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Author Topic: Contact Field for Company Name w/o Creating Organization  (Read 1226 times)

projectgetreal

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Contact Field for Company Name w/o Creating Organization
July 27, 2009, 08:56:10 am
I am a newbie, but have read the basics and have customized my install quite a bit with Custom Data and Profiles.

I need a way to store the Company Name for a Contact without having to create an Organization.  I don't really want to use Custom Data, I want the Company Name field to be part of the Contact record as a whole, just like the Phone or Address.

We use the tag Leads to identify possible sources of funding or support.  Leads almost always come from a Company, but have a Contact first and last name.  I need Company Name to be a part of the Lead, but we don't need an organization record because we won't be doing that much contacting them or their organization - they are the only contact for the org.

Without getting too heavy into changing the database and table relationships, can I simply add a Company Name field so I can reserve Organization records for orgs we actually do business with?

Please help...

Jacob
Project Get Real, Inc.
www.projectgetreal.org

petednz

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Re: Contact Field for Company Name w/o Creating Organization
July 27, 2009, 01:59:56 pm
A really simple option might be to use the Nickname field for Organisation - there are options to ensure that contact search will search name and nickname so you would pick up your orgs via that.
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Re: Contact Field for Company Name w/o Creating Organization
July 31, 2009, 09:45:53 am
I often use Supplemental Address1 for that.

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Re: Contact Field for Company Name w/o Creating Organization
August 04, 2009, 10:08:21 am
If using "Nickname" as peterd suggests, you can edit .tpl files to show "Company Name" instead of "Nickname" in the summary/edit Contact display.

To understand what .tpl file to edit, view source on a page and search for ".tpl" that will tell you where to start.

More info: http://wiki.civicrm.org/confluence/display/CRMDOC/Customize+Built-in,+Profile,+Contribution+and+Event+Registration+Screens
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  • Contact Field for Company Name w/o Creating Organization

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