Questions tagged [relationships]

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

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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, ...
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1 answer
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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?
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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
42 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 ...
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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 ...
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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
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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 ...
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1 vote
1 answer
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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, ...
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1 answer
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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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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 ...
1 vote
1 answer
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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 ...
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2 votes
1 answer
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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 ...
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1 answer
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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 ...
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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 ...
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1 answer
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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 ...
1 vote
1 answer
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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 ...
1 vote
0 answers
15 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 ...
1 vote
1 answer
41 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 ...
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2 votes
1 answer
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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 ...
1 vote
1 answer
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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 ...
3 votes
1 answer
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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 ...
1 vote
1 answer
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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.
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2 votes
1 answer
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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 ...
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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 ...
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2 votes
1 answer
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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. ...
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2 answers
50 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 ...
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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., ...
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4 votes
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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 ...
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1 vote
1 answer
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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)....
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1 answer
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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 ...
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1 vote
1 answer
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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 ...
1 vote
2 answers
75 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
101 views

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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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 ...
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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 ...
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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 ...
1 vote
2 answers
71 views

Warning "mismatched contact IDs" when trying to update existing individual records

I'm updating the CiviCRM database with a list of individual records. All these individuals exist already in the database, but I need to create the link with existing organisations. I've already done ...
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1 vote
1 answer
25 views

'Household member' relationship type can't be (re?)activated through the interface?

Somehow I seem to have deactivated the type of relationship 'Household member' (is a member of what household) through the interface while configuring a fairly new CiviCRM. As a result, I don't seem ...
2 votes
1 answer
86 views

What's the best way to update ambiguous relationship types?

On some older sites we are now getting warnings relating to ambiguities in relationship set ups. What is the best way to change the relationship settings without affecting existing relationships? ...
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1 vote
1 answer
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How to import organizations with active relationships

I have two kind of organizations: A and B with a relationship type of A owns B, B is owned by A. When importing my file, I can set that B1, B2, B3 belong to A1 and this appears in the summary but the ...
2 votes
2 answers
64 views

Sending organisation custom tokens to individual

I want to use CiviMail to bulk mail key individual contacts from member organisations and want to include tokens in their email to remind them of the information we currently hold on their ...
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2 answers
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Autoassign relationship when creating contact

I'm looking for a way to auto-assign relationships between the current drupal user and created contact. I know there is extension CiviRelate, but it only works when using "profiles". I'm looking for a ...
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2 answers
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Contact Summary Layout based on relationship

There is an extension called "Contact Summary Editor" by colemanmw which enables users to see specific parts of contact based on the group the user belongs to. During editing you can enable which ACL ...
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2 votes
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Adding new relationship results in htmlspecialchars warning

I know this is something that has been mentioned a few times but in all instances I've seen, the issue has been fixed in later releases so I'm assuming this is a new problem that has come up. Using ...
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2 votes
3 answers
210 views

What is the best way to record the primary contact for an organisation?

I'm trying to understand the best way to record that a contact is the primary contact amongst the many related employees of an organisation. Does Civi have an in-built way of handling this? Option 1 ...
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1 answer
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Relationships Calendar is in Russian - How do I fix?

I recently updated CiviCRM to 5.21.0 and have noticed a rather strange bug affecting the relationships function. Specifically, when I go to add a new relationship to an individual the pop-up ...
2 votes
0 answers
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Why was individual membership contribution deleted when their organizational relationship was disabled?

CiviCRM 5.19.2 on Drupal 7.67 We have a member who until recently was part of an organizational membership (by relationship). This year he moved on and took out an individual membership for the ...
1 vote
1 answer
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Get Contact id from Relationship to use in a Hook [duplicate]

I want to display Contact B ID of a relationship for the current contact. I am building a hook and this is my code so far. if ( $formName == 'CRM_Contactlayout_Form_Inline_ProfileBlock') { if ...
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Impossible to add a relationship between contacts / organisations

When I add a Relationship to a Contact or an Organisation, the list of Relationship Types is displayed in background and I cannot select one of them. See screenshot: Any idea ? I use CiviCRM 15.7.0 ...
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CiviCRM Relationship error

I am getting an error on my development site and i have tried everything to fix it but had no Luck. ***ERROR*** message: unknown relationship create error Argument <em class="...
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