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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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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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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 ...
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 ...
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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 ...
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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
78 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
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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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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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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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
56 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 ...
2
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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 ...
3
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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 ...
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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
61 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 ...
1
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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 ...
1
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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 ...
3
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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 ...
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1answer
61 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
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 ...
2
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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 ...
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
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.
3
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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 ...
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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 ...
1
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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 ...
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
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 ...
0
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1answer
24 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, ...
3
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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. ...
2
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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 ...
1
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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 ...
0
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1answer
58 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 ...
2
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1answer
49 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 ...
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
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 ...
2
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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 ...
3
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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 ...
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2answers
75 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 ...
1
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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 ...
0
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1answer
56 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.) ...
4
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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 ...