Questions tagged [relationships]

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

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1
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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?
1
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1answer
109 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
129 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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2answers
58 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
276 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, ...
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3answers
151 views

Memberships not being inherited by related contacts

I'm working on a new CiviCRM implementation in Wordpress. I have imported contacts with an External ID in each record, imported contributions, memberships and relationships. The related contacts are ...
3
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1answer
45 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-...
1
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1answer
26 views

How to view multiple relationships in contact editing mode?

If a contact is an employee of multiple organizations at the same time, is there an option to Add New Relationship in the contact editing mode so that multiple relationships can be shown in the ...
0
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1answer
80 views

membership by relationship [closed]

Our members Nate & Marion Seiden relationship - showing that they are spouses same household but the wife, Marion, doesn't have "membership by relationship". we do not know how it happened, or how ...
2
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2answers
158 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 ...
4
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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 ...
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1answer
44 views

Certain data is not displaying on records

I just created a custom field for a multi-select list using tab with table. When I add data, the tab correctly shows that there are four items saved to this field, but the actual items are not ...
3
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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....
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0answers
50 views

When avoiding duplicate relationships why does Civi check for identical custom fields?

Today I realized that our installation holds many individuals without an address. Most of them are employees and correctly related to their employer. So I decided to use the api to let all them share ...
1
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1answer
123 views

How can I change the fields displayed by dataTables?

I want to customize the information provided by templates that are generated via the dataTable plugin. Specifically, I want to alter the RelationshipSelector.tpl to display a contact's title and a ...
4
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2answers
155 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 ...
0
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0answers
31 views

Unknown column civicrm_relationship.is_active while child smart group edit (create temporary table fails)

There are a parent Smart Group which contains several "child" Smart Groups. All was working a while, until at some time point it starts throw an error, something like [debug_info] => CREATE ...
1
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1answer
47 views

Scheduled reminders triggered by new relationship

The Objective: We'd like to set up a template email that will send (one time only) to individuals who have a specific relationship type added to their contact record. E.g. (Individual) A is a ...
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0answers
50 views

Exported related contact info for contact sub-type

We've got a site (4.6.11) That has two organisation sub-types ("project" and "project event") there is a relationship between them (event of/ event is). On running a search of project events, and ...
1
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1answer
51 views

How can I include CiviCRM relationships to node creations screens?

What I want to do is allow content authors to associate their news stories to their organisations. I currently expose the organisations as an auto-complete field, however the target is for the author ...
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0answers
53 views

CiviCase losing Relationship in Case?

Since upgrading to 4.7.3 on WordPress, some of our Cases seem to be losing a relationship role. They are not linked to the case from the contact record either, even after re-adding them to the case. ...
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0answers
17 views

If a contact changes Membership Type should contacts who inherit that membership also show the new membership type

Scenario: Orgs can pay for a 1 year or 5 year membership. Org X pays for 1 year. Their Employee Q gains the membership 'by relationship'. Next year Org X pays for a 5 year membership. Employee Q's ...
5
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2answers
201 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 ...
0
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1answer
41 views

smart groups and relations

I want to build a smart group with 3 relationships. Is it possible to search for 3 relationships in one step? I have tried with advanced search, search builder and custom search. But I havent found ...
1
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1answer
68 views

search for two relationships at once

is it possible to search for two relationships at once? Until now I search for relations like - search - advanced search - relationships - choose the desired relationships thx.
0
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1answer
34 views

Contribution page in a loop?

I have a contribution page set up that I'm sending users to using a link from a webform, which includes the cid and checksum so that the contribution page is prefilled with the user's data. when the ...
1
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5answers
798 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
38 views

Other Relationships

I have tried starting over with CiviCase with the new interface as we had not used the XML based configuration. With the new case type I have a section called Other Relationships. The information in ...
0
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1answer
58 views

“Related Permissions Module” settings

I installed the extension "Related Permissions Module", and now how do to configure the acl for single organization?
2
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2answers
85 views

Relationship Permissions as ACLs don't work

I am working with CiviCRM 4.6.11 integrated in Drupal 7.4.1 I installed "Relationship Permissions as ACLs" 1.2 (compatible 4.6): https://civicrm.org/extensions/relationship-permissions-acls It is also ...
5
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4answers
500 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 ...
1
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1answer
33 views

Overcome API KEY request at Relationship edit / delete for users of certain Drupal Role

Is it possible to skip api key check at Relationships delete? We'd like to create one-click link for altering Contact, where users of certain Drupal Role should be able to click "Resign" link and all ...
1
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1answer
115 views

How can a user related to an Organization login and be restricted so they only see related members of the organisation

With CiviCrm can you manage accesses of single organization, set user and password for this single organization, and show only individuals related this organization, and only manage related membership ...
2
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1answer
293 views

Chain API call cascade, pass second value as third call argument, “id is not a valid integer”

While making a cascade API call, a roadblock has been hit, here's a code: $result = civicrm_api3('Contact', 'get', array( 'sequential' => 1, 'return' => "id", 'id' => array('IN' => ...
1
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0answers
20 views

How can I display more than 100 relationships

We have a company that have 200 relationships. When we try to look up the people civi allows you to select 50 or 100. in our case we have 200 and so when we select 100 from the drop down we are unable ...
3
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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 ...
2
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2answers
57 views

Is it possible to have many to many relationships between custom field sets?

i tried to look for an answer but im pretty confused with what i found.. I'm trying to create a many to many relationship like in SQL.. for example: lets say i want to create a custom 'Event'(a ...
6
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4answers
182 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". ...
1
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1answer
87 views

Current Employer Autocomplete Field

In drupal the webform integration module allows an autocomplete field where you can search to add an employer from existing contacts. On my wordpress site however i am trying to allow users to update ...
1
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1answer
76 views

Drupal Views Field: Relationship Type B-to-A?

I'm creating blocks to show a Drupal user's relationships on their user page. I've been able to create the views necessary to show the Display Names of the contacts in both the user's A to B ...
1
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1answer
110 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
48 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
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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
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
145 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
104 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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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' ...
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 ...