CiviCRM Community Forums (archive)

We have members that are organizations and primary contacts for those organizations that are individuals (employees of).  I need to set up a report that is similar to what is available through Search/Find Members with the dates as criteria, especially end dates (for manual renewal notices).  The action of "Send Email to Contacts" needs to find the primary contact that is the employee of the org and use that name and email.

Can somebody please point me in the right direction of documentation?

thanks

Using Display Results As/Related Contacts/Employee of (assuming that's what you meant by "Display Contacts as"?) only returns a list of the individuals, and no information about the organization they are related to, so that won't work.  I also noticed that the email goes out to everybody, not one email to each person.

From the docs, it looks like search must be used if I want actions, but report must be used if I want to display information coming from different tables.

So, maybe I am looking at this incorrectly. 

The membership manager needs to get a list of organizations that have their membership due in a particular month and be able to easily send a renewal email out to the primary contact for that organization.  Eventually, we want the renewal reminders to go out automatically, but not yet.

Do I need to model the data differently?  I am just starting, so it is not too late to throw out what I have and start all over.

Do I need to write a custom module?  Do you know of anything similar?  It doesn't seem that what we want to do is that unusual.

Please, any suggestions on how to get this up and running would be greatly appreciated.