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Author Topic: "Primary contact" functionality  (Read 2114 times)

ghing

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"Primary contact" functionality
January 11, 2010, 07:24:45 pm
I'm evaluating CiviCRM for the organization that I work for.

We are a member-based organization, but where are members are other organizations, not individuals.  Each member organization has employees and related contacts that will also need to be tracked in the CRM.

It seems like CiviCRM represents the contacts pretty well with the members being Organization contacts and the employees/associates being represneted as Individual contacts connected to the organization with Relationships.

I'm less clear about whether CiviCRM can provide this needed functionality, however:

We want to designate a related Individual contact as the primary contact for an organization.  That contact, when logged in through Drupal, should be able to edit the information for her related organization contact as well as for other Individual contacts related to her organization.

It seems like the default Drupal permissions and CiviCRM ACL options don't support this.  Is it possible to implement a custom Drupal module (or the CiviCRM equivalent of a module) to control access like this.  Is there any documentation of the CiviCRM hooks I'd have to implement or even a reference implementation of these hooks so I can try to evaluate how much dev. time it would take to implement this?

Thanks,
Geoff

johng

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Re: "Primary contact" functionality
January 11, 2010, 09:12:26 pm
I'm also new to Civi but the organization I do work for has a similar scenario. I simply created a new relationship type to accomplish some of what you are needing to do. Our organization uses Joomla so I can't comment much on Drupal, but http://wiki.civicrm.org/confluence/display/CRMDOC/Default+Permissions+and+Roles might help. You can also create forms and permissions with the API's and hooks to accomplish what you are needing.

Admins, I am curious if there is any documentation similar to the link above for Joomla default roles.

Donald Lobo

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Re: "Primary contact" functionality
January 12, 2010, 08:10:16 am

no, the joomla version of civicrm is lacking permissions and roles :(

lobo
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Dave Greenberg

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Re: "Primary contact" functionality
January 12, 2010, 03:40:27 pm
Quote from: ghing on January 11, 2010, 07:24:45 pm
It seems like the default Drupal permissions and CiviCRM ACL options don't support this.  Is it possible to implement a custom Drupal module (or the CiviCRM equivalent of a module) to control access like this.  Is there any documentation of the CiviCRM hooks I'd have to implement or even a reference implementation of these hooks so I can try to evaluate how much dev. time it would take to implement this?

True - out of the box this is not supported but can be done w/ custom drupal module / hooks (and leveraging the 'permissioned relationship' feature that is part of core).

Doc for hooks (in general) is here:
http://forum.civicrm.org/index.php/topic,11628.0.html

The CiviSchool module does some similar things with hooks and profiles. Discussion on lobo's blog:
http://civicrm.org/taxonomy/term/26

... and code to look through for examples here:
http://svn.civicrm.org/sfschool/trunk/
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Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Post-installation Setup and Configuration (Moderator: Dave Greenberg) »
  • "Primary contact" functionality

This forum was archived on 2017-11-26.