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We have a custom organisation option field showing the "Membership Type". I want to do a search (create a smartgroup) to find all individuals with a relationship "Employee of" for organisations that have specific membership types. So for example, I wish to find all employees of organisations with a membership type of "Current". Can anyone show me how I can achieve this? I do not want to use Drupal views.

  • custom organisation option field showing the "Membership Type - is this a custom field? – jitendra - fuzion Jan 10 '18 at 12:06
  • Yes, this is a custom field for organisations. It does appear on the Advanced Search screen. We are not using the CiviMail component. – Ben Jan 10 '18 at 12:34
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Try using existing search forms.

  1. Search >> Advance Search enter image description here

  2. Search >> Search Builder enter image description here

  3. Other option would be to create a smart group having organization contact with specific membership type and then use advance search to search employee of with target contacts in group.

HTH

Pradeep

  • Hi Pradeep, thank you very much for your reply. Unfortunately our Current Employer field is not populated with any data so I need to use the "employee of" relationship, so I can't use your second option. Your first option will not restrict the individuals found to just the organisations with a specific membership type but will show all employees. – Ben Jan 10 '18 at 14:00
  • Other option would be to create a smart group having organization contact with specific membership type and then use advance search to search employee of with target contacts in group. – Pradeep Nayak Jan 10 '18 at 14:04
  • Fantastic! I didn't know about the Target Contacts in Group. That has solved it. Do you want to add it as an answer for me to confirm? Thank you very much anyway. – Ben Jan 10 '18 at 14:23
  • Ben, I updated my answer. – Pradeep Nayak Jan 10 '18 at 16:24

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