CiviCRM Community Forums (archive)

Hi all,

As I learn - I just want to get the best/recommended approach to this.

I have an Organization (Woman's Club) - which has several Committees/Groups/Sub-Groups.  I have mapped these out as static groups, etc. (no problem)
But now I want to be able to specify positions for each group.

Chair, Co-Chair, etc.

My ultimate goal is to set it up such that I can setup smart groups - where people on the frontend can easily get list of contacts for each group, maybe all chairs, or chair for given group, etc.

So I have read about relationships being used for this, but when I click on - Add Relationship - I only see ability to build relationships for Individual/Househould/Organization.

If this is indeed the best approach - then how do I say that Individual X is Chair of Group Y

Thanks
Corey

So if I understand correctly.

I still will keep my groups for each committee in the main organization
Then I will create - organization records for the committees as well (just for the purpose of relationship)

Thanks

Hi,

You should create a new contact type subtype of organisation) for that,
What we have done as well on some projects is to rename household, that we don't use into committee. Was probably before sub types did exist.

X+

Dave & Xavier,

Thanks for the inputs on this.  I just want to summarize it (if you can confirm this that would be great)

1.  Create sub-types (of organization) that represent committee
2.  Create relationships for all members for the committees they are in (i.e. member, chair, co-chair, etc.)
3.  Then build out smart-groups for each committee using Advanced Search

Now a quick question for you - from an administrative stand point.

This is a club of old ladies and everyone won't update there information online, so there is a person that will manually do it in the system based on a piece paper they fill out (these ladies are over 65 so I know it's crazy).

Any way - using static groups - the person could go to each contact record and just checkbox each group this person is part of - so from that point it's easy.  Also from the dashboard perspective, I don't think smart groups show up in the dashboard only static groups.  So if a member wants to see all the groups they are part of and all hte positions they hold - I had exposed the dashboard in the frontend to show this.

So I would like your inputs if it's not too much on these two points
1. Administrative point
2. Dashboard showing groups you are part of.

Thanks again for your inputs.
Corey