Profiles, Relationships and Mailing

[at02]

So, I'm trying to get used to the environment and how to use it, and two things I've come across have left me confused.

Relationships: Can you disable them completely? Additionally, should there be no options next to these guys?
(http://img.photobucket.com/albums/v643/AnonTifa/Picture4-1.png)
And when I go to add profiles, i cannot choose any option other than "household member of" and it says that there should be a list you can choose from, but it's not there.

Also, can you get a list of the addresses for mailing labels? If so, how? Additionally, can members log on and sign up for events and edit their own profile data themselves? How is this set up?

I can't seem to find these things in the documentation so I've turned to these forums.


[edit] Also, I'm using Drupal 6.4 and CiviCRM 2.1 [/edit]

[Dave Greenberg]

The Employee / Employer and Household relationship types are used programmatically - and are therefore "reserved" (which means you can't edit or delete them). HOWEVER, you can (mostly) hide the relationships feature from Global Settings >> Site Preferences. Uncheck Relationships under "Viewing Contacts" and "Advanced Search".

And when I go to add profiles, i cannot choose any option other than "household member of" and it says that there should be a list you can choose from, but it's not there.

Not sure what form / screen you're referring to. Can you give a link on the public demo...

Also, can you get a list of the addresses for mailing labels? If so, how

Find Contacts or Advanced Search - then select "Mailing Labels" from the 'more actions' drop-down.

Additionally, can members log on and sign up for events and edit their own profile data themselves? How is this set up?

You can include contact fields (about the person), and participant fields (about this registration) in a Profile, and embed that Profile in your Event Registration page. Contact info can also be included in a Profile which is embedded in Drupal's User Registration and / or My Account forms. There is currently no way for registered event participants to modify event-specific fields once they register - e.g. change their "Meal Preference" (altho this is on the radar for a future version).

[at02]

The Employee / Employer and Household relationship types are used programmatically - and are therefore "reserved" (which means you can't edit or delete them). HOWEVER, you can (mostly) hide the relationships feature from Global Settings >> Site Preferences. Uncheck Relationships under "Viewing Contacts" and "Advanced Search".

And when I go to add profiles, i cannot choose any option other than "household member of" and it says that there should be a list you can choose from, but it's not there.

Not sure what form / screen you're referring to. Can you give a link on the public demo...

Great, I was able to set it to just ignore all of that info. What I meant (which is now disabled thanks to the global settings) is that whenever I went to the "add individual" page it would force new members int the "household member of" group, when it said I should have been able to change it.

Also, can you get a list of the addresses for mailing labels? If so, how

Find Contacts or Advanced Search - then select "Mailing Labels" from the 'more actions' drop-down.

Okay this one took me a bit to find but I did eventually find it, thank you so much!

Additionally, can members log on and sign up for events and edit their own profile data themselves? How is this set up?

You can include contact fields (about the person), and participant fields (about this registration) in a Profile, and embed that Profile in your Event Registration page. Contact info can also be included in a Profile which is embedded in Drupal's User Registration and / or My Account forms. There is currently no way for registered event participants to modify event-specific fields once they register - e.g. change their "Meal Preference" (altho this is on the radar for a future version).

Okay, I'm a bit confused here. Maybe I should rephrase my question?

Is there a way that people can, once finding my site, join and then be able to create/update their own contact info on their own, and sign up for events on their own? Or is this something that must be done for every. single. contact. by site administrators?

Which, also brings up another question, is there a way that civicrm/drupal can detect when members are logged in, so that they can access special member pricing for events, or is that something that is just left upto trusting site visitors (which, is what our previous system was and I don't think it's that critical of an issue)


Thanks for your help!

[Dave Greenberg]

Is there a way that people can, once finding my site, join and then be able to create/update their own contact info on their own, and sign up for events on their own? Or is this something that must be done for every. single. contact. by site administrators?

Yes to both. You can configure a CiviCRM Profile which works inside the Drupal User Registration and My Account pages. Check out these links on the demo for an example:

>> New user registration with CiviCRM "Name and Address" profile included: http://drupal.demo.civicrm.org/user/register
>> Logged in user's My Account page w/ "Name and Address" profile included (login as user=demo pw=demo first): http://drupal.demo.civicrm.org/user/2/edit/Name%20and%20Address

... and you can allow any visitor to register for an event  (self-service) OR allow only logged in Drupal users to access event registration pages. In either case, the person's info is saved to the CiviCRM database. Check out this "public" event registration page on the demo for an example (don't log in first).

>> http://drupal.demo.civicrm.org/civicrm/event/register?id=1&reset=1&action=preview

... then login and go to Manage Events to see how the form is configured:

>> http://drupal.demo.civicrm.org/civicrm/event/manage?action=update&id=1&reset=1

Which, also brings up another question, is there a way that civicrm/drupal can detect when members are logged in, so that they can access special member pricing for events, or is that something that is just left upto trusting site visitors (which, is what our previous system was and I don't think it's that critical of an issue)

Both Drupal and CiviCRM "know" when someone is logged in (as a Drupal user). However, there is no way (yet) to offer  discounts for events based on whether they are a Drupal user with a given role OR based on whether they have a (CiviMember) membership.

[at02]

Wonderful! Thank you very much for your time.

Every day CiviCRM keeps getting better and better!

(now to just wait for alternate languages...)

[Robyn]

Is there a way that people can, once finding my site, join and then be able to create/update their own contact info on their own, and sign up for events on their own? Or is this something that must be done for every. single. contact. by site administrators?

Yes to both. You can configure a CiviCRM Profile which works inside the Drupal User Registration and My Account pages. Check out these links on the demo for an example:

>> New user registration with CiviCRM "Name and Address" profile included: http://drupal.demo.civicrm.org/user/register
>> Logged in user's My Account page w/ "Name and Address" profile included (login as user=demo pw=demo first): http://drupal.demo.civicrm.org/user/2/edit/Name%20and%20Address

Hi

I'm new at all this and to be honest struggling a bit.  I'm not at all a technical person but I've built a few static web sites and I can get around most systems.  Funnily enough I've got all the installation done with very few problems, set up all the modules of Civi fine, in fact all the back end has gone really smoothly, but I just can't get this front end bit right.  I just dont understand how the relationship between Drupal and Civi works at the front end.  I've read everything I can find and I tried to look at the demo but these links bomb out.  so forgive me, some really simple questions:

1. Without requiring the person to sign up to Drupal first, how do I do a one time sign up for one of our memberships which automatically makes the person a Drupal user and a member of a particular CiviCRM group based on the membership option they choose?  (I presume with membership groups they'd be a smart group?)

2 Building content in the Drupal part of our website has turned out to be an unexpectedly disappointing experience.  We don't have high requirments but gee no Wysiwyg editor by default! Its good that CiviCrm does..any recommendations? is tiny MCE the way to go 

thanks for your help

[Donald Lobo]

1. For WYSIWYG editor download stats and reviews check:

http://thethisorthat.com/review/best-drupal-wysiwyg-editors
http://drupal.org/project/usage?sort=desc&order=Oct+12

2. Create a profile for contact/membership and enable the "Create CMS User option (this is in advanced settings). Add the profile to your membership page. The anon user will then have the option of creating a drupal user. The groups of users signed up for a specific membership should be a smart group

lobo

[Robyn]

thank you