CiviCRM Community Forums (archive)

I'm trying to persuade a charity to replace their ancient Windows-based membership & events system with CiviCRM. One thing they like about their current system is that after adding an organisation, they can go into the Org record and add its contacts/employees quickly & easily. They found the CiviCRM workflow cumbersome by comparison:

create Org;
Repeat:
    create Ind,
    click Relationships,
    click add,
    select relationship type,
    search for contact,
    select contact,
    save relationship
Until done.

I'd like to set up something more streamlined for them, ideally:

create Org;
Repeat:
    create Ind as Employee of Org
Until done.

Has anyone done something similar? I'm wondering whether this could be best approached by customising contact forms or via profiles & how much work it would be.

Thanks,

Dave J

Instead of  adding the individuals to an organization one by one, why not do it in batches? You can take a contact(all entries or maybe all found by a search) and select each contact(from that list) that you wish to add to an organization and then choose the option( Add contact to organization) and hit the "GO" button. You are then brought to a screen where you can define the "Relationship Type" and the "Target Organization" All those contacts would then be added to the organization