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Author Topic: Adding Members/Contacts to an Organization  (Read 662 times)

im

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Adding Members/Contacts to an Organization
August 11, 2011, 08:01:21 am
Hello,

I am new to Civi and am trying to figure out how to accomplish the following task:

1) A new organization is created and the contact member has a drupal account created (this step works fine)
2) Next the Org contact needs to be able to add new members (or contacts) to their organization

How can I accomplish step 2? It seems this can be accomplished by creating a New Individual and setting the Current Employer field to the organization, but they should not be able to add a contact to another organization or to no organization.

Thanks

e_mason

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Re: Adding Members/Contacts to an Organization
August 11, 2011, 03:18:08 pm
You need your organization and 1 contact - I think you shouldn't have a Drupal account for the organization, just for the contact.

Then add a relationship (employee?) between the contact and the organization.  Towards the bottom of that screen you can check the top box for "can view and update information for".  (screen shows "selected contacts"... that goes away after the relation is saved).

Now your contact can log in, navigate to the organization and add new relationships to the organization.

im

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Re: Adding Members/Contacts to an Organization
August 12, 2011, 06:52:12 am
Thanks, I see that will work for tagging an existing contact to be a member in the organization,

But is it possible to add new contacts to the specific organization?


Currently I can go under Contacts > New Individual, but the issue is that it allows me to add an individual to any organization, where the user should only be able to add an individual to their organization (employer).

Donald Lobo

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Re: Adding Members/Contacts to an Organization
August 12, 2011, 07:03:14 am

You will need to do this via hooks:

http://wiki.civicrm.org/confluence/display/CRMDOC40/CiviCRM+hook+specification

and set the current employer field for the contact add form, based on the user who is adding this contact

lobo
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im

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Re: Adding Members/Contacts to an Organization
August 12, 2011, 07:32:22 am
Thanks, will give that a try
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
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  • Using CiviMember (Moderator: Deepak Srivastava) »
  • Adding Members/Contacts to an Organization

This forum was archived on 2017-11-26.