2

Is there any way to make one organisation a part of another through a relationship? For example, we have a few NHS (National Health Service) teams among our contacts which we would like to put under one organisational umbrella.

I tried setting up a relationship the usual way but I couldn't add a relationship between two organisations, only an organisation and an individual.

At the moment we're using different addresses for each team as a workaround but that's not ideal.

3

What I would do is: - configure a new contact type 'NHS Team' based on organization - cofigure a relationship type between organization and NHS team The standard relationship type 'Child of' only works between Individuals, as you can see in the configuration of the relationship types.

If this is gobbledygook for you, I'd recommend reading this: https://docs.civicrm.org/user/en/stable/organising-your-data/relationships/

  • Thanks ErikH, I meant 'Child' figuratively. I should have said 'Part of' instead. I've set up a new relationship type and it works crackingly. Cheers! – Dave Plummer Aug 19 '16 at 11:47
  • Glad it does, good luck! – ErikH - CiviCooP Aug 19 '16 at 11:48

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