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I am looking for a CRM to install that can do the following:

  • Create custom field in account where I can select/link one or more contacts that are the founder of the account (firm)

  • Create a custom field in the account with the founding date of the firm

  • Create a school field in the contacts

And here comes the trick:

I would like to create reports that show for example: all account/firm names that are founded within a specific date range with contacts linked in the custom founder field that have visited a specific school.

So in summary what I would like to accomplish is to generate a list of accounts that have been founded within a specific date range by founders from a specific school. I think I need custom fields since one founder can be the founder/employee of more than one account.

Does this work with CiviCRM and if so, how do I do it?

Thank you so much for your help!

Dennis

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Welcome!

While a lot more information should be collected about your intended processes to set things up in the best way... my short answer would be "Yes, you will be able to accomplish this with civiCRM - but it's possible your solution may require some custom code for the report to look the way you want it to unless you're planning to use Drupal."

Without more information this is what I would start thinking about - it's possible that with more information, however, this is not the optimal solution :) ... only my fourth item mentions any custom code per-say:

  • I would use relationships from Organization <-> Individual to define the Firm <-> Founder relationships. Both firms and founders can hold multiple relationships of the same type.

  • Create a custom date field for Organization contact types "Date Founded" (or like)

  • School needs more information and might be trickier but doable, sounds like it should be either a custom field for individuals (founders) or a custom activity type (visit school), based on your two sentences about it. Can one founder ever have multiple schools listed? Will you collect more information about schools (contact reference field) or just the name (plain text, maybe even a school-named group or tag depending on functions you need)? etc.

  • I think your required 'report' as civicrm uses the term would require some custom code (many answers on this SE about how to go about that). You could probably generate this list using certain search techniques 'out of the box' but it would be slightly complex and depend on the level of comfort of your users. Using Drupal Views to generate this list may be an even easier way to go, if Drupal is a viable candidate for you.

Hope this is helpful!

  • Great, thank you Eli. Well, I was looking to use CiviCRM with Wordpress but can look into Drupal too. However, I was looking for a solution where regular users could set up and change reports such as date range, school, industry etc. Well, for the schools it will be enough to be able to enter one school per individual for now. We might change this in the future but it is not necessary at the moment. We will only need the school name, i.e., a selection field with all schools listed. – Dennis Mar 6 '17 at 11:10
  • I'm confident that you could figure this out with Wordpress and a custom report template if you'd rather work with that. I'm just a big fan of Drupal. Don't worry about the regular users with custom code to do the report within CiviCRM - the custom part is just the template to expose your custom fields and join the correct tables, and they just need to be trained to "create a new report based on my custom template", and then choose their filters such as date, school, etc. Check this link for more resources: civicrm.stackexchange.com/questions/14843/… – Eli Lisseck Mar 6 '17 at 12:48
  • Great, thank you so much for the support. This sound good. I think I will just try and make a test install. – Dennis Mar 6 '17 at 14:28

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