CiviCRM Community Forums (archive)

Hoping someone can help.

I'm running 4.1.3 / Drupal 7

I want to search for, export and mail primary contacts, where a primary contact is the user that first registers the organisation and has permissions to edit and control the records of subsidiary contacts. In other words - I want to be able to mail the responsible users for my member organisations.

Civi lets you search for "primary memberships" but this seems to be something else: it simply brings back the first relationship with an individual it finds, regardless of its status.

Basically it seems that the underlying relationships table is not exposed via the search interface at all.

My next thought was that if we automatically assign individuals to a "Primary Contact" group on sign up, we could simply filter on the group to access the data we need.

But actually the problem is the same - when it comes to exporting  my Primary Contact group, because it's associated with individuals, I only get names and email addresses - no actual address details, because on registration these are associated with the organisation. Argh!

Am I missing something obvious? If there's a better approach to this, happy to think about it!

Thanks,

Mark

I just wrote this a custom search. It was for a customer on an older version of CiviCRM but could probably be cleaned up and made into an extension or quickly ported to the latest version.

On Adv Search, top right, you can set to display the results to show Related contacts.

Thanks for the reply.. I've now had a chance to try this but no joy... We have the relationships of "Employee of" / "Employer of" to work with but neither seems to work. It brings back some results, but I'm unable to export a complete address which includes the organisation name.

As a workaround I have some custom fields which are associated with the organisation which capture individual "main contact" details. But I'm painfully aware that I'm defeating the purpose of the CRM in doing so. Argh.