Author Topic: How do I handle memberships of a family when importing from old database (Read 948 times)

shinzan · December 31, 2012, 01:16:58 pm

So i have about 10k membershipa and many are unique mebership but belong to a family. I know how to import everyone, but how do I handle people being able to edit people in their family? I understand making a household relationship but how would one account be able to edit multiple memberships? Also how would I allow a person signing up as a Dad to register himself and his 3 kids and be able to edit them all under one joomla accountid?

Just looking for a nudge in the right direction,

Thanks!

David

CiviTeacher.com · January 17, 2013, 12:57:48 pm

Memberships can be given to other "via relationship", configured in the membership types.

The contact dashboard, although not obvious, should help with editing other family members.

Dashboard should be visible in user section when a person is logged in - IF - they have the dashboard permission. I'm not entirely sure how this works in Joomla, cause I work with Drupal more.

In this way a relationship that is 'permissioned' means a person (dad) will see his kids in his dashboard and be able to edit them. You know a relationship is permissioned because it has the star next to it. But the problem is that the import feature of CiviCRM doesn't build the permissioning. You would have to build do the permissioning yourself in the database after an import.

This is an incomplete recommendation but hope it helps get you started.

CiviCRM Community Forums (archive)

News:

Author Topic: How do I handle memberships of a family when importing from old database (Read 948 times)

shinzan

How do I handle memberships of a family when importing from old database

CiviTeacher.com

Re: How do I handle memberships of a family when importing from old database