Author Topic: How are CiviCRM admins handling organzations with multiple offices? (Read 985 times)

paco verde · May 27, 2009, 09:09:26 am

How are other CiviCRM admins and users handling organizations that have multiple offices?

We have a number of partners that have multiple offices throughout a country. I would like to enter these offices in a way that reflects the nature of these offices' membership in the same organization. Ive thought about defining a new organization relationship type, e.g. "is a satellite office of" <--> "is a parent office of", but I'm curious how other admins handle this situation?
--
Thanks,

Glenn Gillis
Information Technology Manager
Environmental Law Alliance Worldwide
U.S. Office
http://www.elaw.org

Dave Greenberg · May 27, 2009, 10:03:30 am

Hi Glenn,
I have definitely seen some sites using "Branch / satellite office of" <---> "Parent office" relationships to model this. The ability to set inheritance-by-relationship on CiviMember memberships dovetails nicely with this approach.

Before settling on any approach, you'll want to think about requirements for "using" and tracking these connections. For example, what types of searches / reports need to be aware of the relationships (roll-ups to parent, etc.).

You might also want to review the discussion posted by Wes Morgan from USPIRG regarding some different models for "Multi-organization Support" - and perhaps ping him to discuss further:

http://wiki.civicrm.org/confluence/display/CRM/Multi-Organization+Support+in+CiviCRM

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Author Topic: How are CiviCRM admins handling organzations with multiple offices? (Read 985 times)

paco verde

How are CiviCRM admins handling organzations with multiple offices?

Dave Greenberg

Re: How are CiviCRM admins handling organzations with multiple offices?