject of note'
FROM civicrm_contact
WHERE external_identifier = external id of contact;

If your list is in Excel, add a column and use CONCATENATE function to build a query for each line.
Copy the insert statements into a .sql file and upload into your database.

Test first! This approach doesn't add change-log entries.

Ken

subject was introduced in a late 1.x release hence does not appear

can you file an issue for it and we'll fix it in a 2.x/3.x release. if important to GPNZ, you might want to consider the code contribution route

am not sure what fixes we did to get Notes to work. i'll try to search the issue database for it and see if there was an issue filed etc

lobo