Questions tagged [relationships]

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

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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 ...
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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 ...
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52 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 ...
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0answers
18 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 ...
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18 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
44 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 ...
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73 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 ...
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2answers
66 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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2answers
38 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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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 ...
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1answer
28 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 ...
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52 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 ...
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1answer
129 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 ...
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52 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 ...
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55 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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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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1answer
78 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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121 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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108 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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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
29 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
21 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
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
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Is there a way to search for organizations that have no active relationships?

We're working on cleaning up database records, and while it's easy to pull individual records with no activity, I'm not sure how to find organizational records that are not tied to any current ...
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1answer
35 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
28 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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1answer
49 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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2answers
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
35 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
27 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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2answers
66 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
31 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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1answer
29 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
54 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
95 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
47 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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1answer
68 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
354 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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4answers
207 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
89 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
38 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
70 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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1answer
50 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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1answer
45 views

Why are relationships limited to two degrees?

I have a structure in which an umbrella organization has a few dozen clubs which have members. And it has some departments some of the members have a relation to. Now if I would want one of the admins ...
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0answers
38 views

Contact name Tokens for multiple relationships

I have a contact (individual) owner of several organization. He will pay the membership for all organizations. I need to send a contribution receipt showing that John Doe paid 100€ for ...