Questions tagged [relationships]

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

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4
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2answers
35 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
67 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
13 views

Is there a way to search for organizations that have no active relationships?

We're working on cleaning up database records, and while it's easy to pull individual records with no activity, I'm not sure how to find organizational records that are not tied to any current ...
1
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1answer
13 views

How to link two Organizations with a pair relationship?

I have this situation I'm working on since way too long involving a sub type of Organization. I work for a professional Union and 2 sub-organisations can belong to the same person. Which means that ...
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2answers
51 views

What is the purpose of the Disable Expired Relationships scheduled job?

This forum link where it was born seems to suggest that it's needed as a replacement for hooks or to be able to filter them in drupal views. But it seems you can make a view that filters based on end ...
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2answers
43 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 ...
3
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2answers
181 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 ...
1
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1answer
44 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 ...
0
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1answer
45 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 ...
2
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2answers
33 views

Importing Relationship Data

I know this should be straight forward, but somehow I seem to struggle. Importing a child-parent relationship. I have 10 children records (External ID, Child Name, Child Surname) and 5 parent records (...
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0answers
12 views

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 ...
0
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1answer
38 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
38 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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3answers
107 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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2answers
33 views

Warning “mismatched contact IDs” when trying to update existing individual records

I'm updating the CiviCRM database with a list of individual records. All these individuals exist already in the database, but I need to create the link with existing organisations. I've already done ...
1
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1answer
23 views

'Household member' relationship type can't be (re?)activated through the interface?

Somehow I seem to have deactivated the type of relationship 'Household member' (is a member of what household) through the interface while configuring a fairly new CiviCRM. As a result, I don't seem ...
2
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1answer
51 views

What's the best way to update ambiguous relationship types?

On some older sites we are now getting warnings relating to ambiguities in relationship set ups. What is the best way to change the relationship settings without affecting existing relationships? ...
1
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1answer
25 views

How to import organizations with active relationships

I have two kind of organizations: A and B with a relationship type of A owns B, B is owned by A. When importing my file, I can set that B1, B2, B3 belong to A1 and this appears in the summary but the ...
1
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1answer
46 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 ...
2
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2answers
47 views

Sending organisation custom tokens to individual

I want to use CiviMail to bulk mail key individual contacts from member organisations and want to include tokens in their email to remind them of the information we currently hold on their ...
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2answers
25 views

Autoassign relationship when creating contact

I'm looking for a way to auto-assign relationships between the current drupal user and created contact. I know there is extension CiviRelate, but it only works when using "profiles". I'm looking for a ...
0
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1answer
35 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 ...
2
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0answers
28 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 ...
0
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4answers
208 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 ...
2
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3answers
184 views

What is the best way to record the primary contact for an organisation?

I'm trying to understand the best way to record that a contact is the primary contact amongst the many related employees of an organisation. Does Civi have an in-built way of handling this? Option 1 ...
4
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1answer
43 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 ...
2
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0answers
19 views

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 ...
1
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1answer
15 views

Get Contact id from Relationship to use in a Hook [duplicate]

I want to display Contact B ID of a relationship for the current contact. I am building a hook and this is my code so far. if ( $formName == 'CRM_Contactlayout_Form_Inline_ProfileBlock') { if ...
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1answer
28 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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0answers
13 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
votes
1answer
20 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 ...
2
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0answers
43 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 ...
4
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0answers
36 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 ...
4
votes
1answer
24 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 ...
2
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2answers
60 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 ...
2
votes
1answer
24 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 ...
2
votes
1answer
31 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 ...
4
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0answers
65 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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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 ...
4
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2answers
161 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 ...
3
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2answers
35 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 ...
1
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1answer
81 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 ...
6
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1answer
318 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 ...
2
votes
1answer
30 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” ...
1
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1answer
34 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 ...
1
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2answers
55 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 ...
2
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1answer
41 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 ...
3
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1answer
27 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 ...
1
vote
1answer
38 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 ...
2
votes
3answers
72 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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