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) »
  • Cancelled membership caused renewal notice to be issued - is this expected
Pages: [1]

Author Topic: Cancelled membership caused renewal notice to be issued - is this expected  (Read 1132 times)

Martin Fuggle

  • I post frequently
  • ***
  • Posts: 172
  • Karma: 3
    • Travel and Photography
  • CiviCRM version: 4.2.x, 4.3.x, 4.4.x, 4.5.x
  • CMS version: Drupal 6.x and 7.x
  • MySQL version: 5.1.36-cll
  • PHP version: 5.3.6
Cancelled membership caused renewal notice to be issued - is this expected
May 18, 2011, 08:59:51 pm
Hi Folks,

A number of our members change their membership type from one year to the next. For example junior rugby players change to colts and colts change to seniors and they are different membership types with different payments. This leaves us with a number of individuals with more than one membership, one expired and the new one being current.  These prior year expired memberships distorted the membership information so in order to distinguish them from others I changed their status to 'cancelled'. This caused a Renewal Notice to be sent to those individuals who had two membership types, one current and one cancelled.

Is this the expected behaviour? If not how should I manage this set of circumstances?

Regards
Martin Fuggle

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: Cancelled membership caused renewal notice to be issued - is this expected
May 18, 2011, 09:07:35 pm
Hi Martin - can't offer to help particularly but are you aware of the work being done on upsell membership which sounds like it would remove these issues for you down the track - i expect a search on upsell on here and blog would help - there was an MIH for this - so if that proves to be a real winner for you, you might be able to 'pay if forward' on another MIH (happy to tell you my favourite if you want ;-) )

But on your real question - no i wouldn't expect Cancel to be getting Renewals - are you sending out automatic renewal notices?
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: Cancelled membership caused renewal notice to be issued - is this expected
May 19, 2011, 02:56:19 am
Martin
On the particular behaviour don't know the answer (but agree it isn't helpful). I have certainly had a few embarrasing situations where I have manual changed a bunch of records (particularly killing off "pending" applications that aren't going anywhere) only to have some embarrasing emails go out. I've come round to the practice, if I'm doing this, of turning emails off briefly (particularly if I then run the membership update cron script) - its in with the "outgoing mail settings" in Admin. The upside is that no embarrasing emails get sent - the downside is obviously that any genuine emails that need to go at the same time don't either. I can get away with this on a fairly low volume site (we have a few hundred members), but you may not be able to.

As Peter says there is now an upsell route so you can, when doing renewals at the back end at least, "renew" people to the next category (we are a sports club with age memberships like yours). This does reduce the risk of chasing "expired" memberships but there are still cases where (a)  someone has signed up online for a new membership with associated contribution so you have two records that you cannot mark as linked or (b) someone has gone from a family membership (inherited from household) to personal or visa versa. You cannot explicitly mark these as linked and exclude them from chasing and reporting.

However, you can create a diferent expired status (expired is different to cancelled, and having multiple expired statuses does not trigger emails in the same away). If you have a separate "Moved Membership" status you can exclude it from (some) reports and lists of people to chase for membership. It doesn't trigger emails in the same away (its the equivalent of moving from "grace" to "expired") and makes more sense if people can see their own records.

Hope that helps.
Ed

Martin Fuggle

  • I post frequently
  • ***
  • Posts: 172
  • Karma: 3
    • Travel and Photography
  • CiviCRM version: 4.2.x, 4.3.x, 4.4.x, 4.5.x
  • CMS version: Drupal 6.x and 7.x
  • MySQL version: 5.1.36-cll
  • PHP version: 5.3.6
Re: Cancelled membership caused renewal notice to be issued - is this expected
May 19, 2011, 09:31:13 pm
Thanks very much for everyone's well considered responses.  I will take a look at the proposed upsell functionality which sounds like a very useful feature.  Also the suggestion of a "Moved Membership' status is one that I like.  It is after all exactly what is happening. In the meantime I will see if I can diagnose the reason for the Renewal notices being sent out when the status was changed to cancelled and report back if I find the cause.

Many thanks

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMember (Moderator: Deepak Srivastava) »
  • Cancelled membership caused renewal notice to be issued - is this expected

This forum was archived on 2017-11-26.