CiviCRM Community Forums (archive)

Renewing Organization membership is still a bit of a struggle in as much as we only want to send an email reminder to the person who can renew on their behalf
and those conditions require that this person have a 'permissioned relationship' (can't recall if it has to also be 'current employee of')

Point is that finding these people can be tricky.

Adding 'is permissioned' as a radio button in Adv Search Relationships may make this a lot simpler. Am I missing some other process that can make life simpler?

Hey Pete,

You found a way to send the auto renewal reminder of a membership at the organization level to an individual without putting the email address directly into the organization record?

Thanks,

AJ

Sorry for the delay on this one and possibly some confusion.

I was asking for clarification on how autorenewal notices go out when they are Orgs.  Moreover I was hoping that there might be a way to set a contact record to use for orgs for notices and the like as assigning an email address to an org might not be feasible in all situations. Currently I have created a tag that is primary contact and use that but mass mailing a general reminder of renewals isn't really the best thing.  If someone knows of a way to set this it would be great and I think very useful to many who want to designate a contact within an org for all sorts of functions.

That sounds perfect. I sure hope it gets implemented as it helps tremendously on both fronts. Thanks so much for taking this on. Myself and others will be ever greatly appreciative.  The work around right now is to put the individual's email address in the org's. Which makes use of a dummy email for the individual. Which is not good.

THANK YOU VERY MUCH!!!!