5 votes

Is it possible to create nested multiselect custom field?

This is not possible via Custom Fields - this is possible via Tags.
petednz - fuzion's user avatar
  • 28.2k
4 votes
Accepted

Get the ID for the default organization through API

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' =&...
Pradeep Nayak's user avatar
4 votes

Sport Association - Listing organization?

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-...
Craig Almond's user avatar
  • 2,037
3 votes
Accepted

Quicksearch: include the Organization's Nickname

There are 4 relevant fields to consider: Organization Name Nickname Display Name Sort Name Fields 3 & 4 are readonly "calculated" fields, which by default in Civi are simply populated ...
Coleman's user avatar
  • 18.3k
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
3 votes
Accepted

New Organization Button Missing

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 ...
Andrei's user avatar
  • 2,321
3 votes
Accepted

Autocomplete organization

I created an extension for this and can be found at https://civicrm.org/extensions/autocomplete-organization
Pradeep Nayak's user avatar
2 votes

User Dashboard and Edit Profile for Organization

If you want a user to only edit specific fields for their organisation you can create a profile and add the organisation fields you want to give them access to. From the CiviCRM profiles page: ...
Ben's user avatar
  • 946
2 votes

User Dashboard and Edit Profile for Organization

We have used contact layout editor extension to show only necessary fields on view contact section. Using contact layout editor you can customize the view contact page. You can include profiles with ...
Pradeep Nayak's user avatar
2 votes

Is there a way to search for organizations that have no active relationships?

Search for organisation contact using advance search who have relationship. Add those contact into a smart group. Now find contact using Include/Exclude custom search or search builder, with contacts ...
Pradeep Nayak's user avatar
2 votes
Accepted

Member as chapter and company

You would normally handle this with multiple relationships on the "Relationships" tab. I suspect an unspoken requirement is that the Chapter relationship should be on the "Summary" ...
Jon G - Megaphone Tech's user avatar
2 votes

Sport Association - Listing organization?

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 ...
Christian Wach's user avatar
2 votes
Accepted

On importing Contacts, I can't match their Organization to the Employer field in CiviCRM

In the step where you match input fields to CiviCRM fields, look in the right hand column for '-related contact info'. Underneath that is the list of relationships you can choose. This set of fields ...
Andy Clark's user avatar
  • 4,775
2 votes
Accepted

Why do I get "loading failed" when trying to add Membership Organization to a new membership type?

Well, I finally tracked this down. But before I go into that, I should say that I initially worked around the issue by creating the Membership Types right in the Civi table using phpMyAdmin. Later, ...
The Amateur's user avatar
2 votes

Quicksearch: include the Organization's Nickname

The setting Search Preferences > Include Nickname, do work on a quick search for Organization but the result displayed will not contact nick name in it.
Pradeep Nayak's user avatar
1 vote

New Member entry in Civi

Welcome! It's a little hard to answer your question with just the info you gave and no screenshots, but I'll try my best. When I go to Memberships » New Membership, this is the screen I see: Note ...
Jon G - Megaphone Tech's user avatar
1 vote

Organization Profile - which Organization is the info going to get attached to?

In create mode, it will create a contact with no name if you don't have a name field.
Demerit's user avatar
  • 22.5k
1 vote

Event Registration: Is there a way to lookup organization as user types?

There are answers here which reference this extension and a blog about it here (found via google for "civicrm "current employer" autocomplete" hope that helps
petednz - fuzion's user avatar
  • 28.2k
1 vote
Accepted

Weighting Prospects

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 ...
petednz - fuzion's user avatar
  • 28.2k
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

Add a contact to an organization through "profile" public form

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 ...
petednz - fuzion's user avatar
  • 28.2k
1 vote
Accepted

Existing organization getting updated instead a new organization

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 ...
petednz - fuzion's user avatar
  • 28.2k
1 vote

Can CiviCRM provide a warning/error if a user submits a certain organization name as their current employer?

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 ...
ErikH - CiviCooP's user avatar
1 vote

What is the best way to track Business Development and Donor Intel

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.
petednz - fuzion's user avatar
  • 28.2k

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