CiviCRM Community Forums (archive)

This topic straddles CiviMember and CiviContribute.

The organization I am supporting has both individual and organizational memberships.  When first importing a legacy database into CiviCRM, I used a custom "Representative of/Represented by" relationship for individuals representing a specific organization and assigned these individual permissioned access to the organization they represented.  The organization membership was defined to provide inherited memberships to "Represented by" individuals.  Everything worked as predicted when assigning a new membership, or renewing a membership, to an organization via an offline process (i.e., the correct primary and inherited memberships were assigned/renewed).

My question is whether this should work when using Contribution pages for membership signup and renewal.  In looking at the code, other forum posts, and seeing how the contribution pages display, I have the following assumptions/questions:

• When signing up for a new membership using the "on behalf of" feature, the individual is assigned an "Employee of" relationship.  This is hard-wired and cannot be changed to a "Represented by" or any other relationship.
• When an individual who has an inherited organizational membership goes to a Contribution page that lists that type of membership, the membership will be tagged as a renewal, but the organization info field will be displayed differently depending on the type of relationship the individual has with the organization.  If it is an Employee relationship, then the "Create New Organization / Select Existing Organization" radio buttons are displayed.  If it is any other type of relationship, then the organization info fields are blank and no Select an Existing Organization option is offered.
• I have been able to work around the "Employee of" relationship limitation by relabeling the display label for Employee/Employer relationship and changing all my individual relationships to Employee.  But I have a question: In the case of renewal, why have the "Create New Organization / Select Existing Organization" radio buttons?  Since the Contribution page is showing a membership renewal that is connected with only one specific organization, why not prepopulate the organization fields with the info for that organization?  It isn't clear to me what happens if someone tries to renew a membership inherited from an organization but inputs a different organization

I am interested if the newest version CiviCRM changes any of the above (I haven't been able to test this on the Joomla demo site because of a database error when trying to create a new membership - this issue has been posted separately).  I am currently using CiviCRM 3.2.4 and haven't yet upgraded 3.3 because of I'll need to update some custom PHP code. 

Thanks for any feedback.

I'm guessing the system is designed for scenarios where individuals are employed by multiple orgs? It would be great if there was a way to set the contribution page to auto fill with the logged in org data if there is only one organization connected.

You should be able to do this with a hook and set the default values if there is only one org connected. You might also be able to do it with jQuery (but i have not checked if you have all the info on the page at that time)

lobo