Questions tagged [relationships]
Relationships link different contacts or organisations with each other. The are listed in a contacts `Relationships` tab.
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Bug? Relationship lost when merging if both contacts have the same relationship with the same contact
I recreated this on the sandbox site:
Edit the employee relationship on the contact "Alabama Action Fund". Add a relationship start date (like a year ago) and an end date (like a month ago)....
- 353
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45
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Relationship cache rebuild failure in upgrade to 5.72.3
Upgrading from 5.67.3 to 5.72.3 I get a warning that the relationship cache needs to be rebuilt. Very similar to this SE question, but different. The rebuild failed. I then used api4 to run the ...
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CiviRule: Add a relationship between triggering contakt and data filled in a reference field
I would like to use CiviRule to create a relationship after a contact has been entered in a contact reference field.
The A-side of the relationship should be the contact for which the data was entered ...
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Organization departments or sub-types for employer hierarchies?
I'm wondering if there's any way (or if there might be any interest in a future feature) to create a nested level of an organization to represent things like university departments, city agencies, etc....
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Missing Relationship Cache Data fails to rebuild cache with DB error
I'm getting a "Missing Relationship Cache Data" warning on the CiviCRM status page after updating from 5.67.3 to 5.72.2. Clicking the button to rebuild cache shows a spinner and fails to ...
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24
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Send scheduled email to contact (parent) related to event participant (child)
We are using CiviCRM 5.70.2 on Drupal 10.2.4.
CiviCRM has contacts that are parents and contacts that are children, which have a relationship with each other. Parent contacts have an email. Children ...
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3
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101
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Relationships and Notes tabs are missing when viewing a Contact
I recently upgraded to Civi 5.70.2 from 5.50.1. PHP 8.2. Wordpress. I thought I finally had everything working but today I see the Relationships and Notes tabs are missing when viewing a Contact, ...
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Relationships not displaying properly under CiviCRM 5.70
I had an issue previously whereby relationships were not being displayed , similarly notes. After a while I was provided with an answer in that a couple of entries were missing in the SearchKit and I ...
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How are the civicrm_relationship and the civicrm_relationship_cache tables supposed to interact?
I have a Drupal view that shows related contacts, and I noticed that it wasn't matching what I was seeing in the Civi relationships tabs on the relevant contacts. There were contacts displayed in the ...
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Assignment of related custom field occurs critical Error
I'm encountering an issue regarding the generation of salutations in message templates. The requirement is to first filter whether the contact is an individual or an organization, specifically ...
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Giving membership via relationship to specific contact
I have a parent account which can possess multiple memberships. There can be multiple children which inherit one of these membership. I want to be able to choose which child inherits which membership. ...
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SearchKit not working - Entity SearchSegment not loaded
As described in other questions, the tabs "notes" and "relationships" have disappeared from my contact summary page after they have been updated to be based on SearchKit. However I ...
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using relationships to create a (smart) group from another group
I have a group of contacts that are organizations. They are institutional members of the organization I'm working for. That part works fine. We are trying to send a renewal email and the normal way to ...
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115
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CiviCRM 5.69.2 update - now each contact link in relationshsips tab opens a new browser tab - how can we disable _blank
We updated CiviCRM to 5.69.2 and now every time we click a contact under relationships (active), it loads a new browser tab. Some people may like that feature, but it is difficult for us. We don't ...
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Why would related contact deletion keeps a Relationship active?
Have just discovered ( and confirmed on https://wpmaster.demo.civicrm.org ) that Relationships of a deleted Contact are continue to be active and are displayed as such.
Not quite sure if it is a bug ...
- 2,105
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148
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relationships no longer working as expected - data corruption?
Yesterday I asked a question that I thought expressed the problem I was having, but this morning as I tried to implement a fix, I realized that this CiviCRM site has a more serious problem.
There is a ...
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pre-filling no longer working for membership contribution form, with inbound contact_id tokens, checksum, and "on behalf of"
I am helping a small org get through a membership renewal campaign again this year that has organizational memberships. A report from a user about an error sent me looking to understand what was ...
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27
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Contacts and relationships' report
I want to report/view which shows me all contacts in a group, and any relationships they may have.
I’ve used the relationships report, but it doesn’t show me everyone in the group. It doesn’t show me ...
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149
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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 ...
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25
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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 ...
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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 ...
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55
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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 ...
- 91
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95
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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 ...
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33
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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 (...
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39
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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 ...
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2
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110
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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 ...
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3
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75
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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:
...
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37
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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 ...
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32
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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 ...
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43
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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 ...
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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 ...
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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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35
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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 ...
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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 ...
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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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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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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 ...
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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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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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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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34
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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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53
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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 ...
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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 ...
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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 ...
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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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224
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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 ...
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