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 (Moderator: Dave Greenberg) »
  • Automatically track household contacts
Pages: [1]

Author Topic: Automatically track household contacts  (Read 1358 times)

combrains

  • I post occasionally
  • **
  • Posts: 40
  • Karma: 2
  • CiviCRM version: 4.3.3
  • CMS version: Joomla 3.1.x
  • MySQL version: 5.1.44
  • PHP version: 5.3.1
Automatically track household contacts
March 03, 2012, 01:03:17 am
Hi All,

First, a little background...

I am working on a site for a small, local non-profit theatre club.  We have implemented CiviCRM in Joomla as a way of capturing contact information from members and supporters.  We are also using it as our main membership database and will be tracking memberships for the coming year using CiviMember and CiviContribute.

Here is my dilemma: We offer two subscription options: individual and family.  I know I can create households and tie individual contacts to them and have the family Membership propagate to those contacts - no problem.  But what if someone else from that household was to then register on my site?  They would have a new CiviRM contact record created for them but it would not link to the household.  (someone please correct me if I am wrong here).  This is obviously not a good situation and is going to make managing contact relationships very difficult.

What I would like to know is:  Is it possible to have Civi check, say, the contact's address info when they register and add them to an existing HouseHold with that address?  That way, they would then be added to the correct group and have an active membership recorded for them.

Would someone be keen to help me create this functionality if it does not already exist (I'm no programmer but I am a good tester :)  )

Sorry for the long post.

Donald Lobo

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 15963
  • Karma: 470
    • CiviCRM site
  • CiviCRM version: 4.2+
  • CMS version: Drupal 7, Joomla 2.5+
  • MySQL version: 5.5.x
  • PHP version: 5.4.x
Re: Automatically track household contacts
March 03, 2012, 03:14:10 pm

Using the address to detect potential matches to a current household is a good idea and might be a good addition to core going forward. However this does require some amount of programming expertise. Might involve some javascript that checks the DB and then asks the user if they want to associate the contact with the household (for example room-mates at the same address might not be good candidates for a household)

if your org can help sponsor and/or hire a developer to do this work that would be great. I suspect its a 10-20 hour project

lobo




A new CiviCRM Q&A resource needs YOUR help to get started. Visit our StackExchange proposed site, sign up and vote on 5 questions

combrains

  • I post occasionally
  • **
  • Posts: 40
  • Karma: 2
  • CiviCRM version: 4.3.3
  • CMS version: Joomla 3.1.x
  • MySQL version: 5.1.44
  • PHP version: 5.3.1
Re: Automatically track household contacts
March 03, 2012, 07:46:53 pm
Thanks Lobo.  I'll ask the question, but I don't think they have the money to spare right now as we are implementing this system as part of a plan to stave off dissolution :S Might be something to look into again a little further down the track.  I do agree though, that this would be a useful feature to see in the core.

The second part to this question is in regards to tracking and editing shared addresses.

If I create a relationship between two contacts (eg Joe Bloggs is spouse of Jane Bloggs) and share Joe Bloggs' address with Jane, only Joe can edit the address on the front end, despite the fact that I have allowed Jane to edit Joe's details. (Jane's address will appear grayed out on my front-end profile)

Is this a fault with my front-end profile or an issue with contact relationships?

I can provide more info and screens if needed.

Cheers

Dave Greenberg

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 5760
  • Karma: 226
    • My CiviCRM Blog
Re: Automatically track household contacts
March 07, 2012, 02:30:41 pm
The behavior you're seeing in the profile is "by design" (contact who is "sharing" an address with another contact can view but not edit address fields in a profile, as well as in the back-end contact edit form). I think this makes sense for many of the address sharing use cases (employees share work address w/ organization, members of household share address with a household record, ....). I can see where it makes less sense for bi-lateral sharing (Jane and Joe) - but we don't currently support a specific mechanism for that.
Protect your investment in CiviCRM by  becoming a Member!

combrains

  • I post occasionally
  • **
  • Posts: 40
  • Karma: 2
  • CiviCRM version: 4.3.3
  • CMS version: Joomla 3.1.x
  • MySQL version: 5.1.44
  • PHP version: 5.3.1
Re: Automatically track household contacts
March 18, 2012, 06:30:35 pm
Thanks Dave.

I'm a 'hands on' kind of person and always up for a challenge.  I might see if I can hack something together.

By my logic, a bi-lateral permission structure already exists for address sharing correct?  Correct me if I'm wrong, but it wouldn't take too much to add this functionality.  Which part of the code am I best to familiarize myself with in order to begin hacking this?

Cheers

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM (Moderator: Dave Greenberg) »
  • Automatically track household contacts

This forum was archived on 2017-11-26.