Author Topic: Advice - individuals with multiple organizations (Read 368 times)

samknelson · August 29, 2016, 05:34:35 am

Hoping for a little advice on the best way to address the following situation.

- We have individuals with relationships to organizations. Each individual can have multiple relationships to organizations; each organization can have multiple relationships to individuals.

- Relationships have custom fields.

- Based on a query against the custom fields, the client wants to use tools (exports, mailing labels, etc.) which combine fields from both the individual and the organization.

For example: each person could be a delegate from many organizations; each organization could have many delegates. We need to generate a mailing list of delegates which includes both the individual's name and email, and the organization's name and address.

Thoughts?

petednz · August 29, 2016, 05:50:10 am

Hi Sam

pls ask this on StackExchange as that is where the Q+A stuff is happening - happy to try and answer it over there - will probably be recommending looking at doing it through Views - but I suggest you give a very clear example as to what you need eg John is a connected to Apple and Orange. Orange has John and Mary. What we need is .....

See you at http://civicrm.stackexchange.com/

samknelson · August 29, 2016, 05:51:50 am

Thanks! Will move over to StackExchange.

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Author Topic: Advice - individuals with multiple organizations (Read 368 times)

samknelson

Advice - individuals with multiple organizations

petednz

Re: Advice - individuals with multiple organizations

samknelson

Re: Advice - individuals with multiple organizations