Timeline for How should I configure CiviMember so both individuals and organizations can hold memberships?
Current License: CC BY-SA 4.0
9 events
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| May 28, 2018 at 0:37 | history | edited | petednz - fuzion♦ | CC BY-SA 4.0 |
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| Apr 14, 2015 at 5:00 | comment | added | Lani | It's a plan. I've got another Civi workshop planned for tomorrow and then I'll try to rephrase some of these as discrete new topics. Thanks @coleman. | |
| Apr 14, 2015 at 4:36 | vote | accept | Lani | ||
| Apr 13, 2015 at 23:58 | comment | added | Coleman | You're welcome. These questions might be good to spin off to new topics on this site. | |
| Apr 13, 2015 at 1:16 | comment | added | Lani | Thank you @coleman, your help is tremendously appreciated. Sorry for all these questions, it just slips out of my grasp as soon as I try to take the next step! How might you view all the activity of Org X's employees? How might you identify a list of orgs that have had more than one employee attend an event in the past year? Would renewal notices go to all employees? | |
| Apr 13, 2015 at 0:49 | comment | added | Coleman | I think it depends on how you use it. If all your organizations have employees, and at least one employee has an email address, then it wouldn't be necessary to ever email the orgs directly, just email the associated members. However if you have an email for an org and you don't know what individual it belongs to, then I wouldn't sweat it. Just record it on the org, and be sure to include orgs in your mailings. | |
| Apr 13, 2015 at 0:40 | comment | added | Lani | Thank you, that's definitely is a key piece of the puzzle! If there is only one email address, would you recommend giving the organization and its associate the same address? Not giving the organization an email address at all? How might you search for participants of an event that are employed by Org X? How would you | |
| Apr 11, 2015 at 21:25 | history | edited | Coleman | CC BY-SA 3.0 |
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| Apr 11, 2015 at 18:43 | history | answered | Coleman | CC BY-SA 3.0 |