Questions tagged [relationships]

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

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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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3 votes
2 answers
220 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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2 votes
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30 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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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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2 votes
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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 ...
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2 votes
0 answers
59 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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2 votes
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45 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 ...
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  • 607
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86 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 ...
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1 vote
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28 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 ...
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1 vote
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12 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 ...
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1 vote
1 answer
40 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 ...
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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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25 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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1 vote
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57 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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  • 553
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21 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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  • 499
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19 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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1 vote
1 answer
64 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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1 vote
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86 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 ...
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1 vote
2 answers
78 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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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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  • 11
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55 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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  • 1,272
1 vote
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57 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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1 vote
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64 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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  • 1,116
1 vote
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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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1 vote
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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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  • 243
1 vote
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144 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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  • 1,425
1 vote
0 answers
120 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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0 votes
1 answer
11 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 ...
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25 views

Restrict Access to Contact Record

Is it possible to restrict access to specific contact records? I understand that we can place people into groups, but in certain confidential situations, I only need specific users to not be able to ...
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  • 1,101
0 votes
2 answers
94 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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0 votes
0 answers
56 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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0 votes
2 answers
75 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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  • 95
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0 answers
39 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 ...
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  • 1,425