Questions tagged [relationships]

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

26 questions with no upvoted or accepted answers
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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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0answers
10 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 ...
2
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0answers
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 ...
2
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0answers
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 ...
2
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0answers
38 views

Can an Activity input profile “remember” details from the previous Activity submitted?

Newbie here, powered by CiviCRM 4.7.28 on WordPress. The closest prior thread I could find is here. The use case is high school students self-reporting classes completed and corresponding grades. I ...
2
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0answers
78 views

Family Membership not inherited by related contacts

We have two sites recently updated to 4.6.8 and are experiencing issues with family memberships, where the related party is not getting a new membership when the other renews. Are there any changes ...
1
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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 ...
1
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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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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 ...
1
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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 ...
1
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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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0answers
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 ...
1
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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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0answers
25 views

Exporting Relationship “specifict job titles”

I need to export the "specific job title" field that is located in relationship. I cannot find that field in any of the export drop-downs, nor any field with a language that even sounds like what I ...
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0answers
50 views

When avoiding duplicate relationships why does Civi check for identical custom fields?

Today I realized that our installation holds many individuals without an address. Most of them are employees and correctly related to their employer. So I decided to use the api to let all them share ...
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0answers
50 views

Exported related contact info for contact sub-type

We've got a site (4.6.11) That has two organisation sub-types ("project" and "project event") there is a relationship between them (event of/ event is). On running a search of project events, and ...
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0answers
53 views

CiviCase losing Relationship in Case?

Since upgrading to 4.7.3 on WordPress, some of our Cases seem to be losing a relationship role. They are not linked to the case from the contact record either, even after re-adding them to the case. ...
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0answers
17 views

If a contact changes Membership Type should contacts who inherit that membership also show the new membership type

Scenario: Orgs can pay for a 1 year or 5 year membership. Org X pays for 1 year. Their Employee Q gains the membership 'by relationship'. Next year Org X pays for a 5 year membership. Employee Q's ...
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0answers
20 views

How can I display more than 100 relationships

We have a company that have 200 relationships. When we try to look up the people civi allows you to select 50 or 100. in our case we have 200 and so when we select 100 from the drop down we are unable ...
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0answers
108 views

Smart Group create/alter via API

What would be the best way of batch Smart Group creation using Relationships data, where Organisation name, taken from Individual Relationship data, should become a Smart Group title and all ...
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0answers
91 views

Why do I have an error when trying to update relationship using CiviCRM API

Since this morning I'm running into something strange when using the API to update a relationship. Here is my code : CRM.api3('Relationship', 'create', { "sequential": 1, "id": 11, "...
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9 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 ...
0
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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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0answers
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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0answers
31 views

Unknown column civicrm_relationship.is_active while child smart group edit (create temporary table fails)

There are a parent Smart Group which contains several "child" Smart Groups. All was working a while, until at some time point it starts throw an error, something like [debug_info] => CREATE ...