Questions tagged [civimember]
CiviMember is a CiviCRM component for tracking and managing memberships. Tag question related to memberships.
858
questions
15
votes
6answers
618 views
What's the best way to import memberships and their associated contributions?
I have a load of Memberships to import. Each has a linked Contribution.
While I can import Memberships and Contributions separately, I cannot find a way to import the two together - in other words ...
14
votes
4answers
274 views
Membership Name-Your-Own Price (above Minimum) on Contribution Page
How can we enable users to enter a custom amount above the minimum fee when they are creating or renewing their membership through a contribution page?
For reference, this is the membership structure ...
9
votes
2answers
814 views
Creating a public Members directory with CiviCRM in Wordpress using Profiles
I'm trying to create a public Members directory with CiviCRM in Wordpress using Profiles.
First i created a "Smart Group" through Search that lists all the members filtered as i wanted - i've called ...
9
votes
4answers
346 views
How to bulk renew membership
We are a trade union with several hundred members paying their dues on a monthly basis. They pay via their bank or through check-off from their employer. We have to keep their contributions and ...
8
votes
6answers
187 views
Allowing contacts of contacts?
Background
We're a membership association for music groups, and are in the process of building our new website, using Civi as both the CRM and for some of the functionality, events etc., of the ...
8
votes
3answers
340 views
Is it possible to get point-in-time membership data?
My client needs to know:
How many members did we have on date x
Who were the members on date x
Using "Find memberships" it appears that, though the UI allows it, combining the membership status ...
8
votes
2answers
329 views
How should I configure CiviMember so both individuals and organizations can hold memberships?
I've got CiviCRM installed for a non-profit client whose membership base is small organizations (theater ensembles) and individuals. I am now considering that I may have fundamentally engineered this ...
8
votes
1answer
175 views
Scheduled reminders working for some but not all
Drupal 7.41, Civi 4.6.9
The scheduled reminders are working except for 1 or 2 per day might not be sent. It appears random which ones don't get the reminder sent. The 1 or 2 a day is based on a ...
7
votes
4answers
613 views
A way to test schedule reminders
I'm looking for a way to test schedule reminders for memberships. We have memberships that expire in a year, and we have setup a renewal reminder which also reminds our back office staff a month ...
7
votes
1answer
576 views
How can Members download their own Membership Certificate/Card?
This is a request I get quite often. Below is my favourite solution for it.
7
votes
2answers
99 views
Were they a member last year?
We are trying to come up with some reports that show retention rates over the years. I had thought that I would be able to do a include/exclude search where I include members from 2015 and exclude ...
7
votes
1answer
172 views
is there a maximum number of memberships?
Is the number of contacts or memberships we can manage for free limited ? I don't see this information on your website.
7
votes
3answers
485 views
Member Identification Card
Our members often receive discounts in our community as a benefit to their membership. Is there a way to pull their membership data into an online membership card or something? I am just thinking like ...
7
votes
2answers
197 views
How can I merge two memberships in the same contact (without losing contribution info, etc)?
Occasionally, we end up with a single contact that has two membership records (e.g., an old expired one and a newer current one). I would like to programmatically merge the two memberships cleanly, so ...
7
votes
2answers
731 views
How to configure Membership Status Rules so expired members can renew?
My dilemma is not being sure I have set the membership status rules correctly. One enigma is the Start/End event adjustments. An example of explanatory text goes:
Optional adjustment period added ...
6
votes
5answers
291 views
Does CiviCRM fulfil our charity's requirements?
I work for a very small UK-based homeless charity. We work alongside a similar organisation, and are looking to share information on a cloud based database. I work from home on a Mac, and the other ...
6
votes
2answers
246 views
Member since date before 1995
I'm cleaning up membership data that was imported and need to make changes in the "member since" field. Some people have been members since the 80's. When I try to add pre-1995 dates, I get the ...
6
votes
1answer
139 views
Can a New Member automatically become a Drupal User with defined Role?
I would like to allow people who pay to become civicrm members to have access to protected DRUPAL pages. I would like it to happen right away rather than waiting for a batch operation.
My method is ...
6
votes
3answers
190 views
Unable to create label format for membership card
I'm trying to configure printing of a membership card directly from Civi using a custom mailing label format. Here's what I've done so far:
Created a custom label format with the parameters for Avery ...
6
votes
2answers
141 views
“Sold out” error message when registering event with PayPal payment (event is not full though)
I'd be grateful for any pointers regarding an issue with event registration, using PayPal Pro, when paying with a PayPal account (paying with a credit card, also using PayPal Pro processor works just ...
6
votes
1answer
109 views
Membership proration
I'm attempting to setup proration on fixed memberships via the civicrm_membershipTypeValues hook. I'm assuming that once the minimum_fee value is modified, this new amount should display on the ...
6
votes
1answer
126 views
Separate membership payment on contribution form with donation
When creating a contribution page with a membership, which is not a price set, the option to:
"Separate Membership Payment" is shown. This creates a transaction transaction for any donations and ...
6
votes
1answer
59 views
Can only Primary Members renew a membership?
We have a membership type where the relationship type is specified as "Spouse of", with the idea that this would be how we implement a Family Membership. However it seems that only the contact who is ...
6
votes
0answers
51 views
Is it possible to limit membership renewals to next membership term?
While testing payment integration with membership renewals, I observed that the membership end date may extend to any point in the future by just purchasing more and more renewals. Any limit set to ...
5
votes
2answers
167 views
What is the largest number of customer records that civicrm supports?
I am evaluating civiCRM to use as the CRM in the captive BPO setup of my non-profit.
Need to know how many customer records civiCRM can handle, in the database of my beneficiaries. Can it support a ...
5
votes
2answers
234 views
Is there a way to find contacts who have multiple active or expired memberships?
Due to some import errors over the past few months, we have some members who are showing with multiple memberships. Some are of the same type and some are not. The way our memberships work, no ...
5
votes
4answers
116 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 ...
5
votes
3answers
302 views
Membership sets to Cancelled when Contribution Fails. Why?
I have a situation where the Contributions are being set to Cancelled when the user contribution fails (payment processor fails the transaction). So, the user is blocked to try a new contribution ...
5
votes
2answers
206 views
How to renew membership during event registration?
I've set-up an event with several fee options that include "event fee plus 1 year membership renewal", "event fee plus 2 years membership renewal", etc. How do you suggest implementing the membership ...
5
votes
1answer
113 views
How to enable CiviDiscount for members?
I'm considering using CiviMember and CiviDiscount to offer discounts to members... but when I try to create a new discount code, there is no member option. How can I enable this feature?
5
votes
2answers
126 views
How can I import Memberships without e-mail addresses or external IDs?
We are transitioning a small organization to CiviCRM 4.5, with about 2000 total contacts and about 150 memberships. The contacts imported without any problem, but when we went to import the ...
5
votes
2answers
130 views
How can I regenerate memberships shared by relationship?
Is there a way to do a one-time purge and regenerate of all memberships that are shared by a relationship? (I would be okay if it required doing some SQL directly in the database as long as it didn't ...
5
votes
2answers
81 views
How to add new membership if renewed after old membership expired (native CiviCRM / Drupal)
Consider this:
Wilma becomes a member on 1 Jan 2016, but does not renew at the end of the year.
(so throughout 2017, 2018, Wilma is not a member)
Wilma joins again in Jan 2019.
According to the ...
5
votes
1answer
177 views
Using CiviMember to automatically create a Drupal user
I am relatively new to Drupal (I using version 7) and CiviCRM. I have set up a website in which members will be entered manually, rather than using an online signup form.
I am envisaging the ...
5
votes
3answers
78 views
Non renewable memberships
I want to create a membership type that is non-renewable. Let's say a membership that lasts for 6 months and is free.
If someone is already a member and clicks Join again (which is effectively a ...
5
votes
1answer
76 views
Scheduled Reminders for 'on behalf of' Memberships
As far as my testing shows, setting up Scheduled Reminder for an Organisational membership is not resulting in a Reminder also going to the 'permissioned employee'.
Can anyone confirm steps that do ...
5
votes
1answer
120 views
How do we preprocess CSV columns when using CiviCRM builtin import functionality?
We use CiviCRM's import data functionality (and api-csv-import-gui) to import partner's contributions from CSV files. This is working great because the CSV columns can be mapped to CiviCRM fields via ...
5
votes
2answers
117 views
Idea for extension Someone Else Pays - any feedback?
We are thinking about creating a native CiviCRM extension Someone Else Pays.
In CiviCRM you could use the soft credits (with a new soft credit type) to register another contact pay for an event ...
5
votes
1answer
121 views
What is the best way to add a contact to existing membership using relationships?
I'm having trouble with adding additional contacts to memberships (CiviMember). The goal is to add spouse, partner, sibling, etc. to an existing membership. The membership type is our own custom type, ...
5
votes
4answers
219 views
How can I update a credit/debit card number, card billing address, or card expiration date to continue transaction processing - on Authorize.net
We're on CiviCRM 4.6.19, Drupal 7.50 and using Authorize.net for payment processing.
When a credit/debit card number, card billing address, or card expiration date has changed, should simply ...
5
votes
0answers
26 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....
4
votes
4answers
296 views
Membership renewal start date doesn't update?
This behaviour has been observed on a live CiviCRM 4.5.8 site as well as the current demo site which is 4.6.6
When renewing a membership offline, the start date doesn't update to reflect the current ...
4
votes
3answers
569 views
Is it possible to restrict event registration to members?
I've been trying to figure out how to set up events where only members can register. Is this possible?
What I'm looking for is the ability to:
specify one or more memberships that can register for ...
4
votes
2answers
39 views
Track membership fee belated
I have a question regarding membership fees for the following scenario:
Let's say I have a member who joined in January 2018. He payed for 6 months until June 2018. As we are in October now, he is ...
4
votes
3answers
88 views
CiviMember - Adding a premium when recording a membership payment
Our organization wants to be able provide gifts to members who sign up for a magazine subscription. We are using CiviMember to record those contacts who sign up for such a subscription. When we click ...
4
votes
2answers
88 views
Card Printing Systems compatible with CiviCRM
Can anybody recommend a membership card printing system which will enable printing of standard credit card sized plastic membership cards which will draw data from CiviCRM and add a photo to the card ...
4
votes
2answers
72 views
Stats on website
Is it possible to get stats on the number of members and push them to a webpage so that they are always updated? Is there some extension that might do it?
4
votes
1answer
113 views
How can I alter next value of membership id (which would be auto incremented)?
I have an external identifier which has been imported and its max value is 10000, whereas it needs to be used as membership id, but membership id max value is 1500.Now to keep the Id of the membership ...
4
votes
1answer
79 views
Feature request: Make Checksum tokens easier to use
Checksum tokens are arguably one of the coolest yet most overlooked features of CiviCRM. It allows you to send targeted emails for donations, membership and event registration in a way that
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