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Questions tagged [relationships]

Relationships link different contacts or organisations with each other. The are listed in a contacts `Relationships` tab.

3
votes
1answer
21 views

How to search for individuals with duplicate partners

We have a data import error where a large number of individuals have two partners, instead of just the one they should have. This causes errors with another system we use that is linked to civicrm. I ...
1
vote
1answer
28 views

Relationships and Dashboard are broken with https

I recently tried forcing https in the htaccess file and noticed that the relationships in the main contact screen disappeared. They show up if I access them through a listing on the dashboard, but if ...
2
votes
0answers
21 views

Relationship — change list's columns

I'd like to add some columns (eg. details of the address) and remove some columns (eg. State/Prov) to the table shown on a Contact's page, under the Relationships tab (there are tow of this table: one ...
2
votes
1answer
21 views

Assigning case role to contact in webform- not updating as expected

I've been trying to update a case webform so that form contacts are assigned to a given role. I had expected that by creating roles under relationship types and then including the role in the case ...
2
votes
3answers
57 views

How do relationships become disabled?

I don't make use of the end date in relationships. I only ever explicitly create relationships. And yet I'm aware that there are a significant number of Inactive Relationships in my system. How do ...
1
vote
2answers
25 views

Exclusive Relationship to organisation

I'm trying to find a best way to setup relationships to the Club that would only "allow" one person to be ex. "Secretary", "Coach" etc. Can this be done via Rules (either CiviRules or Drupal) or ...
1
vote
2answers
28 views

Data Importation Issue

Procedural question... I have a record set of individuals related to various organizations. The employee/individual info set is handled well, EXCEPT FOR organization name... i can get work phone, ...
5
votes
1answer
214 views

How can I keep track of a “role” in an organisation (eg. secretary) over time (1980-1995)

Under individual contacts, I want to keep track of roles over time within my organisation's executive committee. So, every couple of years the Secretary, Treasurer, Chair, London Rep, Wales Rep etc ...
1
vote
0answers
32 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 ...
3
votes
4answers
205 views

Searching for someone not in a relationship

We're using CiviCRM to primarily build a network of activist groups around the country. There are "area organisers" and people they are linked with. We are using the relationship function to link ...
1
vote
0answers
16 views

Error when adding relationships to household

We are using Civi 5.5.2 on WordPress 4.9. When trying to add relationships to a household, we get the error in the screenshot. I am not seeing why this is happening. Can someone tell me what I am ...
1
vote
2answers
23 views

Employee of an individual relationship

I want to give my users the ability to create an "employee of" relationship between an individual employee and an individual employer; where someone works for an individual rather than an organisation....
0
votes
1answer
25 views

Error When Expanding Relationship Section on Advanced Search

I'm on CiviCRM 5.6.0 on WordPress 4.9.8, and I have created some custom relationships, all with contact type A of individual, and contact type B of organization. When I go to Search -> Advanced ...
2
votes
1answer
17 views

Unable to View Household members on Contact Dashboard

CiviCRM was recently upgraded from 3.5.x to 4.6.36 I can see Household members when logged in as an Admin on Drupal 7.50 website. When I am logged in as an authenticated user, I don't see the ...
0
votes
0answers
14 views

Exporting spouses only exports one side of relationship

When I export a list of contacts and I include data about their spouse, the spouse data is included for only one of the contacts. Like so: Name Spouse Name City Sam Smith Linda ...
1
vote
1answer
17 views

Error in CRM_Contact_Form_Relationship->setEmploymentRelationship() when saving an edited relationship

When editing and then saving a relationship, the AJAX overlay hangs with the spinning symbol. If the page is refreshed, the 'Relationship record has been updated." notification is shown and the change ...
2
votes
2answers
42 views

Current Employer style field for a custom field

I have been asked to add some custom fields to the default CiviCRM Interface that bahave like the current employer field. That is to say, my users want to create certain relationships and have them ...
3
votes
1answer
43 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 ...
-1
votes
1answer
26 views

Batch Update Permissioned Relationships

We have a specific contact/organization relationship type that should be a permissioned relationship for the contact to edit the organizations record. When we converted to Civi many of these contacts ...
1
vote
1answer
32 views

How to choose which related contact gets the membership by relationship

We are on the latest CiviCRM 5.4.1 and Drupal 7.59. We have setup a membership type for a parent organisation (multi-site) to a child organisation. The relationship gets generated and membership gets ...
1
vote
1answer
24 views

Does Extension Relationship Permissions as ACLs work on CiviCRM 5.2.3?

The Extension says it is Compatible with CiviCRM 4.7. It seems to work with CiviCRM 5.2.3, but am I safe using it? I did notice one side-effect - when this extension is enabled I can't edit the ...
0
votes
1answer
23 views

Creating a Membership programmatically for Household creates multiple memberships?

My Requirement : Whenever a membership is assigned to Head of Household , I need to assign memberships to Household Member and Household. I have a membership type Family with "Head of household, ...
3
votes
1answer
40 views

Amending relationship types has broken civi case

I was updating a site adding new relationships for cases, and relabelling old relationships to make more sense in case context. What I've since found is that the updates to the relationship table don'...
0
votes
1answer
20 views

Relationship Type “name” as Drupal [Rules] Token in Civicrm Entity module

Is it possible to retrieve Relationship Type Name in addition to an ID as Rules Token in Drupal 7? It would add some value to "Create/Edit Relationship" Rules action: we could use it in emails, like "...
1
vote
0answers
26 views

Module to Sync CiviCRM Organization's Related Contacts to Drupal8 Roles?

Is there an existing module or technique to sync Civi contacts and Drupal8 roles based on their relationships to a Civi Organization? Assume the contacts have linked Drupal user accounts. There ...
0
votes
2answers
34 views

Is CiviCRM right for managing volunteers on clinical trials

We need to keeping volunteers happy and engaged in trials. We would need segment our volunteers based on preferences for type of trials they want to participate in, whether they agreed to participate ...
2
votes
1answer
45 views

Send scheduled reminders to relationship contact

I have setup a webform with an organisation and individual. The form collects an email address for both the organisation and individual. The membership is only for the organisation, but the individual ...
1
vote
2answers
20 views

How to automatically remove a contact from specific group, if end date is added to specific relationship

If end date is added to relationship,the contact should be automatically removed from the specific group. How this can be accomplished?Any suggestions?
0
votes
1answer
26 views

Hide “Add Relationship” Button

I would like to remove the "Add Relationship" button from the Relationship tab. I've been auditing some of the data and noticed that my users have been adding and removing relationships from this page....
1
vote
4answers
98 views

How can I let members edit their relationships?

We have organizational memberships - each organization can have up to five individuals who are listed as members. We do this via the membership "Relationship Type" feature, and it works well. ...
2
votes
1answer
59 views

Can not add Relationship to contact post CiviCRM 4.7.30 upgrade

Although, I had orignally thought the issue was on the "Webform CiviCRM Integration" module end, further testing shows it is likely an issue on the CiviCRM end since when I manually try to create the ...
1
vote
2answers
79 views

Can I link memberships to relationships automatically?

I'm using CiviCRM to manage sponsors of children in India for an NGO. I'm configured it and set up some custom fields in order to have the children(contact) connected to the membership. So far so ...
1
vote
2answers
28 views

How to get subsidiary membership to work?

For our purposes, memberships are organization-based, with individuals receiving membership benefits by being designated as an employee. This works great. However, I have the use case where there is ...
1
vote
1answer
29 views

How to get relationship changes logged?

On the 4.7 Drupal 7 Demo site I changed the middle letter of contact Kathleen Adams and it gets logged and becomes visible in the log tab. Then I make a change in the relationship tab, adding a Case ...
1
vote
1answer
51 views

How do i add parent information to a teenage volunteer profile?

How do i add parent information to a teenage volunteer profile so that when a new volunteer fills out their profile, it creates a parent relationship and contact as well. I am using Profile-Create ...
0
votes
1answer
21 views

Customise Contacts Relationships Tab

I want to customise the contacts relationships tab screen to show if the listed contacts (Individuals) belong to a specific group or not. I'm not sure where to start and would appreciate any pointers. ...
0
votes
1answer
52 views

Search for Individuals with Employee Relationship for Organisations with Certain Criteria

We have a custom organisation option field showing the "Membership Type". I want to do a search (create a smartgroup) to find all individuals with a relationship "Employee of" for organisations that ...
2
votes
0answers
34 views

Can an Activity input profile “remember” details from the previous Activity submitted?

Newbie here, powered by CiviCRM 4.7.28 on WordPress. The closest prior thread I could find is here. The use case is high school students self-reporting classes completed and corresponding grades. I ...
0
votes
1answer
18 views

dupe_check parameter only works for contacts?

I would like to disable the dupe check on relationships. Is it true that the API parameter parameter 'dupe_check' works only for contacts or can it be also used in relationship api calls? Here under 4....
0
votes
1answer
19 views

How to api access relationship notes?

I tried this in the 4.7.25 demo but the same is valid for 4.6.33. Using the web GUI I added a test description and test note to an existing relationship With API browser I listed relationships with ...
1
vote
1answer
40 views

Add custom data field column to relationship tab

Is there a way to add additional field(s) in the relationship tab on a contacts record? as " hook_civicrm_searchColumns is not getting triggered for relationship. ( though this hook is helpful for ...
2
votes
2answers
39 views

Relationships not visible after migrating from Wordpress to Drupal

I have migrated a CIVICRm installation from Wordpress to Drupal. Everything is working except the relationship tab under contacts. The tab heading has the number of relationships but no relationships ...
2
votes
2answers
27 views

Conditional relationships?

Our food co-op site uses relationships, e.g. Household Member. We have a custom relationship type: Proxy Shopper. We're interested in making Proxy Shopper conditional so that no individual can get ...
0
votes
2answers
50 views

HOWTO remove inherited membership when corresponding relationship is disabled or deleted?

We are testing out ideas to create a script to disable a relationship for a list of contacts, as that doesn't seem to be an option under Actions from a Search output list. To get a feel for what we ...
2
votes
1answer
103 views

Current state of Household Membership signup (Wordpress)

I'm currently working on a new install of CiviCRM to manage our co-operative membership. Membership is paid annually per household - each householder additionally makes an initial one-off £1 ...
3
votes
2answers
129 views

Revisting Family Memberships

I am looking at how we implemented Family Memberships in our 3 year old instance of CiviCRM. It's never worked very well for us, but I am not sure if it's not configured right, we should use another ...
1
vote
2answers
36 views

Contact created from relationship tab is automatically tagged

When I create a new user from another contact's profile, in the relationship tab, the new contact automatically gets one of my tags... I have no idea where to look to solve this one. Any clues? ...
1
vote
1answer
49 views

Relationship disabled by end date but still enabled?

Scheduled Disable expired relationships has run succesfully according to the date/time I see in the Scheduled job table. I see a relationship in the disabled relationship section that has an End date ...
1
vote
1answer
48 views

Cannot get the import of employer-employee relationship to work

I have successfully imported all my organisations and I'm now trying to import my contacts which are employees of these organisations. I've read the relevant sections in the CiviCRM cookbook and the ...
0
votes
3answers
25 views

How to mail to the default contact person of a member organization with more employees?

I am working for a customer that has organizations as members. The employees are also registered, and a member organization must have a main contact. All official communication is sent to the main ...