6
votes
Global editing of CiviCRM fields
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 ...
- 30.7k
4
votes
Accepted
Edit button and allowing some users to edit subtype
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.
- 17.5k
4
votes
Moving contribution from individual to organization
Alternatively - you can try install/use:
https://civicrm.org/extensions/move-contribution
- 15.1k
4
votes
Moving contribution from individual to organization
Run below query in mysql
UPDATE civicrm_contact
SET contact_type = 'Organization',
organization_name = sort_name
WHERE id = 123;
123 is a contact id
- 30.7k
4
votes
Accepted
QuickSearch - is it possible to exclude some contact types?
Afraid to say its not possible at the moment via UI, but you can achieve this by writing a small extension and implementing hook.
- 30.7k
3
votes
Should one choose contact types or groups when organizing data and how can one customize built-in details
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 ...
- 38.6k
3
votes
What is the difference between a grey and blue organisation
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 ...
- 30.7k
3
votes
Bug: adding new contact through relationship limited to subtype
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 ...
- 38.6k
2
votes
Individual contact type select is missing in custom field group setting
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 ...
- 1,208
2
votes
How to handle irrelevant employers we don't really want as separate contacts?
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 ...
- 7,442
2
votes
Renamed Contact type does not show on reports
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 ...
- 2,396
2
votes
Accepted
Restrict Activity Types by Contact Type(s)
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
- 28.1k
2
votes
Accepted
after upgrade, can't edit Contact Details fields (Custom Addressee and de-selected subtypes errors)
I feel this issue is documented and fixed at CRM-21180. You can try by applying patch or wait for 4.7.30 release.
- 30.7k
2
votes
Creating Drupal Accounts when a sub-type CiviCRM Contact is created - created by a webform
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 ...
- 283
2
votes
Creating Drupal Accounts when a sub-type CiviCRM Contact is created - created by a webform
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 ...
- 12.9k
2
votes
How to create a new contact type other than "Individual", "Household", or "Organization"?
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 ...
- 12.9k
2
votes
How to create a new contact type other than "Individual", "Household", or "Organization"?
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 ...
- 28.1k
2
votes
Accepted
Restrict location types available to specific contact subtype
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 ...
- 30.7k
2
votes
Restrict location types available to specific contact subtype
You can not restrict location types to specific contact types in core CiviCRM.
Obviously you can develop and extension that does this.
- 11.8k
2
votes
When adding a New Org via the Add Relationship link, why does it fail if the relationship uses a sub-type
The issue is fixed if you go to civicrm/admin/uf/group/field?reset=1&action=browse&gid=5 (ie the Admin > Customise > Profiles > Reserved Profiles > New Organisation
and add a field ...
- 28.1k
2
votes
Contact Relationship not showing
got the issue and fixed. on custom import civi not detecting the value empty. some fields are empty need to set them null and its fixed.
- 71
1
vote
Accepted
Field 'Type' in Contacts -> GetFields API
type is the data type - eg Integer, String, Boolean.
If you use APIv4 Contact.getfields returns data_type with more obvious strings. For example:
"data_type": "Integer"
"...
- 12.9k
1
vote
Sync WordPress users to Organizations instead of Individuals?
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 ...
- 371
1
vote
launch custom profile from Edit button?
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 ...
- 21.7k
1
vote
How to limit access to manage/create contacts by type via user roles?
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 ...
- 28.1k
1
vote
How do you restore contacts that have a deleted custom contact type?
To add to Erik answer: the contact_sub_type field contains an aggregation of all its sub types, with a "hidden" separators ^A, if you want to modify the subtype directly,
update civicrm_contact set ...
- 10.2k
1
vote
How do you restore contacts that have a deleted custom contact type?
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 ...
- 11.8k
1
vote
Accepted
Tags, relationships, or custom fields to record custom data?
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 ...
- 30.7k
1
vote
Accepted
How can I create a contact (quickly) with multiple contact subtypes?
This patch is enough for me and is ready for 4.7.10:
Show contact subtype field when create contact subtype
1
vote
How can I create a contact (quickly) with multiple contact subtypes?
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 ...
- 3,472
Only top scored, non community-wiki answers of a minimum length are eligible