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  • Collecting employer/org name/info when individual adds membership?
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Author Topic: Collecting employer/org name/info when individual adds membership?  (Read 696 times)

Carolyn Shannon

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Collecting employer/org name/info when individual adds membership?
February 22, 2014, 09:56:33 am
We have a professional organization in Civi, and individuals can become members. I'm trying to set up a new membership page, and want a profile that collects both the individual's information AND their employer/organization. The individual will be the member, but when a new individual contact is created I also want to create an organizational record for their employer. (The organization is not the member.)

Profiles can't contain organizational and individual fields. How do I do this?
Thanks for your help!

petednz

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Re: Collecting employer/org name/info when individual adds membership?
February 22, 2014, 03:49:39 pm
Have you tried using the "current employer' field which is an Individual field
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pete davis : www.fuzion.co.nz : connect + campaign + communicate

Coleman Watts

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Re: Collecting employer/org name/info when individual adds membership?
February 22, 2014, 04:01:53 pm
That should do it if all you need is the Org name. To collect more info you could do it with drupal webform-civicrm integration.
Try asking your question on the new CiviCRM help site.

Carolyn Shannon

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Re: Collecting employer/org name/info when individual adds membership?
February 23, 2014, 06:30:15 am
Thank you so much for your replies!

I think we will try the CiviCRM Webform Integration module for Drupal. I've just about got it set up - if I could trouble you for one more thing: is there an easy way to incorporate creating a Drupal user account into that? I've found petednz's tutorial on creating user accounts using webforms and entity tags, but would like our new members to be able to specify their preferred username if possible.

Thanks again.

Coleman Watts

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Re: Collecting employer/org name/info when individual adds membership?
February 23, 2014, 06:52:24 am
Getting a user registered via webform seems like a general Drupal problem with little to do with civicrm.
They seem to be making some progress on it here: https://drupal.org/node/1336486
Try asking your question on the new CiviCRM help site.

Carolyn Shannon

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Re: Collecting employer/org name/info when individual adds membership?
February 24, 2014, 10:17:22 am
Thanks Coleman. I really appreciate your taking time to answer my questions. And thanks also for developing a wonderful Webform Integration module. It's very nice work.

I reviewed your session video from CiviCon London and have been finding it helpful too.

One thing I noticed in working with the default CiviContribute forms was that the integrated Civi profiles can include Drupal account creation on a CiviContribute form. Is there a way to slipstream on the logic used there to make this happen for webforms as well?

It seems that to make this work, one would also need the option to replace the default user/register form, or redirect to the membership form.

One other question - I am also wondering if it's possible to use CiviDiscount with Webform integration for membership processing.

Thanks again for your help.


petednz

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Re: Collecting employer/org name/info when individual adds membership?
February 24, 2014, 10:43:00 am
Hi Carolyn - I am watching with interest to see if you find an easier solution. We looked hard for something before going down the Civi Tab + Drupal Rules route but fortunately code keeps evolving  :P
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Coleman Watts

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Re: Collecting employer/org name/info when individual adds membership?
February 24, 2014, 10:46:33 am
If you are looking to require member registration of every user who signs up then you might consider embedding the webform on the user/register page instead of the other way 'round.
I wouldn't call this an easy task but it shouldn't be too difficult. Google it and you should find some code snippets.
Try asking your question on the new CiviCRM help site.

Coleman Watts

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Re: Collecting employer/org name/info when individual adds membership?
February 24, 2014, 10:47:41 am
Quote
One other question - I am also wondering if it's possible to use CiviDiscount with Webform integration for membership processing.
Currently there is no integration between the two.
Try asking your question on the new CiviCRM help site.

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMember (Moderator: Deepak Srivastava) »
  • Collecting employer/org name/info when individual adds membership?

This forum was archived on 2017-11-26.