Edit Jan 5, 2022: It's a new year and membership renewals are coming in. The admins are asking me to show renewals as status "Current" (not "New") in the membership dashboard. I still don't know how to do this. Is Civicrm even capable of this (if the user is not logged into Wordpress when using the form)?
We are on Wordpress 5.8 and Civicrm 5.34.0. We do not allow Wordpress user accounts/signups, except for our admins. So from what I can tell from the books, the public membership form will always be in the new member mode. I have titled the form to indicate that it will work for renewals as well as new.
The problem is that the automatic deduping seems to fail. All the renewals are coming in as new memberships with incorrect 'Member Since' dates. I'd like renewals to appear with status = Current ("Renewal" would be nice but appears that is not one of the allowed values) in the membership dashboard. I don't work with Civicrm very much and need guidance, if you can think of something to help.
There are a lot of rules, so let's just look at our 5 individual rules first. There are the 3 reserved rules, marked as 'General' usage.
Email (reserved) General First, Last and Email (reserved) General Name and Address (reserved) General
Then there are 2 more individual rules that match on email only. I put these in a while ago I think, and I'm not sure about the weight/threshold settings.
Email Only 3 Supervised (Email weight = 1, Length not set, threshold = 1) Email Only 2 Unsupervised (Email weight = 1, Length not set, threshold = 1)
None of these rules are finding any dups at the moment.