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  • Using Profiles (Moderator: Dave Greenberg) »
  • Adding new profile for Organization
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Author Topic: Adding new profile for Organization  (Read 973 times)

m.e.

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Adding new profile for Organization
March 02, 2010, 09:08:03 am
Our NPO's members are organizations, not individuals. I have created a group called Member Organizations which uses the standard "Contact Details" and "Address" forms for input, as any "new organization" would have. However, I would like to add a way to track contact information of individuals who are representatives for those organizations. (This data may not be identical to contact for the organization itself, and there may be several individuals for any one organization.)  I have created a profile called "Organizational Contact" that has the fields we need. How do I get this profile to appear where the other data for an "Organization" shows up? (We are using Drupal, but our only authenticated users are staff, so these individuals would not be viewing/editing their own data. Also, we don't want them added to the "Member Organizations" group, which is reserved for the organizations themselves.)

Dave Greenberg

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Re: Adding new profile for Organization
March 02, 2010, 04:57:52 pm
Most folks use Relationships to model this type of data. You can add a relationship type = "Representative", or use the existing "Employee" relationship.

Each organization can then have one or more 'related' individual contact records (the 'representatives').
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m.e.

  • I post frequently
  • ***
  • Posts: 157
  • Karma: 5
  • CiviCRM version: 4.0.9
  • CMS version: Drupal 7.9
Re: Adding new profile for Organization
March 03, 2010, 08:15:57 am
Thanks for the lead. It took me a bit of fiddling, but I figured out how to create the relationship and enter a contact in a way that hooks them up to a "Member Organization" (my custom group). But  just for future reference, if profiles had been the way to go, how would I have gotten my new profile form to appear with other data for a "Member Organization"?

Dave Greenberg

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Re: Adding new profile for Organization
March 03, 2010, 06:46:41 pm
You'd need to use hooks / customize the profile template to do this. Check lobo's blog posts on implementing something like this for his CiviSchools project:

http://civicrm.org/taxonomy/term/26
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Profiles (Moderator: Dave Greenberg) »
  • Adding new profile for Organization

This forum was archived on 2017-11-26.