Family-Friendly

Development Status
Stable
Active Installs
Maintainers
Scarica

Last updated: 2016-09-05

Works with CiviCRM 4.7 and should work on CiviCRM 5.0 or higher

Provides extra tools to assist organizations with a lot of families, households, and couples in their CiviCRM database.   Current features include family/spouse information at a glance when viewing a contact record.  

For example:

 

It includes  4 custom searches:  

  • "Households and Couples Search" which summarizes key info for each household/couple. (One row for a couple, one row for one household) If someone is not part of a couple/household, then there is one row for that person.  
  • "Child to Adult Search" - Which lists a row for each parent. Useful for emailing/texting the parents of children in a certain group. For example, email all the parents of children in 2nd grade.  This can be used to create smart groups too. 
  • "Birthday Search"
  • "Anniversary Search" for finding wedding anniversaries. This search assumes that the wedding date is stored in the "Start Date" of the "Spouse of" relationship record.  This search does not list couples where one of the individuals is deceased, deleted, or the relationship is inactive. 

It includes 2 report templates:

  • Birthday Report Template
  • Anniversary Report Template - for listing wedding anniversaries.   This report assumes that the wedding date is stored in the "Start Date" of the "Spouse of" relationship record.  This report does not list couples where one of the individuals is deceased, deleted, or the relationship is inactive. 

It includes 2 search result actions: 

  • "Update 'Use another contact's address'"
  • "Update permissions on relationships"  - This only is shown if the user has the permission "administer CiviCRM"