2

How would I set up Status Rules for what I assume are the simple membership conditions shown below? It seemed straightforward, but I've gotten myself totally confused. Using CiviCRM 5.40.2 on Drupal 9.

Here's what I'm trying to do:

  • New starts on "start date" and member is "new" for 6 months
  • Current starts on "start date" and continues until "end date." So both New and Current members are current
  • Grace starts on "end date" and continues for 3 more months as a grace period; then the member's membership really ends
  • Expired starts on the end date adjusted by the grace period, and remains expired thereafter

1 Answer 1

3

It may help you to compare with https://dmaster.demo.civicrm.org/civicrm/admin/member/membershipStatus?reset=1 or one of the other demo sites.

This is the default settings and it could be you just need to set your New back to running off Member Since, not Start Date. And then also tweak the other dates as required.

enter image description here

3
  • 1
    Its worth pointing out that CiviCRM tries each rule in turn until it finds one that matches. Also worth reading the documentation (which uses join date for member since) at docs.civicrm.org/user/en/latest/membership/defining-memberships/…
    – Mick Kahn
    Dec 29, 2021 at 8:47
  • 1
    Well, gee. Ok. I think I'm starting to get it. Apologies this thank you is so late in coming. I do appreciate it. Nov 10, 2022 at 22:35
  • 1
    @petednz Thank you for the visual. Nov 10, 2022 at 22:38

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service and acknowledge you have read our privacy policy.

Not the answer you're looking for? Browse other questions tagged or ask your own question.