Questions tagged [organization]
The organization tag has no usage guidance.
27
questions
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19
views
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
2
votes
2
answers
76
views
Quicksearch: include the Organization's Nickname
I'm looking to make Quicksearch more usable for my users when it comes to searching for contacts of type Organization.
Specifically it would be great if they could use Quicksearch to find an ...
- 175
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0
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11
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How can I manage multiple memberships for an individual with multiple addresses for each membership?
I'm using civi memberships to, among other things, manage a subscription service. Two problems we're having:
We have five subscription types, one of which is an annual subscription. These are all set ...
0
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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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vote
1
answer
22
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New Member entry in Civi
What is the proper way to enter a new member (that is also a new company in the database). I tried to do this via "memberships" "new member" and it did not seem correct and gave ...
- 11
0
votes
1
answer
64
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On importing Contacts, I can't match their Organization to the Employer field in CiviCRM
I have imported a new batch of Organizations. I want to import additional Contacts and match their Organization name in the .csv with the Employer field in CiviCRM. I don't see "Employer" as ...
- 317
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votes
1
answer
66
views
Why do I get "loading failed" when trying to add Membership Organization to a new membership type?
I am setting up a new install of CiviCRM on the latest Wordpress (self hosted). I am trying to set up membership types, but when I go to enter the Membership Organization, I get a "Loading failed&...
- 481
3
votes
1
answer
33
views
Autocomplete organization
Is there any extension that converts on-behalf Organization name field to a drop down on online contribution pages? Seems like publicautocomplete works only for current_employer field.
- 30.8k
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23
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CiviCRM & Wordpress remove links from recurring contributions section of front end user dashboard and related contacts dashboard
I desperately need assistance on something.
I have a CiviCRM installation on a WordPress site.
The issue is that on the front end User Dashboard under recurring payments, there are four links can be ...
- 11
1
vote
0
answers
28
views
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
vote
1
answer
14
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Organization Profile - which Organization is the info going to get attached to?
I've created a profile specifically for organizations so that I can collect additional data about them. But I'm sure I'm missing something.
When I click on Use (Create Mode) it shows me a form with ...
1
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0
answers
17
views
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
0
votes
1
answer
15
views
Event Registration: Is there a way to lookup organization as user types?
On our event registration pages, we ask applicants for their organization name.
Ideally, when they start typing the organization name, we'd like to present them with a list of organizations in our ...
- 535
2
votes
2
answers
263
views
User Dashboard and Edit Profile for Organization
We have set up a User dashboard for individuals, and a profile so individuals can update their address, phone, email, etc. It looks like this:
We would like to set up something similar for an ...
- 91
0
votes
1
answer
25
views
Is there a way to search for organizations that have no active relationships?
We're working on cleaning up database records, and while it's easy to pull individual records with no activity, I'm not sure how to find organizational records that are not tied to any current ...
- 571
2
votes
1
answer
45
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Member as chapter and company
So I know that the Organization contact type is sort of used for two purposes. One it can be a chapter of the primary org that the CiviCRM is setup for and it can also be used for a company that a ...
- 33
3
votes
2
answers
65
views
Sport Association - Listing organization?
I did some research but I can't find how to it. We are planning to use CIVICRM for our Wordpress Website. We want to show a page / directory of all of our Clubs (Organization). Help will be really ...
0
votes
1
answer
26
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 ...
- 15
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 ...
1
vote
1
answer
39
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 ...
0
votes
1
answer
51
views
Get the ID for the default organization through API
Is there any way to get the "default organization" contact id through the API?
- 1,146
1
vote
1
answer
46
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 ...
1
vote
1
answer
50
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 ...
- 212
4
votes
1
answer
101
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 ...
- 41
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vote
1
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28
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 ...
- 210
1
vote
1
answer
24
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 ...
3
votes
1
answer
61
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 ...
- 1,173