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What can be done to make Membership - Membership Status in particular - a Result Column for profile searches? I want to be able to show Status in a Search View.

  • Joe - what does the outcome need to be here - who is it for? is it something Views does more easily perhaps? – petednz - fuzion Jul 17 '15 at 0:03
  • Peter, one goal is to be able to have a Search View which shows the members of a Group and the Membership Status(es) for each member of that Group, with other fields - for example, in the Leadership Ladder profile/search view in our Citizen Action production site. I'll try doing it in Views but having the ability to easily add Membership Status as a Results Column directly in Civi - whether in a Search View or a Report - whether one is on Drupal, Wordpress or Joomla - seems pretty basic and essential for a CRM. – Joe McLaughlin Jul 18 '15 at 17:01
  • Can't you go to Advanced Search & select the memberships you want - you can select which statuses you want, too - the results show status and date of membership if you select to show results as Membership - unless I don't understand your question – Lesley Evensen Jul 18 '15 at 20:53
  • Joe - if someone has multiple memberships (eg old ones and current ones) do you want a single row per contact, or will you accept multiple rows? The thing with memberships to contacts is that it is not a 1-1 relationship. Is the 'Search View' meant to be for Contacts or for Memberships? – petednz - fuzion Jul 18 '15 at 21:43
  • Pete- I would like to see all membership statuses for any contact in any Group via Profiles/ Search Views in Civi - or at least the latest/last membership status - and if that contact has never had a membership, for the contact name to still appear, especially, because we need to sign them up as a member. – Joe McLaughlin Jul 18 '15 at 23:41
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Can't you go to Advanced Search & select the memberships you want - you can select which statuses you want, too - the results show status and date of membership if you select to Display Results As Membership - unless I don't understand your question.

Note: For v4.5 and below, Display Results As is in the top right of the Basic Criteria frame in an Advanced Search.

In 4.6 Display Results As is in the "Search Settings" grouping at the bottom of the Basic Criteria frame in an Advanced Search.

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  • Lesley - my apologies for not reading your answer more carefully. Selecting Display Results as Memberships does show the selected Membership(s) for each contact in that Group (I chose only Current and Expired). So if I could select Display Results as Contacts (using my custom Search View), showing all contacts in that Group, members and non-members, and any associated membership(s) for that contact (if any exist), that would be ideal. – Joe McLaughlin Jul 19 '15 at 1:03
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With regard to finding people who have aren't members, if you can't do this via a view I think you will need a smart group of people in your Group who have a membership and then use the include/exclude custom search (or perhaps Search Builder) to find people in the Group but not in the smart group.

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Joe - I think a View is probably a good approach for you to take. If you do so, pls consider attaching it here so others can try it out.

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