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) »
  • General Discussion (please no support requests here!) (Moderator: Michał Mach) »
  • Recording activity info about a "third person"
Pages: [1]

Author Topic: Recording activity info about a "third person"  (Read 1715 times)

marshcast

  • I’m new here
  • *
  • Posts: 16
  • Karma: 0
  • CiviCRM version: 4.3
  • CMS version: wordpress 3.4
  • MySQL version: mysql 5.5
  • PHP version: php5 5
Recording activity info about a "third person"
June 03, 2013, 05:37:17 am
Firstly, thanks for Civi, it's support and the oppertunity to become involved in it.

Down to the point (I know time is valuable!)...

Could anyone suggest a method of recording activities about a third person?

We're a children centered charity, so often make calls between us and others about a third party (usually the child/individual that is the subject of the call)

  • 1. ourselves (or the person making the call)
  • 2. other contacts (whether an organisation/service etc) and
  • 3. the person (child) that is the subject of the call


Can anyone offer a way to record this info?

It seems to me a that
  • Assigning the call to them would be wrong as I don't want to place any responsibilty on the child.
  • putting the child down as call recipient/initiator would be confusing and non-productive
  • I can't seem to find a way to attach a profile that includes connecting to an individual (client/child)

so I'm a bit lost. any offers?
[/list]

petednz

  • Forum Godess / God
  • I’m (like) Lobo ;)
  • *****
  • Posts: 4899
  • Karma: 193
    • Fuzion
  • CiviCRM version: 3.x - 4.x
  • CMS version: Drupal 6 and 7
Re: Recording activity info about a "third person"
June 03, 2013, 06:49:21 am
if this is on drupal i would take a look at using webform_civicrm module which lets you do pretty much what you describe, namely update/add information about multiple contacts who are related, and add/update Activities all in one go.
The module is well maintained and good documentation
Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate

marshcast

  • I’m new here
  • *
  • Posts: 16
  • Karma: 0
  • CiviCRM version: 4.3
  • CMS version: wordpress 3.4
  • MySQL version: mysql 5.5
  • PHP version: php5 5
Re: Recording activity info about a "third person"
June 03, 2013, 07:29:42 am
Brilliant - I've been using Webform, but not for more than the most basic. This is good news indeed!

thank you :)

edit... I do have a problem with knowing how to relate the call to the third person. It's an activity, so I can't connect it with a relationship ("subject of call") or similar. The only way forward I can see would be to have a tag for each client and tag such things with that name.

This seems a little, maybe, inelegant - and seems to have a million things that could go wrong (spelling / punctuation / ?

Sorry for my ignorance, but would you mind if I asked for advice on how to link the call to the (third) person?

Another issue is.... I'm just migrating from Drupal to WordPress.
« Last Edit: June 03, 2013, 08:02:28 am by marshcast »

Coleman Watts

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 2346
  • Karma: 183
  • CiviCRM version: The Bleeding Edge
  • CMS version: Various
Re: Recording activity info about a "third person"
June 03, 2013, 08:22:12 am
I would recommend adding a custom field of type "contact reference" onto your activity.
Try asking your question on the new CiviCRM help site.

marshcast

  • I’m new here
  • *
  • Posts: 16
  • Karma: 0
  • CiviCRM version: 4.3
  • CMS version: wordpress 3.4
  • MySQL version: mysql 5.5
  • PHP version: php5 5
Re: Recording activity info about a "third person"
June 03, 2013, 08:27:36 am
That's brilliant. Thanks Coleman - I couldn't see the wood for the trees (and sometimes there are an awful lot of trees!!!)

Thank You, both,

M. :)

Coleman Watts

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 2346
  • Karma: 183
  • CiviCRM version: The Bleeding Edge
  • CMS version: Various
Re: Recording activity info about a "third person"
June 03, 2013, 08:31:10 am
NB you can limit that custom field to only be on a certain activity type(s).
Try asking your question on the new CiviCRM help site.
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • General Discussion (please no support requests here!) (Moderator: Michał Mach) »
  • Recording activity info about a "third person"

This forum was archived on 2017-11-26.