CiviCRM Community Forums (archive)

I have a client that is a national organization in which organizations around the country pay dues to the national organization.

The national org wants to send out an email to the contact person associated with the organization to pay dues. We are using "on behalf of an organization" on the contribution form. The default organization profile works well for the person receiving the email to update any changes to organization address, phone etc (and I'm hoping we can get a checksum working to pre-fill the form).

But we can't figure out how a person filling out the form could update information on the Executive Director. The executive director is associated with each local organization via a relationship. I don't believe it is possible to add a relationship to the "on behalf of organization" profile.

Can this be done? If so, how?

I do believe what we desire is possible with the Drupal Webform CiviCRM module. We aren't necessarily against taking that approach, but we want to be sure it can't be done in native CiviCRM without that module first.

Thanks much.

Thanks Pete.

At the current moment, only staff of the national organization log in to the site. They are making use of checksums for users updating information; users don't log in. So I think that would rule out the permissioned relationship approach.

Do you happen to know if Webform CiviCRM supports "Pay later."