My Householding App is now on Appexchange

[BritishBoyinDC]

I have encountered a similar issue with contacts having multiple roles at different accounts. But I have decided to use the Account-Contact Role object to link them all together.

For us, a contact's main account is their employer/main place of business, so they are created as a contact at that account. If they are also linked to foundations/other organizations, I link them to that account by adding them in the Contact Role section of that account, with the role field explaining what their role is at that account (e.g. Board Director)

The one problem with this model is that there is no Account-Role section in Contacts to see which accounts a contact is linked to. But with the new inline s-controls, I have been able to write an s-control to retrieve all acccounts for a contact so you can now see the relationship in both directions.

[JudiS]

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BritishBoyinDC wrote:

The one problem with this model is that there is no Account-Role section in Contacts to see which accounts a contact is linked to. But with the new inline s-controls, I have been able to write an s-control to retrieve all acccounts for a contact so you can now see the relationship in both directions.

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Do you have that in a related list, or a button? I've found that our users don't like looking or working with lists that are tied to buttons. I have to make it a related list so it's right there in the record. Does your solution work that way? If so, care to share? This would be very helpful to us.

[BritishBoyinDC]

It's in a related list for contacts, so it appears when you go to a contact record, but it is generated by an inline s-control that you can do now with the '07 release. You can also click on a related account record to go straight to that record, like any normal related list...

Happy to share - it isn't packaged or anything, so I'd need to just send you some files you could then paste into a couple of s-controls, and talk you through a parameter you need to change...just send me a private message with your email address, and I'll send it over...

[fastloris]

Hi BritishBoyinDC,

Can you PLEASE share this functionality with me? I was just in a discussion with another nonprofit user about how this is the one huge problem with contact roles. But I feel passionately about using contact roles instead of partnerships/relationships, because their position at their workplace is critical info. to most of my staff, and most of my staff use the contact page for everything (only those of us in development care about the account record).

Thanks!

-Khadijah at MassCOSH

[hudini3]

Hi Steve,
 I'd love to hear your valuable advice . . .
in relating opp's to a household . . .what is your best suggested practice? I've created a lookup on the donation page to relate to a household, and a custom link on the household that will pull a report of all donation associated with it.
however, if the users want to create a donation directly from the household - is there any way to do that? I was thinking along the line of having the first contact created for the household - pull the ID (hidden) through, and then on a custom button for new household donation, pull that ID in for contact role.
However, I can't get the ID into the household . . . .do you have any other ideas or do i just have to leave it at always creating a donaiton from a contact itself. . . .

Another question, do you have any functionality built to input household (ie as in the contact under the household) directly into a campaign?

thanks so much!
Hudi

[shikarishambu]

Is the feature provided by My Householding App different from the Households tab in Winter 07 Non Profit Template?

[sfpal]

Hey everyone,

Our non-profit has been using the household app that you created and it's been working out just fine.  However, we've been having a problem with putting one contact under two different households.  We keep track of youth in our sports programs and sometimes we have youth that go from one parent household to another and thus we need to connect them to both households.  Is there a way to do this through your app?  Any advice would be greatly appreciated.  Thank you.

[massado]

I tried installing this Household app on our not for profit version and got message names (houshold) already in use.

[timrnichols]

Hi,

I also was frustrated at the one to many problem so I wrote and s-control to show all related accounts using contact roles.  Here's the code (you might have to tweak it if you using "households" (is this the non-profit term for accounts?)

<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">
<link href="/dCSS/Theme2/default/common.css" type="text/css" media="handheld,print,projection,screen,tty,tv" rel="stylesheet" >
<link href="/dCSS/Theme2/default/custom.css" type="text/css" media="handheld,print,projection,screen,tty,tv" rel="stylesheet" >

<html>
<head>
<script src="/soap/ajax/10.0/connection.js" type="text/javascript"></script>
<script type="text/javascript" src="/js/functions.js"></script>
<script>
function Init() {

////// I built this to try and show contact roles on the contact record (all associated accounts to this contact)
/// Tim Nichols

try{
// Query the SOQL to return the related Account.contact.role records, along with the parent Account details as required
var SearchString="Select Id, ContactId, Role, IsPrimary, AccountId, Account.Name From AccountContactRole Where ContactId = '{!Contact.Id}' ";
var queryResults = sforce.connection.query(SearchString);
var queryRecords = queryResults.getArray('records');
var txtOutput = ""

if (queryRecords.length > 0){
// Rows returned, so first setup the column headers (hard coded - potentially revise this)
var txtOutput = "<table class='list' width='100%' border='0' cellspacing='0' cellpadding='0'>";
txtOutput = txtOutput + "<tr class='headerRow' height=20>";
txtOutput = txtOutput + "<th nowrap>Account</th>";
txtOutput = txtOutput + "<th nowrap>Role</th>";
txtOutput = txtOutput + "<th nowrap>Is Primary</th></tr>";

// Next Loop through the result array (row by row)
for (var i = 0; i < queryRecords.length; i++) {

// queryRecord = the Current row within the array
var queryRecord = queryRecords[i];

// ActRecord = the sub array row containing the linked Account details
var ActRecord = queryRecord.get("Account");

// Now build the results output row by row
txtOutput = txtOutput + "<tr class='dataRow' onmouseover=hiOn(this) onmouseout=hiOff(this)>";
txtOutput = txtOutput + "<td class='datacell'><a href='/"+ queryRecord.get("AccountId") +"' target=_parent>" + ActRecord.get("Name") + "</a></td>";
txtOutput = txtOutput + "<td> "+ queryRecord.get("Role") + "</td>";

// Display the standard grid checkbox image (checked or unchecked as appropriate)
if(queryRecord.get("IsPrimary")=="true"){
txtOutput = txtOutput + "<td><img src='/img/checkbox_checked.gif' alt='Checked' width='21' height='16' class='checkImg' title='Checked' /></td></tr>";} else {
txtOutput = txtOutput + "<td><img src='/img/checkbox_unchecked.gif' alt='Not Checked' width='21' height='16' class='checkImg' title='Not Checked' /></td></tr>";
} // end if (queryRecord.get("IsPrimary")=="true")
} //end of array loop

// Get rid of janky white box 
if (queryRecords.length == 1){
txtOutput = txtOutput + "</table>&nbsp;<br> &nbsp;<br> &nbsp;";
}
if (queryRecords.length == 2){
txtOutput = txtOutput + "</table>&nbsp;<br> &nbsp;";
}
if (queryRecords.length > 2){
txtOutput = txtOutput + "</table>";
}
} else {
// there were no rows returnd from the SOQL query - so build a message to inform the user that this contact has no roles in acocunts
txtOutput=txtOutput + "<font face = 'Verdana' size = '2'>This contact has no specified role in an account</font><br> &nbsp;<br> &nbsp;<br> &nbsp;<br> &nbsp;<br> &nbsp;<br>";
}

// Substitute the div mainBody contents for the generated HTML content
document.getElementById("mainBody").innerHTML = txtOutput;

}
catch (error)
{
alert(error.faultstring);
}

}

</script>
</head>
<body class='account' onload="Init();" >
<div class="bPageBlock secondaryPalette" style="border-top:0px; border-bottom:0px; margin-bottom:0px; padding-bottom:0px">
<div id="mainBody" class=pbBody style="margin-right:0px">
</div>
</div>
</body>
</html>

[dougyeager502]

an incredibly service, thank you!    (hard to imagine relationship management without relationships!)

When I add this s-control to my contact form layout (in its own section) it is coming up blank (without even the "no specified role" msg.

am I missing something?