Questions tagged [relationships]

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

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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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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 ...
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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 ...
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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' ...
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111 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 ...
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95 views

Why do I have an error when trying to update relationship using CiviCRM API

Since this morning I'm running into something strange when using the API to update a relationship. Here is my code : CRM.api3('Relationship', 'create', { "sequential": 1, "id": 11, "...
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1answer
37 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 ...
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2answers
45 views

Relationships are shown twice

I am using CiviCRM 4.5.5 with Drupal 7. When I go to add a relationship the custom relationships show up twice. Please help. Thanks, Josh
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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
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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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 ...
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1answer
27 views

CiviCRM Relationship error

I am getting an error on my development site and i have tried everything to fix it but had no Luck. ***ERROR*** message: unknown relationship create error Argument <em class="...
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34 views

Creating a Membership programmatically for Household creates multiple memberships?

My Requirement : Whenever a membership is assigned to Head of Household , I need to assign memberships to Household Member and Household. I have a membership type Family with "Head of household, ...
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37 views

Is CiviCRM right for managing volunteers on clinical trials

We need to keeping volunteers happy and engaged in trials. We would need segment our volunteers based on preferences for type of trials they want to participate in, whether they agreed to participate ...
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1answer
34 views

Hide “Add Relationship” Button

I would like to remove the "Add Relationship" button from the Relationship tab. I've been auditing some of the data and noticed that my users have been adding and removing relationships from this page....
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1answer
25 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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60 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
25 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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28 views

Error When Expanding Relationship Section on Advanced Search

I'm on CiviCRM 5.6.0 on WordPress 4.9.8, and I have created some custom relationships, all with contact type A of individual, and contact type B of organization. When I go to Search -> Advanced ...
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1answer
43 views

Batch Update Permissioned Relationships

We have a specific contact/organization relationship type that should be a permissioned relationship for the contact to edit the organizations record. When we converted to Civi many of these contacts ...
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1answer
80 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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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
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
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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61 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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1answer
304 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
168 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 ...
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1answer
81 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 ...
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1answer
47 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 ...
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1answer
44 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 ...
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1answer
36 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 ...
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1answer
61 views

“Related Permissions Module” settings

I installed the extension "Related Permissions Module", and now how do to configure the acl for single organization?
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49 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 ...
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20 views

Impossible to add a relationship between contacts / organisations

When I add a Relationship to a Contact or an Organisation, the list of Relationship Types is displayed in background and I cannot select one of them. See screenshot: Any idea ? I use CiviCRM 15.7.0 ...
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1answer
23 views

Display related organization information using a profile

What is the best (or recommended) way to display related organization information in a profile? I use organizational membership so after registration I have an individual record (with Drupal account) ...
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15 views

Exporting spouses only exports one side of relationship

When I export a list of contacts and I include data about their spouse, the spouse data is included for only one of the contacts. Like so: Name Spouse Name City Sam Smith Linda ...
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1answer
24 views

Relationship Type “name” as Drupal [Rules] Token in Civicrm Entity module

Is it possible to retrieve Relationship Type Name in addition to an ID as Rules Token in Drupal 7? It would add some value to "Create/Edit Relationship" Rules action: we could use it in emails, like "...
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1answer
59 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 ...
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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 ...