CiviCRM Community Forums (archive)

*

News:

Have a question about CiviCRM?
Get it answered quickly at the new
CiviCRM Stack Exchange Q+A site
This forum was archived on 25 November 2017. Learn more.
How to get involved.
What to do if you think you've found a bug.



  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMember (Moderator: Deepak Srivastava) »
  • How inherited membership is updated and granted
Pages: [1]

Author Topic: How inherited membership is updated and granted  (Read 2077 times)

brandenallmon

  • Guest
How inherited membership is updated and granted
March 01, 2010, 04:51:52 pm
I have been having some trouble understanding the inheritance feature. I am trying to use the Head of Household and Household member of to grant a family a membership from a household membership. I may not completely understand why I need to define the relationship type in the membership type, but have selected head of household for. My understanding is I can not allow people to inherit a membership by defining the relationship within the user record with the head of household relationship. When I complete this my family member does not inherit the membership. Does the membership need to be created after the relationship is created? Do I need to run the member upgrade script? Nothing seems to work. Also what is the difference between a head of household and/or Household member of? Would like to use both to clearly define roles within a household membership, but it doesn't seem to work.

Thank you,
Branden

petednz

  • Forum Godess / God
  • I’m (like) Lobo ;)
  • *****
  • Posts: 4899
  • Karma: 193
    • Fuzion
  • CiviCRM version: 3.x - 4.x
  • CMS version: Drupal 6 and 7
Re: How inherited membership is updated and granted
March 01, 2010, 10:26:53 pm
I think you just need to get your Relationship sorted out. If it was an Organisation and the people were Employees then you set the Membership up based on Relationship = Employer of  - ie from the Org end - so the others inherit it.

if you want to do same for Household, then the Membership belongs to H/hold and the 'members of household' inherit it.

If you want Person A to buy Membership and have all people with 'relationship x' to Person A inherit it, then set the relationship up from Person A perspective.

And yes you can create your own custom Relationships eg Person A is 'family contact for' and others are 'family contact is'

hth
Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate

brandenallmon

  • Guest
Re: How inherited membership is updated and granted
March 02, 2010, 06:06:56 am
I believed that is what I have setup. What I would like is everyone in a Household to inherit. I have setup my membership type as Household with the relationship type Head of household for. I believed any member that is listed as head of household for this household would inherit the membership. Currently this does not occur.

Branden

Donald Lobo

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 15963
  • Karma: 470
    • CiviCRM site
  • CiviCRM version: 4.2+
  • CMS version: Drupal 7, Joomla 2.5+
  • MySQL version: 5.5.x
  • PHP version: 5.4.x
Re: How inherited membership is updated and granted
March 02, 2010, 07:08:04 am

you also need to run the cron script: UpdateMembershipRecord.php on a nightly basis.

check:

http://wiki.civicrm.org/confluence/display/CRMDOC/Membership+Types

lobo
A new CiviCRM Q&A resource needs YOUR help to get started. Visit our StackExchange proposed site, sign up and vote on 5 questions

petednz

  • Forum Godess / God
  • I’m (like) Lobo ;)
  • *****
  • Posts: 4899
  • Karma: 193
    • Fuzion
  • CiviCRM version: 3.x - 4.x
  • CMS version: Drupal 6 and 7
Re: How inherited membership is updated and granted
March 02, 2010, 02:04:40 pm
I hope Lobo's comment is all that you need. but i still sense confusion re Relationships - let us know how you go.

Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMember (Moderator: Deepak Srivastava) »
  • How inherited membership is updated and granted

This forum was archived on 2017-11-26.