3

It may help you to compare with https://dmaster.demo.civicrm.org/civicrm/admin/member/membershipStatus?reset=1 or one of the other demo sites. This is the default settings and it could be you just need to set your New back to running off Member Since, not Start Date. And then also tweak the other dates as required.


3

If you are referring to Membership end date than probably you could use Fuzion tokens extension, it should give you membership end date token, which you can insert in mailing label


3

Our approach is to merge the duplicate contact that retains the contribution records, then apply a "transferred" status to make one membership dormant, then move the duplicate into the primary membership. This happens to us when a member renews using "Bob Jones" instead of "Robert Jones" and a duplicate record/membership is ...


3

If its a smart group I don't think you'll be able to do what you want as its actually a saved search and each time you look at membership its recalculated so there is no concept of when the contact joins the group. If it were a normal group, there is a plugin https://github.com/MegaphoneJon/org.cpehn.subscriptionhistory that produces a report gives details ...


2

I've had a possibly related experience, where the status wasn't being updated automatically, and it seemed to be related to whether it's been overridden in the past. I noticed this related-sounding issue; https://lab.civicrm.org/dev/core/-/issues/2974 and tried a more recent civicrm version and that fixed some aspects (the system job didn't update the status,...


1

The membership start date and End date will be populated once Civi gets response from the Stripe about the payment. Once the related contribution is set to completed the membership start date and End date will be set. Incase the contribution status is updated correctly but not the membership than probably the date update must have failed while doing the ...


1

There is no 'one and only super simple solution' to your need. We use a mix of these tools (caldera, form processor + contact form 7...) depending on what we need to achieve. For example, do you 'just' collect informations that are related to the contact entity or do you also need to create relationships, activities or do you need to create user accounts in ...


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