Author Topic: Contacts - Employee's being treated as a client (Read 728 times)

FETmz · May 05, 2013, 11:50:18 pm

I have a question based on employee's being able to edited other employee's information.
I have noticed that an employee is treated as a client in terms off they display the same information and are able to be edited and added to cases [when searching for a client in the "select contact" text area] even though the employee is meant to be the one managing the cases.

How do I distinguish in CiviCRM to make an employee separate from a client.
The way I would like it is that an employee cannot be added via the new individual functionality because IDAP has been installed which allows the local user to enter with their desktop credentials.

Thank you in advance!

Donald Lobo · May 06, 2013, 07:17:35 am

Civi does not distinguish between employees and clients at the contact level, i.e. both of them are contacts. You can probably distiguish an employee from a client by using contact sub-types or custom fields.

You can potentially do the below via hooks and get the autocomplete / select-contacts to only retrieve the non-employee contacts

lobo

FETmz · May 08, 2013, 04:57:57 pm

Excellent Thank you Lobo, much appreciated!

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Author Topic: Contacts - Employee's being treated as a client (Read 728 times)

FETmz

Contacts - Employee's being treated as a client

Donald Lobo

Re: Contacts - Employee's being treated as a client

FETmz

Re: Contacts - Employee's being treated as a client