Questions tagged [individual]
The individual tag has no usage guidance.
13
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How to create a contribution page that would create only Organisation record?
I would like to create a contribution page where an organisation can donate.
But it seems an individual must be created first to be able to use on behalf of feature.
Is there a workaround to accept ...
- 2,938
0
votes
1
answer
33
views
Adding "Phone" Option to the "New Individual" Section on CiviCRM Homepage
I am looking to add a "Phone" option within the "New Individual" section on the CiviCRM homepage. However, I am unable to locate where this customization can be made. Can you ...
- 426
1
vote
1
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44
views
Publish FormBuilder to Edit Contact
In my WordPress installation I am working with a form to edit a profile because we need contacts to be able to fill in information from their own custom fields. I have also enabled the two boxes for &...
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14
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How to add related org to individual membership form
I'm setting up CiviCRM to have individual memberships that use the "Employee of" relationship with organizations. I have that connection working properly with my imported data, but I cannot ...
- 163
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17
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How to save details in the New Individual Form, if the contact is Self Employed or is a Student
I was entering Contact Data and after Name details the next thing i noticed the Current Employer Field but I had Contacts who were
Self Employed/Freelancers
Students
How do I Save their data?
- 1
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28
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Allow individual to edit employer organization's profile information using Joomla platform
Anyone able to help me figure a way to enable an individual to edit an organization's information?
I've setup a contribution page that is filled out on behalf of an organization with an attached ...
- 153
1
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0
answers
17
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Individuals with shared addresses from an org or household record, are missing the state
Noticed a bizarre issue that's been present since 5.38. Recently upgraded to 5.40.2 in the hopes that it might fix the problem.
We noticed that quite a significant number of individual records that ...
- 103
3
votes
2
answers
137
views
Contact Form 7 CiviCRM integration not connecting to remote CiviCRM website
I'm trying to connect my a form to a remote CiviCRM website. To do that I'm following this tutorial using FormProcessor Contact Form 7 and Contact Form 7 CiviCRM integration https://docs.civicrm.org/...
- 145
1
vote
1
answer
66
views
Automatically filling custom fields with data
Is there a way to automatically populate a custom field with data from other parts of Civi?
My use case is simple. We have an arts organization that uses relationships to link "partners" ...
- 81
1
vote
1
answer
17
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how can I filter the list for address > "country" field in "new individual"
I want to filter the option list of the "country" field on the address tab.. I found out that the country field is getting the list of country field in "civicrm_country" table and ...
2
votes
2
answers
28
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Combine or report on individual and household donations
So I have two issues that I am trying to overcome.
Like others, I have a need to aggregate donations up to the Household level in a quick and easy way. Ultimately, it would be great if we could ...
- 81
1
vote
1
answer
41
views
Can't search profile in Wordpress
I have created a new profile in CiviCRM that I want to use for searches of services offered by associate members. When I test the profile from CiviCRM it behaves as expected. If I embed the profile in ...
- 633
0
votes
1
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31
views
Automated New Individual Merge
I am entering "CContacts > Find and Merge Duplicate Contacts > Add Rule for Individuals". I'm adding rules to prevent creating new individual records for both phone and email. However, no matter how ...
- 426