Questions tagged [organization]

The tag has no usage guidance.

Filter by
Sorted by
Tagged with
0 votes
1 answer
9 views

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 ...
user avatar
  • 1
0 votes
1 answer
24 views

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 ...
user avatar
0 votes
1 answer
37 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&...
user avatar
3 votes
1 answer
27 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.
user avatar
1 vote
0 answers
15 views

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 ...
user avatar
  • 11
1 vote
0 answers
17 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 ...
user avatar
  • 93
1 vote
1 answer
12 views

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 ...
user avatar
1 vote
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 ...
user avatar
  • 103
0 votes
1 answer
13 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 ...
user avatar
  • 455
2 votes
2 answers
148 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 ...
user avatar
  • 81
0 votes
1 answer
18 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 ...
user avatar
  • 549
2 votes
1 answer
40 views

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 ...
user avatar
  • 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 ...
user avatar
0 votes
1 answer
25 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 ...
user avatar
1 vote
1 answer
36 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 ...
user avatar
1 vote
1 answer
38 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 ...
user avatar
0 votes
1 answer
41 views

Get the ID for the default organization through API

Is there any way to get the "default organization" contact id through the API?
user avatar
  • 1,146
1 vote
1 answer
45 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 ...
user avatar
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 ...
user avatar
  • 212
4 votes
1 answer
92 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 ...
user avatar
  • 41
1 vote
1 answer
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 ...
user avatar
1 vote
1 answer
23 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 ...
user avatar
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 ...
user avatar
  • 1,109