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Questions tagged [relationships]

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

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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 ...
Andy Clark's user avatar
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1 vote
1 answer
13 views

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 ...
Gregor's user avatar
  • 59
1 vote
0 answers
10 views

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....
JJ Tiziou's user avatar
1 vote
1 answer
39 views

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 ...
macMark's user avatar
  • 31
1 vote
1 answer
23 views

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 ...
EricLB's user avatar
  • 385
1 vote
3 answers
89 views

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, ...
jimcrist's user avatar
  • 763
0 votes
0 answers
48 views

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 ...
Paul Butler's user avatar
2 votes
1 answer
68 views

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 ...
zip's user avatar
  • 165
1 vote
0 answers
19 views

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 ...
atcivicrm's user avatar
1 vote
1 answer
28 views

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. ...
user15536's user avatar
0 votes
0 answers
64 views

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 ...
Steve's user avatar
  • 11
1 vote
1 answer
33 views

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 ...
kapn's user avatar
  • 919
3 votes
2 answers
114 views

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 ...
LauraRose's user avatar
3 votes
2 answers
258 views

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 ...
yurg's user avatar
  • 2,050
2 votes
1 answer
132 views

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 ...
kapn's user avatar
  • 919
0 votes
1 answer
42 views

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 ...
kapn's user avatar
  • 919
1 vote
1 answer
26 views

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 ...
Mike Wilson's user avatar
2 votes
1 answer
123 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 ...
Paul Butler's user avatar
0 votes
1 answer
25 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 ...
Gregor's user avatar
  • 59
1 vote
1 answer
86 views

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 ...
Charlie Wilder's user avatar
2 votes
1 answer
52 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 ...
JoomPS's user avatar
  • 91
1 vote
1 answer
71 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 ...
kapn's user avatar
  • 919
1 vote
0 answers
33 views

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 (...
stackexchange user's user avatar
0 votes
1 answer
35 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 ...
ArloGueswith's user avatar
0 votes
0 answers
21 views

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 ...
Nick's user avatar
  • 1
2 votes
2 answers
85 views

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 ...
stackexchange user's user avatar
0 votes
3 answers
64 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: ...
Cristina P.'s user avatar
0 votes
0 answers
26 views

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 ...
Dave T's user avatar
  • 1,239
0 votes
1 answer
31 views

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 ...
Jamie's user avatar
  • 29
1 vote
1 answer
38 views

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 ...
Simon Thornton-Wood's user avatar
2 votes
2 answers
53 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 ...
mplh's user avatar
  • 121
0 votes
0 answers
73 views

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, ...
stackexchange user's user avatar
0 votes
2 answers
33 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?
user13768's user avatar
0 votes
1 answer
43 views

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 ...
Katie Goff's user avatar
3 votes
2 answers
81 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 ...
EricLB's user avatar
  • 385
0 votes
1 answer
10 views

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 ...
petednz - fuzion's user avatar
  • 28.3k
0 votes
1 answer
32 views

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 ...
LauraRose's user avatar
1 vote
1 answer
39 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 ...
emma's user avatar
  • 493
1 vote
1 answer
72 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, ...
artfulrobot's user avatar
  • 3,932
2 votes
1 answer
59 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:...
xtylus's user avatar
  • 83
0 votes
1 answer
77 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 ...
ArloGueswith's user avatar
1 vote
1 answer
63 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 ...
emma's user avatar
  • 493
2 votes
1 answer
123 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 ...
not_even_close_to_baseline's user avatar
1 vote
1 answer
59 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 ...
themak's user avatar
  • 3,441
1 vote
0 answers
33 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 ...
themak's user avatar
  • 3,441
0 votes
1 answer
50 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 ...
Scarlett's user avatar
1 vote
1 answer
129 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 ...
user12708's user avatar
1 vote
0 answers
28 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 ...
user12708's user avatar
1 vote
1 answer
57 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 ...
kales's user avatar
  • 21
2 votes
1 answer
194 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 ...
Guillaume Sorel's user avatar

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