Author Topic: Help with Smart Groups (Read 464 times)

GarfordJB · July 06, 2011, 05:59:08 am

Hi all,

This is my first post on this forum. I'm new to CiviCRM but this is a truly awesome component. Many thanks to the developers.

I have a question regarding Smart Groups: I want to create a group of individuals who are employees of companies based in a particular location. I can create a smart group that selects the companies, but how can I return the employees of those companies?

Very many thanks for your help!

Regards

Garford.

ctarascio · July 06, 2011, 12:31:50 pm

hi garford,
I think you will need to upgrade to 3.4.4 to accomplish this. it has a new advanced search feature that was designed to do the very thing you mention. you can do an advanced search for all organizations in a specific location with a relationship type of e.g. "employer of" and then, up at the type right-hand corner of the screen, there is a box that says "display results as". underneath that there is a drop-down menu box where you can choose e.g "employee of". this will display the result set as individuals, which i think is what you want.

having said the above i realize you are using joomla and i'm not sure if that feature is available with that cms (we use drupal)

hope this was somewhat helpful,
cynthia

GarfordJB · July 17, 2011, 09:27:54 am

Hi Cynthia,

Thank you very much for your reply. That has worked! I've spotted a small issue, though.

When I select "Related Contacts" from the Display Results As box, the secondary menu doesn't display until I've run the search, then hit edit. Magically, I then get presented with the box that allows me to select "employee of".

Your help has been fantastic! Thanks again!

Garford

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Author Topic: Help with Smart Groups (Read 464 times)

GarfordJB

Help with Smart Groups

ctarascio

Re: Help with Smart Groups

GarfordJB

Re: Help with Smart Groups