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Questions tagged [organization]

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22 views

Weighting Prospects

I'll be entering quite a few "Uncontacted" Organisations and Individuals into my CRM. The next phase is to speak to them. Is there some way to list Organisations at "Hot, medium, cold" or like one ...
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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 ...
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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 ...
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1answer
33 views

Get the ID for the default organization through API

Is there any way to get the "default organization" contact id through the API?
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1answer
38 views

Add a contact to an organization through “profile” public form

For now our public subscription form is handled by a "profile" that create/modify a contact. I want to add the organization which the contact belongs to but I don't know how to it ? Is it possible to ...
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1answer
48 views

Existing organization getting updated instead a new organization

Hi We have a situation where we would need one member to be a part of many organizations. So when a Joomla user login to their account for the first time and apply for an membership on behalf of an ...
4
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1answer
62 views

Is it possible to create nested multiselect custom field?

The use-case is a business directory. Businesses sign themselves up and provide info about their operation. There are many types of businesses (NAICS), and the options they need to self-identify as ...
1
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1answer
18 views

Can CiviCRM provide a warning/error if a user submits a certain organization name as their current employer?

We've had a long standing issue with our users entering in Catholic Charities as their organization name when registering for events, making donations, etc. It's caused havoc in our system as we will ...
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1answer
21 views

What is the best way to track Business Development and Donor Intel

I work for a nonprofit and we are trying to figure out the best way to document and track business development work such as Intel into potential donors or conversations various execs have had with an ...
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1answer
56 views

New Organization Button Missing

On CiviCRM 4.7.22 Drupal 7, I'm missing the "New Organization" button under Current Employer. I can't seem to find figure out whether this is a settings problem or not. A previous version of CiviCRM ...