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) »
  • What makes a membership renwable in the Dashboard?
Pages: [1]

Author Topic: What makes a membership renwable in the Dashboard?  (Read 1037 times)

EdP

  • I post frequently
  • ***
  • Posts: 260
  • Karma: 7
  • CiviCRM version: 4.4
  • CMS version: Joomla 2.5.x
What makes a membership renwable in the Dashboard?
January 10, 2011, 06:19:55 am
Hi. We have annual memberships, which members now need to renew now. They have all moved over from Current to Grace status (i.e. "current" ran out at year end, and they've got three months of "grace" before we give up on them).

However, in the (front end user) Dashboard, there isn't a "[ renew ]" option next to these memberships. If I change the status to be an inactive one (i.e. grace is no longer regarded as good standing) they go to the inactive section but "renew" still isn't an option, and the same if I create a new status with a different name that does much the same thing or just expire those memberships. Each time I'm running the MembershipUpdate.php script.

What is the trigger to offer [ renew ] in the front-end-user Dashboard? I want these memberships to appear as current but be renewable now, without waiting until they Expire and get mixed up with the other expired memberships someone may have.
« Last Edit: January 10, 2011, 08:18:49 am by EdP »

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: What makes a membership renwable in the Dashboard?
January 10, 2011, 02:13:12 pm
Were these memberships done via the backend or via Contrib Pages. If the latter, something is wrong. If the former, then that is how the system currently works. We are hoping some changes can be made so that all Memberships get linked to a default Contribution Page - which is what is needed for the RENEW link on dashboards to show. Hope that helps. We have had to do some sql in past to grab all 'unlinked' Memberships and link them to a Contribution Page so that the RENEW option shows.
Otherwise you can just put a RENEW NOW link in a block somewhere on your site and direct people to the Contrib Page. If they are logged in, then it will work same as the RENEW link on dashboard.
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

EdP

  • I post frequently
  • ***
  • Posts: 260
  • Karma: 7
  • CiviCRM version: 4.4
  • CMS version: Joomla 2.5.x
Re: What makes a membership renwable in the Dashboard?
January 10, 2011, 02:42:13 pm
Thanks. Because I imported all the members to CiviCRM the individual memberships are mostly back-end created (although the membership type are all ones that can be signed up to via a contribution page in  the front end). What is the key feature: whether that particular membership record was created in the back-end, or whether that membership type is back-end only?

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: What makes a membership renwable in the Dashboard?
January 10, 2011, 02:46:49 pm
There isn't really a 'back end' type membership - problem currently is that when you make a back end membership you are not using a Contribution Page so the RENEW doesn't know where to point to.
It is worse for Imported Memberships as these are unlikely to have been linked to the Contribution itself.
Also problems can be created if at the backend the Contribution relating to a Membership is added via the Contribution Tab rather than within the Membership Tab.

But, for your case, how important is it for people to go to their Dashboards to Renew - rather than just giving logged in Members and nice big RENEW link on your site?
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

Dave Greenberg

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 5760
  • Karma: 226
    • My CiviCRM Blog
Re: What makes a membership renwable in the Dashboard?
January 10, 2011, 03:28:15 pm
The [renew] link is displayed for memberships that where the original sign-up was "online" (via an online contribution page) - since the dashboard needs to know that there is a valid online contrib form for the user to go to that supports membership signup / renewal. Since you're not seeing those links, I'd assume there memberships were initially entered by staff (back-office input).

If you now have a configured online contribution / membership signup form on your site, you can potentially update the existing memberships so that they can take advantage of self-service renewals (altho it will potentially be a bit of a hassle if you have lots and you don't have some MySQL skills available). Three options:

1. Manual updates (assuming you are on latest 3.3 release):
* Find Contributions - where contribution type = **whatever type you use for membership fees
* Edit each of these contributions and set the "Online Contribution Page" (Additional Info pane) to the page you've configured for online self-service membership signup and renewal
* These members should now see [ renew ] link and be directed to that online contrib page

2. Would be great if you could do the above using Batch Update via Profile. However, we don't currently expose the Online Contribution Page property of contribution records to batch update. You could consider creating and submitting a patch for this.

3. Batch updating via MySQL (try this on test copy of db first)
* Identify the "id" of the contribution type you use for membership fees, and the id of the online contribution page for membership signup/renewal
* Use a SQL command to set civicrm_contribution.contribution_page_id to the id of your signup/renewal page WHERE contribution_type_id = your membership fee contribution type


Protect your investment in CiviCRM by  becoming a Member!

EdP

  • I post frequently
  • ***
  • Posts: 260
  • Karma: 7
  • CiviCRM version: 4.4
  • CMS version: Joomla 2.5.x
Re: What makes a membership renwable in the Dashboard?
January 11, 2011, 02:45:44 am
Thank you both.

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMember (Moderator: Deepak Srivastava) »
  • What makes a membership renwable in the Dashboard?

This forum was archived on 2017-11-26.