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When using Advanced Search and 'Display Results As' is set to "Contacts", I assumed that if I selected "No" for 'Current Member', it would not include contacts that had at least one active/current membership, but it turns out I was wrong. (We try our best to only keep one membership per contact, but there are sometimes circumstances where we have to keep multiple, e.g. one through a family member, where one is expired while the other one is still active.)

Is this a but or a design opinion difference?

If I set 'Display Results As' to "Memberships", then yeah, I'd expect that it'll pull the non-current memberships even though the contact may have another, active, one.

What's the easiest way to pull contacts with non-current memberships? One way I can think of is to create two smart groups: 1) Current members; 2) Non-current members ... then a 3rd one with criteria "is part of Non-Current Members and is not part of Current Members" ... seems like a super complex way to achieve a pretty basic use case for a CRM (i.e., how can I easily identify and send a mailing to non-current users, e.g. for a membership drive campaign).

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You should be able to do that with SearchKit. Look for contacts 'with (required)' a non-current membership and 'without' a current membership.

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  • Thank you - I'm unable to install it - getting an "Entity not loadedGrant" error. We don't use CiviGrant, and I don't feel compelled installing it just to enable SearchKit. I submitted a bug to the SearchKit lab, but it hasn't been accepted yet for some reason. I'll keep trying.
    – MtnPavlas
    Sep 14, 2022 at 19:32
  • You don't need CiviGrant enabled for SearchKit but there was a bug in that area when Grants were moved from core to a core extension. Are you on the latest version? If not, upgrading may help.
    – Aidan
    Sep 15, 2022 at 8:51
  • Thanks again. I'm on CiviCRM 5.52.2, SearchKit 5.52.2
    – MtnPavlas
    Sep 20, 2022 at 3:42

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