CiviCRM Community Forums (archive)

Hi,

I am very new to CiviCrm and although I have understood most of the 'out of the box' functionality I really feel lost and without any chance of accomplishing what I need to do. Basically I don't have an idea from where t start so I will here explain what I need to do and then hopefully someone will give me a starting point or an idea of where to look. Meanwhile I promise that I will take all suggestions gracefully and I will keep posting updates of my proceedings.

I have CiviCRM 4.0.3 on Drupal 7 and the need the following automated memberhsip signup forms to show and work on the Drupal 7 site.

User goes on site and selects 'Become a Member' then he should input the company name and email address, the system will check if the company or email address already exists in CiviCRM and does the following:

If email address exists - gives out an error message saying user already registered.

If company (organisation) exists as a members organisation the user will be directed to a new form to fill in his user details and will be associated with the member organisation.

If company (organisation) does not exist the user will be asked to input company information to be saved in CiviCRM. Depending on the type of business and turnover he will get a different membership fee (this needs to be automatically calculated). Then the user confirms the memberhsip (as pay later option only for now) and is asked to input his user details.

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The problems I am having are I do not know how to create the first form that checks if company already exists, I do not know how to direct to the desired pages or contribution forms and also I have no idea how to setup the automatic fee calculation.

The fee calculation should be as this example:

If company is type A then the minimum fee is £100 per year PLUS 3% of their total revenue to a maximum of £300

If company is type B then the minimum fee is £120 per year PLUS 4% of total revenue to a mximum of £400

If company is type C then the fee is fixed at £400

PLEASE HELP ON THIS BECAUSE I FEEL LIKE I HAVE WASTED THE WEEKEND TRYING TO UNDERSTAND THIS.

Regards,

Keith