5

This is not possible via Custom Fields - this is possible via Tags.


4

The default organization contact id is stored in civicrm_domain table. You can use domain api to retrieve the contact id i.e $result = civicrm_api3('Domain', 'getvalue', array( 'sequential' => 1, 'return' => "contact_id", 'id' => 1, )); HTH Pradeep


4

As Demerit says, you can configure CiviCRM profiles to make search listings. People are working on Wordpress Plugins to create views of CiviCRM data https://civicrm.org/blog/justinfreeman/show-civicrm-content-quickly-easily-in-wordpress-using-content-views So I guess the short answer is, yes you can. But it takes a little thought/ planning/ configuration.


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

Ran into this upgrading to 4.7.22 For some reason (which I have not investigated) the reserved profiles for New Individual, New Organization, etc got their profile ID appended to their "name". If you query the UFGroup entity in the API explorer like this: $result = civicrm_api3('UFGroup', 'get', array( 'sequential' => 1, 'title' => "New ...


2

You could try the CiviCRM Directory plugin. It needs a bit of configuration and templating to make the best of it, but it works out-of-the-box for testing purposes. Otherwise (as others have suggested) Profiles could work for you.


1

One approach would be to have a custom Activity Type for "Lead follow up" with a custom field on it for eg Hot / Cold, then you can create the Activity for new Orgs set a Due Date assign it to someone have any additional custom fields you want to record more info set a 'follow up' activity. I think compared with Salesforce the issue here is that civicrm ...


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

I think that in pure CiviCRM all you can do is add the Current Employer field to the profile, which is then a text only field. If you want that field to be an autocomplete then I think you should try the Public Autocomplete of Organisation Names extension. There is also a blog written about it here


1

This appears to be a bug and you should report it in GitLab. Steps to replicate. Set up Contribution page using 'on behalf of' Submit the form a first time, create your 'on behalf of' Org Submit the form a second time for New Org, using new name/email. Outcome the original Org now has the new email but the old name. Both contributions are on their ...


1

The exact behaviour you describe would be possible but will have to be custom development. It would be specific to your organization and website. However I do think you will be able to achieve something like what you want with the CiviRules extension. You would be able to 'catch' the new contact as a trigger (individual is added) and use the field value ...


1

I would recommend the use of Activities. This enables you to then track converations, and have different Activity Types for different 'types' of leads etc.


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