Questions tagged [relationships]

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

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1answer
13 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
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1answer
22 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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0answers
51 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
21 views

A Relationship as a Field

Is there a way to create a Custom Field called "Courier" that links to a relationship for e.g. If "Is Courier of" is an active relationship then it will autofill the field. So realistically is there ...
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0answers
21 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 ...
2
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1answer
16 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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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 ...
3
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2answers
32 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
25 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
17 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) ...
2
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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
21 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
29 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
33 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
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 ...
1
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1answer
33 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
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0answers
22 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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1answer
25 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 ...
2
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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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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
32 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, ...
5
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1answer
219 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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0answers
34 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 ...
3
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4answers
212 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
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....
0
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1answer
25 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 ...
2
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1answer
18 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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0answers
14 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
20 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 ...
2
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2answers
46 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 ...
3
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1answer
44 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 ...
0
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1answer
31 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 ...
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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1answer
27 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 ...
0
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1answer
30 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
49 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'...
0
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1answer
20 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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0answers
34 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 ...
0
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2answers
36 views

Is CiviCRM right for managing volunteers on clinical trials

We need to keeping volunteers happy and engaged in trials. We would need segment our volunteers based on preferences for type of trials they want to participate in, whether they agreed to participate ...
3
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1answer
49 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 ...
1
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2answers
22 views

How to automatically remove a contact from specific group, if end date is added to specific relationship

If end date is added to relationship,the contact should be automatically removed from the specific group. How this can be accomplished?Any suggestions?
0
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1answer
27 views

Hide “Add Relationship” Button

I would like to remove the "Add Relationship" button from the Relationship tab. I've been auditing some of the data and noticed that my users have been adding and removing relationships from this page....
1
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4answers
103 views

How can I let members edit their relationships?

We have organizational memberships - each organization can have up to five individuals who are listed as members. We do this via the membership "Relationship Type" feature, and it works well. ...
2
votes
1answer
63 views

Can not add Relationship to contact post CiviCRM 4.7.30 upgrade

Although, I had orignally thought the issue was on the "Webform CiviCRM Integration" module end, further testing shows it is likely an issue on the CiviCRM end since when I manually try to create the ...
1
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2answers
93 views

Can I link memberships to relationships automatically?

I'm using CiviCRM to manage sponsors of children in India for an NGO. I'm configured it and set up some custom fields in order to have the children(contact) connected to the membership. So far so ...
1
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2answers
31 views

How to get subsidiary membership to work?

For our purposes, memberships are organization-based, with individuals receiving membership benefits by being designated as an employee. This works great. However, I have the use case where there is ...
1
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1answer
31 views

How to get relationship changes logged?

On the 4.7 Drupal 7 Demo site I changed the middle letter of contact Kathleen Adams and it gets logged and becomes visible in the log tab. Then I make a change in the relationship tab, adding a Case ...
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 ...
0
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1answer
22 views

Customise Contacts Relationships Tab

I want to customise the contacts relationships tab screen to show if the listed contacts (Individuals) belong to a specific group or not. I'm not sure where to start and would appreciate any pointers. ...