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Author Topic: Changing membership types on renewal  (Read 1485 times)

gholt

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Changing membership types on renewal
June 03, 2011, 09:55:55 pm
My organization has several different membership types, and it is feasible that a member would change their membership type next time they renew. But when I test this, renewing a membership in which I change the membership type, it's still listed as the same membership type in the contact's Membership tab. And the Activity tab shows the contribution amount, and the fact that it was an Online Contribution: Member Signup and Renewal. But it doesn't show any record of which membership type was selected.

To be specific, this contact was a Regular member (fixed 1 year membership) that expires on Sept. 30. And then I filled out the renewal form choosing a Test membership (rolling 1 month membership).

First problem, the renewal added a year onto the current membership. The new membership choice was a 1 month rolling membership. Weird.

Is there a way to have the membership type change to the new one? Or even better, have both listed, and have the old one expire? Or at the very least, I need the Activity record to specify the membership type.

I'm wondering if this is a new way of CiviCRM handling this. Because when I searched the forums, it looked like the behavior I'm hoping for was normal. Or am I just missing a setting somewhere?

I'm running 3.4.1, in Drupal.
« Last Edit: June 03, 2011, 10:07:14 pm by gholt »

Dave Greenberg

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Re: Changing membership types on renewal
June 05, 2011, 03:18:23 pm
Hi - Assuming you are working with the current stable release, the expected behavior for your "test" would be one of the following:

1. If both membership types (Regular and Test) are associated with the same Organization (i.e. when you create a membership type, you select an Organization contact record to associate the membership type with), then the existing membership should have been changed to "Test" membership type and the 1 month membership duration added to the end date (new end date = October 31).

One caveat is that I suspect the "upsell" from a fixed membership period type to a rolling one may not be well tested.

2. If your two membership types are associated with DIFFERENT Organizations, then a new "Test" membership should be created.

If you can recreate behavior on the public demo different from the above, please file a bug report on the issue tracker with exact / detailed steps to replicate. Any debugging you can do to nail down the problem and potentially suggest a patch will help resolved things more quickly.
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gholt

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Re: Changing membership types on renewal
June 05, 2011, 08:57:34 pm
Thanks, Dave.

Yes, both memberships were from the same organization. I did some testing using the demo site, and then confirmed it on my own site. Everything seems to check out fine, and I can't replicate the problem.

But I learned a lot doing the testing! For one thing, I learned how to do a renewal, including changing the membership type, using the administrative menus in addition to the contribution form that I'll expose to the public.

I was surprised that there wasn't a Renew Member option in the Membership menu. Finding it under "More" in the contact's membership tab wasn't easy for someone new to CiviCRM.

But it seems to be working. Sorry for the confusion. Thank you for taking the time to respond. And thank you for helping to develop this incredible system. I don't think I'll be fixing any code for a long time, but my organization will make a financial contribution when I finally get this project ready for prime time.

JoeMurray

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Re: Changing membership types on renewal
June 06, 2011, 07:34:19 am
Glad to hear the code for renewing membership that I contributed on behalf of a couple of organizations is working as planned in your case. Thanks very much for  your plan to get your organization to contribute to the project's overall success - that's how open source works best!

Best wishes.
Co-author of Using CiviCRM https://www.packtpub.com/using-civicrm/book

Paul E

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Re: Changing membership types on renewal
July 20, 2011, 01:22:47 pm
I think this is the same issue I'm experiencing here. Using 4.0.4 and D7:

http://forum.civicrm.org/index.php/topic,20811.msg87016.html#msg87016
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