Author Topic: Single form to add an individual and his/her organisation (Read 1043 times)

xavier · March 18, 2008, 12:57:05 am

Hello all,

I'm trying to have a single form to add both an individual and the organisation he/she works for.

I'm trying to use profile, so far without any success and from what I read in the forum, eg.
http://forum.civicrm.org/index.php/topic,226.0.html
http://forum.civicrm.org/index.php/topic,93.0.html

It's not possible to use profiles on two contacts at the same time.

What I'm looking for is a simple system, more or less like what exists in the import (eg check if the organisation exists, if it does, then add a relation between the individual and the organisation) and if it doesn't, add the organisation first

Is there a way to do that ? (or to hack the profile to do that ?)

X+

Yashodha Chaku · March 18, 2008, 01:12:42 am

xavier:

You can simply create a profile having a field with
'Field Name' : Individuals >> Current Employer
and use the same.

For more details check http://issues.civicrm.org/jira/browse/CRM-1942

hth
-Yashodha

xavier · March 18, 2008, 11:27:06 am

Great !

(I'm blind I was looking at the bottom of the list of fields, as per the import)

X+

CiviCRM Community Forums (archive)

News:

Author Topic: Single form to add an individual and his/her organisation (Read 1043 times)

xavier

Single form to add an individual and his/her organisation

Yashodha Chaku

Re: Single form to add an individual and his/her organisation

xavier

Re: Single form to add an individual and his/her organisation