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Author Topic: Individual Profile with Employer Info  (Read 1161 times)

bwold

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Individual Profile with Employer Info
June 29, 2010, 03:24:39 pm
Apologies if I missed this info somewhere, but I'm a novice in CiviCRM and trying to learn (by doing... sometimes the hardest way!).

I am having trouble building a membership list to display for other members on the site. The org has individuals whose membership is derived from their relationship to their company. I've created a "current members" smart group and am displaying the list of names. All good, until...

For each individual, I'd like to show their employer's address, etc. I don't see how to do that in the CiviCRM profile editor. For example, we'd list John Doe, President, Acme Co, Acme Co's Address, Acme Co's Phone (those last two from the employer's record, not the individual). Of course, the idea here is that when the employer's address changes, all employees' listings reflect that change.

Any help on this would be most appreciated.

-Brian

petednz

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Re: Individual Profile with Employer Info
June 29, 2010, 06:20:15 pm
Hi Brian - we did a similar thing in Views using Relationships from memory - so you might want to look down that avenue.

Doh - sorry - see you are on Joomla. Still it might be useful for other Drupal people who find this post :-[
« Last Edit: June 29, 2010, 06:22:52 pm by peterd »
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Donald Lobo

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Re: Individual Profile with Employer Info
June 29, 2010, 10:32:34 pm

pete:

would be great if you can export and attach your view code here so others can benefit from it

lobo
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petednz

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Re: Individual Profile with Employer Info
June 30, 2010, 12:05:09 am
Will see if this works - so there should be a number of images attached and a couple of exported Views which are used to make the various displays.

EDIT okay so only 4 attachments allowed so have stuck two images in to one - hope it helps.

Also stripped out several custom fields used as fields and filters so hopefully you will be able to use the Views as they stand.

Note that one of the Views uses Relationships and the other uses Arguments.
« Last Edit: June 30, 2010, 12:14:32 am by peterd »
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Profiles (Moderator: Dave Greenberg) »
  • Individual Profile with Employer Info

This forum was archived on 2017-11-26.