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15

For CiviCRM 4.6+ go to Administer menu > Customize Data and Screens > Date Preferences. From there, change the Start Offset of SearchDate. For CiviCRM versions before 4.6, this is part of the Advanced Date settings linked from Administer > Localization > Date Format.


12

No custom code required! If you're on Drupal Views integration, which ships with CiviCRM - all that's required here are Drupal modules Views, Views PDF and installation of two libraries for the PDF generation: tcpdf and fpdi; Here are the steps: First we will create a Membership tab in your Drupal /user screen where we will display the relevant Membership ...


9

I think the missing piece of your puzzle is to enable CiviCRM's inherited membership functionality. Create a membership type that will be inherited from your organization members. Set the relationship type to Employer of. Your organizations' staff will now be considered members, which allows you to send them emails, and lets them renew their employer's ...


9

Yes. Specifically: CiviCRM is a web-app and therefore works equally well on OS X and Windows. CiviCRM has a case-management feature which incidentally was originally designed for homelessness services. There is a grant tracking feature but this is intended for organizations giving grants not receiving them. However CiviCase may be adequate for your grant ...


8

This is doable using the API, and I've accomplished it using Pentaho Kettle. It has a CiviCRM Input and CiviCRM Output step, which use the REST API. You're right to be concerned about the SQL-based approach, since there's been discussion of deprecating that table in favor of a line item-based approach to connecting contributions and memberships. If you ...


8

Since the status is based upon the start and end date and changes with the cron job, can you just leave the status off and select the date range. Anyone who had a start date before the date in question and an end date after that date should have been a member on that date. So... Select custom date range for start. For From leave blank (the beginning of ...


8

See this question: Number of contacts vs. hosting space required Here is a thorough answer to that question: https://civicrm.stackexchange.com/a/3289/105. The short version: there is no formal limit to how many contacts CiviCRM can store. It really comes down to the amount and type of hardware you have supporting the software. For a record count of 5-10 ...


8

CiviCRM is a free, open source software package. You can download it for free, and you can do what you like with it. The number of contacts or memberships supported is not limited by licensing or restricted in any way. Practically speaking, the limit will be what your website hosting can support. For most cases this is effectively unlimited - some CiviCRM ...


7

Daniel - have you looked at the CiviMember Roles Sync module which pretty much delivers this as you want. IE when someone joins and has a Drupal user then when they log in Drupal checks their Civi Membership status and gives them a role based on that. The Rules approach would also work, and is how we are planning on doing this for Drupal 8, funds permitting,...


7

Memberships have three primary dates, the join date (member since), start date and end date. The join date is the date the contact first signed up for a membership with your organisation. Unless it is altered manually it will never change from that first value. The start date is the date the current continuous period of membership began. The end date is the ...


7

Go to administer > system settings > components and enable it.


6

CiviDiscount is smart ... and will only display the membership option if you have created at least one membership type. So... Create your membership (Administer -> CiviMember -> Membership Types) Create your discount Note that your discounts can apply to more than one membership!


6

I assume you are seeing this as an anonymous visitor to the site and it fuctions properly if you are logged in. If this is the case, I think you'll need to add anonymous users as able to see the information for these public profiles. In CiviCRM go to Administer > User and Permissions > Permissions (Access Control). Select the 'Wordpress Access Control'. ...


6

Webform-CiviCRM integration was designed to be able to sign up multiple members plus collect a contribution. It will save a single contribution record containing a separate line-item for each (2 memberships + a donation = 3 line items). There are some key settings that are required: Contributions (in Webform CiviCRM section): Should be set to your Donation ...


6

You need to use options.limit to make this work. options.limit : The maximum number of records to return. You can make this unlimited by setting the value to 0. Usage $result = civicrm_api3('Membership', 'get', array( 'membership_type_id' => "$level", 'options' => array('limit' => 1000), )); Get more details on the different parameters you ...


6

I believe this is a bug and I have submitted an issue: https://issues.civicrm.org/jira/browse/CRM-17880. Basically, if there is a previous entry in the civicrm_action_log (like from last year) with the same action_schedule_id (same reminder) no new reminder is sent.


6

Yes, CiviCRM would be a great match for what you're describing. CiviCRM is a central 'master' information hub that has quite a bit of reach out of the box: membership data (What Is CiviMember? and the following sections are a good start) mass emails (which can be integrated with MailChimp via an extension) Paypal integration for membership payments, ...


6

The Event Membership Signup extension is designed for this purpose--to give a discounted price for the membership/event combo--but it won't help in certain complex scenarios. If your event fee is $100, and your membership fee is $50, and you want to give a $20 combo discount, there are two ways to do it. You could add a new price field with a single ...


6

These two extensions should assist - https://civicrm.org/extensions/contact-checksum-ui https://civicrm.org/extensions/fancy-tokens The second extension provides tokens for all active contribution pages and active events with online registration enabled.


6

This is more of mysql than CiviCRM. You will need to reset the AUTO_INCREMENT value for that table. ALTER TABLE civicrm_membership AUTO_INCREMENT= 10001 Thanks Pradeep


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.


6

The "external identifier" field on contact records is available so you don't need a custom field. It won't allow duplicates.


5

Updating via DB should be fine, note that it won't update existing membership records to create inherited memberships. Issue mentioned related to Disable might be a bug. I would suggest filing an issue in bug tracker if you are able to replicate it on the demo.


5

You have to manually override the status to set a membership to Cancelled and that is when you set the End date to the value you want. If you are doing this one record at a time either type in the date directly or Clear it then click on the calendar to see the current date highlighted for easy selection. If for some reason you are cancelling memberships ...


5

If you have sql access you can run this query. SELECT c.display_name, count(*) FROM civicrm_contact c JOIN civicrm_membership m ON c.id = m.contact_id WHERE m.contact_id = c.id GROUP BY 1 HAVING count(*) > 1 If you only want active memberships then add the following line between the where line and the group by line AND now() between ...


5

While there might be more elegant solutions possible with Reports (?), you can get the count using an advanced search: Select Search | Advanced Search from the menu In the Basic Criteria section select Display Results As: Memberships In the Memberships section of the search form set Start Date to Choose Date Range and then set To to the date you are ...


5

With your first error, the issue is with TCPDF, the standard PDF library that CiviCRM ships with. TCPDF isn't very efficient, and takes a lot of memory when you try to generate a large PDF. Unfortunately, the other two PDF options have issues: DomPDF doesn't support all of the features TCPDF does. wkhtmltopdf is great, but is written in C, which means ...


5

You can set the data type to "Note" and the input type to either "TextArea" or, if you prefer a wysiwyg editor, "RichTextArea".


5

If you check on yoursite/civicrm/admin/member/membershipStatus?reset=1 and for the status "Grace" there is a Yes in the column headed "Member" then this is expected behaviour. CiviCRM does not have a "renewal start date". The "start date" is the date the latest continuous period of membership started on. For any member with a status that has a "Yes" in ...


5

Evan from IMBA here. Sorry for replying in a new answer, I don't have the required 50 points of reputation to comment in reply specifically to Lizz Trudeau's answer. I just watched the video Jason (my predecessor) gave at CiviCon 2012, and it gives a really solid overview of how we've tackled this and for the most part we're still set up this way. We've made ...


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