CiviCRM Community Forums (archive)

*

News:

Have a question about CiviCRM?
Get it answered quickly at the new
CiviCRM Stack Exchange Q+A site
This forum was archived on 25 November 2017. Learn more.
How to get involved.
What to do if you think you've found a bug.



  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Smart Group for all contacts EXCEPT current members
Pages: [1]

Author Topic: Smart Group for all contacts EXCEPT current members  (Read 1806 times)

tmcnulty1982

  • Guest
Smart Group for all contacts EXCEPT current members
November 05, 2008, 02:39:05 pm
Is there any way to create a smart group that contains all contacts that DON'T match certain criteria?  I know I can mail them via the EXCLUDE functionality in CiviMail, but is there any way to get a group of all those contacts?

Thanks
Tobias

Yashodha Chaku

  • Forum Godess / God
  • Ask me questions
  • *****
  • Posts: 755
  • Karma: 57
    • CiviCRM
Re: Smart Group for all contacts EXCEPT current members
November 05, 2008, 03:42:27 pm
You can search via Search Builder and save the criteria in Smart Group.
Check http://drupal.demo.civicrm.org/civicrm/contact/search/builder?reset=1
HTH
-Yashodha
Found this reply helpful? Contribute NOW and help us improve CiviCRM with the Make it Happen! initiative.

Donald Lobo

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 15963
  • Karma: 470
    • CiviCRM site
  • CiviCRM version: 4.2+
  • CMS version: Drupal 7, Joomla 2.5+
  • MySQL version: 5.5.x
  • PHP version: 5.4.x
Re: Smart Group for all contacts EXCEPT current members
November 05, 2008, 07:22:08 pm

i'm not sure if search builder can handle the "except" case properly for all conditions. Your best bet might be to write a custom search and save that as a smart group

lobo
A new CiviCRM Q&A resource needs YOUR help to get started. Visit our StackExchange proposed site, sign up and vote on 5 questions

dharmatech

  • I post frequently
  • ***
  • Posts: 280
  • Karma: 53
    • dharmatech.org
Re: Smart Group for all contacts EXCEPT current members
November 05, 2008, 08:57:47 pm
Don't know what version you're running.  But in 2.1 there is a built in include/exclude groups' custom search.  Here it is on demo: http://drupal.demo.civicrm.org/civicrm/contact/search/custom?csid=4&reset=1

So first create a group of everyone in your database and then a group of current members.  Then you can include everyone in the search then exclude current members.  Then from the results screen, save it as a smart group.

All this being said, i did a very similar search with smart groups and I got an error. The issue is described here: http://forum.civicrm.org/index.php/topic,5344.msg23485.html#msg23485

hope this helps
tony
http://dharmatech.org
oss@dharmatech.org
801.541.8671

petednz

  • Forum Godess / God
  • I’m (like) Lobo ;)
  • *****
  • Posts: 4899
  • Karma: 193
    • Fuzion
  • CiviCRM version: 3.x - 4.x
  • CMS version: Drupal 6 and 7
Re: Smart Group for all contacts EXCEPT current members
November 06, 2008, 10:15:27 am
One downside of this approach is that when you come to Export you don't have control over the fields that get mapped.

All you get afai can see is Contact Id   Contact Type   Name   Group Name

Not sure why this is the case - Dave? Lobo? Some deep reason why the export has to be so limited?

Presumably the side step is to add them to yet another Group/Tab and then find that Group/Tab and do an ordinary Export but seems unnecessary and awkward step to take.
Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate

Donald Lobo

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 15963
  • Karma: 470
    • CiviCRM site
  • CiviCRM version: 4.2+
  • CMS version: Drupal 7, Joomla 2.5+
  • MySQL version: 5.5.x
  • PHP version: 5.4.x
Re: Smart Group for all contacts EXCEPT current members
November 06, 2008, 03:03:07 pm

You can expand the custom search to include the fields you need :) The custom search was more of an example for how to write a custom search which deals with the NOT issue. hence the limited number of fields exposed

lobo
A new CiviCRM Q&A resource needs YOUR help to get started. Visit our StackExchange proposed site, sign up and vote on 5 questions

tmcnulty1982

  • Guest
Re: Smart Group for all contacts EXCEPT current members
November 20, 2008, 10:56:36 am
Thanks all.. In 2.1 I was able to build a search using the Include / Exclude groups custom search and save it as a smart group.. works great!

Tobias
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Smart Group for all contacts EXCEPT current members

This forum was archived on 2017-11-26.