CiviCRM Community Forums (archive)

Hi

Journal Tracking. A member purchases a 12 month subscription that expires on a specific date. There are multiple journals, and :

- members who subscribe half way through the year receive 'catch up' journals. e.g. if you subscribe in June and the membership cut-over date is December you get June's journals + the prior 5 months.
- being able to track 'manual intervention'. If someone complains, send them a replacement, but record this in the in the tracking system.

They do a CSV dump - pretty much search for 'journal eligible financial members' and record what they dump in an access database. Send this CSV to the printer. Then run a catch-up dump and record that. If someone gets sent an additional journal - assuming it hasn't already been sent 'the box on their profile' gets ticked.

Civi pretty much does this, except the recording - and has an option to 'export all members who joined since the last batch'. This would cover it except for the ability to record 'extra journals' sent. I could see how it could relate to an activity log.

At the moment I am looking at making a journal database journal table. This is just a CRM facility. I was thinking of making it as a drupal module. Will look at civicrm custom module first - copy parts of the Export system.

Any better/less specialised ideas?

Thanks
John

Any specific reason you dont want to use activities to keep track of who received what journals and for what month. If you need additional data you can extend them with custom data. You should also create specific activity types for sending a journal and sending a journal again

lobo