Questions tagged [contact-types]
The contact-types tag has no usage guidance.
37
questions
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vote
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25
views
Categorize contacts automatically created from inbound emails
Would it be possible to set Civi that contacts which were created from inbound emails will be of a certain type? Or added to a certain group? A tag will be added to it, to allow a rule to catch it an ...
- 31
0
votes
1
answer
30
views
Restrict membership types by contact type
Is there any easy way to restrict the membership types available to be added to certain contact types from the new membership screen within CiviCRM?
We have an organisational membership class that is ...
- 789
2
votes
1
answer
55
views
Contact Relationship not showing
I imported the data in the CIVI contact table address table, phone table and added relationship in the civi relationship table.
the table looks correct with the data and it also showing the contacts ...
- 91
0
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0
answers
14
views
Configuration Checklist Contact Types
Under Contact Types on the configuration checklist nothing appears - how do I get this back
0
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32
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Can't modify or add contact types
I have found an error when want to display the page Contact Types. The page is empty. I can't access to the types and subtypes. I opened the page in form builder - edit form but it can't modify the ...
0
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1
answer
10
views
When adding a New Org via the Add Relationship link, why does it fail if the relationship uses a sub-type
Scenario is this. If you have a RelType of Indiv (A) and Org subtype x (B), then when you get offered the New Organisation option, it creates the new record as an Org (standard) and hence the ...
- 28.6k
4
votes
1
answer
54
views
QuickSearch - is it possible to exclude some contact types?
Is it possible to limit the QuickSearch in the menu bar so it doesn't show some contact types? We have some that are inappropriate to show for this purpose. Eg - we don't need to show leads, only ...
- 1,611
2
votes
2
answers
67
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Should one choose contact types or groups when organizing data and how can one customize built-in details
I'm setting up civi on a Wordpress site and after reading all that I could find I still have tons of questions with no-one to ask.
My NGO that has members, volunteers, people interested in NGO's ...
- 81
0
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1
answer
32
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Field 'Type' in Contacts -> GetFields API
What does the 'type' refer to in the results of 'getfields' action of the Contact Entity. It has a numeric value (1,2, 16 etc). Below are a few sample results.
"id": {
"...
- 209
3
votes
2
answers
166
views
Moving contribution from individual to organization
I have a contact in CiviCRM that is of contact-type Individual in CiviCRM. In real life, this is an organization.
I want to convert this contact from an Individual to an Organization. How do I do that?...
- 2,343
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78
views
How do I get pictures entered into fields in contact records to be viewable in the contact record?
And not just present as file names, or require that the file be opened to view the picture?
- 11
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votes
2
answers
49
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 ...
- 789
1
vote
1
answer
42
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
1
answer
69
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 ...
- 159
3
votes
2
answers
143
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 ...
- 93
1
vote
2
answers
37
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 ...
- 109
1
vote
0
answers
60
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 ...
- 553
1
vote
2
answers
111
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. ...
- 33
1
vote
1
answer
40
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
1
answer
84
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 ...
- 789
1
vote
1
answer
41
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
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1
answer
98
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 ...
- 551
3
votes
2
answers
88
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 ...
- 283
2
votes
1
answer
27
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 ...
- 1,247
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1
answer
57
views
Restrict Activity Types by Contact Type(s)
Is there a way to disable certain activity types based on the contact type?
- 387
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3
answers
81
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
1
answer
53
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"),
));
...
- 1,208
1
vote
1
answer
56
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 ...
- 1,208
1
vote
0
answers
39
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,...
- 870
3
votes
2
answers
58
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....
- 153
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2
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19
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 ...
- 189
1
vote
2
answers
57
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 ...
- 1,208
1
vote
1
answer
47
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 ...
- 1,208
5
votes
2
answers
129
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 ...
- 834
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26
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 ...
- 8,288
7
votes
4
answers
219
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 ...
- 1,614
2
votes
1
answer
168
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 ...
- 752