Questions tagged [relationships]

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

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1answer
13 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 ...
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1answer
12 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 ...
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2answers
51 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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2answers
32 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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12 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 ...
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1answer
44 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 ...
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37 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 ...
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2answers
33 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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1answer
23 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 ...
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1answer
49 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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1answer
25 views

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 ...
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2answers
47 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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2answers
25 views

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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2answers
43 views

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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0answers
28 views

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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3answers
182 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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1answer
42 views

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 ...
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0answers
19 views

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 ...
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1answer
15 views

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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1answer
35 views

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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1answer
28 views

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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0answers
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Contributions “on behalf of an organization” automatically grant permissions — can that be turned off?

I was asked whether it is possible to turn off the automatic permissions that are granted when someone fills out a contribution form "on behalf of an organization": I assumed I could edit the ...
2
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1answer
20 views

Drupal Views + Multiple CiviCRM relationships of same type

I see many stack exchange questions about views & relationships but none like this. A person may attend many schools in his/her lifetime. Contact A "is a student at" Contact B (college, active ...
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0answers
36 views

Sharing household address with individual record no longer builds “member of household” relationship CiviCRM v5.17.0

We noticed after upgrading to CiviCRM v5.17.0 that when you create a new individual record, and add an address and have it shared with another Household record's address, the option to automatically ...
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1answer
24 views

Importing contacts and adding to a group also adds contacts with imported relationships to the same group

I'm importing a CSV of contacts with a relationship to other contacts and adding the new contacts to a group. To my surprise, the group ended up with more contacts than I had imported. I saw that all ...
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1answer
24 views

Organisation relationship search

My organisation is primarily (but not solely) a network of other organisations, so on Civi we have lots of "organisation" contact types, and lots of individual contacts. Some of these individuals are ...
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1answer
31 views

CiviCRM Individual Contact Inherits fields from Organisation

I am wondering is it possible to Copy fields from a Organisation Contact depending on relationship? For e.g. If there is a relationship between Contact A and Contact B can Contact B inherit fields ...
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0answers
65 views

Membership 'contagion' spreading through relationships

We have a database of churches who are members of our organisation. People who are volunteers or employees of those churches also inherit membership by relationship. We are using a custom relationship ...
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0answers
22 views

Report Customization

We have webform which we captured organization name, contact name and case assigned to manager(One of the contact type). We need to get all details in single report got contact and case details, but ...
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1answer
28 views

How can I bulk update the contact employer based on the employee relationship?

I want to bulk update the Employer field for the Individual contacts who have an active relationship of "employee of". Even though we have many active employee relationships for individuals, the ...
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1answer
45 views

Is there the ability to globally update relationship end dates or add them to a profile for bulk updates?

Suppose I am using relationships for specific classes where the student in a class (organization) may not have a start and end date. Is there a way for me to look up a particular class and globally ...
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2answers
35 views

At signup, auto assign organization:contact relationship based on email domain being the same

Is there a way for this: When a new contact is created (through drupal or backend), auto assign a relationship to an organization if one exists with the same email domain as the contact's email ...
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1answer
76 views

Batch Update the current relationship in CiviCRM

I need your help. I need to disable a current relationship for 4000 records in the import process without using SQL command line. There is no field for set active/inactive or expiry date of the ...
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1answer
38 views

Display related organization information using a profile

What is the best (or recommended) way to display related organization information in a profile? I use organizational membership so after registration I have an individual record (with Drupal account) ...
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1answer
30 views

Custom dropdown for specific relationship type

When creating a new relationship is it possible to create a dropdown that only displays when you have selected a specific relationship type. For instance: Add custom relationship “Representation” ...
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1answer
34 views

Is there a way to bulk edit relationship permissions?

I have about 70 organizations that we imported with individuals - that will have permissions to view and update information. Is there a way to make sure they can have that permission when we import ...
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2answers
53 views

How to create an event with relationship to participant?

We would like to run kids club every month. During Registration we use main participant profile as Child's details. But we also need to have contact details of parents in case of emergency. I was ...
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1answer
41 views

Limit relationships

Is it possible to limit the number of relationships a contact might have? For example, an organisation might have a "Secretary" relationship with an individual. There can only be one of those. So ...
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1answer
27 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 ...
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1answer
38 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 ...
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0answers
43 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
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1answer
38 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 ...
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3answers
70 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 ...
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2answers
29 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 ...
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2answers
33 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, ...
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1answer
233 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 ...
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0answers
52 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 ...
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4answers
235 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 ...
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0answers
18 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 ...
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2answers
25 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....

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