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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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1answer
111 views

How can I display only Cases without Case Managers using Drupal Views

I'm using CiviCRM 4.6.9, if it makes a difference. I want to use Drupal Views to display only CiviCase cases that do not have case managers. I feel as though I'm close... so close, but I'm not quite ...
3
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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 ...
1
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1answer
72 views

Batch alter Relationship Contact Permission only

While trying to alter Contact Relationships Permission ("Contact A can view and update information about Contact B") using this code: $result = civicrm_api3('Relationship', 'create', array( 'debug' ...
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1answer
40 views

How do you display cross-contact searches?

I am trying to create a CSV using both Individual contact and Organisation contact information and I am having difficulty trying to achieve this. As it's most basic it is to print postal labels ...
1
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1answer
150 views

Membership Types vs Groups vs Organizational Types vs Relationships

Still new to CiviCRM and grateful for opinions and advice. We have several types of relationship with organizations. We do not charge anything for any type of relationship. Relationships are managed ...
1
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1answer
105 views

Creating Smart Groups based on multiple relationship types

Our company is made up of 'societies' which we have added as organisations (we have around 370 societies). Each society has anything from 90-800 'members' which we have added as individuals and given ...
0
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1answer
47 views

Membership Renewals with 'Partner' relationship causing membership lapses/missing contribution

Contact A has an expired Membership which was granting Membership to Contact B through 'Partner of' relationship. Contact B renewed after Contact A's membership expired through an online contribution ...
1
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0answers
108 views

Smart Group create/alter via API

What would be the best way of batch Smart Group creation using Relationships data, where Organisation name, taken from Individual Relationship data, should become a Smart Group title and all ...
2
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2answers
47 views

Batch create relationships

We have 2 relationship types : A and B. We have about 500 contacts with A-relationships already set, and for each we need to create a B-relationship with the same contact. For example : We already ...
3
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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
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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, ...
1
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0answers
94 views

Why do I have an error when trying to update relationship using CiviCRM API

Since this morning I'm running into something strange when using the API to update a relationship. Here is my code : CRM.api3('Relationship', 'create', { "sequential": 1, "id": 11, "...
2
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0answers
78 views

Family Membership not inherited by related contacts

We have two sites recently updated to 4.6.8 and are experiencing issues with family memberships, where the related party is not getting a new membership when the other renews. Are there any changes ...
7
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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 ...
1
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2answers
44 views

Bug: adding new contact through relationship limited to subtype

I have a custom relationship type that is has contact B limited to a contact sub-type. Now when I go to a contact to create add this custom relationship and use as related contact New individual ...
2
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1answer
156 views

Creating other relationships for memberships on behalf of an organization

Having trouble with memberships created on behalf of an organization that need a different relationship type than Employee of/Employer. I have a suspicion I'm simply approaching it the wrong way. We ...
1
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1answer
37 views

Membership not extended to all related contacts

Because a membership type was in use, I wasn't able to edit its relationship properties via the CiviCRM GUI. So I did it in MySQL (by editing membership_type_id and membership_direction fields in ...
2
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2answers
247 views

Create a Drupal View with MULTIPLE CiviCRM relationships?

I have read the answers to this question: How to create a Drupal View with multiple CiviCRM relationships? and it has helped me to create a Drupal view that links an individual to a household, but ...
6
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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
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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 ...
1
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1answer
29 views

after i use api to update the database results not immediately showing

I'm running into an issue with the api. I use the following call to write to the relationships datatable $result = civicrm_api3('Relationship', 'create', array( 'sequential' => 1, '...
1
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1answer
164 views

Update custom field from other custom data

I'm trying to use a php hook to automatically create a relationship between two contacts. Let me set the stage for you. Meeting Extender: a custom data set that extends the meeting activity(activity ...
2
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1answer
418 views

Importing relationships

I have a set of custom relationships I need to import against, but the import mapping dropdowns are only showing the three default relationships: Employee of.. Family member is.. Household member is.....
1
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2answers
200 views

Cloudflare kills dashboard + Relationship tab error. Any ideas?

Drupal 6.36; CiviCRM 4.5.8 I am experiencing two problems after making changes to my site. Not sure if the problems are related. I will start troubleshooting but any guidance would be very helpful. ...
2
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2answers
136 views

How do I find civicrm field names for import?

I want to import memberships, but civi isn't finding the membership type. How do I find out the field names (such as membership_type) for each membership? This problem has cropped up for other ...
0
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2answers
45 views

Relationships are shown twice

I am using CiviCRM 4.5.5 with Drupal 7. When I go to add a relationship the custom relationships show up twice. Please help. Thanks, Josh
2
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1answer
49 views

Should civicrm_post hook receive populated Relationship object following relationship enable/disable in UI?

I'm porting some code using Civi hooks from Civi 4.4 to 4.6 . The code needs to know when a relationship becomes active or inactive, regardless of how that happens, including via the enable/disable ...
2
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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
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1answer
50 views

Custom contact reference field with “New Organization”

I would like to create a custom contact reference field (for CiviGrants) that also has the ability to add a new contact on the fly. It should be like the default Contact field used in (for example) ...
1
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4answers
62 views

How to create a relationship if a contact marked with multiple subtype?

I have 3 contact subtypes. Contributing member Volunteers Patron some of members have multiple subtypes associated to their record. When I try to create a relationship of a "Patron" with a contact ...
2
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0answers
33 views

Cannot add relationship: search does not work - always yields “None found” [closed]

After upgrading to 4.6 (Joomla installation), I can no longer add a relationship (i.e., share address with another contact, as in a household). When typing anything into the 'share with' contact field,...
5
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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:...
2
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4answers
109 views

Linking spouse relationship information

I am very new to this, and am a user and work for a charity and have very little experience in this field and would really appreciate some advice! I want to print labels to post invitations to all our ...
2
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1answer
59 views

Are there any dangers to editing a membership type directly in the database?

We have a membership type that is shared by relationship. However, after the membership type was created, we needed to share it by a new relationship type. I edited the membership type directly in the ...
4
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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 ...
5
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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, ...
3
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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 ...
1
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1answer
51 views

How do I automatically make roles inactive when case is resolved

CiviCRM Version 4.5.6 Looking at some case types (it seems to work for other case types) where after case status has been changed to "resolved," case roles remain active. Is there a way to ...