Contacts Summary Print Extension

The extension is licensed under AGPL-3.0.

Requirements

• PHP: v7.4+
• CiviCRM: v5.71+

Installation

Checkout Instructions PDF file, to know more.

Web UI

To install the extension using the web UI, follow the steps outlined in the CiviCRM Sysadmin Guide.

CLI (Command Line Interface) / Zip

Sysadmins and developers can manually extract the contacts-summary-print.zip file into the CiviCRM extension directory. After extraction, use the cv tool to enable the extension:

cv en contacts_summary_print

Alternatively, you can install it via the CiviCRM Extensions page here.

Getting Started

1. Installation: Follow the installation instructions above to install the extension.
2. Configuration: After installation, configure the extension as needed through the CiviCRM UI.

Known Issues

• DOCX Editing Limitation: Currently, the content of DOCX files cannot be updated by editing the Contacts Summary Print custom message template, unlike PDF files.

Step to Install/Configure extension & Import contacts

1. Get the latest extesion code under the web/sites/default/files/civicrm/ext directory.

• Get extension code with :

  git clone --branch v1.1.1 --single-branch https://github.com/vinay-osseed/contacts-summary-print.git

• Install it with :

  ./vendor/bin/cv ext:install contacts-summary-print

• Uninstall it with:

  ./vendor/bin/cv ext:ext:uninstall contacts-summary-print

2. Go to Settings - Upload Directories path /civicrm/admin/setting/path & set Custom PHP Directory value to :

• Copy this :

  [civicrm.files]/ext/contacts-summary-print/CRM
  

4. Now create all tags first.

5. Now open sheet & filter them by tags then copy(also copy header) it in separate sheet to export as CSV.

6. Now import that exported contact with same field & contact type also assign existing tags while import.