CiviCRM Community Forums (archive)

Are your old memberships active? What happens if you edit and save organization membership ( old )?

Kurund

Ideally Inherited Membership should be up to date, when you either play with main membership record or relationship record.

Inherited Membership get from two ways.

1. If there is existing active relationship and main contact signup for membership.
( 'individual 1' is a employee of 'organization 1' and organization signup for membership type which has 'Employer Of' relationship.
In this case 'individual 1' should get inherited membership )

2. If there is existing membership of main contact and we create relationship between main contact and related contact.
( In this case when we do create/edit relationship, related contact should get inherited membership )

Recently ( CiviCRM 3.3.1 ) we did lot more enhancement and cleanup for this functionality.
Related issue is here : http://issues.civicrm.org/jira/browse/CRM-7127

You might want to play with our public demo site : http://drupal.demo.civicrm.org/

thanks

kiran

Both contacts, relationships and memberships for the parent organisation already exist.

Seems to be strange one, how come such case comes in picture.  since this inherited membership feature is from CiviCRM 1.x series.
Also at any time when we do create/update membership or create/update relationship, inherited membership should get set/update.

Besides manually entering then saving each membership record (your option 2 for 450 records) is there any way to do a batch update

Agree, it is time consuming / quite hectic to update so many records manually.

IMO to fix this scenario there are two ways :

1. Use import feature with update mode.
(
A. Either use contact import with relationship and update mode :
consider Individual contact as a main and use organization contact as a related contact.
here system is going to update relationship between two contacts and this subsequently going to create/update related memberships.
OR
B. Use Membership import with update mode :
consider all memberships those are for organization contacts,
here system is going to update main membership record and this subsequently going to create/update related memberships.
)

2. Write a custom code, might be a script/cron which going to check all membership records and
make to keep inherited membership up to date for appropriate membership and relationship.

Caveat : Make sure to take your database backup before going for any above solution.

Hope this help

kiran

Thanks Kiran. Like the original poster, we only just enabled the membership by relation functionality. If we had enabled it from the beginning i'm sure we would not be in this position.

I have just tried both importing the contacts (with the relationship data) and memberships in update mode without any success. Looks like I will need to write a custom script/cron job. Unfortunately my programming skill's aren't great but will try my best. :-)

Will post my solution (if I find one) on this thread.

I appreciate your very fast and helpful assistance with this matter.