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 ...
Pradeep Nayak's user avatar
4 votes

Moving contribution from individual to organization

Alternatively - you can try install/use: https://civicrm.org/extensions/move-contribution
KarinG - Semper IT's user avatar
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
Pradeep Nayak's user avatar
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.
Coleman's user avatar
  • 18.3k
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.
Pradeep Nayak's user avatar
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 ...
Jon G - Megaphone Tech's user avatar
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 ...
Pradeep Nayak's user avatar
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.
Pradeep Nayak's user avatar
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 ...
Mo-ster's user avatar
  • 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 ...
Aidan's user avatar
  • 13.4k
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
petednz - fuzion's user avatar
  • 28.2k
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 ...
Pradeep Nayak's user avatar
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.
ErikH - CiviCooP's user avatar
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.
JoomPS's user avatar
  • 91
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 ...
petednz - fuzion's user avatar
  • 28.2k
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 ...
Aidan's user avatar
  • 13.4k
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 ...
petednz - fuzion's user avatar
  • 28.2k
1 vote

Should one choose contact types or groups when organizing data and how can one customize built-in details

Using contact subtypes will enable you to add new custom fields to that contact type - so you could add additional info for volunteers that isn’t applicable to donors. But be careful it’s not easy to ...
Jonathan Richardson's user avatar
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" "...
Aidan's user avatar
  • 13.4k
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 ...
Pradeep Nayak's user avatar
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 ...
George Lozier's user avatar
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 ...
Demerit's user avatar
  • 22.5k
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 ...
petednz - fuzion's user avatar
  • 28.2k
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 ...
Xavier's user avatar
  • 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 ...
ErikH - CiviCooP's user avatar
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
Francesc Bassas i Bullich's user avatar
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 ...
Fabian's user avatar
  • 3,527
1 vote

How can I create a contact (quickly) with multiple contact subtypes?

If you are using drupal then you could use webforms for this.
Jaap Jansma - CiviCooP's user avatar
1 vote

How to update ContentType Label through API chaining?

OK, I got it! I had to think backwards: $result = civicrm_api3('ContactType', 'get', array( 'sequential' => 1, 'name' => "Organization", 'api.ContactType.create' => array('label' => ...
ñull's user avatar
  • 1,208
1 vote
Accepted

How to set API ContactType parent_id NULL or how to rename label?

Rename ContactType label $result = civicrm_api3('ContactType', 'create', array( 'sequential' => 1, 'id' => 1, 'label' => "test", )); This example will rename ContactType Label I ...
Ramesh - ARTECH Consultancy's user avatar

Only top scored, non community-wiki answers of a minimum length are eligible