6

This is possible using Update contact using profile. Below are the step to achieve this Create a Profile with Contact Sub-type field. Do Contact Search and select contact(s) you want to update and select 'Update multiple contacts' from Actions dropdown. You will be redirected to Profile selection page. Select the profile you had created at #1 from 'select ...


4

What CMS are you using? In Drupal, an easy way to do this would be to add a Block, shown conditionally by role, containing your css.


4

Run below query in mysql UPDATE civicrm_contact SET contact_type = 'Organization', organization_name = sort_name WHERE id = 123; 123 is a contact id


4

Alternatively - you can try install/use: https://civicrm.org/extensions/move-contribution


3

Sylvia, Welcome to CiviCRM stackexchange. CiviCRM allows you to create contact sub types under each contact types. When adding new contact sub type the form allows you to define the image url which is used to display against contact. If you ignore this field at the time of saving or have no values than CiviCRM uses default image to show against the contact ...


3

I just replicated this. First, let's discuss the workaround: Go to Administer menu > Customize Data and Screens > Profiles. Click on "Reserved Profiles" and edit the "New Individual" profile. Add the "contact subtype" field and save. Now, when creating on-the-fly individuals, you can select their contact subtype. I tested and confirmed that this works. ...


3

The cheapest solution would be to combine "Home" and "Main" into one option that can be used for both individuals and organizations. Just have to come up with a word that has both meanings...


3

It turns out that exporting the problem household contacts and then importing them as organization contacts, using the appropriate field mappings, is the fastest way to do this. After import just delete the household contacts.


3

Many of these questions are going to be specific to your organization's needs, and there are multiple legitimate ways to organize your data, depending on the mental model the users will have. With that said, here's some info: Using groups is more lightweight than contact subtypes. It sounds like you're using custom field groups specific to certain contact ...


2

Frankly, CiviCRM core should disable the Home address location for Organizations, and the Work address location for Households.


2

I now understand why the individual subtype select was not appearing. It was simply because one of the fields was being used. The As soon as you fill in one of the custom fields of a field group then the option to change type and sub-type is removed. I was misled by a cosmetic bug that it does not display the sub-type "any" when beside the default "...


2

I feel this issue is documented and fixed at CRM-21180. You can try by applying patch or wait for 4.7.30 release.


2

Ok so the installation and use of the Webform Rules went a long way to contributing to resolve the issue in terms of restricting the triggering of the action of creating a user and also providing the webform fields to the rule process... And Aidan's info seemed like a possible solution and provided another way of doing things (but, I think, as pointed out ...


2

Most of what you need is here: How can I create a Drupal user when someone submits a CiviCRM-Webform? based on @petednz-fuzion's blog post. It uses civicrm_entity which has seen a lot of activity since the previous question so there may be some changes but hopefully nothing that prevents you following it. For limiting action to a specific contact sub-type,...


2

As far as I know this has not been delivered by anyone as yet but there was some substantive discussion about ACL and Activity Types here


2

You can't create a new Contact type at the level of Individual/Household/Organisation (although most things are possible with enough code!). However, you can create subtypes of those, so you could create subtypes of Individual as Pet and Human. For the Pet subtype you can create custom fields relevant to them and with the Contact Layout extension that ...


2

it may be also worth familiarising yourself with what https://github.com/civicrm/org.civicrm.contactlayout can do in terms of changing the configuration of the Summary Screen. It allows you option of creating multiple layouts but i don't recall if they can be contact sub-type specific but am pretty sure it does ah yes Managing Multiple Layouts The "...


2

One of the distinct advantages of CiviCRM is that nobody is limiting your number of contacts. Although there is admittedly a bit of overhead in maintaining organizations--mainly in merging different wordings and abbreviations of the same place--this is less trouble than you'd go through to prevent these contacts from being created. Like the proverbial tree ...


2

Another option, and one that will probably make your life a lot easier, would be to use the CiviCRM word replacements feature and simply get the system to translate 'Individual' into 'Member'. Would save any core changes and word replacements wont affect upgrade paths etc. As per Erik's comments, I wouldn't change the core type.


2

You can not restrict location types to specific contact types in core CiviCRM. Obviously you can develop and extension that does this.


2

As Erikh said you cannot control the location type options through CiviCRM UI but you can restrict filter them using either buildForm or fieldOptions hook. If you are using drupal than you can use webform with conditional filtering to filter the options. HTH Pradeep


1

I have used the Contact Editor extension to change households to individuals. It should change individuals to organizations but I have never tried this. I can't speak towards changing CiviCRM contacts synced to WordPress users. This could have an adverse effect so I would proceed cautiously.


1

You can do it with a link but I'm not sure how to get the link to display somewhere without some customization. For example if the contact id is 2 and the profile id is 3 then this url will open the profile to edit the user: https://your-website/civicrm/profile/edit?cid=2&gid=3&reset=1 The profile id is what you see in the url when you're on the ...


1

This may not be the answer you hope for, but the way we have approached this for other multi-level sites is to keep the 'lower level' users completely out of civicrm and give them everything they need via Views and Webforms.


1

You could change clean out all the contact_sub_types of the relevant contacts directly in the DB with an SQL Query. That would be something like: SELECT * FROM civicrm_contact WHERE contact_sub_type IS NOT NULL AND contact_sub_type NOT IN (SELECT name FROM civicrm_contact_type)


1

The best architecture would be to create Organisation sub type and then have relationship with subtype contacts. This would be easy to related contacts such as in your case. Adding relationship will be consistent and easy to add custom ACL. If you want to use custom fields than you will need to create multi-value custom field of type contact reference for ...


1

There is currently an issue open for this: https://issues.civicrm.org/jira/browse/CRM-15704 As Jon said, it is non-critical so the core team is not currently working on it. If anyone is able to step up to provide funding or a patch it would be most welcome.


1

This patch is enough for me and is ready for 4.7.10: Show contact subtype field when create contact subtype


1

I have not tested this approach but you should be able to create a CiviCRM profile under (/civicrm/admin/uf/group/add?action=add&reset=1). Then add all the fields you need (incl. subtypes) and then use the URL of the profile(something like civicrm/profile/create?gid=XX&reset=1) if you want to create contacts. For quicker access you could add a link ...


1

If you are using drupal then you could use webforms for this.


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