1

The need

I need to create contacts that have more than one contact subtype assigned. For example Student + Parent.

Slow approaches

  • If I create the contact directly from the menu link Contacts > New Individual > New Student, then it is not possible to assign it a second subtype on the immediat form. It is necessary first save the contact and then re-edit to add the second contact subtype.

  • Also it's possible to create the contact from the menu link Contacts > New Individual and then assign the needed contact subtypes on the immediat form. But this option is confusing by our users as they hope to create an Student or a Parent but not a Individual.

There is a more direct approach to this need?

Maybe I expected to find the possibility to add an item to the menu of contacts that allow us to create directly a contact with multiple contact subtypes with and URL like civicrm/contact/add?ct=Individual&cst=Student+Parent&reset=1.

  • Is there any major reason why contact subtype selector field is hidden if we create a contact subtype directly? – Francesc Bassas i Bullich Jul 7 '16 at 10:48
1

If you are using drupal then you could use webforms for this.

1

I have not tested this approach but you should be able to create a CiviCRM profile under (/civicrm/admin/uf/group/add?action=add&reset=1). Then add all the fields you need (incl. subtypes) and then use the URL of the profile(something like civicrm/profile/create?gid=XX&reset=1) if you want to create contacts.

For quicker access you could add a link to the profile in the navigation menu or put the profile in a drupal block.

1

This patch is enough for me and is ready for 4.7.10:

Show contact subtype field when create contact subtype

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.