Questions tagged [relationships]

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

Filter by
Sorted by
Tagged with
1
vote
1answer
36 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
vote
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 ...
1
vote
1answer
81 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
vote
2answers
203 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. ...
1
vote
1answer
25 views

Is there a way to bulk edit relationship permissions?

I have about 70 organizations that we imported with individuals - that will have permissions to view and update information. Is there a way to make sure they can have that permission when we import ...
1
vote
2answers
29 views

Exclusive Relationship to organisation

I'm trying to find a best way to setup relationships to the Club that would only "allow" one person to be ex. "Secretary", "Coach" etc. Can this be done via Rules (either CiviRules or Drupal) or ...
1
vote
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 ...
1
vote
1answer
49 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 ...
1
vote
1answer
65 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
vote
2answers
76 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
vote
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 ...
1
vote
1answer
47 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
vote
1answer
89 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
vote
1answer
116 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 ...
1
vote
1answer
42 views

Batch Update the current relationship in CiviCRM

I need your help. I need to disable a current relationship for 4000 records in the import process without using SQL command line. There is no field for set active/inactive or expiry date of the ...
1
vote
1answer
28 views

Does Extension Relationship Permissions as ACLs work on CiviCRM 5.2.3?

The Extension says it is Compatible with CiviCRM 4.7. It seems to work with CiviCRM 5.2.3, but am I safe using it? I did notice one side-effect - when this extension is enabled I can't edit the ...
1
vote
2answers
109 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 ...
1
vote
2answers
37 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
vote
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 ...
1
vote
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 ...
1
vote
1answer
63 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:- ...
1
vote
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 ...
1
vote
1answer
46 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
vote
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 ...
1
vote
1answer
84 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 ...
1
vote
1answer
49 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 ...
1
vote
1answer
64 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/...
1
vote
1answer
120 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 ...
1
vote
1answer
50 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 ...
1
vote
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 ...
1
vote
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.
1
vote
1answer
41 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
vote
1answer
158 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
vote
1answer
106 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 ...
1
vote
1answer
168 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 ...
1
vote
4answers
63 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 ...
1
vote
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 ...
1
vote
1answer
15 views

Get Contact id from Relationship to use in a Hook [duplicate]

I want to display Contact B ID of a relationship for the current contact. I am building a hook and this is my code so far. if ( $formName == 'CRM_Contactlayout_Form_Inline_ProfileBlock') { if ...
1
vote
0answers
22 views

Report Customization

We have webform which we captured organization name, contact name and case assigned to manager(One of the contact type). We need to get all details in single report got contact and case details, but ...
1
vote
1answer
36 views

Is there the ability to globally update relationship end dates or add them to a profile for bulk updates?

Suppose I am using relationships for specific classes where the student in a class (organization) may not have a start and end date. Is there a way for me to look up a particular class and globally ...
1
vote
0answers
49 views

Wrong Relationship Type when adding Contacts to Organization

when adding Contacts to Organization, I have the pop-up menu showing the wrong Relationship Type. This happens after selecting some Organization that need to be linked to another Organization. I have ...
1
vote
0answers
17 views

Error when adding relationships to household

We are using Civi 5.5.2 on WordPress 4.9. When trying to add relationships to a household, we get the error in the screenshot. I am not seeing why this is happening. Can someone tell me what I am ...
1
vote
1answer
37 views

How to choose which related contact gets the membership by relationship

We are on the latest CiviCRM 5.4.1 and Drupal 7.59. We have setup a membership type for a parent organisation (multi-site) to a child organisation. The relationship gets generated and membership gets ...
1
vote
0answers
48 views

Module to Sync CiviCRM Organization's Related Contacts to Drupal8 Roles?

Is there an existing module or technique to sync Civi contacts and Drupal8 roles based on their relationships to a Civi Organization? Assume the contacts have linked Drupal user accounts. There ...
1
vote
1answer
59 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 ...
1
vote
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? ...
1
vote
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 ...
1
vote
1answer
27 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 ...
1
vote
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
vote
1answer
127 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 ...