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Author Topic: How to search all INDIVIDUALS with a specific ROLE who work in a MEMBER ORGA...  (Read 631 times)

frinaldi

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How to search all INDIVIDUALS with a specific ROLE who work in a MEMBER ORGA...
October 04, 2011, 08:41:36 am
Dear all,

I want to know if there's a easy way to search all individual with a specific ROLE (custom relationship between an organization and an individual) who work in a Members organization.

Because I know how to get the list of members organization ; but how could I get the list of all individual who are EMPLOYER (standard relationship) in a members organization?

I'm not sure to be clear enough but if you understand my question, help me before I start to developp a custom search if it's possible with the standard search solutions.

Thanks,
Fred

Erik Hommel

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Re: How to search all INDIVIDUALS with a specific ROLE who work in a MEMBER ORGA...
October 04, 2011, 09:50:09 am
I think you can do this with advanced search? You can choose which relationship and the target contact? This is assuming you have one membership organization....
Consultant/project manager at EEatWork and CiviCooP (http://www.civicoop.org/)

Donald Lobo

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Re: How to search all INDIVIDUALS with a specific ROLE who work in a MEMBER ORGA...
October 04, 2011, 10:05:40 am

also note this improvement by andrew harris: http://issues.civicrm.org/jira/browse/CRM-8933

which has been incorporated into 4.1

lobo
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frinaldi

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Re: How to search all INDIVIDUALS with a specific ROLE who work in a MEMBER ORGA...
October 05, 2011, 12:30:28 am
Thanks Erik and Donald.

Erik, unfortunately, only the Organization are linked to the "members organization". But maybe there's a way to say that all INDIVIDUAL who are employe of a MEMBER's ORGANIZATION are also MEMBERS?

Donald, this patch is really what I'm trying to do. So if I understand, it means I'll need to migrate to the 4.1 version ??

Fred

Erik Hommel

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Re: How to search all INDIVIDUALS with a specific ROLE who work in a MEMBER ORGA...
October 05, 2011, 04:16:14 am
I think you can do this with advanced search:
Quote
But maybe there's a way to say that all INDIVIDUAL who are employe of a MEMBER's ORGANIZATION are also MEMBERS
Have a play!
Consultant/project manager at EEatWork and CiviCooP (http://www.civicoop.org/)

frinaldi

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Re: How to search all INDIVIDUALS with a specific ROLE who work in a MEMBER ORGA...
October 06, 2011, 12:56:52 am
Thanks all for your help and thanks Donald for the link this improvement by andrew harris: http://issues.civicrm.org/jira/browse/CRM-8933.

I apply the changes on my installation and get the result I'm looking in 3 steps, using smart group.

Thanks

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
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  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • How to search all INDIVIDUALS with a specific ROLE who work in a MEMBER ORGA...

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