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  • CiviCRM Community Forums (archive) »
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  • Member Profile with history?
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Author Topic: Member Profile with history?  (Read 899 times)

civicrmsav

  • I post frequently
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  • Posts: 121
  • Karma: 5
  • CiviCRM version: 4.2.6
  • CMS version: Drupal 7.x
Member Profile with history?
April 11, 2012, 08:04:04 am
Can CiviCRM provide a member "portal" meaning a view of a member's history with the organization?

Ideally I'd like to show them
 - current profile fields (editable) - that should be easy with profiles
 - a renew link if their membership is soon to expire - note that our members are often orgs, so would be based on the primary membership - can this be done?
 - a list of past events that they've registered for - can this be done?
 - a list of past membership payments - can this be done?
 - a list of available events for them to register for - can this be done?

Can anyone point me in the right direction?

nicol

  • I post occasionally
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  • Posts: 95
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  • CiviCRM version: 4.2, 4.3, 4.4
  • CMS version: Joomla 2.5.x, Joomla 3.x Wordpress 3.x, Drupal 7.x
  • MySQL version: 5.x
  • PHP version: 5.3 / 5.4
Re: Member Profile with history?
April 18, 2012, 07:51:04 am
This can be achieved thru a few pages -

 - the CiviCRM front-end contact dashboard can be configured to show current and past memberships, payments, events, groups and so on. There is a renew link for membership.
 - edit Profile pages will let you change the details for a specific profile.
 - a list of events for them to register for would be with the regular event http://wiki.civicrm.org/confluence/display/CRMDOC40/Event+Listings

Setting it up will be different for the different CMS, but for Joomla dashboards are explained here - http://wiki.civicrm.org/confluence/display/CRMDOC33/Configuring+Front-end+Contact+Dashboard+in+Joomla!+Sites & profile edit forms here - http://wiki.civicrm.org/confluence/display/CRMDOC33/Configuring+Front-end+Profile+Listings+and+Forms+in+Joomla%21+Sites

It may be possible to use iFrames to put them on the same page, alongside an upcoming events module/widget/block.

Nicol
« Last Edit: April 18, 2012, 07:55:18 am by nicol »
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
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  • Member Profile with history?

This forum was archived on 2017-11-26.