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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
3answers
652 views

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 ...
7
votes
2answers
119 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 ...
7
votes
2answers
269 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 ...
6
votes
3answers
176 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 ...
6
votes
4answers
184 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". ...
6
votes
1answer
267 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 ...
6
votes
1answer
167 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 ...
5
votes
4answers
511 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 ...
5
votes
1answer
223 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 ...
5
votes
1answer
37 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 ...
5
votes
2answers
207 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 ...
5
votes
2answers
123 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 ...
5
votes
4answers
270 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:...
5
votes
2answers
297 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/...
5
votes
1answer
119 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, ...
4
votes
2answers
134 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 ...
4
votes
2answers
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 ...
4
votes
1answer
119 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 ...
4
votes
2answers
165 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 ...
4
votes
1answer
20 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 ...
4
votes
4answers
197 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 ...
4
votes
0answers
33 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
0answers
58 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 ...
3
votes
3answers
213 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 ...
3
votes
4answers
215 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 ...
3
votes
2answers
190 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 ...
3
votes
1answer
414 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 ...
3
votes
2answers
33 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 ...
3
votes
2answers
109 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 ...
3
votes
2answers
205 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 ...
3
votes
1answer
53 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....
3
votes
2answers
91 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 ...
3
votes
2answers
154 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, ...
3
votes
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 ...
3
votes
1answer
30 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 ...
3
votes
1answer
129 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 ...
3
votes
1answer
47 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-...
3
votes
2answers
49 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....
3
votes
1answer
46 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 ...
3
votes
1answer
54 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'...
3
votes
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 ...
3
votes
1answer
48 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. ...
3
votes
1answer
70 views

Drupal Webforms: Can I use the Conditions to control how the contacts are filtered?

I have a webform for staff members to record supervision with volunteers, and each staff member has approximately 10 volunteers that they are the named 'Link Worker' for. The webform has a field for ...
3
votes
1answer
42 views

Date confusion with relationships - start date can be later than end date

When adding relationships, I have found that the start date entered can be a later date than the end date of the relationship without any error being indicated. Is this intentional or can I "fix" it ...
3
votes
2answers
147 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 ...
2
votes
2answers
46 views

Adding custom roles to Case “Add role” function

I've tried this on a couple of instances, but if I have a Case I want to add role to, the list is restricted to the core roles that come with CiviCRM and none of my custom roles based on custom ...
2
votes
3answers
61 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 ...
2
votes
2answers
28 views

Conditional relationships?

Our food co-op site uses relationships, e.g. Household Member. We have a custom relationship type: Proxy Shopper. We're interested in making Proxy Shopper conditional so that no individual can get ...
2
votes
1answer
45 views

How to enter relationship dates before 1997? [duplicate]

In relationship management you also want the information to be complete and include relationships that were before CiviCRM was used. This could typically be relationships older than 20 years. CiviCRM ...
2
votes
2answers
162 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 ...