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Author Topic: CiviContribute, Relationships and Current Employer  (Read 3770 times)

joemaine

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CiviContribute, Relationships and Current Employer
October 01, 2008, 05:26:56 pm
I thought that when a "relationship" employee of was established that the field "current employer" was updated.

In the following workflow
Through CiciContribute a contribution is made on behalf of an organization.
In the CiviCRM profile the individual is established with a relationship (employee of)
However, this relationship doesn't create a link with "Current Employer"

It seemed that in the alpha that the updating of the current employer field was automatic - it would be great if it was, as I hope to use the "current employer" field across the site.

Is this a change from the alpha version?
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Kiran Jagtap

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Re: CiviContribute, Relationships and Current Employer
October 02, 2008, 11:25:35 pm
yes, v2.1 supports automatic update of current employer field on contact Add / Edit screen.

In v2.1
Allows setting / creation Current employer only in Contact Add / Edit form.
Does not support update of current employer for every 'employee of' relationship.
To get info of current employer field across v2.1 check
http://issues.civicrm.org/jira/browse/CRM-2968

In v2.2
There are some enhancement in to current employer functionality
for tracking purpose : http://issues.civicrm.org/jira/browse/CRM-3532

thanks
kiran
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Dave Greenberg

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Re: CiviContribute, Relationships and Current Employer
October 03, 2008, 11:42:05 am
Kiran - I think Joe's question was about whether we "cache" the current employer in the contact table (employer_id) when the employee / employer relationship is created through the "On Behalf of an Organization" option in an online contribution page.

IMHO we should be doing this. If this isn't happening in 2.1 - please update CRM-3532 to include that fix.
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joemaine

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Re: CiviContribute, Relationships and Current Employer
October 03, 2008, 02:02:51 pm
Hi Dave,

You are correct. I do believe that this is the best way for updating the info. There is a "relationship" concern though: as an individual could be an "employee" for a number of "employers", this would update "current employer" (employer_id) to reflect an "organization" entry in the most recent transaction in CiviContribute. While it could be an issue for others; the logic works perfectly for the way we understand and are using the "current employer" detail.
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Joe

Kiran Jagtap

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Re: CiviContribute, Relationships and Current Employer
October 04, 2008, 07:42:05 am
hi,
v2.1 does not support current employer when the employee / employer relationship is created through the "On Behalf of an Organization".  I have updated the specification, so v2.2 will definitely support this functionality.

for tracking purpose : http://issues.civicrm.org/jira/browse/CRM-3532

thanks
kiran.
« Last Edit: October 04, 2008, 08:05:27 am by Dave Greenberg »
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joemaine

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Re: CiviContribute, Relationships and Current Employer
October 04, 2008, 08:45:49 am
Hi Kiran,

That is excellent!  Another feature that would be appreciated is to offer an additional option when configuring a contribution page. Currently, the option exists to "Allow individuals to contribute and / or signup for membership on behalf of an organization?". Much of our activity deals with organizations and an additional option that would  "Mandate individuals to contribute and / or signup for membership on behalf of an organization?" and populate the organization detail (based on employer_id) on the users form would be slick.

A serious issue though is with the user editing ability. We don't want to have any edits on contribution pages update individual or organization data. The current ability for an individual to edit their email address on a contribution page is causing us some problems now and we are working at solving the issue through a custom template. A user should only be able to edit individual or organization contact data on a profile page. Perhaps a new "Email Address" field, for users, on the contribution page could be labeled as "Please send a copy of this confirmation to:"

Thanks for the consideration!
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Joe

Dave Greenberg

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Re: CiviContribute, Relationships and Current Employer
October 04, 2008, 04:42:06 pm
Joe - I assume the restriction on entering contact data on a contribution page is for logged in users only ?? (otherwise we have no way to retrieve info needed for billing etc.). That said, it would be helpful to have a better understanding of the problems caused by allowing users to edit data via a contribution page vs. using a profile page.

Note that for 2.2 we are planning on storing the "Billing Name" with the transaction record - and never using it to UPDATE the contact record name fields except when creating a new contact (and where no contact name is input separate from the billing name).

http://issues.civicrm.org/jira/browse/CRM-3494

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joemaine

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Re: CiviContribute, Relationships and Current Employer
October 05, 2008, 08:50:57 am
Hi Dave,

Yes, the restriction could only apply to logged in users - though it would be great to be able to link the registrant to an existing user if there is an email match - and request that the person login. We're leaning towards only allowing logged in users to register for programs.

Our use of CiviCRM is for a membership trade association and while much of our programming is for individuals, our membership is organizations. We're putting together Drupal/CiviCRM and our challenge is in making the suite work smoothly in an organization-centric environment. We're working to get up to speed with both applications, and while we're not in a position to offer any current patches or code; we do plan to eventually contribute to the projects. If nothing else, you'll at least hear input during our learning curve.

Storing a "Billing Name" may not answer the need. Registration isn't only for "paid" events - as we require registration for "free" programs and use the contribution page for registration. Here are 5 examples of the problems we envision with email editing functionality on the contribution pages; there are many more!
1>When registering for an event, an individual may be paying from a "personal" account rather than from their "organization" account and could consider that an edit of the email address on the form will only affect the transaction.
2>We have consultants that work at many different organizations and their "contribution" may be coming from one of them (with a temporary email address), but the individual will not want to edit their primary contact email.
3>An assistant to an individual may also be using the contribution page for a "member" and may not be aware of the consequences of an edit to the email field. In this example, a registered user has an unregistered assistant sign in to the account.
4>An individual typically has multiple email addresses and though they requested a primary address to be used for communication on their registration/profile page they may not remember the email address they specifically requested to be used with our site and certainly aren't aware that editing the contribution page will alter their preference.
5>We offer membership benefits to employees of an organization and many times the only way to be alerted to a change in employment is when an individual changes an email address from a member domain to an alternative. I watch for changes in the profile pages and am concerned that there are going to be a significant number of corrections to be made when individuals edit their email on a contribution page.

We thought the best solution would be an additional option on the contribution creation page that would enable the admin to "Mandate individuals to contribute and / or signup for membership on behalf of an organization?" and populate the organization detail (based on employer_id) on the users form. The current default email address would not be editable and a new "Email Address" field, for users, on the contribution page could be labeled as "Please send a copy of this confirmation to:"

I hope there's more clarity than mud in the above...
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Joe

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Re: CiviContribute, Relationships and Current Employer
October 05, 2008, 12:19:46 pm
Quote from: joemaine on October 05, 2008, 08:50:57 am
We thought the best solution would be an additional option on the contribution creation page that would enable the admin to "Mandate individuals to contribute and / or signup for membership on behalf of an organization?" and populate the organization detail (based on employer_id) on the users form. The current default email address would not be editable and a new "Email Address" field, for users, on the contribution page could be labeled as "Please send a copy of this confirmation to:"

The above should be possible in 2.1 with a combination of the buildform, postProcess hooks and customize templates. This will also be  good test to see how extensible the hook system integration with civicrm is and what we need to do to ensure folks can things like your requirements.

ping us on IRC if you need help moving this forward

lobo
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Re: CiviContribute, Relationships and Current Employer
February 28, 2009, 12:22:30 am
Joe - did you progress any of the above?
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This forum was archived on 2017-11-26.