CiviCRM Community Forums (archive)

Hi everybody,
i have just installed civicrm to use be used by a political organization and is working great! It has everything we need. One thing I'm not sure which is the best way is to enter the organization chart.
There is a General Secretary (with several secretaries), and several sub-secretaries (each one with a responsable and staff). Additionally, each sub-secretary can be divided by region, each region with its own pesonal.
I think the way to enter this data is define each section of the organization as an Organization contact, and then generate the relationships between them, is this correct?

Thanks in advance!

I'd favour creating an organisation for each region and link them to the parent organisation through a relationship (is subsidiary of / is parent of) - that way all individuals would be clearly associated with their region.

- fast to set up an individual as you just enter their current employer and the system creates the relationship for you.

This also makes it easy to maintain addresses and so on for each region.

Once you come to looking at memberships these will also map onto the organisation and make that bit easy as well.

But as the previous respondent points out there are lots of ways of doing it for instance:

Just one organisation with A separate address on for each regional office and then a custom field on the individual's record called 'region'