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) »
  • Renewal process - how to remind those in Grace but exclude Pay Later
Pages: [1]

Author Topic: Renewal process - how to remind those in Grace but exclude Pay Later  (Read 1102 times)

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
Renewal process - how to remind those in Grace but exclude Pay Later
August 18, 2011, 04:20:34 pm
Hi - having a senior moment here.

Membership Type is for an Organisation - so there is a Primary Contact who should receive the 'time to renew' email.

This has been sent out and
  • some have renewed and paid - yay
  • some have renewed and are still Pending Pay Later
  • some haven't renewed yet

So my goal is to find a foolproof method of identify the Individuals who have an Inherited Membership that is still Grace and which is not a Pending Pay Later.

I was thinking I would need to go down a route of 'include Group of those who are Grace, and exclude Group of those who are Pay Later'

Problems I am hitting include
- existing ie Grace memberships that are 'Pending Pay Later' are still listed as Status = Grace and I am not seeing how I can isolate the ones I want
- searching for Memberships = Pay Later therefore seems to ignore those that are Grace and only show me those whose Status = Pending which are only the New ones
- I can find Contributions that have come from the 'join/renew' page that are Pay Later, but that only gives me the Organisations

Am I missing an obvious piece of the puzzle - or an entirely different route. Thanks
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

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMember (Moderator: Deepak Srivastava) »
  • Renewal process - how to remind those in Grace but exclude Pay Later

This forum was archived on 2017-11-26.