6
Making the account inactive is probably not the best user experience. You could use CiviMember Roles Sync, permission your member content appropriately and show your inactive members the renewal page.
4
Thanks everyone! I solved it totally with CiviRules extension. I just used a combination of the built-in API explorer & the extension's documentation to figure out how to create my own Condition & Action.
The condition checks if that domain exists for an Organization. I set it to work ONLY if it finds 1 (just to make it work simply for now) and ...
4
The issue is that a contact can have multiple memberships, so you can't use membership tokens unless you display your search results as memberships.
In Advanced Search, do your search again, but change Display Results As from Contacts to Memberships. If your contacts only have one membership each, this is all you need to do; if they can have multiple ...
4
After reading many posts and looking through the ideas I got here I deleted the triggers for the contributions table and rebuilt the triggers (https://docs.civicrm.org/sysadmin/en/latest/troubleshooting/#trigger-rebuild) for the table. This appears to have worked like a charm.
-Steve
3
You can use a combination of CiviCRM WordPress Profile Sync (which provides 2-way sync between WordPress profiles and CiviCRM contact details) and CiviCRM WordPress Member Sync to achieve this.
Have a look at the docs for CiviCRM WordPress Member Sync to see how you can use the Groups or Members plugin to restrict access to WordPress content for your ...
3
This can be very easily achieved using custom data –
https://docs.civicrm.org/user/en/latest/organising-your-data/creating-custom-fields/
The first decision to make is where you would like to see this information, on the contact record or at a membership level.
If a member can have multiple membership types then the custom data set should be created at ...
2
An elegant solution really depends on having a reliable way to detect that someone is an existing member. However, assuming you have such a method (e.g. members are logged in or can be detected via unsupervised dedupe rules), I would recommend using CiviDiscount to apply an automatic discount based on membership status.
2
As Anil said you can use Custom Fields - but assuming someone may have multiple qualifications you would probably need to set your Field group/set to be MultiRecord.
Next issue is whether you create these on the Membership record or the Contact Record. I would argue in favour of the latter.
Lastly a third option is to Create an Activity Type for this since ...
2
With Drupal webforms I am pretty sure you can set the Membership Type to be locked so renewing folk won't be able to change from the one that loads - will only work if they are logged in or using a checksum.
2
This looks like a hardcoded limitation in CiviCRM, and changing that would require some development work (i.e., there's no workaround or trick to it, just needs code changes).
Interestingly, there's a comment in the code that indicates a desire to add support for ACLs instead of the sledgehammerish 'view all contacts' requirement: https://github.com/civicrm/...
1
The error message shows future start and join dates. Civi is attempting to the determine the status as of the time of import, but none of the default status rules cover that scenario hence the error message. 'New' only applies from the 'member since' / 'join date' so is not applicable.
One option is to change your join dates to be the current time so that ...
1
you could write an extension, or module that uses the civicrm_post hook; when a new contact is created, look at the email; do an api call to see if that domain exists in one of your valid contacts; if so, create the relationship between the two cids.
It might be easier with the civicrm_entity module and its hooks instead of the post hook. Might even be ...
1
Hmm, this sounds similar to the access problems we once had for users not able to change amount or update details of the recur payment.
Not sure if it exactly matches with your use-case, can you try applying https://gist.github.com/jitendrapurohit/8e445fd869595411ee12e0a1345a6d12 on your site and confirm if it works for you?
1
You need to create a page in Wordpress that has a CiviCRM Profile embedded in it, like: https://culturalenterprises.org.uk/register-as-a-user/
Update the advanced settings on the profile so that CMS account creation is mandatory, and that it is set to update the details of any matching contact it finds. For this to work your CiviCRM profile must include the ...
1
If by "When a new member registers herself" you mean filling in a CiviMember (ie Contribution) Form - then you should be able to set 'create CMS user' on the Profile that is exposed on the form.
1
This has been answered in comments above
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