CiviCRM Community Forums (archive)

*

News:

Have a question about CiviCRM?
Get it answered quickly at the new
CiviCRM Stack Exchange Q+A site

This forum was archived on 25 November 2017. Learn more.
How to get involved.
What to do if you think you've found a bug.



  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Viewing all activities for individual contacts with relationship to an org
Pages: [1]

Author Topic: Viewing all activities for individual contacts with relationship to an org  (Read 820 times)

millionleaves

  • I’m new here
  • *
  • Posts: 21
  • Karma: 0
    • Millionleaves
  • CiviCRM version: 4.3.5
  • CMS version: Drupal 7
  • MySQL version: 5.5
  • PHP version: 5.3
Viewing all activities for individual contacts with relationship to an org
June 29, 2010, 03:50:36 pm
Sorry if this question is already covered elsewhere, but I've not been able to find the answer through searching.

Is it possible to see an "organisation" view of all activities recorded against individuals who are related to that organisation?

Let's say I have an organisation contact, and 5 different individuals, all of whom are linked to the organisation via a relationship such as "Employee of". As we communicate with the individuals, we record activities against the individual contact records

I'd like to be able to see a view for the organisation where I can view all activities for all contacts related to that organisation (or, even better, for all contacts with specific relationships that I choose). That way I can see the full activity history for the organisation rather than having to pick through the activity records for the individuals related to the organisation.

Is this possible? I know that CRM systems such as SugarCRM do this by default.

Thanks

David
Millionleaves - CiviCRM and Drupal services for New Zealand and the world
http://www.millionleaves.com

Donald Lobo

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 15963
  • Karma: 470
    • CiviCRM site
  • CiviCRM version: 4.2+
  • CMS version: Drupal 7, Joomla 2.5+
  • MySQL version: 5.5.x
  • PHP version: 5.4.x
Re: Viewing all activities for individual contacts with relationship to an org
June 29, 2010, 10:35:16 pm
your best bet will be to write a custom search or report for this. If you do so, please publish your changes so others can benefit.
The existing Activity Report would be a good place to start (you could add a Relationship criteria to it):

http://sandbox.civicrm.org/civicrm/report/instance/16&reset=1

thanx

lobo
« Last Edit: June 29, 2010, 11:11:03 pm by Dave Greenberg »
A new CiviCRM Q&A resource needs YOUR help to get started. Visit our StackExchange proposed site, sign up and vote on 5 questions

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Viewing all activities for individual contacts with relationship to an org

This forum was archived on 2017-11-26.