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  • CiviCRM Community Forums (archive) »
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  • Creating a new Contact entity for Position/Office
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Author Topic: Creating a new Contact entity for Position/Office  (Read 1459 times)

robin williamson

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Creating a new Contact entity for Position/Office
September 14, 2008, 09:46:20 pm
Picking up on peterd's post of May 2008 http://wiki.civicrm.org/confluence/display/CRM/New+contact+type+for+Position+or+Office

Suggestion: set up a new 'contact type' which is for a Position/Office (examples would include Mayor of City, President of Country, Minister (political), Chair of Organisation, CEO of Company, Principal of School, local secretary of the branch of a national organisation etc.)
This new Contact Type then has a relationship to the Individual specified as well as one to the Organisation. The latter would rarely change, the former would change each time a new person takes on that role.

Has anyone implemented peterd's suggestion? We have a lot of contact info where 'The Director' is the addressee, so this would be useful.

Thanks, Robin

Dave Greenberg

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Re: Creating a new Contact entity for Position/Office
September 15, 2008, 10:55:37 am
I don't think progress has happened on this front.... and I suspect some workflow issues would need to be addressed to make this truly useful. The 2.0+ schema makes things a bit easier because all contacts are stored in the same civicrm_contact table regardless of "type".

Note that you can manually implement this with the current version IF you have an Email address for the position:
- create Individual record for the position, with Title and Email filled in
- create Organization record
- create Individual (office holder) contact record
- create new Relationship Type - "Office / Office of" to connect "position" to "organization"
- and another Relationship Type to connect office holder to office.

You could then implement a custom search which grabs data from the appropriate records in order to spit out a CSV file for mail merges, etc.
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Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Discussion (deprecated) »
  • Feature Requests and Suggestions (Moderator: Dave Greenberg) »
  • Creating a new Contact entity for Position/Office

This forum was archived on 2017-11-26.