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CiviCRM Cookbook

You're reading from   CiviCRM Cookbook Improve your CiviCRM capabilities with this clever cookbook. Packed with recipes and screenshots, it's the natural way to dig deeper into the software and achieve more for your nonprofit or civic sector organization.

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Product type Paperback
Published in Jun 2013
Publisher Packt
ISBN-13 9781782160441
Length 236 pages
Edition 1st Edition
Languages
Tools
Concepts
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Toc

Table of Contents (13) Chapters Close

Preface 1. Setting Up CiviCRM 2. Organizing Data Efficiently FREE CHAPTER 3. Using the Power of Profiles 4. Controlling Permissions 5. Managing Communications 6. Searching and Reporting 7. Integrating CiviCRM with Drupal 8. Managing Events Effectively 9. Using Campaigns, Surveys, and Petitions Effectively 10. Working with CiviMember 11. Developing for CiviCRM Index

Using Search Builder to create a smart group


Search Builder is an alternative method of creating smart groups in CiviCRM. It differs from Advanced Search in that you can search for NULL values: for example, finding contacts with no e-mail address. It also allows OR searching with groups and tags.

How to do it…

Search Builder also has a slightly different syntax, which means you have to look up some values by visiting other administrative pages within CiviCRM. This recipe explores the Search Builder interface to create a smart group.

  1. Navigate to Search | Search Builder.

  2. Under Include contacts where, select Contact from the drop-down menu. CiviCRM now dynamically changes the search options available.

  3. Select Email from the first drop-down menu.

  4. Select Primary from the next drop-down menu.

  5. Select IS NULL from the last drop-down menu.

    This is a search for all contacts with no e-mail address.

  6. Do an AND search. Click on the Another search field link.

  7. Under Include contacts where, select Contact from the...

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