Author Topic: how best to manage the relationship between individuals and their organizations (Read 1096 times)

scurra71 · December 11, 2009, 01:13:48 am

Hi

The non-profit using CiviCRM wants to store information about both individuals and the organizations to which they belong. There are custom fields that should apply only to organizations and some that apply only to individuals. How does one go about "linking" an individual to an organization?

They also want to have a situation where an organization pays a membership fee which allows that organization's members (individuals) to access certain resources (mailing lists, etc). It would also like to have individuals (contacts) pay to attend events (independent of membership fees.)

Keeping the above in mind, would it be best to define some "use for"=Individual fields for the individuals and then some "use for"=Organization fields for the companies to which the individuals belong? Is there a better way?

I haven't imported any data yet so I could, if need be, redefine all my custom data.

Any advice is much appreciated.

scurra71 · December 11, 2009, 03:32:16 am

Okay, I have grokked the "relationship" thing and I see that it is easy enough to link an individual to an organization.

Unfortunately, I had about 100 custom fields that are "use for"=Contact which means that these fields (most of which apply to organizations) show up when adding individuals. I changed those to "use for"=Organization by updating thecivicrm_custom_group table:

update civicrm_custom_group set extends = 'Organization' where extends='Contact';

This seems to have done the trick. Was that a sane thing to do? (I don't have any actual contacts (individual or organization) as yet.)

Dave Greenberg · December 12, 2009, 06:15:57 pm

Yes - sane and resourceful! In the next release we allow you to change the 'extends' in the user interface if there isn't data for the fields yet :-)

scurra71 · December 13, 2009, 10:42:34 am

Thanks for the confirmation. Great to know I am sane

.

CiviCRM Community Forums (archive)

News:

Author Topic: how best to manage the relationship between individuals and their organizations (Read 1096 times)

scurra71

how best to manage the relationship between individuals and their organizations

scurra71

Re: how best to manage the relationship between individuals and their organizations

Dave Greenberg

Re: how best to manage the relationship between individuals and their organizations

scurra71

Re: how best to manage the relationship between individuals and their organizations