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Questions tagged [civimember]

CiviMember is a CiviCRM component for tracking and managing memberships. Tag question related to memberships.

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4 views

Multiple Memberships on one contact ID, different orgs?

A member has a life membership and now wants to add a second membership (a magazine subscription). I believe previously you needed to create a dummy organisation to house the second subscription. Is ...
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2answers
13 views

Different profile based on membership selection

When our members join or renew online, I want to use a different profile to capture different information depending on the membership type. For example, if someone selects an "Educator" membership, I'...
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1answer
26 views

Shortcode and permissions for WordPress publicly searchable member directory

This is a fairly broad question: a client wants to have a publicly searchable member directory. So I'm looking at some old questions, such as Creating a public Members directory with CiviCRM in ...
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19 views

First steps for membership software

My european organization (~ 500 members) wants to buy a membership software. So far we have used a german site, but due to their advertisements within e-mails sent by us, we are not satisfied. In ...
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1answer
25 views

Multiple transactions recorded against contribution using webform

I am using webform_civicrm to allow users to register for memberships. I changed the default payment method from credit card to invoice. As a result of which now multiple transactions are being ...
2
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1answer
18 views

Email is not CC'd when a membership on behalf of organisation contribution is made

When an individual joins on behalf of an organisation, the receipt/invoice is not CC'd to the individual. It goes to the organisation email. On the email, it says it is CC'd to the individual but it ...
2
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2answers
15 views

Hi, how do I run a report that shows me all the people that became a NEW member (not renewals) for the month of October 2019?

how do I run a report that shows me all the people that became a NEW member (not renewals) for the month of October 2019?
2
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1answer
8 views

Is there a report that I can pull to show me all donors, members and never givers?

Looking to pull a report that includes all contacts with what they have contributed and not contributed.
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14 views

Membership on behalf of multiple organizations error

Our client is an association of Pension Funds. Several fund administrators manage multiple funds. The managers need to renew the memberships of each fund under their control. The funds are the members,...
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1answer
28 views

How do I make “on behalf of” user proof?

There is no nicer way to say this. My client's end users couldn't follow instructions if they were tattooed on their hands. It's time to renew memberships. All members are organizations, so all ...
3
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1answer
29 views

Adding expired/grace membership numbers to the Membership Dashboard

I am looking at add a column for expired/grace members to the Membership Dashboard, but I am running into a roadblock on how to do it. I know that the DashBoard.tpl file pulls in list of new and ...
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0answers
18 views

Scheduled Reminder Ignoring the Year of Membership End Dates

Our site is configured to send a scheduled reminder 1 day after the membership expiration date. Memberships are renewed through a contribution page. The reminder is only sent to non-auto renew members....
3
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1answer
28 views

Backlog of scheduled reminders

We have a civi install with imported memberships, which have ended between 1 month and two years ago. We would like to start sending out reminders but when we send out sheduled reminders (with repeat ...
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1answer
22 views

Organization Membership Payment page not recording memberships

As background information, all of our client's members are organizations. I see that if I select "on behalf of organization" and "membership section enabled" I get two copies of the profile on my page....
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3answers
41 views

REST API, iATS: How do I create a membership through the API without using CiviCRM's forms?

I'm building a software system that uses CiviCRM as a membership database and a billing engine for recurring dues. Our members do not have direct access to CiviCRM or the server on which it runs, and ...
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1answer
30 views

How can members change their data on their own?

we have CiviCRM installed in WP. We want, that members change there data on their own. Data could be: bank information, email adr, etc. Is there a solution in place? Thanks Regards Edgar
3
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1answer
34 views

Auto Renew Membership

Brand new to CiviCRM. First thing I am trying to setup is memberships. Our members dues are automatically deducted from paychecks. We receive 26 paychecks per year but only 24 dues payments per year. ...
2
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1answer
14 views

Integration with a swipe card check-in system?

Our charity currently operates a manual check in system for users of our facilities. We are considering installing a swipe-card automated system at the gate. Can this be integrated with Civi CRM so we ...
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0answers
18 views

How to assign the access civiMember permission

I would like to use civimember. I clicked the membership tab, but nothing opened. No add membership appeared. Do I need to assign the access CiviMember permission? And how do I manage to assign?
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0answers
69 views

'Could not find valid value for id',' is not of the type Positive Errors', unable to find root cause

I've been trying to figure out the root cause of this error for a while and I haven't really made much progress. There is a number of threads which people in different situations but all avenues didn'...
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1answer
22 views

Can all related contacts be notified about upcoming membership renewals?

We have an uncommon relationship between association managers and my client's member organizations. Since there may be multiple contacts in an association management firm and there may be significant ...
3
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2answers
33 views

Changing the price of a Membership in a Price Set does not transfer to a Webform

I am using CiviCRM 5.13.4 and Drupal Webform 7.x-4.20. I am using the Webform to collect payments for Membership. The price of the available Membership Types is set up using a Price Set, which is ...
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2answers
32 views

CiviRules - When does the 'Membership Payment Added' trigger fire?

I am using CiviCRM 5.13.4 and CiviRules 2.9. I am using CiviRules to send an email to Contacts when they sign up for a Membership, but do so using 'Pay Later', to remind them how to pay etc. The ...
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0answers
16 views

Send an email to all contacts that can manage an organization's membership

Scenario: Membership by organization - each organization has at least one contact person that is an individual that has contact permissions. I want to send an email to each member organization's ...
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1answer
25 views

eWay Recurring - Which extension is the best?

One of our clients would like to use eWay for recurring payments in CiviCRM. We have installed and are our testing the eWay recurring extension by ChrisChinchilla. However, while researching other ...
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2answers
44 views

CiviRules action only after completed payment for new membership

I need to trigger an action after membership is added, but only after the payment has been made (or registered by admin, because I have the option for online payment as well as "offline" money ...
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0answers
18 views

Invoice for membership with auto-renewal wrong - VAT added twice

After I configured a membership with the option of auto-renewal (recurring contribution) the generated invoices seem to be wrong. The amount for the membership payment line item is not stated as net, ...
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0answers
19 views

How can we do bulk renewals of memberships in Civi 5.13.3?

We have upgraded a CiviCRM system from 4.6 to 5.13.3 and now when clicking "Memberships"/"Find Memberships", entering criteria of Status = Grace, then selecting multiple records and clicking "Actions"/...
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0answers
58 views

Membership 'contagion' spreading through relationships

We have a database of churches who are members of our organisation. People who are volunteers or employees of those churches also inherit membership by relationship. We are using a custom relationship ...
3
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2answers
42 views

Is there a way to upload multiple discount counts into CiviDiscount?

We are getting ready to do a Groupon promotion that will discount memberships. Groupon has generated individual "voucher codes" for each person who purchases. I need to enter each of these voucher ...
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14 views

Membership Report (Detail) filter not applied when first run

The Membership Report (Detail) report returns all members, including delete ones. It seems the filter isn't applied until you click View Results. Is this intentional, or a bug? I see it with 5.15.2 ...
2
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1answer
63 views

CiviCRM Wordpress Member Sync w/ Wordpress Groups Plugin: How to add CiviMember to WP Group

I have the latest CiviCRM and Wordpress installed. I've got the latest Groups plugin for Wordpress (https://wordpress.org/plugins/groups/), and the CiviCRM Wordpress Member Sync plugin (https://...
3
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1answer
32 views

Unique custom field - contact creation

I want to add a custom field that we use as an ID from a 3rd party. I need to ensure this value is unique as a way to prevent duplicates. What is the best way to do this?
2
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1answer
32 views

Check in/Check out system QR codes

I have been searching if anyone has described how to achieve something similar to what we would like to do: We currently use a manual sign in sheet for our members (use of this sheet is sadly not ...
2
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1answer
10 views

No Address on Member Badge

I am trying to print a member badge ID but the address is not showing. I have it in the system but not displaying on the badge.
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1answer
29 views

Duplicated membership options after updated to 5.15.1

After updating to 5.15.1 I find that our membership contribution page has duplicated a couple of membership types and added "-old" to the type name. This is ridiculous confusing to the users. I don't ...
2
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1answer
35 views

FAX. Is it difficult to hook up Twilio programmable faxing to CiviCRM?

I would like to be able to use Twilio programmable faxing directly from within CiviCRM. Many of my contacts only have fax numbers (no email addresses). I tried to put FAX in the tag section below, ...
1
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1answer
27 views

Set number of free events for members

I'm creating a wordpress site for a gym. The gym memberships are tiered. Platinum members can access as many classes as they like as part of their membership. They are easy to handle with CiviDisount -...
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2answers
28 views

Approach to dynamically filled custom field using member since date

I've been thinking about how to best approach this and I'm stumped as to how to best go about it. I want to add a custom field to a profile that is rendered on the Contact Summary page. I would like ...
1
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1answer
66 views

Using CiviRules to send email when setting up a Direct Debit

We noticed there was a delay of about 6 days when a new member signs up using GoCardless before their membership is current and they receive the usual 'Thank you' email so we've only set up a Rule to ...
2
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1answer
31 views

“Use (create mode)” button is missing

WordPress 5.2.2, Civi 5.15.1 I just created a custom profile containing custom Membership fields, and want to get its URL so I can add it to the Navigation Menu. However, the Use button does not ...
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0answers
10 views

Membership edit screen defaulting membership dates to 12/31/1969?

I recently updated from CiviCRM 5.5(.2?) to 5.14.1, and now if I go to edit the membership record for a contact (or add a new membership record), the Member Since, Membership Start Date, and ...
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0answers
19 views

Using a webform checksum for multiple contacts

I have set up a webform for users to create memberships. There needs to be 3 contacts within the webform: organisation (where the membership sits), main contact, representative. I would like to email ...
5
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4answers
84 views

How can you edit the end date for an auto-renew membership?

I am working on a website that has the option for members to pay for membership by direct debit (via GoCardless). This is working fine but occasionally we have an issue where a member pays by direct ...
3
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1answer
19 views

Dashboard Summary on Memberships Page

I've just found out that the Membership Dashboard - specifically the summary table at the top of that page - is not visible if you don't have the permission 'CiviCRM: view all contacts'. Is there any ...
3
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3answers
45 views

Display Membership type description on contribution page?

Can't seem to find the answer but sure there must be a simple way to achieve what I need. On the contribution pages for Civi I would like to show the membership type description for the various ...
0
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1answer
14 views

Cannot Find Solution For “Membership status cannot be calculated for <dates>” Renewal Error!

I have read the related thread and tried many iterations to find a solution for the error The membership cannot be saved because the status cannot be calculated for start_date: 20190701 end_date ...
3
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2answers
33 views

At signup, auto assign organization:contact relationship based on email domain being the same

Is there a way for this: When a new contact is created (through drupal or backend), auto assign a relationship to an organization if one exists with the same email domain as the contact's email ...
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0answers
27 views

Date picker stuck at 1970

We recently updated CiviCRM to 5.13.5 and have noticed that the date picker for memberships and relationships have stopped working. It is working for events and other areas. Can anyone help please.
2
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2answers
32 views

Membership renewal as same type

How can we ensure members renew as the same membership type? At initial sign-up, they can choose their type but after that, renewals should be as the same type - they should not be able to renew as a ...