CiviRelate: A Drupal Module

CiviRelate is contributed module for Drupal.   CiviRelate extends the functionality of CiviCRM, a Constituent Relationship Manager for non-profit organizations. C3 Design specializes is configuring and extending CiviCRM.

CiviCRM uses what it calls a Profile, which is a custom defined collection of CiviCRM contact fields. Profiles may be used to collect information from authenticated users or anonymous users, depending on how they are defined. CiviRelate creates a CiviCRM relationship between the acting user and a CiviCRM contact created by the acting user through the submission of a designated CiviCRM profile form.

Use Cases

References: I created this module to collect references from applicants. I created a CiviCRM Profile, Reference Name and Address and a Relationship Type, Reference. Applicants create an account on the site and are presented with a link to "Reference Name and Address." When the user submits the profile, CiviCRM creates the relationship. After submission, the relationship is visible on each contact's Relationship tab

Sponsor: A member could be recommending someone else for membership in an organization. A Sponsored by/Sponsor for Relationship could be created to track this.

Parent: A parent could submit information about a child for a children's program. A Parent of/Child of Relationship could be created to track this.