CiviCRM Community Forums (archive)

*

News:

Have a question about CiviCRM?
Get it answered quickly at the new
CiviCRM Stack Exchange Q+A site
This forum was archived on 25 November 2017. Learn more.
How to get involved.
What to do if you think you've found a bug.



  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Profiles (Moderator: Dave Greenberg) »
  • Allowing someone to edit Organization-contact's records & missing record tabs
Pages: [1]

Author Topic: Allowing someone to edit Organization-contact's records & missing record tabs  (Read 784 times)

Rob McCausland

  • I post occasionally
  • **
  • Posts: 33
  • Karma: 0
    • Community Media Database
  • CiviCRM version: 3.3.5
  • CMS version: Drupal 6.20
  • MySQL version: 5
  • PHP version: 5.2
Allowing someone to edit Organization-contact's records & missing record tabs
February 28, 2011, 06:02:32 am
Hi, all -

I'm trying to figure out how to set it up so that a designated individual is able to edit his/her related Organization contact record (and only their related record).  I see from a 3-year old topic thread here (How to enable a Drupal User to edit their own CiviCRM info with a Profile?) that the solution appears to be making a "Relationship" connection between the two records via the contact records "Relationship" tab. 

However, my Relationship tabs - all tabs in fact - have disappeared.  I saw them upon initial install, but something I've done in the last three weeks seems to have removed them.  I've seen another thread about missing tabs related to IE7 - but I'm using Firefox, Safari, and Chrome, and the tabs are gone in all of them.

Any helpful pointers here?

Thanks.

~Rob McCausland

Rob McCausland

  • I post occasionally
  • **
  • Posts: 33
  • Karma: 0
    • Community Media Database
  • CiviCRM version: 3.3.5
  • CMS version: Drupal 6.20
  • MySQL version: 5
  • PHP version: 5.2
Re: Allowing someone to edit Organization-contact's records & missing record tabs
February 28, 2011, 04:21:23 pm
I think I've figured this out.  I stumbled around and found my relationship tab for 1 test record - set the relationship - and am sure from its wording that it allows the editing privilege I need (thank you, Dave Greenberg, from the 2008 thread). 

But then... I brought up another record, and couldn't find its tabs!

More stumbling around - then I accidently discovers - it seems tabs do not appear when an admin (me) chooses edit from a contacts search result, but they do appear when choosing views from that same search result.

Is this just something weird about my own installation/configuration, or is this possibly universal behavior?  Whichever, has it ever previously been noted and documented anywhere? Perhaps if not as a bug, or a feature request, it could just simply be a helpful note stating, "By the way, access to tabs may only be available via the View link if your configuration is... (x)."

Thank you all for your kind indulgence.

~ Rob
« Last Edit: February 28, 2011, 04:24:27 pm by Rob McCausland »
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Profiles (Moderator: Dave Greenberg) »
  • Allowing someone to edit Organization-contact's records & missing record tabs

This forum was archived on 2017-11-26.