http://association.drupal.org/civicrm/admin/uf/group/field?reset=1&actio...

"Organization Name" is currently mapped to "birth date". Also, the organization profile for information is linked to individuals.

We need to revisit how we can get organizations who purchase a membership to become orgs contacts in CiviCRM.

Comments

deviantintegral’s picture

deviantintegral commented

Is this an organizational issue or a code issue? What are the implications of mapping it to "Current employer"?

Amazon’s picture

Amazon commented

Let's go ahead and try to do that on the staging site.

Kieran

deviantintegral’s picture

deviantintegral commented

OK. Once I have admin access on the staging site (currently only have it on the live site) I'll flip the setting.

http://d6-association.drupal.org/user/1680

adixon’s picture

adixon commented

So aside from the quick fix proposed, it's still not a great solution. As a general approach, I find using CiviCRM for public facing content to be difficult to work, from both a content management point of view, and a themeing one. Since the goal here is for organizational members to get nice listings - why not use the little civicrm module that grants drupal roles based on civicrm membership (CiviMember Roles Sync) and the bio module and let organizational members make really nice listings? Then we could have a much higher-value organizational member listing that is also self-maintained.

deviantintegral’s picture

deviantintegral commented

We'd be using the Content Profile module instead since the site is D6. I've used content profile on other sites and been happy with it. It would be very easy for us to create Views of nodes as needed.

This would required dealing with yet another place for profiles though. Perhaps instead of using Content Profile, we could just use Roles Sync by itself, and build views based on User objects instead.

sime’s picture

sime
any/any
Location Melbourne
commented

I don't think I'm much help, so just subscribing atm.

Amazon’s picture

Amazon commented

We now have a staging site set up and working. http://d6-association.drupal.org

We never used organizations properly. The reason is that when people went to buy an organizational membership they could not specify their contact record to be an organization. Therefore the list of organizations that had purchased an organizational membership was always empty, because their contact records were actually individuals.

It was easier to treat everyone as a person in CiviCRM 1.x. In 2.1, the connection between an individual and an organization is more tightly integrated and it may make sense to revisit this assumption.

Our use cases are that people buy one of two types of memberships: individual and organizational. Then they can create an account on a.d.o and we have to work with them to sync between their purchasing email, the email for their individual civicrm record, and their Drupal user profile email. We currently have 328 organization memberships. I don't want to introduce a burden of creating 328 organization records and then linking them to organization memberships. I also do not want to have a future burden of having to create separate org records in the future.

What's the optimal for a member to create and update their organization profile?

deepaks’s picture

deepaks commented

I think the feature you'll are looking for, is already implemented and well supported in CiviCRM v2.2 i.e "Online Contribution / Membership Signup on Behalf of an Organization" feature, which allows -

1. An organization to signup and renew their memberships.
2. Configuring online contribution pages to get contributions from organizations.
3. Organization's permissioned member to update the organization's address and contact info (from dashboard).

For more details check - http://issues.civicrm.org/jira/browse/CRM-2964, http://blog.civicrm.org/node/318

Amazon’s picture

Amazon commented

We've now upgraded to CiviCRM 2.2 live on the association site.

Now we need to create organization records and help individuals renew their memberships.

Kieran

Amazon’s picture

Amazon commented
Status: Active » Fixed

We have now upgraded to CiviCRM 2.2.6. I've changed the organization profile settings for Current Employer to use the individual profile field, current employer and relabeled it to organization name.

http://association.drupal.org/civicrm/admin/uf/group/field?reset=1&actio...

Then I went into the Organization membership - CiviCRM Profile Fields, http://association.drupal.org/civicrm/admin/uf/group/field?reset=1&actio... and mapped current employer from birthdate to individual contact type, current employer name. I then re-label that profile field organization name.

I've reviewed two organization profiles, one that was particularly troublesome and it now it seems to be updating correctly, http://association.drupal.org/civicrm/profile/view?reset=1&id=952&gid=4

Status: Fixed » Closed (fixed)

Automatically closed -- issue fixed for 2 weeks with no activity.

Project: Drupal.org infrastructure » Drupal Association Project(s)
Component: association.drupal.org » Other