Author Topic: Multilevel organisations and address fields - how are you using them? (Read 914 times)

petednz · March 19, 2009, 10:22:39 pm

Hi - just wondering what best practice is for people who work in multi-tiered organisations such as Departments within Colleges within Universities

Administrator
Department of Management
College of Business Administration & Economics
California State University

For postal mail, all fields probably need to be included.

There is really only the Organisation field to use.

And the scenarios are complicated as in some cases the Departments will all use a common Organisational address

in others the Departments will have different address within the same Organisation

Person A, Branch A, Dept A, Organisation X
Person B, Branch B, Dept B, Organisation X

So in terms of Address characteristics, we want the 'organisation' to be the level of the tiered entity that has the same address details.

But we also need the higher, and lower, levels to be incorporated, and searchable.

I wonder if we need to think about some other fields within the core contact information.

jbodnyk · June 12, 2012, 04:56:03 pm

Hi petednz -- Curious if you ever got any feedback on this or came to any conclusions about best practices. I need this functionality and am finding lots of questions (http://forum.civicrm.org/index.php/topic,21445.0.html, http://forum.civicrm.org/index.php/topic,24124) but so far no answers.

I work at a research center at a large university. Our contacts have multi-level hierarchical jobs (or academic appointments), and they often have more than one at a time. Someone may be 1) a professor in a department in a school in a university, 2) a dean of a school in a university, and 3) a fellow at an institute at a school at a different university, all at once, for instance. Contacts need to have multiple current job titles at multiple tiered organizations. (And ideally I'd like to maintain a record of what the job title was even after the Relationship has ended.)

Based on what I can see so far it looks like I'll need custom fields (and possibly custom code to do it right). Just wondering if you'd found anything about the best way implement this, or if something like it is on the docket for the future. Thanks!

petednz · June 13, 2012, 12:34:24 pm

HI - i think your problem is beyond the one I was looking at since you have this 'multiple job titles' too.

I think the only change we made was to start using the Address Name field. But that only helps with the Address not the Job Title

jbodnyk · June 18, 2012, 09:53:48 am

Thanks for the update!

CiviCRM Community Forums (archive)

News:

Author Topic: Multilevel organisations and address fields - how are you using them? (Read 914 times)

petednz

Multilevel organisations and address fields - how are you using them?

jbodnyk

Re: Multilevel organisations and address fields - how are you using them?

petednz

Re: Multilevel organisations and address fields - how are you using them?

jbodnyk

Re: Multilevel organisations and address fields - how are you using them?