Questions tagged [relationships]

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

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17 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
14 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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12 views

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 ...
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1answer
16 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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34 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 ...
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24 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
20 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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2answers
58 views

Contacts: can one organisation be a 'child' of another?

Is there any way to make one organisation a part of another through a relationship? For example, we have a few NHS (National Health Service) teams among our contacts which we would like to put under ...
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1answer
17 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
26 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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53 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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2answers
141 views

Revisting Family Memberships

I am looking at how we implemented Family Memberships in our 3 year old instance of CiviCRM. It's never worked very well for us, but I am not sure if it's not configured right, we should use another ...
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1answer
55 views

How do i add parent information to a teenage volunteer profile?

How do i add parent information to a teenage volunteer profile so that when a new volunteer fills out their profile, it creates a parent relationship and contact as well. I am using Profile-Create ...
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1answer
36 views

How to choose which related contact gets the membership by relationship

We are on the latest CiviCRM 5.4.1 and Drupal 7.59. We have setup a membership type for a parent organisation (multi-site) to a child organisation. The relationship gets generated and membership gets ...
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1answer
30 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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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
19 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
19 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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2answers
131 views

Need to change membership inheritance

We have household memberships set up for the household members to inherit from the household. We also limit the number of memberships per household (currently set to 4). We did this because on ...
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2answers
33 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
30 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
264 views

Batch Update Relationships

Is there a way to batch update relationships, specifically the type of relationship along with the start and end date? I don't see the fields to add to a profile to do a batch update. I also don't ...
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1answer
18 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
23 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
33 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
34 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
24 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
35 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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3answers
60 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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1answer
27 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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2answers
28 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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0answers
41 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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1answer
222 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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3answers
153 views

Memberships not being inherited by related contacts

I'm working on a new CiviCRM implementation in Wordpress. I have imported contacts with an External ID in each record, imported contributions, memberships and relationships. The related contacts are ...
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4answers
215 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
17 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
48 views

Current Employer style field for a custom field

I have been asked to add some custom fields to the default CiviCRM Interface that bahave like the current employer field. That is to say, my users want to create certain relationships and have them ...
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2answers
24 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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1answer
26 views

Error When Expanding Relationship Section on Advanced Search

I'm on CiviCRM 5.6.0 on WordPress 4.9.8, and I have created some custom relationships, all with contact type A of individual, and contact type B of organization. When I go to Search -> Advanced ...
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1answer
19 views

Unable to View Household members on Contact Dashboard

CiviCRM was recently upgraded from 3.5.x to 4.6.36 I can see Household members when logged in as an Admin on Drupal 7.50 website. When I am logged in as an authenticated user, I don't see the ...
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15 views

Exporting spouses only exports one side of relationship

When I export a list of contacts and I include data about their spouse, the spouse data is included for only one of the contacts. Like so: Name Spouse Name City Sam Smith Linda ...
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1answer
22 views

Error in CRM_Contact_Form_Relationship->setEmploymentRelationship() when saving an edited relationship

When editing and then saving a relationship, the AJAX overlay hangs with the spinning symbol. If the page is refreshed, the 'Relationship record has been updated." notification is shown and the change ...
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1answer
45 views

Tags, relationships, or custom fields to record custom data?

Apologies if this isn't the best place to ask, I'm completely new to CiviCRM and could do with some advice on the best way to store custom data. I'm building a database of churches. For each church I ...
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1answer
28 views

Does Extension Relationship Permissions as ACLs work on CiviCRM 5.2.3?

The Extension says it is Compatible with CiviCRM 4.7. It seems to work with CiviCRM 5.2.3, but am I safe using it? I did notice one side-effect - when this extension is enabled I can't edit the ...
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1answer
34 views

Batch Update Permissioned Relationships

We have a specific contact/organization relationship type that should be a permissioned relationship for the contact to edit the organizations record. When we converted to Civi many of these contacts ...
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1answer
32 views

Creating a Membership programmatically for Household creates multiple memberships?

My Requirement : Whenever a membership is assigned to Head of Household , I need to assign memberships to Household Member and Household. I have a membership type Family with "Head of household, ...
3
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1answer
52 views

Amending relationship types has broken civi case

I was updating a site adding new relationships for cases, and relabelling old relationships to make more sense in case context. What I've since found is that the updates to the relationship table don'...
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1answer
22 views

Relationship Type “name” as Drupal [Rules] Token in Civicrm Entity module

Is it possible to retrieve Relationship Type Name in addition to an ID as Rules Token in Drupal 7? It would add some value to "Create/Edit Relationship" Rules action: we could use it in emails, like "...
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40 views

Module to Sync CiviCRM Organization's Related Contacts to Drupal8 Roles?

Is there an existing module or technique to sync Civi contacts and Drupal8 roles based on their relationships to a Civi Organization? Assume the contacts have linked Drupal user accounts. There ...