Questions tagged [relationships]

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

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8 votes
3 answers
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How to create a Drupal View with multiple CiviCRM relationships?

I would like to create a Drupal View showing an organization and several individuals who are related to the organization in different relationships. The wording on the CiviCRM Drupal relationships ...
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8 votes
2 answers
294 views

Add relationship on profile submission

Currently there is no a way to add relationship to a profile on submission. Meaning when someone submits a new profile that a relationship be attached to that contact. This question outlines how it ...
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  • 472
7 votes
2 answers
135 views

How to change the direction of a relationship type with existing data

I have made an organisation / individual relationship type as an a_b relationship while it should be a b_a relationship to be consistent with the existing relationships like employer of which always ...
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6 votes
3 answers
194 views

How to export all children of a family?

Our organization has families defined by relationships (but not put into households) and is looking to print a directory with a column of family members: NAME FAMILY Bob ...
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6 votes
5 answers
274 views

How to search active relationships (e.g) during past year?

We record volunteer relationships for our Volunteer contacts. A contact is an active Volunteer of our organization if exists a relationship "volunteer for" and this relationship has no an "end date". ...
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6 votes
2 answers
363 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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  • 472
6 votes
2 answers
292 views

Creating a relationship when filling in a Profile

I love the way the "Employee of" relationship can be created simply by adding the "Current Employer" field to a profile. Is there a corollary for other relationships? I need to be able to track if ...
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  • 1,126
6 votes
1 answer
177 views

How can I make a contact the case manager of several cases with the same client contact?

Our organization is trying to use CiviCase as a ticketing system. So we have one case type, the "Ticket". We can have multiple Tickets open for the same client. However, I can't assign the same ...
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5 votes
4 answers
688 views

Allowing a contact to update their related contacts via Webform-CiviCRM

We have a webform that allows a contact to sign up for a membership and specify two related contacts (let's say "Spouse" and "Child" for the example). When they come back to renew, we can prefill the ...
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5 votes
2 answers
205 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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  • 121
5 votes
1 answer
240 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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  • 51
5 votes
1 answer
40 views

Presales / Functionality Question

Presales Question… I’m trying to determine which features can be turned on & off with this CRM system, so I have a couple of questions I need to ask based on the scenario that I’m trying to solve ...
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5 votes
2 answers
305 views

How do you import (custom) relationship fields?

I am prototyping and testing import from M$ Access. Up to now I could quite easily import relationships, but I am missing the way to import also the relationship core Start date and custom fields I ...
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  • 1,208
5 votes
2 answers
136 views

How can I regenerate memberships shared by relationship?

Is there a way to do a one-time purge and regenerate of all memberships that are shared by a relationship? (I would be okay if it required doing some SQL directly in the database as long as it didn't ...
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5 votes
4 answers
355 views

How do I create a profile listing of multiple-record user relationships?

I am trying to generate a profile that lists and allows the user to edit his employment/education history in their Drupal My account page. I was hoping to get something similar to what is described in:...
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5 votes
1 answer
54 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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  • 103
5 votes
2 answers
359 views

Can I customize the contact relationship tab to show custom fields?

I have a relationship type with some custom fields. Is there any way to customize the relationship tab under a contact, to display those custom fields? Instead of the default Start/End/City/State/...
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  • 870
5 votes
1 answer
122 views

What is the best way to add a contact to existing membership using relationships?

I'm having trouble with adding additional contacts to memberships (CiviMember). The goal is to add spouse, partner, sibling, etc. to an existing membership. The membership type is our own custom type, ...
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  • 740
4 votes
2 answers
204 views

Possible Bug? Foreign key constraint error on upgrade to 5.31.0 (populating civicrm_relationship_cache)

I've actually already diagnosed and worked around this problem for myself in a fairly large CiviCRM database within a Wordpress install, but thought I'd refer to those more expert here as to whether ...
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  • 403
4 votes
2 answers
246 views

Exporting relationships

I have an individual who receives from one to many honors. The honors are listed and an organization. I created a relationship and have loaded the relationship. If I look at relationships in the ...
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  • 305
4 votes
2 answers
57 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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  • 872
4 votes
2 answers
62 views

Can we use a Relationship between 2 contacts, once in either direction?

Goal is to let X "favourite" Y and vice versa But seems that civi won't let us do both between the same two contacts, ie we cannot let X favourite Y and at same time have Y favourites X. Is it ...
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  • 27.2k
4 votes
1 answer
124 views

Why can I not add relationships?

Freshly installed on latest Wordpress, I am simply not able to add relationships to contacts. I have created one contact of type ORGANIZATION and one of type INDIVIDUAL and no matter what I try, I ...
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4 votes
1 answer
45 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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4 votes
4 answers
326 views

CiviGroup Roles Sync - workaround for Smart Groups?

Has anyone implemented any workarounds to use a Smart Group as the basis for a CiviGroup Roles Sync with Drupal? I understand that Smart Groups don't work (only contacts added manually to the smart ...
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4 votes
1 answer
34 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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  • 1,569
4 votes
0 answers
78 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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3 votes
3 answers
249 views

Find Contacts with no Relationships

Have tried using API, but $result = civicrm_api3('Contact', 'get', array( 'return' => "id", 'contact_sub_type' => array('!=' => "Parent"), )); gives zero results, while Search ...
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  • 1,425
3 votes
3 answers
246 views

How do I set up custom permissive relationships?

I am currently using D7.35 and Civi4.4.14 We have custom relationships on our Civi installation. What I would like them to do is give the individual permission to view and edit the organisation which ...
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3 votes
4 answers
263 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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3 votes
1 answer
529 views

Managing multiple CiviCRM relationships in a Drupal View: A case study for A->C plus B->C relationships

Here is the fruit of my journey so far with multiple CiviCRM relationships in Drupal Views. My original question that sparked this question is here: How to create a drupal 'contact me' link ...
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  • 457
3 votes
2 answers
44 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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  • 161
3 votes
2 answers
130 views

How to decide between using a custom Relationship and using a custom Contact Reference field?

This is admittedly open-ended any may just depend too much on use-case. I am looking for advice on when it is preferable to create a custom Contact Reference field instead of just creating a custom ...
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  • 1,604
3 votes
1 answer
59 views

How to modify Relationships column display?

This is a new launch for an old question, see here and here. We want to modify the columns that are shown in the relationships result display and especially replace city and state/county rows by job ...
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3 votes
2 answers
240 views

Drupal Views - Sorting of family members in a contact list

I am working on a church website with civicrm integration. What I want is a list of church members sorted or grouped by household. Sorting by sortname is no problem. I am able to get members with ...
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3 votes
2 answers
42 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 ...
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  • 325
3 votes
3 answers
115 views

Can webform be used to terminate one Case Role and create a replacement?

Scenario: A case has a Purchasing Partner role. Sometimes that needs to be changed and we want to do so via a webform (from a View with links containing whatever cid1 etc it needs). My testing shows ...
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  • 27.2k
3 votes
1 answer
74 views

Relationship type id stored in the wrong custom group column?

I made a custom group in a Relationship type. When I look back in MySQL table civicrm_custom_group I see that civicrm_relationship_type.id is stored in column civicrm_custom_group....
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  • 1,208
3 votes
2 answers
95 views

Creating Couples as a Single 'Individual'

I am working for a non-profit and we are coming from a database that has couples as a single contact. To me, this makes sense because very often when things like donations come in, they come from the ...
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3 votes
2 answers
167 views

Relationship created by API does not add Membership until edited/updated

CiviCRM 4.6.8 I'm using Relationship.create in a civicrm post hook to create an inherited membership. My membership type is set to use this relationship. However after that API call is successful, ...
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  • 83
3 votes
1 answer
47 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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  • 521
3 votes
1 answer
28 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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  • 315
3 votes
1 answer
31 views

How can my case activities show up on an organisations profile?

When I log case activities I often tag in an organisation or individuals name but when I return to the home screen, search for the organisation and check if there are any new activities or ...
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3 votes
1 answer
149 views

Enabling 'New Organisation' button for Current Employer field in View Contact

We recently upgraded to CiviCRM 4.7.19 on Drupal 7.52 and for some reason the New Organization button isn't appearing when searching for an unknown organization for a contact's current employer. I can ...
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  • 233
3 votes
1 answer
51 views

Expanding the Relationship Notes field

Is there a way to increase the size of the Relationship Notes field? In 4.6, it appears to be stored in the varchar(255) "description" column of the civicrm_relationship table. Nevertheless, Webform-...
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  • 1,880
3 votes
2 answers
56 views

How to handle irrelevant employers we don't really want as separate contacts?

So, sometimes a contact's employer is entirely irrelevant, we have basically no value in keeping that information. Or maybe there's no reason not to note it, but it's not an organization we care about....
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  • 153
3 votes
1 answer
73 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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3 votes
1 answer
68 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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  • 1,887
3 votes
1 answer
58 views

Send scheduled reminders to relationship contact

I have setup a webform with an organisation and individual. The form collects an email address for both the organisation and individual. The membership is only for the organisation, but the individual ...
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  • 65
3 votes
1 answer
56 views

Drupal views: How to aggregate CivCRM Relationships?

I was able to create Drupal Views that nicely lists Organization with their related individuals. It worked with both approaches with CiviCRM Relationships as well as CiviCRM Contacts as base view. ...
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  • 1,208

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