CiviCRM Community Forums (archive)

Here are some options:

• Enter your multiple contacts in a spreadsheet and import them. You can set the import to add them to the same group and create the relationship for all of them.

[liUse a batch-entry profile. Not sure if this supports the groups and relationships.][/li]
[li]My favorite option: set up a webform using this module for your staff to do their data entry. This allows you the flexibility to set up your form however you like and to have it automatically add whatever CiviCRM data you wish. You could, for instance, set up a form where the staff person chooses a company and then adds up to 50 individuals as members of it (if they have more than 50 to enter, they just submit the form and do it again with the next batch).[/li]
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with the same relationships and tags and groups as other employees of this company

Hmm, this raises a red flag for me that you may have duplicative data in your database. If every member of one company needs to have the same tag(s) then you are using tags incorrectly - your data is too fragile like this. The golden rule is: "never store the same (or similar) data in more than one place." So instead of needing to enter every contact with the same 3 tags, 2 groups, and 1 relationship, you need to set up your database so that the 1 relationship is all you need to enter, and everything else flows from that - set up smart groups so that they are automatically included by virtue of having that relationship. There are no smart tags but there's probably a better way to achieve the functionality you need without having to manually tag contacts.

If I were you I would look into the webform solution. You can set up a form where all these things happen automatically for many contacts at once, based on the chosen organization.

the form can have a select or autocomplete for the company - and also an autocomplete for the individuals

but it sounds more like it would be worth looking at our work with civi entity and Views Bulk Operations.

I don't think it can currently do a 'make Person X use Org Y's address' - but if it could be made to do this then it could be a great tool for such tasks.

otherwise, if you are already have your contacts using Relationships and therefore say 'if Person X is employer (?) of Org Y, then give Person X the 'shared address' from Org Y' as a one off, then an sql query may be your friend ;-)

ie import your new contacts with a csv that has the Org name too so it makes the relationship - then run the query (assuming Import Wizard still can't cope with Shared Address)