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  • CiviCRM Community Forums (archive) »
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Author Topic: Add beneficiary in civicrm  (Read 394 times)

gugaliashashank

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Add beneficiary in civicrm
December 25, 2013, 11:24:06 pm
Hi All,

I have few question civicrm and need pointers/help on the same.

1.   Civicrm provide contacts which is more like the donor, we seek your help as we are planning to add beneficiary (individual, household, organizations) in the cicicrm. Beneficiary is the one who receives the benefits of the donation like student, (needs education, food and shelter) old ages (needs food and shelter) and animals (food and shelter)
2.   Can we add new relationships in civicrm_relationship table as we want to maintain the relationship between the donor and beneficiary
3.   As we are doing this for Indian NGO We need to add PAN card option in the donor's aka contact pages which table we should be adding that.
4.   We also want the advance search option to provide an option to search based on PAN card what are the modification we will need for that.


I am using civicrm 4.4.3 with drupal 7.24.
MySQL 5.5.34
PHP 5.4.22

Thanks
Shashank

Dave Greenberg

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Re: Add beneficiary in civicrm
December 30, 2013, 11:19:06 pm
I would recommend browsing the user guide for a general overview and PARTICULARLY the section on Custom Data:

http://book.civicrm.org/user/current/organising-your-data/custom-fields/
http://book.civicrm.org/user/current/organising-your-data/relationships/

All modifications you've described can be done via admin UI (no 'coding' needed).

Specific pointers:
1. and 2. Use a custom field extending Contributions of type Contact Reference for the Beneficiary of the contribution, if the donor / beneficiary linkage is specific to the contribution record. If the linkage is more broadly between the donor (contact) and beneficiary (contact) - then add a relationship type (Administer > Customize > Relationship Types)

3. & 4. Add custom field extending Individual for PAN card and make it 'Searchable'.
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  • CiviCRM Community Forums (archive) »
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  • Add beneficiary in civicrm

This forum was archived on 2017-11-26.