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Author Topic: requirements listed, what are my options?  (Read 1909 times)

exodist

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requirements listed, what are my options?
May 20, 2008, 11:15:17 am
Hey, I am working on a civicrm site (drupal), we have the following requirements, I am looking for any input on this. How to do it, what can be done to achieve something close or similar, and really just the proper way to go about it. If you only have a suggestion for one of the requirements and not the others it is still helpful.

 * Companies need to be able to sign up as companies on their own, an admin should not need to add each company
 * Companies need to be able to use civicontribute to buy a paid membership.
 * Employees of companies need to be able to sign up, and associate themselves with a company.
  * Some kind of validation needs to be done to ensure the employee is in fact an employee, company e-mail address w/ validation email is preferred.
 * When signing up for an event there needs to be different fee's for members vs nonmembers, and validation so that a non-member cannot sign up using a membership fee.
 * Companies buy memberships, not employees, so an employee needs to be associated with the companies membership.

Through custom coding I have achieved most of this, however there are issues. Currently a company signs up like any other member through drupal. There is a profile that asks for their contact information. The company than has a checkbox in their drupal account that will flip the contacts record type from individual to company. They can then modify their company record using a civicrm profile.

Drupal users (w/ associated civicrm contact) can associate themselves with a company based on e-mail domain, they provide a company e-mail address, a code is sent to it, they enter the code on their drupal user page. However none of the association information is stored in civicrm, instead it is a table in drupal I created.

During signup for an event a check is done against the users company association (my table, not civicrm's info), and word matching is done, if the fee option they selected contains the work 'member' then they must be associated with a company that has a membership. This works, but once again it does not use civicrm's associations, it uses my own.

so input, recommendations, alternatives, please.

Dave Greenberg

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Re: requirements listed, what are my options?
May 20, 2008, 02:08:38 pm
Some options for using CiviCRM existing data structures are:

1. You can create a membership type where membership is automatically extended to "related contacts" and specify the type of relationship. So you might create a Company Membership and specify that it is automatically granted to "Employees of" a member.

2. When Drupal users "associate themselves with a company" - you can represent this as an "Employee of ..." relationship. If you implement 1. above - then they will be automatically granted a membership based on that relationship.

3. Starting in the next release - relationships will have a "permissioned" property which we will use to allow a contact access to editing / updating info for the related contact. Check this spec for details: http://issues.civicrm.org/jira/browse/CRM-2963

You might want to jump-ahead and implement / use this model in your code now. (Some of the new code and the schema defs are available in svn/trunk.) Also check this related feature being implemented now for 2.1 release: http://issues.civicrm.org/jira/browse/CRM-2964

(Would be great if you could post a case study / description of what you've done to the Showcase section of this forum once things settle out.)
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