CiviCRM Community Forums (archive)

Project Specifications


Site Background: The site serves as a place for people to maintain business contacts. There will be basically 2 different types of people who use the site: Clients and Advisors.
Advisors will be paid memberships while clients have free memberships.(I have that part working fine) Advisors will have clients as their contacts, and will also have fellow advisors (colleagues) as contacts. So on an Advisor’s Drupal profile page, I want to be able to have a tab that says “My Clients” and a tab that says “My Colleagues.” The “clients” tab will simply list the name and user  id of that person (if you can do a picture, name and user id that would be great!) with a link back to their profile.
For Colleagues, picture (if possible – this will be a Drupal field so I don’t know if it can be done), Job Category (their specialty), name and link back to profile. If you can think of a better way to arrange all of this, that will be fine.

For Clients, they will have a “My Advisors” tab that will display picture (if possible), name, Job Category/Occupation with link back to profile.


For advisors, I want a client to be able to easily add them as an advisor after viewing their profile. So if a client searches for someone (in Drupal) that fits a certain criteria, they must be easily able to choose that person as an advisor and from there communicate with that person (phone, instant message etc). Of course as an advisor, you’d get some sort of notification that someone has added you as an advisor. I also want an advisor be able to add someone as a client.

Clients are not searchable, but advisors are.

Contact me if interested asap. ehlondon[at]hotmail[dot]com