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  • Automatic relationship based on the domain name of the email
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Author Topic: Automatic relationship based on the domain name of the email  (Read 3509 times)

xavier

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Automatic relationship based on the domain name of the email
February 24, 2008, 12:43:36 pm
Hi,

We often input contacts that work for an organisation we already know. Inputing the contact details is a n steps process:
1) input the first+last name and other contact details
2) go to relationship tab,
3) add a "employed by" type the name of the organisation
4) get a one line search result, check it, and add the relation

I would like to hear my users complain that he steps 2 to 4 are too long, unfortunately, that's even worse and they just skip these steps.

What I would find very handy is to have an additional "domain name" field (eg acme.org) on the organisation. when I add a user (eg John doe john.doe@acme.org ), it detects that the domain name is acme.org, that it has already an organisation that owns that name, and automatically add a relation "employed by" to John.

It'd try to put my dirty fingers on it, but it's rather pointless if the domain name field isn't part of the core. What do you think ? Is this something that could end up in civi 2.1 ?

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petednz

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Re: Automatic relationship based on the domain name of the email
February 24, 2008, 01:02:22 pm
No ideas about the domain idea but a simpler model might be adding a tick box similar to the "Use Household Address" one, put it up in the "Name details' section and have it as an 'Employed by' button, which then, as per 'households, allows one to either find and existing organisation, or add a new one??
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Donald Lobo

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Re: Automatic relationship based on the domain name of the email
February 24, 2008, 01:42:13 pm

This is scheduled to be part of 2.1: http://wiki.civicrm.org/confluence/display/CRM/CiviCRM+v2.1 (search for employer on that page)

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xavier

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Re: Automatic relationship based on the domain name of the email
February 24, 2008, 01:51:46 pm
Magic, thanks for the link.

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Discussion (deprecated) »
  • Feature Requests and Suggestions (Moderator: Dave Greenberg) »
  • Automatic relationship based on the domain name of the email

This forum was archived on 2017-11-26.