Author Topic: Exporting Membership Info + Filtering the Query (Read 1636 times)

trumpton · March 08, 2008, 04:01:20 am

Deat civiCRM,
What an interesting project this is.

I am interested in using this software to help with membership distributions and have looked at the online demo's but find they don't answer my question exactly.

In my scenario I would like to compile a list of members with some very specific criteria. For example a Member would choose at the point of registering through a range such as

Languages Choice (could be up to 5, with multiple selection)
Subject Area (for example, environment, economics) which could be selected for two.

In the mailing list is it possible to then select contacts based on this critieria and create labels according. Such as, show me all contacts that speak French, live West Africa, and have an interest in the environment and economics.

This is my main question.

If anyone knows the answer to these it would be secondary.

Importing membership contact detail from csv
Creating automatically a member account at point of import
Restricting the view of membership information on a "public view"

Thanks for your support.
Trumpton.

petednz · March 08, 2008, 03:43:59 pm

Hey Trumpton - maybe I am missing the point butwe don't have any trouble doing what you need.

You will need to set up custom data fields you want eg language, interest areas etc (and a location field if for some reason the core fields don't give the geographic definition you need. These are then all accessible from both Adv Search and SearchBuilder. E.G.

AdvSearch > select the type of membership you want > select the custom data fields you want eg language, interest areas etc (which may be in the Custom Data section depending on how you set them up).

Run Search, select results you want to mail, use 'more actions' > select export or mailing labels - and hey presto.

ON the other ones - yes membership import is doable via CiviMember (but note http://forum.civicrm.org/index.php?topic=2664.new#new seems to imply that members that are imported like this cannot - yet - then do their renewing online

)

HOpe that helps a bit until someone more knowledgeable comes along.

trumpton · March 09, 2008, 05:34:02 am

It is a great help..Thanks a lot.

I will now install this and do some research.

Thanks again.
Trumpton.

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Author Topic: Exporting Membership Info + Filtering the Query (Read 1636 times)

trumpton

Exporting Membership Info + Filtering the Query

petednz

Re: Exporting Membership Info + Filtering the Query

trumpton

Re: Exporting Membership Info + Filtering the Query