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Author Topic: Organization Information  (Read 1218 times)

ksyed

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Organization Information
August 07, 2008, 08:20:07 am
At my organization, we use Employer EIN numbers.
Is there a way I can change the SIC Code to EIN number.
I am not sure of the different data requirements of each.

Also, I am assuming I will have to delve into the MySQL tables, if I could be directed to the tables
that contain organization information that would be appreciated

Thanks

Dave Greenberg

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Re: Organization Information
August 07, 2008, 10:58:47 am
You could use the "External Identifier" field to store EIN Numbers (and customize the template a bit to change the field name if that's needed to help your users). The advantage of using this field is that is enforces uniqueness in the DB - which I think is helpful for EIN. Also you can use it as a unique key when updating records via import.
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ksyed

  • Guest
Re: Organization Information
August 07, 2008, 11:18:02 am
Quote from: Dave Greenberg on August 07, 2008, 10:58:47 am
You could use the "External Identifier" field to store EIN Numbers (and customize the template a bit to change the field name if that's needed to help your users). The advantage of using this field is that is enforces uniqueness in the DB - which I think is helpful for EIN. Also you can use it as a unique key when updating records via import.

Thanks, ill give the external identifier a try...where would I go into the template to change the field name?
Which file, or maybe a more specific location...I tried searching through a few of them earlier to try and change the label "Money Transferred" to "Grant Payed In Full" but could not track down the location to change.
Would i have to look in the mysql tables or in the php files from the server?

Thanks in advance

Dave Greenberg

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Re: Organization Information
August 07, 2008, 11:21:08 am
You can learn about customizing templates here (and there's a tip for seeing which tpl files(s) you need to work with):
http://wiki.civicrm.org/confluence/display/CRMDOC/Customize+Built-in+and+Profile+Screens
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ksyed

  • Guest
Re: Organization Information
August 07, 2008, 11:21:39 am
Thanks!

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
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  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Organization Information

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