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
23 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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41 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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2answers
37 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 ...
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1answer
45 views

Edits not being saved for custom fields on relationships

When editing a relationship with custom fields and changing a value, the value does not get saved. When creating a new relationship however, values entered into the custom field at that point are ...
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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 ...
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2answers
23 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?
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2answers
37 views

Contact created from relationship tab is automatically tagged

When I create a new user from another contact's profile, in the relationship tab, the new contact automatically gets one of my tags... I have no idea where to look to solve this one. Any clues? ...
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1answer
30 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....
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2answers
43 views

Relationships not visible after migrating from Wordpress to Drupal

I have migrated a CIVICRm installation from Wordpress to Drupal. Everything is working except the relationship tab under contacts. The tab heading has the number of relationships but no relationships ...
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4answers
110 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. ...
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1answer
68 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 ...
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2answers
104 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 ...
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3answers
74 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

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 ...
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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 ...
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1answer
23 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. ...
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1answer
76 views

Search for Individuals with Employee Relationship for Organisations with Certain Criteria

We have a custom organisation option field showing the "Membership Type". I want to do a search (create a smartgroup) to find all individuals with a relationship "Employee of" for organisations that ...
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1answer
18 views

Relationship shows up on contact page but is undefined in reports, searches, and exports

I have a database in which I have recorded relationships and they are not showing up on the relationship report, in searches, etc. In other cases the same type of relationship does show up. After ...
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0answers
39 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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1answer
23 views

dupe_check parameter only works for contacts?

I would like to disable the dupe check on relationships. Is it true that the API parameter parameter 'dupe_check' works only for contacts or can it be also used in relationship api calls? Here under 4....
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1answer
20 views

How to api access relationship notes?

I tried this in the 4.7.25 demo but the same is valid for 4.6.33. Using the web GUI I added a test description and test note to an existing relationship With API browser I listed relationships with ...
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2answers
206 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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2answers
268 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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1answer
42 views

Add custom data field column to relationship tab

Is there a way to add additional field(s) in the relationship tab on a contacts record? as " hook_civicrm_searchColumns is not getting triggered for relationship. ( though this hook is helpful for ...
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1answer
113 views

Current state of Household Membership signup (Wordpress)

I'm currently working on a new install of CiviCRM to manage our co-operative membership. Membership is paid annually per household - each householder additionally makes an initial one-off £1 ...
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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 ...
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3answers
651 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 ...
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2answers
55 views

HOWTO remove inherited membership when corresponding relationship is disabled or deleted?

We are testing out ideas to create a script to disable a relationship for a list of contacts, as that doesn't seem to be an option under Actions from a Search output list. To get a feel for what we ...
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1answer
60 views

Relationship disabled by end date but still enabled?

Scheduled Disable expired relationships has run succesfully according to the date/time I see in the Scheduled job table. I see a relationship in the disabled relationship section that has an End date ...
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1answer
62 views

Cannot get the import of employer-employee relationship to work

I have successfully imported all my organisations and I'm now trying to import my contacts which are employees of these organisations. I've read the relevant sections in the CiviCRM cookbook and the ...
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3answers
26 views

How to mail to the default contact person of a member organization with more employees?

I am working for a customer that has organizations as members. The employees are also registered, and a member organization must have a main contact. All official communication is sent to the main ...
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1answer
23 views

Keeping track of membership history of an organization once a member has been removed?

I know relationships can be disabled, but it does not seem to preserve the time they were part of the organization. Has anyone else had a similar use case where historical data of members within an ...
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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 ...
2
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1answer
21 views

Transitive relationships

Does anyone know a way to find transitive relationships in civicrm? Something like: ContactA is related to ContactB ContactB is related to ContactC So ContactA is related to ContactC
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1answer
60 views

Dependant autocomplete civicrm

Working on custom enhancement, two text fields Parent and Child field. Existing:- Parent autocomplete - lists all existing contacts Child autocomplete - list all existing contacts Required:- ...
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4answers
196 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 ...
2
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2answers
103 views

How can you set webform to create a new relationship rather than update an expired relationship when the relationship type and person is the same?

Using webform to create relationships in CiviCRM. If contact 1 already has a existing relationship of the correct type to contact 2 even if it is expired it will update that relationship. We would ...
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1answer
42 views

Organizational membership

Using 4.7.x. I am trying to create a membership type where an Organization is the member. How do I do that? I see some references from a few years ago on the forum about selecting what contact type ...
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1answer
45 views

how to automatically creates a relationship

Is there a way to automatically create a relationship if 2 or more address in the DB is exactly the same? I want to create the relationship if two or more people are living in same house.
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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 ...
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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". ...
3
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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
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1answer
128 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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5answers
807 views

Ajax Error when trying to view relationships tab

Civicrm 4.7.1 Joomla 3.4.8 I'm unable to view data in the relationships tab. I get the following errors: "DataTables warning: table id=DataTables_Table_0 - Ajax error." And "DataTables warning: ...
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1answer
56 views

How to add options in autocomplete contact search options?

We have contacts with the same First and Last Names. It is hard to identify person when we use Quick Search or add relationships. And default options doesn't help to identify person aswell. Is there ...
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1answer
82 views

Creating reports with custom fields relating accounts and contacts - how does it work?

I am looking for a CRM to install that can do the following: Create custom field in account where I can select/link one or more contacts that are the founder of the account (firm) Create a custom ...
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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 ...
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1answer
46 views

Include Relationships when creating profile

i was wondering if there's an easy way to add the relationship field when creating a profile. what i wish to accomplish is this: perform a search for all members of a particular household, plus a ...
3
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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 ...
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1answer
111 views

How to relationships field on the contact profile

I want to create a relationships field on a contact profile like the 'Current Employer" field. I want to be able to access this new field rather than using the 'Relationships' tab. Why? I want to ...