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Author Topic: How do you put a persons name to an organisation  (Read 508 times)

Chelcone

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How do you put a persons name to an organisation
November 21, 2011, 01:25:24 am
Hi Everyone

Im sure this is really simple but i just cant see it.

When you create a new organisation and you fill in the address that's all fine, but how do you put a primary contact name to the record? so when you send a letter it puts a name on the letter as well as the company name and address.

Thank you guys

Chelcone

Kurund Jalmi

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Re: How do you put a persons name to an organisation
November 21, 2011, 01:42:16 am
Quote
When you create a new organisation and you fill in the address that's all fine, but how do you put a primary contact name to the record? so when you send a letter it puts a name on the letter as well as the company name and address.

I think best way would be to create a custom data of type organization to store the information about primary contact. Then us the token of that custom field it to send letter etc.

Hth
Kurund
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Chelcone

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Re: How do you put a persons name to an organisation
November 21, 2011, 02:47:30 am
I did suspect that. I thought that it might be something to do with relationships, so if the relationship was a certain type to an organisation then it would put them in a mail merge but evidently not haha.

Thanks for the fast reply :)
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • How do you put a persons name to an organisation

This forum was archived on 2017-11-26.