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Author Topic: Tokens from related contacts  (Read 1404 times)

goran

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Tokens from related contacts
November 19, 2008, 09:17:51 am
Hi to everyone. I would like to describe a scenario for which I don't see a clear solution within the current list of features, as I understand it. I would love to be corrected in that respect :), otherwise I would appreciate any pointers towards possible solutions.

In our data (approx 1k organizations and several thousand individual records) we often have an n-n relation between individuals and organizations. This is modeled through relationships (currently considering enhancing the model by either adding custom records to relationships or specializing relationships into several named 1-n relationships; for example - principal contact, mandated contact, financial contact, general contact, etc).
Organizations are in different groups for purposes of mailing (regular mail and e-mail).

Bottom line is that at the end we would like to have a streamlined procedure for creating mailings to the contacts where the resulting set should be composed of fields from
 organization - relationship - individual contact
with the conditions on organization (group), relationship (active, relationship type) and would like to be able to address the contact with the organization name, title of the contact (for that organization), address from the organization, etc...

This way we can keep data more normalized (who is what to which organization and who was what in which organization). Also, when organization changes their chairman, president, etc.. we would not need to update information in several different places. The 'current employer' is not enough for this since an individual can have roles in multiple organizations.

Most of the above would be easily possible if the tokens from the related records could be exposed for the mail templates and addresses.

Do I fail to see a working solution for the described scenario? How hard would it be to add the described functionality to CiviCRM? I might have some resources for it (currently only time, but that might change).
« Last Edit: November 19, 2008, 09:49:50 am by goran »

Donald Lobo

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Re: Tokens from related contacts
November 20, 2008, 11:57:24 am

2.2 will introduce "hooks" for tokens. This will allow folks to add top level tokens and evaluate them based on their business rules / data model etc

We have not yet started work on this, but will have a blog post on it when we have a better idea of the various hooks involved we will blog about it: http://civicrm.org/blog (add to your rss reader: http://civicrm.org/node/feed)

lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Discussion (deprecated) »
  • Feature Requests and Suggestions (Moderator: Dave Greenberg) »
  • Tokens from related contacts

This forum was archived on 2017-11-26.