CiviCRM Community Forums (archive)

Hi there, hope you guys can help, thanks for your time anyone who reads this! We have a Drupal/CiviCRM install, I am a pretty savvy programmer but am not sure how to use Civi properly. The flow the client wants is:

1) User signs up for an account (through Drupal). Only thing required is email password, just basic Drupal signup, nothing really needed here the records are being created in Civi nicely when a user signs up.

2) After they sign up they can access a form to become a "Listener". I think we want to use CiviCRM Profiles to handle this but I am not sure. What do we set up so that, after a user fills out the form (we will define the elements in "custom data") they will be in the "Listener" group (or perhaps have a "Listener" tag will be added to the contact record in Civi)? We also need all that info they submitted from the form linked with the account they are logged in with and then we need to be able to do searches for "Listeners" and/or with the custom fields we set up.

3) Also after they sign up they can access a similar form to become a "Volunteer". Again we'd want all data submitted in this form linked to their contact record in Civi and we want to be able to search on that "custom data" and search for users who are tagged as (or in the group of) "Volunteers".

4) Similarly, after a user has signed up to be a volunteer they can fill out a "Reader Volunteer Application". Same deal, info they fill out is added to their contact record and they are tagged as being, now, both a "Volunteer" and "Reader Volunteer".

Does this make sense? I believe this is all possible with Civi we are just not sure how to set it up exactly (we can protect the various forms fine just not sure how to set up the form to spit the data into the database as described above). Do we use profiles? How should they be configured? Thanks so much for anyone's help!

    -Drew

Thanks! Yes, this is what I figured and it does seem to be working nicely