Questions tagged [relationships]
Relationships link different contacts or organisations with each other. The are listed in a contacts `Relationships` tab.
248
questions
2
votes
1
answer
28
views
Relationships not being displayed
I deleted my previous post because I am now seeing different behaviour. When looking at a contact record I selection relationships and see this:
I know this contact has multiple relationships but ...
- 35
0
votes
1
answer
17
views
Create links between contacts that create corresponding relationships in the background
We work with three contact categories that always belong together in some way (people who form groups and are interested in a house).
I have used the Employe field for the connection between the ...
- 41
0
votes
1
answer
41
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Code seen instead of Relationships 5.67.0 and 5.67.1
When viewing or editing contacts in 5.67.0 or 5.67.1, I see the following instead of the relationships that have been assigned:
{{:: ts('Permissioned Relationships:') }} {{:: ts('This contact can be ...
- 123
2
votes
1
answer
32
views
Contact Relationship not showing
I imported the data in the CIVI contact table address table, phone table and added relationship in the civi relationship table.
the table looks correct with the data and it also showing the contacts ...
- 71
0
votes
1
answer
49
views
Find or create token for field on related contact?
I administer a CiviCRM site for an education NGO.
I'd like to be able to customize emails to let people know the school board and region we think they are in, so they're certain which event they ...
- 793
1
vote
0
answers
30
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Formbuilder : is it possible to delete a relationship?
Using Formbuilder, is it possible to delete an existing relationship (not simply disabling / deactivate it)?
Use case :
in a form, a parent can edit his own data, and the data of his children (...
0
votes
1
answer
33
views
How do I create a supervisor/subordinate relationship between Contacts?
I want to produce a report that lists all supervisors and their subordinates. (Assume that all Contacts have supervisors but not all Contacts have subordinates.) I plan to export the report to Excel ...
- 317
0
votes
0
answers
19
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civicrm "relationships" not visible after migrating wordpress test site to live site
Moved my test wordpress site from my laptop to live, database works i can see all the names but i cannot see the relationships, even if i assign a new relationship the number goes up but the relation ...
- 1
2
votes
2
answers
61
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Formbuilder relationships - Autofill several relationships
Summary
This is a follow up question of that one, that I asked a year ago when FormBuilder was not as advanced as today. There was no easy solution, now there is almost one, so a big thx and congrats ...
0
votes
3
answers
42
views
How to create relationships during event registration
I would need to create relationships between participants when registering for an event in the CiviCRM online registration form.
I have seen there is an CiviCRM extension that promises to do that:
...
- 161
0
votes
0
answers
21
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Documentation for Drupal 9 Views Advanced Relationship usage
Looking for documentation on D9 Views integration using advanced relationship features.
Finding it difficult to determine which outcomes are a result of not understanding the various id joins and ...
- 1,229
0
votes
1
answer
24
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Add relationship to event participants
Is there a quick and simple way of adding a relationship to the participants of a particular event all at once? When we have people register for any event, we would like to add a specific relationship ...
- 1
1
vote
1
answer
33
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Enable a PA to manage membership on behalf of their manager(s)
I want to enable the Personal Assistant of an Individual Member (or multiple Members, but not all employees of the same organisation) to be able to set up membership (and pay renewals) on their behalf ...
2
votes
2
answers
44
views
How to manage a Mentoring-System with CiviCRM
I would like to organize a mentoring-platform where mentees/mentors can register via a website. Mentees can get assigned to mentors in geographical proximity by an organizer of that region. Mentors ...
- 101
0
votes
0
answers
59
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create relationships using profiles or forms
To make a long story short, before all the details below : our CMS is wordpress, and creating relationships between contacts (parent-child) using profiles seems not possible. It was with Caldera Form, ...
0
votes
1
answer
18
views
Changing information under current relationships tab
I want to change the columns in the relationships tab within each organisation, such as adding each person's job title and removing Start, End and State/Prov. Does anyone know how to do this?
0
votes
1
answer
33
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How do I set the Organization from the Employer Relationship as a contact's Current Employer for multiple contacts at once?
I have over 1,000 contacts which I imported along with an employer relationship, but these employers aren't showing up as "Current Employer" on the contact summary page because the ...
3
votes
2
answers
72
views
Create report including data from contact and from related contact
I have contacts who are parents and related to contacts who are children. Child is registered for an event. Parent is not registered for any event.
I want to create a report that lists each child and ...
- 365
0
votes
1
answer
10
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When adding a New Org via the Add Relationship link, why does it fail if the relationship uses a sub-type
Scenario is this. If you have a RelType of Indiv (A) and Org subtype x (B), then when you get offered the New Organisation option, it creates the new record as an Org (standard) and hence the ...
- 28.1k
0
votes
1
answer
26
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BUG Update Contacts in Search Results, Relationship to Organization, Employee of, deleted Employee of Relationship Type
ERROR "appears you have deleted the employee relationship type" BUT that is not the case, and now the summary view can't display/modify employer since doing a relationship update via search ...
1
vote
1
answer
34
views
Duplicate Relationship error even though Contact B values are different
I want to create some Relationships of type "Case Coordinator" via API Call in CiviCRM.
When I create two relationships with the same contact_id_a, relationship_type_id, is_active and ...
- 463
1
vote
1
answer
57
views
How to import relationships with metadata
I can see that I can import relationships as part of the Contacts » Import form, but it only seems to let me say that Contact A is <predicate> of Contact B.
Relationships have: start, end dates, ...
- 3,910
2
votes
1
answer
53
views
DB Error: no such field "created_date"
When I try to add or edit an "Employee of" Relationship, I get a "no such field" error, although this field exists in the database. Any ideas how to proceed?
CiviCRM 5.48.2; MySQL:...
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0
votes
1
answer
64
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 ...
- 317
1
vote
1
answer
54
views
Include a CiviCRM role into Drupal View (custom dashboard)
I want to create a custom Dashboard with Drupal Views to substitute the built-in CiviCRM dashboard (because CiviCase dashboard shows cases for invisible contacts ).
I want to set a contextual filter ...
- 463
2
votes
1
answer
111
views
Search view that shows the mutual relationships between two contacts
We need to be able to see the common relationships between two contacts. Or essentially, who they both know and organizations they both have a relationship with.
For example, between Contact A's ...
- 21
1
vote
1
answer
57
views
Can you Make a Report, that provides the Number of Employees (relationships) for every Employer?
The report would simply be a listing of employers and the number of employees or current relationships that employer has.
Employer
# of Employees
Apple
2456
Google
3845
CiviCRM
4
Taco Bell
5500
...
- 3,352
1
vote
0
answers
32
views
Possible to build contribution report that groups contributions by employer and includes number of employees?
I would love to be able to make a report in Civi using stock reports, extended reports or reports pro that produces or can be modified to generage the following output:
Employer
# of Employees
# of ...
- 3,352
0
votes
1
answer
44
views
Add Relationship when adding new Contact in Wordpress
I am using the Related Permissions Module to limit Contacts (club members) when an admin, for 1 of 52 clubs, logs in. Admins login to a backend at this point, still trying to create custom Dashboard ...
- 81
1
vote
1
answer
111
views
Is there a way to add relationships in a custom profile?
I am creating profiles so that people in the organisation can input contacts easily. I can create a form that has all the individuals information that I need (name etc.) but I am struggling to work ...
- 21
1
vote
0
answers
21
views
Relationship tags not updating for import contacts drop down list
I have recently changed some of the relationship tags. These new tags come up when I am inputting or updating an individual contact. However, when I do a group upload and go to select the new ...
- 21
1
vote
1
answer
51
views
Creating a relationship when filling in a Profile (Revisited)
I am reposting this ticket from 5 years ago because I really need to be able to do the same thing using CiviCRM 5.39 and Wordpress 5.8. Does anyone know if this is possible now, perhaps using an ...
- 21
2
votes
1
answer
157
views
Bulk update of relationships
I've a bunch of contacts with one no more needed relationship that I want to bulk delete.
It's a batch of 500 contacts that have 2 relationships and one is outdated, something like volunteer for and ...
- 2,543
1
vote
1
answer
63
views
Add a custom field as a column in relationship tab
I added a column in relationship tab, to do that I edited the civicrm/CRM/Contact/BAO/Relationship.php
I already added columns with fields existing in the base of civicrm but now I'm trying to add a ...
- 145
3
votes
1
answer
91
views
How to modify Relationships column display?
This is a new launch for an old question, see here and here.
We want to modify the columns that are shown in the relationships result display and especially replace city and state/county rows by job ...
- 2,543
1
vote
1
answer
32
views
How to inherit data from Organization to contact?
I want to inherit custom fields from an organization contact to an individual contact with a relationship.
I'm asking if it's possible to do that or not.
- 93
2
votes
1
answer
51
views
Problem : Adding not existing contacts to organisations
When i open the sheet of organisation in civicrm then i want to add relationship with another contact civi propose only existing contact.
is there way to add new contact in this relationship using the ...
- 93
0
votes
0
answers
32
views
Restrict Access to Contact Record
Is it possible to restrict access to specific contact records? I understand that we can place people into groups, but in certain confidential situations, I only need specific users to not be able to ...
- 1,173
2
votes
1
answer
29
views
Using fields of referenced contacts in message
When I have two contacts that have an employer/employee relationship in CiviCRM I can use the name of the employer in message templates when I sent messages with the {contact.current_employer} tag.
...
- 193
0
votes
2
answers
65
views
How to automatically create relationship between Drupal role user and a group of civi contacts?
I have webform where volunteers signup for newsletter. They land on group called "Volunteer".
Our volunteer co-ordinator users are in a drupal role called "Coordinator"
What I want ...
- 2,938
0
votes
2
answers
71
views
CiviCRM 5.29.0 - import relationships
(2020 12 02; 13:27 US/PST: I've edited this question to more accurately reflect the data available for import.)
Can anyone point me at an example of two of importing a set of relationship data (e.g., ...
- 123
4
votes
2
answers
246
views
Possible Bug? Foreign key constraint error on upgrade to 5.31.0 (populating civicrm_relationship_cache)
I've actually already diagnosed and worked around this problem for myself in a fairly large CiviCRM database within a Wordpress install, but thought I'd refer to those more expert here as to whether ...
- 403
1
vote
1
answer
32
views
uploading new contacts with relationships
We are using civi to help us fundraise for our school. Each year we upload the new parents to the database from a csv from schoolbase. We need to add a relationship for each parent to their child(ren)....
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
1
vote
1
answer
25
views
How to link two Organizations with a pair relationship?
I have this situation I'm working on since way too long involving a sub type of Organization.
I work for a professional Union and 2 sub-organisations can belong to the same person. Which means that ...
- 2,543
1
vote
2
answers
102
views
What is the purpose of the Disable Expired Relationships scheduled job?
This forum link where it was born seems to suggest that it's needed as a replacement for hooks or to be able to filter them in drupal views. But it seems you can make a view that filters based on end ...
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2
votes
2
answers
157
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Importing Relationship Data
I know this should be straight forward, but somehow I seem to struggle.
Importing a child-parent relationship.
I have 10 children records (External ID, Child Name, Child Surname) and 5 parent records (...
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1
vote
0
answers
35
views
Profile listing shows all contacts regardless of permissions -- how to limit results to permissioned contacts only?
If I create a profile for search/listings, and provide access to that profile to some class of users, the profile results will include all contacts matching the search criteria, even though the ...
- 1,794
0
votes
2
answers
100
views
Why are relationships limited to two degrees?
I have a structure in which an umbrella organization has a few dozen clubs which have members. And it has some departments some of the members have a relation to.
Now if I would want one of the admins ...
- 447
0
votes
0
answers
71
views
Contact name Tokens for multiple relationships
I have a contact (individual) owner of several organization. He will pay the membership for all organizations. I need to send a contribution receipt showing that
John Doe
paid 100€
for
...
- 2,543