Questions tagged [relationships]

Relationships link different contacts or organisations with each other. The are listed in a contacts `Relationships` tab.

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1answer
34 views

Can you Make a Report, that provides the Number of Employees (relationships) for every Employer?

The report would simply be a listing of employers and the number of employees or current relationships that employer has. Employer # of Employees Apple 2456 Google 3845 CiviCRM 4 Taco Bell 5500 ...
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25 views

Possible to build contribution report that groups contributions by employer and includes number of employees?

I would love to be able to make a report in Civi using stock reports, extended reports or reports pro that produces or can be modified to generage the following output: Employer # of Employees # of ...
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26 views

Add Relationship when adding new Contact in Wordpress

I am using the Related Permissions Module to limit Contacts (club members) when an admin, for 1 of 52 clubs, logs in. Admins login to a backend at this point, still trying to create custom Dashboard ...
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1answer
30 views

Is there a way to add relationships in a custom profile?

I am creating profiles so that people in the organisation can input contacts easily. I can create a form that has all the individuals information that I need (name etc.) but I am struggling to work ...
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Relationship tags not updating for import contacts drop down list

I have recently changed some of the relationship tags. These new tags come up when I am inputting or updating an individual contact. However, when I do a group upload and go to select the new ...
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1answer
29 views

Creating a relationship when filling in a Profile (Revisited)

I am reposting this ticket from 5 years ago because I really need to be able to do the same thing using CiviCRM 5.39 and Wordpress 5.8. Does anyone know if this is possible now, perhaps using an ...
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1answer
47 views

Bulk update of relationships

I've a bunch of contacts with one no more needed relationship that I want to bulk delete. It's a batch of 500 contacts that have 2 relationships and one is outdated, something like volunteer for and ...
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1answer
38 views

Add a custom field as a column in relationship tab

I added a column in relationship tab, to do that I edited the civicrm/CRM/Contact/BAO/Relationship.php I already added columns with fields existing in the base of civicrm but now I'm trying to add a ...
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1answer
47 views

How to modify Relationships column display?

This is a new launch for an old question, see here and here. We want to modify the columns that are shown in the relationships result display and especially replace city and state/county rows by job ...
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1answer
31 views

How to inherit data from Organization to contact?

I want to inherit custom fields from an organization contact to an individual contact with a relationship. I'm asking if it's possible to do that or not.
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1answer
49 views

Problem : Adding not existing contacts to organisations

When i open the sheet of organisation in civicrm then i want to add relationship with another contact civi propose only existing contact. is there way to add new contact in this relationship using the ...
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17 views

Restrict Access to Contact Record

Is it possible to restrict access to specific contact records? I understand that we can place people into groups, but in certain confidential situations, I only need specific users to not be able to ...
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15 views

Relationship between an existing Household and a new Individual not added using a webform

When trying to add a new CiviCRM Contact of type Individual through a webform to a existing Household, the required Relationship is not created, although it is set up on the CiviCRM setting of the ...
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1answer
26 views

Using fields of referenced contacts in message

When I have two contacts that have an employer/employee relationship in CiviCRM I can use the name of the employer in message templates when I sent messages with the {contact.current_employer} tag. ...
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35 views

How to automatically create relationship between Drupal role user and a group of civi contacts?

I have webform where volunteers signup for newsletter. They land on group called "Volunteer". Our volunteer co-ordinator users are in a drupal role called "Coordinator" What I want ...
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2answers
36 views

CiviCRM 5.29.0 - import relationships

(2020 12 02; 13:27 US/PST: I've edited this question to more accurately reflect the data available for import.) Can anyone point me at an example of two of importing a set of relationship data (e.g., ...
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2answers
176 views

Possible Bug? Foreign key constraint error on upgrade to 5.31.0 (populating civicrm_relationship_cache)

I've actually already diagnosed and worked around this problem for myself in a fairly large CiviCRM database within a Wordpress install, but thought I'd refer to those more expert here as to whether ...
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1answer
22 views

uploading new contacts with relationships

We are using civi to help us fundraise for our school. Each year we upload the new parents to the database from a csv from schoolbase. We need to add a relationship for each parent to their child(ren)....
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1answer
17 views

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

We're working on cleaning up database records, and while it's easy to pull individual records with no activity, I'm not sure how to find organizational records that are not tied to any current ...
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1answer
15 views

How to link two Organizations with a pair relationship?

I have this situation I'm working on since way too long involving a sub type of Organization. I work for a professional Union and 2 sub-organisations can belong to the same person. Which means that ...
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2answers
61 views

What is the purpose of the Disable Expired Relationships scheduled job?

This forum link where it was born seems to suggest that it's needed as a replacement for hooks or to be able to filter them in drupal views. But it seems you can make a view that filters based on end ...
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2answers
74 views

Importing Relationship Data

I know this should be straight forward, but somehow I seem to struggle. Importing a child-parent relationship. I have 10 children records (External ID, Child Name, Child Surname) and 5 parent records (...
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Profile listing shows all contacts regardless of permissions -- how to limit results to permissioned contacts only?

If I create a profile for search/listings, and provide access to that profile to some class of users, the profile results will include all contacts matching the search criteria, even though the ...
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2answers
89 views

Why are relationships limited to two degrees?

I have a structure in which an umbrella organization has a few dozen clubs which have members. And it has some departments some of the members have a relation to. Now if I would want one of the admins ...
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50 views

Contact name Tokens for multiple relationships

I have a contact (individual) owner of several organization. He will pay the membership for all organizations. I need to send a contribution receipt showing that John Doe paid 100€ for ...
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2answers
60 views

Warning "mismatched contact IDs" when trying to update existing individual records

I'm updating the CiviCRM database with a list of individual records. All these individuals exist already in the database, but I need to create the link with existing organisations. I've already done ...
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1answer
24 views

'Household member' relationship type can't be (re?)activated through the interface?

Somehow I seem to have deactivated the type of relationship 'Household member' (is a member of what household) through the interface while configuring a fairly new CiviCRM. As a result, I don't seem ...
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1answer
78 views

What's the best way to update ambiguous relationship types?

On some older sites we are now getting warnings relating to ambiguities in relationship set ups. What is the best way to change the relationship settings without affecting existing relationships? ...
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1answer
30 views

How to import organizations with active relationships

I have two kind of organizations: A and B with a relationship type of A owns B, B is owned by A. When importing my file, I can set that B1, B2, B3 belong to A1 and this appears in the summary but the ...
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2answers
60 views

Sending organisation custom tokens to individual

I want to use CiviMail to bulk mail key individual contacts from member organisations and want to include tokens in their email to remind them of the information we currently hold on their ...
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2answers
29 views

Autoassign relationship when creating contact

I'm looking for a way to auto-assign relationships between the current drupal user and created contact. I know there is extension CiviRelate, but it only works when using "profiles". I'm looking for a ...
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2answers
64 views

Contact Summary Layout based on relationship

There is an extension called "Contact Summary Editor" by colemanmw which enables users to see specific parts of contact based on the group the user belongs to. During editing you can enable which ACL ...
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0answers
29 views

Adding new relationship results in htmlspecialchars warning

I know this is something that has been mentioned a few times but in all instances I've seen, the issue has been fixed in later releases so I'm assuming this is a new problem that has come up. Using ...
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3answers
201 views

What is the best way to record the primary contact for an organisation?

I'm trying to understand the best way to record that a contact is the primary contact amongst the many related employees of an organisation. Does Civi have an in-built way of handling this? Option 1 ...
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1answer
44 views

Relationships Calendar is in Russian - How do I fix?

I recently updated CiviCRM to 5.21.0 and have noticed a rather strange bug affecting the relationships function. Specifically, when I go to add a new relationship to an individual the pop-up ...
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21 views

Why was individual membership contribution deleted when their organizational relationship was disabled?

CiviCRM 5.19.2 on Drupal 7.67 We have a member who until recently was part of an organizational membership (by relationship). This year he moved on and took out an individual membership for the ...
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1answer
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Get Contact id from Relationship to use in a Hook [duplicate]

I want to display Contact B ID of a relationship for the current contact. I am building a hook and this is my code so far. if ( $formName == 'CRM_Contactlayout_Form_Inline_ProfileBlock') { if ...
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1answer
42 views

Impossible to add a relationship between contacts / organisations

When I add a Relationship to a Contact or an Organisation, the list of Relationship Types is displayed in background and I cannot select one of them. See screenshot: Any idea ? I use CiviCRM 15.7.0 ...
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1answer
29 views

CiviCRM Relationship error

I am getting an error on my development site and i have tried everything to fix it but had no Luck. ***ERROR*** message: unknown relationship create error Argument <em class="...
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0answers
15 views

Contributions "on behalf of an organization" automatically grant permissions -- can that be turned off?

I was asked whether it is possible to turn off the automatic permissions that are granted when someone fills out a contribution form "on behalf of an organization": I assumed I could edit the ...
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1answer
21 views

Drupal Views + Multiple CiviCRM relationships of same type

I see many stack exchange questions about views & relationships but none like this. A person may attend many schools in his/her lifetime. Contact A "is a student at" Contact B (college, active ...
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0answers
38 views

Sharing household address with individual record no longer builds "member of household" relationship CiviCRM v5.17.0

We noticed after upgrading to CiviCRM v5.17.0 that when you create a new individual record, and add an address and have it shared with another Household record's address, the option to automatically ...
4
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1answer
31 views

Importing contacts and adding to a group also adds contacts with imported relationships to the same group

I'm importing a CSV of contacts with a relationship to other contacts and adding the new contacts to a group. To my surprise, the group ended up with more contacts than I had imported. I saw that all ...
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1answer
34 views

Organisation relationship search

My organisation is primarily (but not solely) a network of other organisations, so on Civi we have lots of "organisation" contact types, and lots of individual contacts. Some of these individuals are ...
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1answer
42 views

CiviCRM Individual Contact Inherits fields from Organisation

I am wondering is it possible to Copy fields from a Organisation Contact depending on relationship? For e.g. If there is a relationship between Contact A and Contact B can Contact B inherit fields ...
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0answers
70 views

Membership 'contagion' spreading through relationships

We have a database of churches who are members of our organisation. People who are volunteers or employees of those churches also inherit membership by relationship. We are using a custom relationship ...
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25 views

Report Customization

We have webform which we captured organization name, contact name and case assigned to manager(One of the contact type). We need to get all details in single report got contact and case details, but ...
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2answers
53 views

How can I bulk update the contact employer based on the employee relationship?

I want to bulk update the Employer field for the Individual contacts who have an active relationship of "employee of". Even though we have many active employee relationships for individuals, the ...
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2answers
68 views

Is there the ability to globally update relationship end dates or add them to a profile for bulk updates?

Suppose I am using relationships for specific classes where the student in a class (organization) may not have a start and end date. Is there a way for me to look up a particular class and globally ...
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2answers
42 views

At signup, auto assign organization:contact relationship based on email domain being the same

Is there a way for this: When a new contact is created (through drupal or backend), auto assign a relationship to an organization if one exists with the same email domain as the contact's email ...

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