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  • Exposing and editing Employer information in Profile at "Create New Account"
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Author Topic: Exposing and editing Employer information in Profile at "Create New Account"  (Read 1354 times)

bakpa79

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Exposing and editing Employer information in Profile at "Create New Account"
January 27, 2010, 10:07:56 am
I am using CiviCRM 3.0 in a Drupal 6.15 site.

I am building a signup form and profile for a client. What I would like to do is build a profile form that not only captures individual contact information for each anonymous user that signs up and becomes and authenticate user, but I would like to computer their employers information that populates into an organization record.

Example:
Currently, I capture each individual's primary information using the Drupal user sign up page.
I want additional fields so when they Choose "Employee of", they can then enter in the address, phone number, etc of their employer. Additionally, to avoid duplicate records, I'd like the "Employee of" field to be search-able so they can find a pre-existing employee record and use that pre-exiting information, rather than creating multiple duplicate records.

I would be very humbly appreciative of any help!

Donald Lobo

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Re: Exposing and editing Employer information in Profile at "Create New Account"
January 27, 2010, 11:20:09 am

you will need to add the employer name/address information via custom code (i.e. civicrm hooks). You'll need to be fairly proficient with php/mysql to do so (or hire someone from http://civicrm.org/professional/)

Hook documentation and examples are here: http://wiki.civicrm.org/confluence/display/CRMDOC/CiviCRM+hook+specification

lobo
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bakpa79

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Re: Exposing and editing Employer information in Profile at "Create New Account"
January 28, 2010, 08:18:59 pm
Is there a way to simply expose the organizational address in a profile, If I choose not to pursure creating that "search feature"? It seems like, with all the other fields, it should be fairly simple, considering organizational address information is readily built in.

I found a section in the online documentation that goes into filling out the information, but nothing on connecting it to a profile:

http://wiki.civicrm.org/confluence/display/CRMDOC/Create+New+Organization+Contact


Your help is very, very much appreciated!

Donald Lobo

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Re: Exposing and editing Employer information in Profile at "Create New Account"
January 28, 2010, 08:34:02 pm

profiles basically deal with a single entity only (at one time). you will need to handle the organizational stuff via a hook

this has come up quite often, so would be great if you could step up and help implement something that addresses this

lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Profiles (Moderator: Dave Greenberg) »
  • Exposing and editing Employer information in Profile at "Create New Account"

This forum was archived on 2017-11-26.