Questions tagged [civimember]

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

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1
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1answer
11 views

Deleting and Restoring a Contact detaches Contact from User

One of our administrators mistakenly deleted three contacts while trying to remove them from a distribution list. I restored the three contacts from trash, but didn't notice that the three restored ...
2
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1answer
14 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 ...
0
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1answer
12 views

How long is start date? 00h00mm00ss or a 24hour period?

I have simple membership statuses that say: Status 1: from membership date to start date Status 2: from start date to end date. On start date, the membership has changed from not member to member but ...
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0answers
22 views

Related membership gets deleted upon updating owner membership via API

I would like to make several people a member, linked to 1 payment person A: membership (+ contribution) person B: membership (related to membership person A) $contact_a = 2; $contact_b = 3; $...
2
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1answer
25 views

Where to Download 5.13.7 ESR

Where/how do I get the tarball for CiviCRM 5.13.7 ESR Drupal 7 edition. I have two different $20/month membership subscriptions to CiviCRM. Logged in to my civicrm.org account I have twice filled ...
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0answers
14 views

Complex Contribution and Membership

I'am setting CiviCRM for a new customer and I'm wondering about how to reach my goal: 1 individual owns 1 or more companies that have/own 1 or more sub-entity (shop) knowing that the membership ...
3
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4answers
55 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 ...
0
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1answer
20 views

Defining Membershipstatus Rules and update issue

I've read the documentation about membershipstatus rules and something stays unclear. Even with a contribution, the Pending status stays and is not being updating (see my related post: webform and ...
2
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2answers
24 views

Membership tokens missing after upgrade to civi v5

I would like to use the membership.fee token in a mail. However, it isn't displayed in the list of tokens the mailer view offers and it's not working when I use it manually. I saw a suggestion to use ...
1
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1answer
15 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 ("own") the second ...
0
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2answers
25 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'...
1
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1answer
27 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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0answers
20 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 ...
0
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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.
0
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0answers
15 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,...
2
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2answers
39 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
32 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 ...
4
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0answers
19 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
34 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 ...
1
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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....
2
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3answers
45 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 ...
0
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1answer
32 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
votes
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
votes
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 ...
1
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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
70 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'...
1
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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
34 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 ...
1
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2answers
35 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 ...
1
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0answers
17 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 ...
1
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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 ...
2
votes
2answers
48 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 ...
2
votes
0answers
19 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, ...
1
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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"/...
4
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0answers
59 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
votes
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 ...
0
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0answers
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
votes
1answer
77 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
votes
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
votes
1answer
33 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.
1
vote
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
votes
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
vote
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 -...
1
vote
2answers
29 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
vote
1answer
70 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
votes
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 ...