Book Image

CiviCRM Cookbook

Book Image

CiviCRM Cookbook

Overview of this book

CiviCRM is a web-based, open source, Constituent Relationship Management (CRM) software geared toward meeting the needs of non-profit and other civic-sector organizations.Organizations realize their mission via CiviCRM through contact management, fundraising, event management, member management, mass e-mail marketing, peer-to-peer campaigns, case management, and much more.CiviCRM is localized in over 20 languages including: Chinese (Taiwan, China), Dutch, English (Australia, Canada, U.S., UK), French (France, Canada), German, Italian, Japanese, Russian, and Swedish.CiviCRM Cookbook will enhance your CiviCRM skills. It has recipes to help you use CiviCRM more efficiently, integrate it with CMSs, and also develop CiviCRM.This book begins with recipes that help save time and effort with CiviCRM. This is followed by recipes for organizing data more efficiently and managing profiles.Then you will learn authentication and authorization and managing communication with contacts.Then you will be guided on using the searching feature and preparing reports. We will then talk about integrating Drupal and CiviCRM. You will also be taught to manage events effectively. Finally, learn about CiviCampaign, Civimember, and developing CiviCRM.
Table of Contents (19 chapters)
CiviCRM Cookbook
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Adding a time-limited relationship


Relationships are a central feature of CiviCRM. For example, you may run an organization that has contacts related to it because they are volunteers, or you may have individual contacts that are the children of other contacts who are their parents. Some relationships are time-limited. For example, the chair of an organization may have a one year fixed term of office.

How to do it…

In this recipe we will set up a time-limited relationship between two contacts using the following steps:

  1. Navigate to Administer | Customize Data and Screens | Relationship Types and click on Add relationship:

  2. Set Relationship Label-A to B to Chair.

  3. Set Relationship Label-B to A to Chair is.

  4. Set Contact Type A to Individual.

  5. Set Contact Type B to Organization.

  6. Set a suitable description in the Description field.

  7. Check if the relationship is enabled.

  8. Save the relationship.

  9. Navigate to an individual contact, click on the Relationship tab, and add the relationship.

  10. Select the relationship type...