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  1. CiviCRM
  2. CRM-444

Create Related Contact and Relationship Within Add/Edit Contact Form (e.g. Employer relationship)


    • Type: Improvement
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: None
    • Fix Version/s: Unscheduled
    • Component/s: None
    • Labels:


      Provide the ability for users to auto-create relationships (and related contact record) while adding or editing a contact. This functionality is the same as the 'auto-create-relationship' feature implemented in v1.2 for Import - but applies to the Add/Edit contact workflow.

      • Create relationship - drop-down list includes all relationship types applicable to contact being add/edited. For individuals, this would include 'Employee of', 'Spouse of', 'Volunteer for', etc.
      • If a relationship is selected, second drop-down appears with the applicable properties for the target contact (e.g. if Employee of, then Organization properties like Organization Name are listed). Next to this drop-down, provide a text input field to enter the value

      NOTE: The input field should have Ajax auto-complete enabled - at least for Org Name, Spouse Name and similar properties.

      • Unless an existing 'related contact' is selected, check for match to existing target contact. If no match, create the target contact + the relationship. Else, just create the relationship. If there are several match candidates, we should display them and prompt user to choose the correct instance.




            • Assignee:
              kurund Kurund Jalmi
              dgg David Greenberg
            • Votes:
              1 Vote for this issue
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              • Created: