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Relationship Fieldset

biz.jmaconsulting.relationshipfieldset

Overview

This extension provides fieldset on new contact form for adding relationship(s).

Installation

  1. If you have not already done so, setup Extensions Directory
  2. Go to Administer >> System Settings >> Directories
    1. Set an appropriate value for CiviCRM Extensions Directory. For example, for Drupal, [civicrm.files]/ext/
    2. In a different window, ensure the directory exists and is readable by your web server process.
  3. Click Save.
  4. If you have not already done so, setup Extensions Resources URL
  5. Go to Administer >> System Settings >> Resource URLs
    1. Beside Extension Resource URL, enter an appropriate values such as [civicrm.files]/ext/
  6. Click Save.
  7. Install Relationship Fieldset extension
  8. Go to Administer >> Customize Data and Screens >> Manage Extensions.
  9. Click on Add New tab.
  10. If Relationship Fieldset is not in the list of extensions, manually download it and unzip it into the extensions direction setup above, then return to this page.
  11. Beside Relationship Fieldset, click Download.
  12. Review the information, then click Download and Install.

This extension has been developed and is being maintained by JMA.

Many thanks to AcornCanada for sponsoring the development of this extension.