Author Topic: One Organization, Two Locations. How can I get them both to show in a search? (Read 951 times)

bscivolette · October 06, 2010, 01:58:54 pm

Hello,

We are configuring a few organization profiles that have two locations, not just addresses. We tried adding the second location as an additional address using "Other" as the address type, but during a contact search only the primary location showed.

Is there a way to add two separate locations to one profile and have them both show on a search? If not, would the best work around be to create a second profile?

Erik Hommel · October 07, 2010, 12:22:18 am

If I am correct, the search only shows the primary address, of which there can only be one. I assume you can make a custom search that shows both?
Erik

bscivolette · October 07, 2010, 07:34:19 am

Unfortunately, no. It only displays one listing when I used the Advanced Search and checked all address options. My goal is to have it display as two locations/listings.

Erik Hommel · October 07, 2010, 07:49:01 am

I realise it shows only one for the Advanced Search, I was aiming for a custom Search? See:
http://en.flossmanuals.net/CiviCRM/Searches
Let me know if this helps?
Erik

Eileen · October 07, 2010, 11:57:10 am

I was going to suggest using Views but that's a Drupal solution

bscivolette · October 07, 2010, 12:02:09 pm

Here is what I did, I believe it's a great work around:

1) I edited the profile settings so that duplicate data could be entered
2) Originally, I was importing the users as organizations. Instead, I added the organizations with a second location manually and placed a location tag next to their name. For example, "ABC Organization - San Francisco".
3) Then I used the sync contact function to make sure the new organization was also sync'd with the Joomla database
4) I added a relationship called "Additional Location". I then added that relationship between the two companies and they were both given the ability to view and edit the others profile.

Problem solved!

Erik Hommel · October 07, 2010, 11:27:31 pm

Well done! We have also used the relationship to establish the relation between Head Office and Local Offices of an Organization for a project, and it works fine.
Erik

xavier · October 08, 2010, 03:33:14 am

Did you write code for that or did it manually ?

Quote from: bscivolette on October 07, 2010, 12:02:09 pm

Here is what I did, I believe it's a great work around:

1) I edited the profile settings so that duplicate data could be entered
2) Originally, I was importing the users as organizations. Instead, I added the organizations with a second location manually and placed a location tag next to their name. For example, "ABC Organization - San Francisco".
3) Then I used the sync contact function to make sure the new organization was also sync'd with the Joomla database
4) I added a relationship called "Additional Location". I then added that relationship between the two companies and they were both given the ability to view and edit the others profile.

Problem solved!

bscivolette · October 08, 2010, 05:05:27 am

Thanks Erik. Xavier, I have no clue how to write code, I just used the tools and settings provided within the CiviCRM component. It took a lot of playing around, but finally I got it to work. If I wasn't specific enough in my post about how I did it, just let me know if you have a question and I'll be happy to go more in depth.

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Author Topic: One Organization, Two Locations. How can I get them both to show in a search? (Read 951 times)

bscivolette

One Organization, Two Locations. How can I get them both to show in a search?

Erik Hommel

Re: One Organization, Two Locations. How can I get them both to show in a search?

bscivolette

Re: One Organization, Two Locations. How can I get them both to show in a search?

Erik Hommel

Re: One Organization, Two Locations. How can I get them both to show in a search?

Eileen

Re: One Organization, Two Locations. How can I get them both to show in a search?

bscivolette

Re: One Organization, Two Locations. How can I get them both to show in a search?

Erik Hommel

Re: One Organization, Two Locations. How can I get them both to show in a search?

xavier

Re: One Organization, Two Locations. How can I get them both to show in a search?

bscivolette

Re: One Organization, Two Locations. How can I get them both to show in a search?