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Author Topic: Allowing Individual Contact Types to Search & Edit Their Organizations' Profile  (Read 1701 times)

Rob McCausland

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Allowing Individual Contact Types to Search & Edit Their Organizations' Profile
October 21, 2010, 08:32:11 am
Hello and thanks in advance -

I'm creating a searchable directory of over 1,000 organizations.  I imported these organizations as "Organization" contact type, and now I'm trying to enable registered users who are the authorized contacts for these organizations to update their organization's profile and record.  I launched in beta this week.  I have 17 users so far who've created accounts (Drupal 6.19/CiviCRM 3.2), all of whom are the main contacts for their organization - though I have no way as yet for them to edit their organization's info.

I've just now created and applied a relationship ("is main contact for"), and I've created an editing profile form for the organization which is accessed via "civicrm/profile/edit?reset=1&gid=" However, when I test this, I get this error message: "This profile is configured for contact type 'Organization'. It cannot be used to edit contacts of other types."

I'm still a newbie at this - I believe I remember reading a caution somewhere that different Contact types cannot be mixed within the same profile.  Is this the problem?  If so - or even if not - what would be the best way to enable "Individual" contact types to find and edit the "Organization" data for which they are the related "main contact person"?

Thanks for any suggestions and guidance.

~ Rob McCausland

Rob McCausland

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Re: Allowing Individual Contact Types to Search & Edit Their Organizations' Profile
October 21, 2010, 09:00:45 am
I've pasted that caution I referred to below.  There must be a work-around for this - tell me, please - and thank you.

http://wiki.civicrm.org/confluence/display/CRMDOC32/How+to+Create+Profiles

Limitations on Record Types
Profiles have an implicit type which is determined by the record type of the fields you add to it. For example, if you put the field First Name which belongs to Individual contact records into a Profile - then the Profile type will be Individual. The current supported types are: Individual / Household / Organization / Contribution / Participant / and Mixed.
For most profile uses, you CAN NOT include fields from different types of records. For example, including First Name (Individual), Last Name (Individual) and Household Name (Household) in a Profile will result in configuration error when you attempt to use the profile.

Donald Lobo

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Re: Allowing Individual Contact Types to Search & Edit Their Organizations' Profile
October 21, 2010, 10:40:35 am

no :(

lobo
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Donald Lobo

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Re: Allowing Individual Contact Types to Search & Edit Their Organizations' Profile
October 21, 2010, 10:42:51 am

this might help you, check:

http://wiki.civicrm.org/confluence/display/CRM/CiviCRM+-+Register+your+site+project
http://svn.civicrm.org/tools/trunk/drupal/modules/civicrm_regsite/

and while u r at it, you might as well test it out with real data here:

http://civicrm.org/civicrm/profile/create?reset=1&gid=15

the goal is to allow an individual to edit and manage their org info

lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
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  • Allowing Individual Contact Types to Search & Edit Their Organizations' Profile

This forum was archived on 2017-11-26.