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  • Best Practice for Setting up Staff of a Org without Double Counting Memberships
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Author Topic: Best Practice for Setting up Staff of a Org without Double Counting Memberships  (Read 804 times)

MulderDSM

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Best Practice for Setting up Staff of a Org without Double Counting Memberships
November 21, 2010, 09:20:22 am
We have Business Memberships and if a Business becomes a member, we give them four (4) free memberships for their staff.

If I pull a report on Business Memberships I only want the Business Member Organizations to show up in the count and report - not the staff that works for them.

For example if I have 3 Business and Business A has 2 members; Business B has 4 members and Business C has just 1 member. When I pull report I would want the report to just list 3 Business Members, not 7 and not 10 (in my reports now, I get the businesses themselves counted (so 3) and also the staff (so 7) that shows up as a total 10.

Any suggestions on best way to set  this up?

I also need to be able at anytime to look up Business A and see how many memberships are tied to that business and who those members are.

petednz

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Re: Best Practice for Setting up Staff of a Org without Double Counting Memberships
November 21, 2010, 10:28:11 am
If you are using inherited Memberships based on Relationships, then when searching you can specify that you only want the Primary Members.

For the other point, you may get something like you want by looking at Relationship Report. HTH
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MulderDSM

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Re: Best Practice for Setting up Staff of a Org without Double Counting Memberships
November 21, 2010, 11:11:36 am
I didn't use auto inherit when I created the membership type AND membership reports do NOT offer a choice for primary or related members.

petednz

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Re: Best Practice for Setting up Staff of a Org without Double Counting Memberships
November 21, 2010, 11:46:11 am
And you can't get what you need by filtering the Search or Report by Contact Type = Organisation?
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  • Using CiviMember (Moderator: Deepak Srivastava) »
  • Best Practice for Setting up Staff of a Org without Double Counting Memberships

This forum was archived on 2017-11-26.