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Some general information is at https://docs.civicrm.org/user/en/latest/case-management/what-you-need-to-know/#system-status-warnings but in an established install like yours you might need to poke around a bit and it will be specific to that install. First, make a backup and do any fixing on a copy first just in case. Then for your install it sounds like ...


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Thanks to @petednz-fuzion, solution was very simple: install the Related permissions extension which is already included in CiviCRM extensions and that you can add from : domain.com/civicrm/admin/extensions?reset=1 Set the parameters the way you need at: domain.com/civicrm/admin/reltype?reset=1 Select the relationship type you need to set Scroll down to ...


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You should be able to do this with the reltoken extension.


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Welcome to StackExchange Helen! I am not aware of any core function that can do what you want. With a little bit of coding or manual work (import/export) you could try an approach like this: Create custom fields for the individuals that can hold organisation information Create a skript or use an extension like SQL-Tasks or CiviRules that copies all ...


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