CiviCRM Community Forums (archive)

Hi

I am just trying to set up CiviCRM for a community group who wants to list the organisations they represent. Is it possible to add a contact name directly to the organisation on registration through Joomla Administrator. Creating an individual for an organisation is going to more work for them to do as each organisation is run by one or two individuals.

Thanks
Jamie

Thanks for coming back to me but not really.

I'm not sure if this is possible but when I go to Contacts > New Organisation > then under Contact Details I would like to add in Contact Name {Firstname} {Surname} and then many an add link to add more contacts.

I sort of want to bring Add new Individual input fields into the Add new Organisation section so it is all done in the one area.

Also on a separate topic is is possible to add files to an organisation and maybe in categories. So theses organisations would have 'Grant Application Forms' and maybe 'Inspection Reports' all to be tags on and stored for each organisation for internal review as needed.

Thanks

Jamie

It sounds like adding a set of custom fields with First Name and Last Name to the Organization would sort of work.

The users would have to be aware that these fields are not exactly the same columns as the regular first name, last name fields. For example, by default the same mailing template that uses first_name last_name tokens would not work for both regular contacts and organizations, the columns would not line up in reports (since they are different columns).
Some customization could fix these issues if necessary.

It also sounds like a solution for the documents would be to create another set of custom fields that applies to organizations. Make sure you choose the settings:
"Does this Custom Field Set allow multiple records?" = checked
"Display Style" = Tab

Add a field for the document and any other fields you need for each document such as approval date.

Not sure if these demo links will still be up by the time you read this:
http://drupal.demo.civicrm.org/civicrm/admin/custom/group/field?reset=1&action=browse&gid=4
http://drupal.demo.civicrm.org/civicrm/admin/custom/group?action=update&reset=1&id=4
http://drupal.demo.civicrm.org/civicrm/contact/view?reset=1&cid=36&selectedChild=custom_4