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Author Topic: Automatic Addition of Members to A Smart Group  (Read 999 times)

adizo

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Automatic Addition of Members to A Smart Group
April 19, 2012, 12:54:51 pm
How can i make it possible such that members who have paid  their membership dues will be automatically added to a Smart Group or taking off it when their membership expires?

NASACT

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Re: Automatic Addition of Members to A Smart Group
April 20, 2012, 09:56:29 am
This is rather easy to setup.  The thing that is tricky is knowing where to go for this.

Search -> Search Builder

Then select membership then membership status then "=" then "current" - this gives you all the memberships that are current, if you want to drill down to a specific membership type then simply add another search criteria and select those parameters as well.

Once you run the search you can select all and create a smart group from the actions menu. I know this will remove those who aren't current but also should add them in as well.  Please test this by adding and removing memberships and then going to Contacts -> Manage Groups and see if they are removed/added accordingly.

If this worked please "Applaud" me in return. (the icon near my profile pic next to my posts) trying to build training cred up.
-AJ
My GChat - azon21@gmail.com -  This is where you can find me most days!

NASACT

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    • National Association of State Auditors, Comptrollers and Treasurers
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Re: Automatic Addition of Members to A Smart Group
April 20, 2012, 10:06:21 am
Also, if it helps the Floss manual covers this and updating the search criteria on page 54-56, it also uses the advanced search instead of the search builder but I don't think it matters which one you use.  The idea behind the smart group is that you pick the criteria on which to search and once that search is performed you can set the results as a smart group. I am pretty sure if you always select all records from the search result you are really storing the query made and not the people therefore the scheduled cron job associated with updating smart groups maintains the list.  Core team or others please chime in if I have missed something here.
-AJ
My GChat - azon21@gmail.com -  This is where you can find me most days!

adizo

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Re: Automatic Addition of Members to A Smart Group
April 22, 2012, 11:27:11 am
Mighty Thanks. Worked perfectly. Do you know how i can widen the Dashboard widgets and make them stay on top of each other instead of side by side?

NASACT

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Re: Automatic Addition of Members to A Smart Group
April 23, 2012, 08:47:04 am
http://forum.civicrm.org/index.php/topic,18461.msg76801.html#msg76801 is the method.  It does require manual edits and if you change them in-place you will have to do this each time you upgrade CiviCRM, better to use custom folder outside CiviCRM where you can park all the customization you do to CiviCRM.
-AJ
My GChat - azon21@gmail.com -  This is where you can find me most days!
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMember (Moderator: Deepak Srivastava) »
  • Automatic Addition of Members to A Smart Group

This forum was archived on 2017-11-26.