Questions tagged [civimember]

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

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4
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0answers
38 views

Why does VAT keep being added when editing payments

When we issue a membership the payment automatically feeds through the correct pricing. If we then have to go in to edit the membership the price updates by adding VAT on again to the already ...
3
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2answers
94 views

CiviCRM membership component

I need to develop an extension to extend the CiviCRM membership component so that when a membership is created or renewed a record for the membership “period” is recorded. The membership period should ...
3
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2answers
82 views

When importing memberships into 4.6.8, what does “”The membership cannot be saved because the status cannot be calculated" mean?

I am attempting to import and update existing memberships into 4.6.8, using the same steps that have worked successfully previously, but I'm getting an error. I have created a .csv file with (...
3
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4answers
663 views

How do I get wordpress and Civicrm membership synced?

I have tried multiple times to be able to get Wordpress and Civicrm to be able to sync up when members register. When I go to CiviMember Role Synchronize it redirects to the page for my blog. What ...
3
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3answers
85 views

Can I use CiviCRM to print mailing labels etc?

I'm using MS Access now, which works admirably for our simple purposes: keeping track of 140 or so members, creating the odd phone list, and printing mailing labels quarterly and sending a ...
3
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3answers
80 views

How can I increase the amount an existing monthly sustainer is giving?

We're on CiviCRM 4.6.19, Drupal 7.50 and we use Authorize.net for payment processing. If I simply want to increase the amount an existing monthly sustainer is giving, should I be able to do that by ...
3
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4answers
210 views

How to sell membership on event page and apply the membership discount? (Autodiscount)

Is it possible to have a CiviEvent page that offers a membership, and if you select that membership, receive a discount on certain price set options in the same form? I found this: https://github.com/...
3
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2answers
428 views

Error when printing PDF letter or mailing label from search results list

Ran a filtered search for all "regular" members and search returned 379 records. I then wanted to create printable letters for all 379 members. I selected our New Member Welcome Letter as the template ...
3
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1answer
49 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?
3
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2answers
75 views

Best way to manage common contacts between 2 CiviCRM databases?

The situation is that we have 2 separate non-profit sport organizations. Org A has 1000 paid members and 10000 contacts. They are just now starting the process to switch to CiviCRM as their membership ...
3
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2answers
197 views

Joining fee for new memberships

I’m looking for an elegant way of implementing a joining fee for new members. The joining fee is different for each membership type and is payable in addition to the normal annual membership fee. ...
3
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2answers
264 views

Recording Separate Contributions in a Membership Webform

Working on a Civi 4.5.5 site. I've configured a membership renewal contribution page to record a membership fee, and (voluntary) additional donation. By setting the Contribution Page Financial Type ...
3
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2answers
41 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 ...
3
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2answers
136 views

Contact type change

Is it possible to change "contact type" for a batch of records rather than go into each one at a time? I have found the records I want to change, but "change contact type" does not seem to be a batch ...
3
votes
1answer
55 views

Is CiviCRM a 'master database' / 'master system'?

The membership organisation I work for currently has serious issues with it's membership databases. That information is currently split between a wordpress user database with an extension s2pro which ...
3
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2answers
325 views

Online registration: Drupal+CiviMember

we are really new to CiviCRM and Drupal (and this forum). We're trying to setup an online member registration: we want an anonymous user to become a Drupal user filling a registration form with a ...
3
votes
3answers
153 views

Finding memberships with 'Status Override' set

I was asked recently if there was a way to find all members who have the 'Status Override' setting turned on. I didn't see an option in the advanced search or member search: As an alternative, I made ...
3
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2answers
118 views

Do not send scheduled reminder if at least 1 membership is active

we recently encountered an issue after migrating to CiviCRM. In the original system, membership renewals were considered discrete, separate memberships rather than a contiguous one. When we imported ...
3
votes
3answers
458 views

CiviCRM does not have full functionality support for refunds and partial payments so what is the current way to tackle this type of situation?

I have applied as a GSoC student to work on a project that would provide Refunds and / or Partial Payments functionality for CiviCRM. I am seeking current solution to do this when needed so I can ...
3
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2answers
49 views

Membership status changing from Grace to Expired a day later than expected

CiviCRM 5.24.5, Drupal 7.72 The job "Update Membership Statuses" is set to run once per day. According to the log, it ran on July 1st but no records were updated. I expected to see all ...
3
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2answers
53 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 ...
3
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2answers
120 views

Importing Event Participants with Contribution/ Payment

I am relatively new at civicrm and I have a question about Event imports. I've been reading the documentation here: https://docs.civicrm.org/user/en/latest/common-workflows/importing-data-into-civicrm/...
3
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2answers
106 views

What is the most reliable method for merging records with memberships?

I've noticed recently on one site that I look after that a small number of records appear to have 'lost' their membership record. The site in question has organisational memberships and individuals ...
3
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2answers
43 views

Can members pay renew fees early?

Can members pay their dues early? Basically before the system has them as expired.
3
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1answer
48 views

Can I subtract guest fees collected from a membership fee when a user registers

Our club allows people to come out as guests, for which we collects guest fee. If that person later chooses to become a member, we deduct that guest fee from their membership fee. I know I can create ...
3
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1answer
119 views

Webform CiviCRM and Gift Membership

Is it possible to use Webform CiviCRM Drupal module to create Stand Alone Forms for gifting a membership to a third party?
3
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3answers
226 views

Pay later for Membership - How does the membership get entered?

Civi v4.6.2 When entering a membership via the online contribution and using the Pay Later option I notice the membership does not get created. Does an admin type person have to manually enter the ...
3
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3answers
391 views

How Can I Attach a PDF Certificate for a Membership Payment?

On Drupal 7.35 / Civi 4.4.14 - is it possible for a membership payment via CiviContribute to e-mail a membership certificate as a PDF as an attachment to a receipt? What we currently do is print ...
3
votes
1answer
39 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 ...
3
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3answers
51 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 ...
3
votes
2answers
57 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 ...
3
votes
2answers
38 views

Exclude contacts from report based on membership they have

I want to make a report that only shows contacts that don't have any of the listed membership id. The following SQL code filters the memberships, but still lists contacts that have other memberships, ...
3
votes
1answer
40 views

User info overwritten by new member

I created a contribution page to allow new members to sign up. Then I just signed up with the email of an existing member but other info (like a different name, address). As a result: the info of the ...
3
votes
2answers
162 views

Understanding unique vs multiple membership(s) (using Webform)

I am extensively testing CiviMember because I have several Organizations which have different membership types with different duration types. Memberships will be managed from the Organizations (not ...
3
votes
2answers
39 views

Drupal Civicrm searchable profiles

I Have a production drupal website(7.32) integrated with CIVICRM(4.4), and I have drupal user object which is associated with CIVICRM Profiles. I am trying to integrate a membership dashboard as ...
3
votes
2answers
102 views

Membership Directory Search

Following the instructions for the creation of a membership directory using profiles we have been successful at creating a searchable directory. However, I wish to use the directory almost like a ...
3
votes
1answer
57 views

When editing a membership Civi sends receipt and confirmation even with box unchecked

Using WP4.3.1 and CIviCRM 4.6.9 I also had this happen on the current CiviCRM.org demo site for WP. When editing a membership Civi sends receipt and confirmation even when the box for "Send ...
3
votes
2answers
54 views

CiviCRM 4.6 - Duplicate memberships/memberships inheriting themselves. Screenshot included

We have permissioned relationships where an Organization will own a primary membership and members will inherit this membership. We've run into an issue where the Organizational membership will ...
3
votes
1answer
216 views

How to split Member Contribution page transactions to multiple financial types?

On our Member Contribution Page, we have a price set with two fields. 1. Membership Choice - financial type 'Membership' 2. Donation Amount - financial type 'Donations' Users pay, but the result is ...
3
votes
1answer
69 views

Webform and multiple memberships with same Member Organisation

When we create several membership types, with the same "Membership Organisation", it looks as if the previous membership has been replaced by the latest one. Assume we have two, MEM1 with 1 year ...
3
votes
2answers
148 views

New membership page as default Drupal register page

Our non profit organisation has members who should have full access tot the web site. We created in civicrm a contribution page with no "contribution", only "membership" information a choice ...
3
votes
2answers
114 views

How is membership type best set up for monthly direct debit payments?

An organization has some members paying their fees annually by cash and therefore need reminders. There are three membership levels - Under 16, Over 65, and others. It's quite straightforward to set ...
3
votes
1answer
30 views

Is Membership payment on Drupal 8 Webform supported yet?

I am trying to configure a Drupal 8 Webform to support payment for Memberships, but there seems no connection between the Membership field and the Payment fields. On D7, when configuring a ...
3
votes
1answer
27 views

Allow only 1 selection in a price set with multiple price fields

We offer individual and joint membership with a couple of different rates for each type. I have created a price set that has 2 price fields and each price field has a couple of options. I want to set ...
3
votes
4answers
72 views

User lets membership expire, and then signs up again, membership stays as expired?

I have a question about membership status. I'll attempt to explain this so it makes sense, any ideas/help much appreciated! An existing paying member let their membership expire. They then went ...
3
votes
1answer
45 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. ...
3
votes
1answer
54 views

Create a new membership rather than renew an existing one

Our members can join by credit card (paying manually each year, nothing clever) or by Direct Debit (set up as an auto-renew membership). We want to give credit card-payers the option to 'renew' to ...
3
votes
1answer
39 views

How to set up 'renewal reminders' 5 days after renewal, and filter by a group

I want to send a note to users that renewed their membership. I want to limit that note to only a certain group of members. I thought I would use 'renewal reminders'. In a renewal reminder, if I ...
3
votes
1answer
68 views

Different Membership Status Rules for Different Memberships?

We are using CiviCRM to manage data for several levels of our organization. At the moment, rules around grace/lapse periods are not standardized across the organization. Is it possible to apply ...

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