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 »
  • Post-installation Setup and Configuration (Moderator: Dave Greenberg) »
  • Saving historical data
Pages: [1]

Author Topic: Saving historical data  (Read 567 times)

johanbeckers

  • I’m new here
  • *
  • Posts: 22
  • Karma: 0
  • CiviCRM version: 4.3.2
  • CMS version: Drupal 7
  • MySQL version: 5.0.51a
  • PHP version: 5.2.14
Saving historical data
February 27, 2011, 02:21:47 am
Hi all,
I'm trying to find details on a specific requirement:

- I create a new organization in CiviCRM.
Today the status of this organization is: "unincorporated association"
After 2 years, the status of this organization is raised to "member organization".

- We use different levels of memberships for contacts.
Today someone has level A, after a few months she gets level B.

When I view the record for a contact or organization, is there some kind of visualization of these changes.
for example:
First date of membership: 3/14/2005
Membership level: Level A
Membership changed to level B on 9/25/2007
Membership changed to level C on 4/30/2009
.......

Same for organizations that get a change in status or type of organization.

So, are these changes somehow visible in the records AND reports?

And a related question: this setup, would this be best done with custom fields that allow multiple values, or with tags?

thanks in advance,
Johan.
« Last Edit: February 27, 2011, 02:54:44 am by johanbeckers »

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: Saving historical data
February 27, 2011, 09:31:27 am

I would either use multiple custom data records or activities. There are activity reports and search, so activities might be a better match

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

FrTommy

  • I post frequently
  • ***
  • Posts: 273
  • Karma: 2
  • CiviCRM version: 4.5.x
  • CMS version: Drupal 7.x
  • MySQL version: 5.5.32
  • PHP version: 5.3
Re: Saving historical data
February 28, 2011, 05:43:27 pm
I'd personally use activities for it.

If you want it to be automatic, I think you could set up hooks to create an activity whenever certain things happen...like changing membership status etc.

I like that idea as I think that's good info to know.

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Post-installation Setup and Configuration (Moderator: Dave Greenberg) »
  • Saving historical data

This forum was archived on 2017-11-26.