We created a new Contact Type based on the Individual called Main Contact. The person icon is a slightly different color, so you can tell on a glance who is and who isn't a Main contact. We also have customized some reports to pull only that type.
Another thing we've done (but may not work in your case) is that the Main Contact is typically the only person ...
In case you only want to allow one primary contact at maximum you can go for a contact reference field within the organisation. The drawback would be, that you will not be able the view that information coming from the side of the employee.
Option 3 is the clear winner, because neither option 1 nor option 2 have a clear way of indicating which organization they're the primary contact of. As soon as someone is affiliated with two organizations, that means trouble.
The unfortunate part of this is that you can't assign a profile via a relationship. You can do so via Webform-CiviCRM, or via ...
I can't for the life of me get this renewal title/copy to appear on our membership page
If a contact has a valid existing membership - the renewal text is shown on the page. This renewal text is not shown if -
existing membership is in Pending or Cancelled status.
existing membership is of type = Lifetime.
Auto-recurring memberships are triggered by the corresponding recurring contribution, so what you need is:
A payment processor that supports future dates for recurring contributions.
A way to restrict which dates are allowable.
For 2., the functionality is built into the iATS Payments extension, and also in my extension here:
Thanks for looking into membership extras. Just a quick point that we are planning a release at the end of Jan which will fix a lot of bugs and issues so I would suggest to wait till that is released before using this fully.
Answers to questions below:
Does this plugin actually create a recurring contribution record the same way that online payments ...
I wonder if using this extension might work instead?
It provides a slightly more sophisticated off-line payment processor, as well as a job that will provide implicit membership renewals using the 'auto-membership' feature.
Yes you can change the membership type by visiting the contact and editing membership under membership tab. If the membership amount you want to change to has higher amount than you can ask the member to do balance payment or take offline payment and update the contribution to correct amount associated with membership.
You may need to take care if the user ...
You can use Advance search to get the contacts that have membership and have paid for their membership.
Navigate to CiviCRM >> Search >> Advance search
Expand Contribution accordion
Select Contribution status to Completed and other filters if required
Expand Membership accordion
Select 'Membership is a Test?' to No and other filters if required
Abdalla, Welcome to CiviCRM SE. Yes, Member will get the receipt when a payment is processed from payment processor or bank transfer. CiviCRM sends the receipt to the user if the payment is complete. CCiviCRM also lets you generate invoice which includes tax details for the contribution(payment), this is not send automatically to user by CiviCRM.
I think the trigger should be 'participant changed' as you want to test this everyone time someone attends an event.
The first condition would be something like 'participant status changed to registered'.
I am not sure if you can combine membership conditions with a participant trigger, so checking the membership type would be weird (the data is not there ...
Working fine for me on chrome Version 79.0.3945.88.
Imagine it's specific to your solution however I've only tested with 5.19, almost certainly something in the console like @Demerit suggested.
Should be aware that was a security release recently so make sure you have your solution secured too :).