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  • CiviCRM Community Forums (archive) »
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  • Using CiviCase (Moderator: Dave Greenberg) »
  • Organization Case Roles Search
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Author Topic: Organization Case Roles Search  (Read 1874 times)

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Organization Case Roles Search
March 30, 2009, 10:14:35 am
Hello,

I am trying to use CiviCase for some consumer complaints.
I would like a Role to search for Companies in contacts.

manage case -> case roles -> assign contact to case role

But is seems to be stuck on Individuals.
The relationship is set to  ind->org
( I have tried other combos as well as org->org )

I assumed a CASE ROLE could be an Organization.
Is this correct?


Thanks,
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Donald Lobo

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Re: Organization Case Roles Search
March 30, 2009, 12:39:35 pm

Orgs are currently not supported as part of Case Roles. If you would like to see this enhancement made, you might want to join forces with marcus and potentially collaborate:

http://forum.civicrm.org/index.php/topic,7320.html
http://forum.civicrm.org/index.php/topic,7315.html

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marcus.liberman

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Re: Organization Case Roles Search
March 31, 2009, 05:49:47 am
Hi

This is also part of our requirement. I would be very happy to co-operate on sourcing developer resource to do this. I am writing the requirement at the moment. If you want to email me we can plan how we might work together on this by email

Marcus
marcus.liberman@alpha.org
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviCase (Moderator: Dave Greenberg) »
  • Organization Case Roles Search

This forum was archived on 2017-11-26.