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  • Member ID & Pre-printed ID Cards
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Author Topic: Member ID & Pre-printed ID Cards  (Read 2841 times)

mlewis71

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Member ID & Pre-printed ID Cards
August 12, 2012, 11:57:46 pm
The organization that I am supporting uses CiviCRM to manage their memberships. However some of their activities are simultaneous and take place at multiple locations and they are looking at a quick way to update a member's record. In particular, whether or not they attended the event and also if a donation was made. They want to perform these updates via tablets with wireless connections. The tablets will be issued to the site coordinators. They also want to allow someone to purchase a membership onsite and to also issue a member card that includes a "Member  ID"  right on the spot.

I have been experimenting with QR codes and it is quite simply to include it on the member card. The code would be based on the unique url of the member's record. If the site coordinator is logged into the site they can easily scan the code,  bring up the record for that member, and update their record accordingly. For existing members, we can create a card and issue just them.

However, I have not found a good solution for being able to provide a member card on the spot for a new member that does not already have a record in the database. Due to cost and few other factors, the organization wants to preprint cards with codes in advance. For now, the membership signup has to be paper based. This application is submitted and the membership card will be issued. There are literally hundreds of people in line and no time to create the record with the necessary details on site via the tablet. This will be done later.  Any suggestions on how I could solve this problem?

- If the format of url to each record is always the same with the variable being the "CiviCRM ID". Should I just create a block of generic/blank records and base the url in the QR Code on the ID numbers?  ??? Note: The organization wants their own unique numbering system, but I am not aware of how a custom field can be included in the url. Since they are not interested in typing a number in a search field my main objective is to bring up a record by scanning the QR code.

-How do I search for the "CiviCRM ID"? I do not see an option to search for this identifier even in the advance search and search builder.

-Does anyone know of any good mobile/tablet profile type views in existence?

I am open to any suggestions on different approaches on how to solve this problem. Thanks in advance

petednz

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Re: Member ID & Pre-printed ID Cards
August 13, 2012, 12:40:46 pm
Hi - interesting questions - and I agree about the need for making 'search by ID' easier - the QuickSearch box being the most obvious place.

A non-technical suggestion I have for preprinting cards is to make use of the fact that the Civi ID is in the URL

Therefore you could create a thousand contacts using the ID for the First and Last name. That would 'preserve' them - and let you print the Member Cards to hand out at events.

You would then have to figure out a way they can take up that membership that would avoid anyone being able to 'guess' it - but I am thinking a unique code on the Card that correlates with a Custom ID.

Then you would have to figure a way of setting a particular profile to work on 'matching contacts' for just that custom fields.

That way I can get a card with 5678 / 5678 / se89hss

Fill in my own First Last and Email, plus the code from the custom field - then the 'match' would cause me to 'match' with record ID = 5678 for example.

not sure how much sense that makes but ....  ;)
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dutchgirl

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Re: Member ID & Pre-printed ID Cards
January 05, 2013, 12:53:30 pm
Any luck with this? I'm on Wordpress but am looking to do the EXACT same thing. Association has 1500 current members, we just migrated them to CiviCRM and members dont' have cards. Their AGM is coming up and I'm looking to use QR codes to bulk email their membership data, which they will then print and bring with them to the AGM. Once they arrive, we scan with iPad or iPhone, verify their membership and allow them to vote.

If you have solved this, maybe we can work together to source some more info together?

Donald Lobo

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Re: Member ID & Pre-printed ID Cards
January 06, 2013, 09:20:29 am

Would definitely be good to gave this functionality in CiviCRM. this has been coming up a fair bit

I suspect we can model this functionality similar to print mailing labels / print event badges. the latter is more flexible and allow folks to add their own styles / drivers

dutchgirl: would be great if you can help lead and implement this functionality. Ping us on irc if u need help getting started

lobo
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xavier

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Re: Member ID & Pre-printed ID Cards
January 06, 2013, 02:24:21 pm
Hi,

For friskis, I have a custom module to create incremental numbers in a custom field.
For events, I did play with qrcode (generated on the client side in javascript). The easier it probably to add it on the event confirmation or dashboard.

The code is probably too specific to be re-used directy but if you think it helps, happy to git share "works for me but your mileage might vary"

Not sure how important the security is in your case, it's fairly easy to generate a qrcode with a number. You might want to add a checksum or other measures to avoid cheating.
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Yashodha Chaku

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Re: Member ID & Pre-printed ID Cards
May 10, 2013, 02:40:14 pm
Upcoming MIH for CiviCRM 4.4

http://civicrm.org/make-it-happen#Self service view, update and cancel for CiviEvent and better event badges
 
Make it Happen (MIH) campaigns are the best way to get the new features you are looking for into CiviCRM.
If you wanna push this forward, please consider contributing to make this happen.
Found this reply helpful? Contribute NOW and help us improve CiviCRM with the Make it Happen! initiative.

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM (Moderator: Dave Greenberg) »
  • Member ID & Pre-printed ID Cards

This forum was archived on 2017-11-26.