How would I organize the following scenario

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How would I organize the following scenario

Post by sewen12 » Mon Apr 02, 2007 12:26 pm

I want to setup civiCRM so that I can keep track of businesses that can be members of my organization, and whos employees can also be members of my organization.  Should I set up the businesses as Organizations or as individuals.  Or, can you have organizations that are members of other organizations.  Or, is there an even a better way.  This is like a chamber-of-Commerce scenario.


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Re: How would I organize the following scenario

Post by cma01 » Thu Apr 12, 2007 4:57 am

When you enter a new contact and put something in the Organization field, a new entry is automatically created for that organization as well.

When you view that Organization entry, if you click on the Relationships tab, it will show a list of the employees/members.  You can also enter new relationships (contacts) from that tab.

If you have the most complete information on the Organization, enter that as the primary contact and then enter the individuals under the relationship tab.  If you have more information on the individuals, enter it that way.  Or that is how I would do it at least.


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