3

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.

Improve this question
2
  • Is this something along the lines of Organization X has a contract with Organization Y (and neither are your organization)?
    – Andie Hunt
    Commented Jun 22, 2015 at 15:49
  • One of the organizations is always my organization, but sometimes it is a multi-organization agreement.
    – Cheryl
    Commented Jun 22, 2015 at 20:52

2 Answers 2

Reset to default
4

You can setup CiviCase to enable multiple clients per case, by editing your xml/configuration/Settings.xml file. Set <AllowMultipleCaseClients>1</AllowMultipleCaseClients>

Improve this answer
5
  • I never knew that Coleman! Very cool.
    – pmoz
    Commented Jun 18, 2015 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
    Commented Jun 18, 2015 at 20:08
  • What are you trying to say? :)
    – pmoz
    Commented Jun 18, 2015 at 20:16
  • Oh, nothing... But if you are feeling inspired I'd be happy to review your PR ;)
    – Coleman
    Commented Jun 18, 2015 at 20:18
  • Hopefully you'll be reviewing a different PR from me pretty soon.
    – pmoz
    Commented Jun 18, 2015 at 20:22
2

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.

Improve this answer

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service and acknowledge you have read our privacy policy.

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