Questions tagged [relationships]

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

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69 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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0answers
37 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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22 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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1answer
41 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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2answers
41 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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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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2answers
54 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
111 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
139 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 ...
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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
57 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
57 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
25 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
16 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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1answer
29 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 ...
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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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1answer
38 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 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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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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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
126 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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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
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
80 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
94 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
44 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 ...
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1answer
23 views

Can not add both Individual and Organisation to case

When a case is created one contact is added. But later, when I want to add another contact, sometimes that is not possible. I've figured out, I think, that if the first contact is of one type, ...
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1answer
47 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. ...
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4answers
62 views

CiviEvent, group by relationship

I'm currently setting up CiviCRM for a dance institution. They want to create an event for each lesson (weekly) and use CiviMobile on an iPad or something similar to manage attendance. Now there's a ...
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0answers
25 views

Exporting Relationship “specifict job titles”

I need to export the "specific job title" field that is located in relationship. I cannot find that field in any of the export drop-downs, nor any field with a language that even sounds like what I ...
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1answer
56 views

How to export 'employee of' relationship that has multiple staff members?

As a disclaimer, I've read up on this thread: How to export all children of a family?. However, that doesn't seem to solve my problem. Here's my dilemma. I'm looking to export contacts from our ...
5
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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 ...
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1answer
45 views

Bulk re assigment of relationships

If you have a large number of contacts managed by one 'volunteer rep' as a relationship, when that rep leaves then there is a lot of cumbersome manual data entry. I have looked and I can't find any ...
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1answer
68 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
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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3answers
71 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 ...
3
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1answer
386 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 ...
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2answers
74 views

How to create a drupal 'contact me' link where the user is a contact reference field of Contact B in a civi relationship

I have an organisation with members across many institutions around Australia and each institution will have one of those members as a contact for that institution. On each institution's landing page ...
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1answer
27 views

Search for address of person contacts through current employeer

I'm looking for a way to search for contacts for which we have an address of their current employeer on record. How do I do that? I often find myself in this situation, wanting to find contacts based ...
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1answer
53 views

Troubleshooting relationship ACL Permissions

This is the same issue listed here but my understanding of the issue has changed enough that it really isn't the same question anymore. (If any mods disagree I'm happy to take guidance on this point.) ...
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4answers
176 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 ...
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1answer
56 views

How can I search by relationship in Contact.get?

Is there a way to search by relationship in the Contact.get API call? Eg: give me all the contacts that are individuals, in group 9 and have a relationship type 8 (optionally specifying direction and/...
2
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3answers
135 views

Custom Report By Relationship

Can you point me to resources that can cover this requirements, I'm sure it would be needed often, and whilst I can dive into working it out from first principals, as a newbie, it would be nice to get ...
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1answer
46 views

How to search for contacts without a specific relation?

I'm trying to figure out how to search for contacts (individuals) that do not have a "Current Employeer" relation. Is that possible?
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1answer
104 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 ...
4
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2answers
123 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 ...
2
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1answer
46 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 ...
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1answer
259 views

Importing contacts and their relationships

this is really two questions, but may be answered via the first. Q1: I have a large set of contacts (1400+) in a spreadsheet that already has a column for organisation (or household). ie First name, ...