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  • Organization disbanded date
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Author Topic: Organization disbanded date  (Read 1277 times)

davej

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Organization disbanded date
October 20, 2010, 06:31:39 am
Hi,

An appropriate feature to discuss on the day when the UK government is announcing the biggest cuts in public spending since the Second World War...

Use case: Civi installation for an org that provides services to client organizations. One of their client organizations disbands. They still need to be able to report on past interactions with this client org (e.g. number of support requests handled in last financial year, or number of orgs in postcode X during report period) but the disbanded org should not appear in reports for periods after their disbanded date or in mailings.

This seems analogous to Individuals' deceased date. Since the is_deceased & deceased_date columns are in civicrm_contact, perhaps these fields could be used for the purpose, so that no db changes would be needed.

For searches, perhaps the existing search form fields under Demographics for deceased could be dual-purpose, for deceased/disbanded, if we can get around the sensitivities of language.

How much work would this be to implement? Would the feature be of interest to anyone else?

Maybe there's another approach: we've been asked previously whether it's possible to report on a past state of the db, e.g. how many organizations in a given postcode did we have at 1st April 2009. Might the proposed db logging features enable this sort of query?

Dave J

Yashodha Chaku

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Re: Organization disbanded date
October 20, 2010, 07:21:21 am
Quote
How much work would this be to implement?
This shouldn't be complex (IMO). You might want to change the conditional logic in CRM/Contact/Form/Contact.php around line no 236 that allows building the demographic section just for the 'Individuals'. You might also then want to change the verbiage in templates/CRM/Contact/Form/Edit/Demographics.tpl in accordance with the organization and hide the other fields that don't make sense from Demographics section (gender, birthday, etc).

There are a lot of places in the code where we just allow these fields for Individuals only  eg Import, Profile, etc etc. You might have to grep the code base to know where else the above needs to be fixed.

HTH
-Yashodha
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davej

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Re: Organization disbanded date
October 28, 2010, 09:16:30 am
Thanks Yashoda.

We have just had another enquiry about this feature. Is it something that the Civi team would consider including in core, perhaps as a sponsored feature? Would any other Civi users be interested in this?

Regards,

Dave J

xavier

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Re: Organization disbanded date
October 29, 2010, 07:44:00 am
Hi,

Might also make sense to use it as well for the household (eg. for divorce date...) while we are at extending ?

X+

PS. None of my clients track that, neither for individuals, household nor org, just thinking loud
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Donald Lobo

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Re: Organization disbanded date
October 29, 2010, 08:05:27 am

Allowing folks to set is_deceased / deceased_date for orgs is definitely a worthwhile feature to add. If we are not adding a lot of functionality beyond what currently exists for individuals, i suspect it will be of the order of 10-20 hours (to rearrange and restructure code)

let us know if u'd like to see this. seems like we could make it happen for 3.3 :)

lobo
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Dave Greenberg

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Re: Organization disbanded date
November 01, 2010, 10:59:49 am
I agree that this would be useful - and we can use the existing civicrm_contact.is_deceased and deceased_date properties for it. For the contact edit form, we need to think about section and field labels. "Demographics" section label doesn't really fit for orgs - not sure what to substitute? Disbanded, Dissolved or Shut Down all could work as substitutes for Deceased/Deceased Date field labels.
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xavier

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Re: Organization disbanded date
November 01, 2010, 12:59:09 pm
In Uk, that's "disolved".

While we are at tweaking it, nick name for org is probably better as acronym.

X+
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  • CiviCRM Community Forums (archive) »
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