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  • CiviCRM Community Forums (archive) »
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  • Pre-installation Questions (Moderator: Dave Greenberg) »
  • Specific Setup of CiviCRM
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Author Topic: Specific Setup of CiviCRM  (Read 1301 times)

polestar

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Specific Setup of CiviCRM
February 07, 2011, 02:04:25 am
Hey All,


We have a specific setup request from a customer, where he would like to have Multiple organisations and one individual. All the multiple organisations will be member of the customer and he would like them to be able to renew online.

We thought yes that's possible the user will login and he will be presented with a list of organisations which are related to the user (Of course using a hook). But, the customer doesn't want to show the members a list as they may think that they can have only one membership.

The other option is to have multiple organisations and multiple individuals but then CiviCRM will go mad that these individuals are duplicates. Even if we somehow create duplication rules so that they are not considered duplicate by CiviCRM, the CMS (Joomla in this case) will not let us have multiple usernames and passwords for these individuals.

Has anyone else seen a similar situation like this?

I'll appreciate any thoughts/ideas.

Thanks
R

Any
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xavier

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Re: Specific Setup of CiviCRM
February 07, 2011, 02:26:55 am
Not sure I understood

Why don't you display a list if more than one membership, and the org directly if one ?

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polestar

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Re: Specific Setup of CiviCRM
February 07, 2011, 05:02:28 am
By doing that, they don't want to show the person logging in that they can have one membership. Wiered I know... But that's customer for you.
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polestar

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Re: Specific Setup of CiviCRM
February 07, 2011, 12:33:13 pm
Any thoughts anyone?
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petednz

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Re: Specific Setup of CiviCRM
February 07, 2011, 03:06:54 pm
I really couldn't follow your recipe above. How do you have Organisations that are 'members' of an Individual?
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polestar

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Re: Specific Setup of CiviCRM
February 07, 2011, 03:32:33 pm
Let me try again:
Customer is an association.
Members of customer are organisations who are assigned a membership number (custom sequence)
Organisations have individuals as owners.
Owners have multiple organisations.

Renewal process should not show them that there are multiple organisations to one individual. So the option is that the login should be associated with organisation. But by default (afaik) CiviCRM doesn't allow organisations to login and renew their own membership (i.e. CMS users synced to Organisations). Correct me if I am wrong here.
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petednz

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Re: Specific Setup of CiviCRM
February 07, 2011, 03:37:28 pm
No, orgs can't log in. They don't have fingers.

If an Individual is an Owner of several Orgs that are all Members, why does that Individual need to have to be prevented from seeing the Membership status of all his/her Orgs when wanting to do a renewal?
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Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Pre-installation Questions (Moderator: Dave Greenberg) »
  • Specific Setup of CiviCRM

This forum was archived on 2017-11-26.