templates/CRM/Contact/Form/Search/Basic.hlp

   1 {*
   2  +--------------------------------------------------------------------+
   3  | Copyright CiviCRM LLC. All rights reserved.                        |
   4  |                                                                    |
   5  | This work is published under the GNU AGPLv3 license with some      |
   6  | permitted exceptions and without any warranty. For full license    |
   7  | and copyright information, see https://civicrm.org/licensing       |
   8  +--------------------------------------------------------------------+
   9 *}
  10 {htxt id="id-basic-criteria-title"}
  11   {ts}Search{/ts}
  12 {/htxt}
  13 {htxt id="id-basic-criteria"}
  14     {capture assign=amt}{500|crmMoney}{/capture}
  15     <p>{ts}Find contacts by partial or full name or email, type of contact, group, and/or tag. You can then view or edit contact details, print a contact list, or use the <strong>- more actions -</strong> drop down list to assign tags, add contacts to groups, create smart groups, export contact data to a spreadsheet, and more.{/ts}</p>
  16     <p>{ts 1=$amt}Click <strong>Advanced Search</strong> to search by address, demographics, custom fields, notes, and/or relationships. If you are using CiviContribute, CiviEvent or CiviMember - you can also search based on information stored by these components. For example - you can find all contacts who live in a specific city AND have contributed at least %1 within the past 6 months.{/ts}</p>
  17 {/htxt}
  18
  19 {htxt id="id-smog-criteria-title"}
  20   {ts}Group Search{/ts}
  21 {/htxt}
  22 {htxt id="id-smog-criteria"}
  23     <p>{ts 1=$params.group_title}Contacts in the <strong>%1</strong> group are listed below.{/ts}
  24       <ul>
  25         <li>{ts}Use 'Find Contacts within this Group' to search for specific contacts.{/ts}</li>
  26         <li>{ts}Use the 'Group Status...' checkboxes to view contacts with 'Pending' status and/or contacts who have been 'Removed' from this group.{/ts}</li>
  27       </ul>
  28     </p>
  29     {if $params.permissionedForGroup}
  30         {capture assign=addMembersURL}{crmURL q="context=amtg&amtgID=`$params.group_id`&reset=1"}{/capture}
  31         <p>{ts 1=$addMembersURL 2=$params.group_title}Click <a href='%1'>Add Contacts to %2</a> if you want to add contacts to this group.{/ts}
  32         {if !empty($params.ssID)}
  33             {if $params.ssMappingID}
  34                 {capture assign=editSmartGroupURL}{crmURL p="civicrm/contact/search/builder" q="reset=1&force=1&ssID=`$params.ssID`"}{/capture}
  35             {else}
  36                 {capture assign=editSmartGroupURL}{crmURL p="civicrm/contact/search/advanced" q="reset=1&force=1&ssID=`$params.ssID`"}{/capture}
  37             {/if}
  38             {ts 1=$editSmartGroupURL}Click <a href='%1'>Edit Smart Group Search Criteria...</a> to change the search query used for this 'smart' group.{/ts}
  39         {/if}
  40         </p>
  41     {/if}
  42 {/htxt}
  43
  44 {htxt id="id-amtg-criteria-title"}
  45   {ts}Add to Group{/ts}
  46 {/htxt}
  47 {htxt id="id-amtg-criteria"}
  48     {ts 1=$params.group_title}Use this Search form to find contacts. Mark the contacts you want to add to this group. Then click 'Add Contacts to %1'.{/ts}
  49 {/htxt}
  50
  51 {htxt id="id-edit-smartGroup-title"}
  52   {ts}Edit Smart Group{/ts}
  53 {/htxt}
  54 {htxt id="id-edit-smartGroup"}
  55     {ts}Click this button if you want to view and or modify the search criteria used to define the members of this smart group.{/ts}
  56 {/htxt}
  57
  58 {htxt id="id-add-to-smartGroup-title"}
  59   {ts}Add to Smart Group{/ts}
  60 {/htxt}
  61 {htxt id="id-add-to-smartGroup"}
  62     {ts}You can also add contacts to a smart group directly - regardless of whether they meet the smart group search criteria. For example, you might have a smart group for constituents who live in a certain locality, AND might have a few constituents who want to stay informed about events in that locality even though they no longer live there. Click this button to add contacts directly to this smart group.{/ts}
  63 {/htxt}