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I'm looking for a module or extension that has been written for tracking contracts/agreements between organizations within CiviCRM (on drupal). We would like to be able to track all the activities that happen related to that agreement within CiviCRM.

I thought Cases might be a good way to do this, but they are started based on a single contact.

  • Is this something along the lines of Organization X has a contract with Organization Y (and neither are your organization)? – Andrew Hunt Jun 22 '15 at 15:49
  • One of the organizations is always my organization, but sometimes it is a multi-organization agreement. – Cheryl Jun 22 '15 at 20:52
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You can setup CiviCase to enable multiple clients per case, by editing your xml/configuration/Settings.xml file. Set <AllowMultipleCaseClients>1</AllowMultipleCaseClients>

  • I never knew that Coleman! Very cool. – pmoz Jun 18 '15 at 20:05
  • Yea, what would be even cooler is if someone was inspired to submit a PR to expose this setting to the UI so it's not buried in an xml file. – Coleman Jun 18 '15 at 20:08
  • What are you trying to say? :) – pmoz Jun 18 '15 at 20:16
  • Oh, nothing... But if you are feeling inspired I'd be happy to review your PR ;) – Coleman Jun 18 '15 at 20:18
  • Hopefully you'll be reviewing a different PR from me pretty soon. – pmoz Jun 18 '15 at 20:22
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Perhaps CiviMember? We have a client that is the purchasing consortium for Higher Education institutions in Southern Africa. They are a non profit membership body and help their members collaborate on procurement contracts. A few years I built them a D6 + Civi system to manage member and supplier info, and tweaked CiviMember, with custom fields and Views to manage their Contracts. It captures supplier and supplier contact info, contract descriptions start/expiry dates, documents etc.

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