Questions tagged [relationships]

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

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2answers
47 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 ...
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3answers
73 views

How do relationships become disabled?

I don't make use of the end date in relationships. I only ever explicitly create relationships. And yet I'm aware that there are a significant number of Inactive Relationships in my system. How do ...
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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 ...
2
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1answer
49 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
32 views

Custom dropdown for specific relationship type

When creating a new relationship is it possible to create a dropdown that only displays when you have selected a specific relationship type. For instance: Add custom relationship “Representation” ...
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 ...
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2answers
52 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 ...
2
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2answers
142 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 ...
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 ...
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2answers
48 views

Sending organisation custom tokens to individual

I want to use CiviMail to bulk mail key individual contacts from member organisations and want to include tokens in their email to remind them of the information we currently hold on their ...
2
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2answers
27 views

Employee of an individual relationship

I want to give my users the ability to create an "employee of" relationship between an individual employee and an individual employer; where someone works for an individual rather than an organisation....
2
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2answers
60 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 ...
2
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1answer
31 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, '...
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2answers
56 views

Current Employer style field for a custom field

I have been asked to add some custom fields to the default CiviCRM Interface that bahave like the current employer field. That is to say, my users want to create certain relationships and have them ...
2
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2answers
95 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 ...
2
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1answer
174 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 ...
2
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1answer
441 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.....
2
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2answers
40 views

Importing Relationship Data

I know this should be straight forward, but somehow I seem to struggle. Importing a child-parent relationship. I have 10 children records (External ID, Child Name, Child Surname) and 5 parent records (...
2
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1answer
53 views

What's the best way to update ambiguous relationship types?

On some older sites we are now getting warnings relating to ambiguities in relationship set ups. What is the best way to change the relationship settings without affecting existing relationships? ...
2
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1answer
20 views

Drupal Views + Multiple CiviCRM relationships of same type

I see many stack exchange questions about views & relationships but none like this. A person may attend many schools in his/her lifetime. Contact A "is a student at" Contact B (college, active ...
2
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1answer
24 views

Organisation relationship search

My organisation is primarily (but not solely) a network of other organisations, so on Civi we have lots of "organisation" contact types, and lots of individual contacts. Some of these individuals are ...
2
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1answer
32 views

CiviCRM Individual Contact Inherits fields from Organisation

I am wondering is it possible to Copy fields from a Organisation Contact depending on relationship? For e.g. If there is a relationship between Contact A and Contact B can Contact B inherit fields ...
2
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1answer
41 views

Limit relationships

Is it possible to limit the number of relationships a contact might have? For example, an organisation might have a "Secretary" relationship with an individual. There can only be one of those. So ...
2
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1answer
38 views

Assigning case role to contact in webform- not updating as expected

I've been trying to update a case webform so that form contacts are assigned to a given role. I had expected that by creating roles under relationship types and then including the role in the case ...
2
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1answer
26 views

Unable to View Household members on Contact Dashboard

CiviCRM was recently upgraded from 3.5.x to 4.6.36 I can see Household members when logged in as an Admin on Drupal 7.50 website. When I am logged in as an authenticated user, I don't see the ...
2
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1answer
72 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 ...
2
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2answers
52 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 ...
2
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1answer
50 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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1answer
54 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) ...
2
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4answers
122 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
134 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 ...
2
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1answer
22 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
2
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2answers
112 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 ...
2
votes
1answer
53 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 ...
2
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1answer
135 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 ...
2
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1answer
40 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
votes
2answers
258 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 ...
2
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1answer
66 views

Relationships not available on household imports

We have an import that we do a few times a year that I set up about 2 years ago. Until today, it's never had an issue. We are using v4.6.3, and the last time we did it we were using a 4.5.x version. ...
2
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0answers
28 views

Adding new relationship results in htmlspecialchars warning

I know this is something that has been mentioned a few times but in all instances I've seen, the issue has been fixed in later releases so I'm assuming this is a new problem that has come up. Using ...
2
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0answers
19 views

Why was individual membership contribution deleted when their organizational relationship was disabled?

CiviCRM 5.19.2 on Drupal 7.67 We have a member who until recently was part of an organizational membership (by relationship). This year he moved on and took out an individual membership for the ...
2
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0answers
13 views

Contributions “on behalf of an organization” automatically grant permissions — can that be turned off?

I was asked whether it is possible to turn off the automatic permissions that are granted when someone fills out a contribution form "on behalf of an organization": I assumed I could edit the ...
2
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0answers
43 views

Relationship — change list's columns

I'd like to add some columns (eg. details of the address) and remove some columns (eg. State/Prov) to the table shown on a Contact's page, under the Relationships tab (there are tow of this table: one ...
2
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0answers
44 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 ...
2
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3answers
164 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 ...
2
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1answer
314 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' => ...
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 ...
2
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0answers
82 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 ...
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,...
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5answers
888 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: ...
1
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2answers
29 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?