CiviCRM Community Forums (archive)

Hi,

This is the same question for groups & relationships.

At least for groups, I'm dead sure it's confusing a lot the users to have the count of both actives & inactive groups, and I think it's easier and more coherent to have the same for all the tabs.

Having the double count (active/total) might be useful, but will mean more load on the db server.


Stoob, what's your use case? Would it be useful in your case to have the inactive as well?

X+

Hi,

Use cases are always obvious for someone having them

Not sure if it's apple and orange: the tab is containing a number of "things" it contains, them being relationship, membership, group, apple and oranges.

I *think* it's logical and coherent that when you see "oranges 3", you assume it's current oranges, not current oranges or previous ones. and if orange 3 is the number of orange, apple 1 is expected to be the number of apple, not the number of current apple that have ever been in the basket but might or might not be here now.

We agree it's the case for groups (I think), and I agree with you that for memberships it's way less obvious what's the right way (because you have 1 or 0 mostly).

(I had a problem with a user that got confused about the numbers of membership, but it was because you had to close/restart a membership if you changed its type)

So my opinion is that it's super useful and logical to have only the active groups/relationship, and logical to have the same for membership, but agree it's less useful

Anyway, wondering if it's not a general problem of UI for membership: wouldn't it be more useful to have the membership information right into the summary, as it's a super important info about the contact?

adding a "member"/"grace period"/"former member" providing directly the information to the user, and (if needed) can dig about the history? (or more subtle, can change the icon based on the membership status)

I implemented something similar for a specific group (to highlight contacts belonging to a specific group). Now with summary.extra.tpl, a bit of smarty api and a dash of jquery, would be simple to add.

What do you think?

X+

I think seeing both current and expired members is important in my use cases.  We ALWAYS send out renewal notices to both those who are active and expired up to two years.  Seeing how many didn't renew says a lot about retention.  I might go a step further and say that a setting to select a duration/period of time for expired memberships. So that those that haven't renewed let's say in 5 periods of membership (my case a year, so 5 years ago) aren't of interest per say but those who are within 2 periods are of interest.  Just my two cents worth.

Hi,

Had a training on sat, and we imported existing memberships from an external system, where you have one membership per year at the end. Wouldn't be useful to have 5 memberships and not knowing if any is active, but would be useful indeed to know when there is one active if how many are inactive (or in total)

From a technical point of view, we could fetch the total (including inactive) and if they are, fetch only the active and display
active/total

1/5 or 0/3

What do you think?

This does sound like a good compromise.  Let me know where to vote if need be. Thanks.

Hi All, this has been an issue for me since I started working with CiviCRM a few years ago. Finally in 4.1 the Memberships tab began to behave the way I expected it to - showing only Active memberships, I was thrilled!  Now in 4.2 this behavior seems to have been reverted?

The bottom line for my users is - we properly setup automated membership reminders (because we didn't like that CiviCRM sent only 1  reminder and that was that), so we would send the reminders manually every few weeks (by searching and creating groups of recently expired, or about to expire members).  The problem is that, when you do a search for expired membership via 'End Date' (ex: members expiring in the next 30 days), even if the person does have a current membership, they will still show up in the search for members with expired memberships. 

Example: we offer have a 1-year and 3-year membership, the contact let the 1-year lapse and purchased a 3-year membership.  Now they show 2 memberships, one active, one inactive/expired.  If I do a search on that and send an email that they're membership has expired, I get a nasty e-mail back saying it's not expired because they in fact have a current 3-year membership, but they also have an expired 1-year membership that the search picked up.

Thank the powers that be that in 4.2 we have the ability to set multiple membership reminders at different intervals (this is my favorite feature EVAR! , so this manual reminder search behavior will soon no longer be an issue for me now since upgrading to 4.2, as we'll have auto-reminders sent and no longer send manual reminders. I just wanted to put my 2 cents in that - this change of membership count in the tab doesn't effect only that number in a the Memberships tab, these changes are also affecting search results.

My Question is - how to change this behavior back on my CiviCRM v4.2 install?  My organization administrators want to see ONLY active memberships on that tab (the way it worked in 4.1) - is this configurable? How can I change the behavior back to showing only active memberships? And be sure this setting will remain on subsequent upgrades?

Thank you,
--Tony

Excellent! Thank you for the quick response, and quick fix!