Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Save more on your purchases! discount-offer-chevron-icon
Savings automatically calculated. No voucher code required.
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
CiviCRM Cookbook

You're reading from   CiviCRM Cookbook Improve your CiviCRM capabilities with this clever cookbook. Packed with recipes and screenshots, it's the natural way to dig deeper into the software and achieve more for your nonprofit or civic sector organization.

Arrow left icon
Product type Paperback
Published in Jun 2013
Publisher Packt
ISBN-13 9781782160441
Length 236 pages
Edition 1st Edition
Languages
Tools
Concepts
Arrow right icon
Toc

Table of Contents (13) Chapters Close

Preface 1. Setting Up CiviCRM FREE CHAPTER 2. Organizing Data Efficiently 3. Using the Power of Profiles 4. Controlling Permissions 5. Managing Communications 6. Searching and Reporting 7. Integrating CiviCRM with Drupal 8. Managing Events Effectively 9. Using Campaigns, Surveys, and Petitions Effectively 10. Working with CiviMember 11. Developing for CiviCRM Index

Using Webform CiviCRM to update relationship data


Updating related contact information is not very straightforward in CiviCRM. Let's imagine you are using CiviCRM to organize a soccer league. You would have three types of contacts: an organization contact type representing a soccer team, an individual contact type representing the team manager, and another individual contact type representing players. You would create a "manager" relationship between the team and the manager and a "player" relationship between the team and the players. Suppose you want to allow the manager to be able to update the team contact? You can do this by allowing managers to update teams by checking the permissions box on the relationship. But the update interface is through the user CiviCRM dashboard, and custom fields are not available through this technique. Enter CiviCRM Webforms for Drupal.

This powerful module exposes CiviCRM contact fields to the Drupal Webform module. CiviCRM Webforms can create and update...

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $19.99/month. Cancel anytime
Banner background image