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Questions tagged [contact-types]

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2answers
19 views

Restrict location types available to specific contact subtype

We have a contact subtype that needs to have location types of 'Postal' and 'Geographical'. I can edit the location types list to create those entries, but is it possible to restrict the available ...
1
vote
1answer
32 views

Sync WordPress users to Organizations instead of Individuals?

We're using the WordPress integration of CiviCRM. When we create a new WordPress user, civiCRM creates a new Contact - Good. However, when it does this is creates an Individual type Contact. I ...
2
votes
1answer
31 views

launch custom profile from Edit button?

Civi 5.9.1. WordPress 5.0.3 I built a profile for my organization's staff to use when adding an Individual with a specific subtype ("Farmer"). I created a New Farmer menu item under Contacts>New ...
2
votes
1answer
45 views

How to limit access to manage/create contacts by type via user roles?

Have a small franchise type non-profit organization in which multiple level users within the org need access to tools within civi, however, we do not want base level users that are managing their ...
1
vote
2answers
23 views

How do you restore contacts that have a deleted custom contact type?

I am getting an error Invalid Filter error when trying to open a contact that was configured with a contact type that has since been deleted. The contacts are returned in the search but I am unable to ...
1
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0answers
43 views

Wrong Relationship Type when adding Contacts to Organization

when adding Contacts to Organization, I have the pop-up menu showing the wrong Relationship Type. This happens after selecting some Organization that need to be linked to another Organization. I have ...
1
vote
2answers
32 views

How to create a new contact type other than “Individual”, “Household”, or “Organization”?

Sorry if this is not the best place to ask or if I sound vague, I am very new to CiviCRM and would be grateful for any advice I can get. I am using CiviCRM for a local nonprofit animal shelter. ...
1
vote
1answer
33 views

What is the difference between a grey and blue organisation

We have different contact types including individuals and organisation and within the organsiation different types of organisations. But I cannot understand why some organsiation show as a blue ...
3
votes
1answer
46 views

Tags, relationships, or custom fields to record custom data?

Apologies if this isn't the best place to ask, I'm completely new to CiviCRM and could do with some advice on the best way to store custom data. I'm building a database of churches. For each church I ...
1
vote
1answer
32 views

Global editing of CiviCRM fields

How can I globally edit a particular CiviCRM Contact field? For example, I would like to search for a specific set of contacts, then assign them all a particular Contact Subtype.
1
vote
1answer
65 views

after upgrade, can't edit Contact Details fields (Custom Addressee and de-selected subtypes errors)

I've just updated a Joomla 2.5.28 site from an older version of CiviCRM (4.4) to the latest 4.7.29. Now I can't edit any of the fields under the "Contact Details" pane for existing records. There ...
3
votes
2answers
75 views

Creating Drupal Accounts when a sub-type CiviCRM Contact is created - created by a webform

I have a scenario - which I have no doubt that others will have come a crossed and some will have implemented. The scenario is: to have a web form (created via the Webform module - which has CiviCRM ...
2
votes
1answer
21 views

Edit button and allowing some users to edit subtype

I've removed the main Edit button from the top of the contact record (using CSS) because it confuses people. Almost everything can be edited by hovering over it, with the exception of contact ...
0
votes
1answer
36 views

Restrict Activity Types by Contact Type(s)

Is there a way to disable certain activity types based on the contact type?
1
vote
3answers
65 views

How can I create a contact (quickly) with multiple contact subtypes?

The need I need to create contacts that have more than one contact subtype assigned. For example Student + Parent. Slow approaches If I create the contact directly from the menu link Contacts > New ...
0
votes
1answer
37 views

How to update ContentType Label through API chaining?

I try to relabel Organization as "Entity": $result = civicrm_api3('ContactType', 'create', array( 'label' => "Entity", 'api.ContactType.get' => array('name' => "Organization"), )); ...
1
vote
1answer
37 views

How to set API ContactType parent_id NULL or how to rename label?

Attempting to write prototype initialisation code I want to rename a ContactType using the API action "create". I tried to set: array ('parent_id' => 0) array ('parent_id' => '') But both error out ...
1
vote
0answers
33 views

API get of multiple contact_sub_type returns no results

I have this problem on the Joomla demo site (4.6.0) and my own sites with versions 4.6.8 and 4.7.1. If I use the API explorer or run test php code, with a query checking for multiple contact_sub_type,...
3
votes
2answers
49 views

How to handle irrelevant employers we don't really want as separate contacts?

So, sometimes a contact's employer is entirely irrelevant, we have basically no value in keeping that information. Or maybe there's no reason not to note it, but it's not an organization we care about....
0
votes
2answers
18 views

Renamed Contact type does not show on reports

I have changed the built in contact type from Individual to Member. This shows on the contact screen as Member but in the contact reports it still shows Individual. tried to create a new type but it ...
1
vote
2answers
44 views

Bug: adding new contact through relationship limited to subtype

I have a custom relationship type that is has contact B limited to a contact sub-type. Now when I go to a contact to create add this custom relationship and use as related contact New individual ...
1
vote
1answer
40 views

Individual contact type select is missing in custom field group setting

When I look in CiviCRM 4.6.8 at the custom field group settings associated with organization contact, then I see a select box where I can choose the type of organization type (as defined in Customize ...
5
votes
2answers
119 views

Why does the profile field contact subtype only display individual subtypes but not organisation subtypes?

If you visit here on the CiviCRM Demo site http://d46.demo.civicrm.org/civicrm/admin/uf/group/field?reset=1&action=browse&gid=16 (What I did to create this was create a new profile, for the ...
0
votes
1answer
19 views

Exporting related contact's information on a contact that is a subtype

We have a relationship type that is designated between a "Student" subtype of Individual and a "School" subtype of Organization ("Student of/Student is"). When we do a search for Students and try to ...
7
votes
4answers
193 views

Disable certain address location types depending on Contact type?

I would like to disallow certain address location types on Organization contacts—for example I don't want to allow "Home" addresses on an Organization. I would also like to disallow "Main" address ...
2
votes
1answer
145 views

Change Household contact to Organization contact

A staff member added quite a few contacts as Households but they should have been added as Organizations. I can find no form control to switch the contact type to Organization. Can you suggest a ...