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  • [SOLVED] Allow "Fuzzy Member" Profile Editing / Membership renewal
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Author Topic: [SOLVED] Allow "Fuzzy Member" Profile Editing / Membership renewal  (Read 2853 times)

shinzan

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[SOLVED] Allow "Fuzzy Member" Profile Editing / Membership renewal
January 09, 2013, 02:05:36 pm
For background on the feature request see:

http://forum.civicrm.org/index.php/topic,27302.0.html

I have several individual members who must be individuals not households or family membership but have the same email address and are maintained by the same user (Parent or Coach of athletes) they update and pay for the membership and need the CIVICRM memberID for each. 

This system would allow a search for contacts based on email and allow a user to "switch" to that user, for security sake you would have to dissallow email changes within the CMS so people couldn't change an email and view someone elses info.  But this would be a great feature for our organization as well as some other Olympic NGBs out there I'm sure!

Best regards,

David
« Last Edit: January 26, 2013, 05:05:11 pm by shinzan »

Eileen

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Re: Allow "Fuzzy Member" Profile Editing / Membership renewal
January 09, 2013, 03:18:29 pm
Hi,

This may be of use

https://github.com/eileenmcnaughton/gift_memberships

It basically does 2 things
1) it changes the honor contact part of a contribution form to use a  profile (the id for this is hard coded rather than selectable)
2) it assigns the payment to the person who fills in the form, but the membership to the honor contact.

You can see it here - the gift subscription section is actually the honor contact section

https://www.themonthly.com.au/civicrm/contribute/transact?reset=1&id=19
Make today the day you step up to support CiviCRM and all the amazing organisations that are using it to improve our world - http://civicrm.org/contribute

shinzan

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Re: Allow "Fuzzy Member" Profile Editing / Membership renewal
January 09, 2013, 03:22:29 pm
Thanks for the suggetion, My only problem is that my members need immediate access to their membership number for tournament registration and people who are already members and get a gift subscription woudln't this create a dupicate contact and another civicrm id for that contact?  I need current members to retain their civicrm ID number for eternity for our other 3rd party systems or it will be very difficult to track them in our tournament rankings system.

David

Eileen

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Re: Allow "Fuzzy Member" Profile Editing / Membership renewal
January 09, 2013, 04:20:30 pm
I think the honor contact save mechanism does do some sort of dupe-matching. Would need to test though. The membership id should still be available to the template - but I suspect you may mean the member's contact_id not the civicrm_membership.id?
Make today the day you step up to support CiviCRM and all the amazing organisations that are using it to improve our world - http://civicrm.org/contribute

shinzan

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Re: Allow "Fuzzy Member" Profile Editing / Membership renewal
January 09, 2013, 04:27:29 pm
Your module looks great and I'm sure it may be useful for us down the road for gifting a membership (we had discussed that last year and it wasn't possible with our existing system -- at least very easy that is) but one key thing that will be missing is the way for the user to edit all the memberships they "own"

I'm really looking into swaping the ids on the civicrm_uf_match table then forcing a logout of the CMS and then when the user logs back in they have the ability to renew/edit as they see fit, it seems to be the easiest quickest solution to get up and running because right now we are down.  I would love to see a php way to refresh the civicrm _contact cache but I'm not sure how to accomplish that, the one way i know will work is force a joomla logout and then get the user to relog back in under the guise of "confirming your credentials" but thats not an ideal solution.  Transparent refreshing of the crm cache would make me go TA-Done!

Any thoughts on that?

David

Eileen

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Re: Allow "Fuzzy Member" Profile Editing / Membership renewal
January 09, 2013, 06:47:04 pm
OK - so you want the Joomla! equivalent of masquerading as that person. Hmm wouldn't know. I think our next step would be to get the renew links on the dashboard so you can renew the memberships that you have paid for. But we're not going as far as giving full control of one user's record to someone else.

You can also give 'access CiviCRM' access to people & restrict who they can see by URL - which allows them a bit more than 'normal'
Make today the day you step up to support CiviCRM and all the amazing organisations that are using it to improve our world - http://civicrm.org/contribute

shinzan

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Re: Allow "Fuzzy Member" Profile Editing / Membership renewal
January 11, 2013, 11:27:14 pm
Yes you are correct the Joomla equivalent of masquerading as the contact with a matching email, so no secuirty issues are in play since Joomla disallows multiple CMS users with the same email address.

I've already got everything coded and Ill share my hack, its very simple really (thats why I wanted to go this route) but I am working on the API with Joomla to automagically logout and log the user back in during the selection of the edit contact to clear the CIVICRM Cache.  If there is a way to programatically clear the civicrm cache on a per user basis via PHP that would be the preferred solution but from the other posts it seems this may not be possible??

Thanks very much!

David

shinzan

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[SOLVED] Allow "Fuzzy Member" Profile Editing / Membership renewal
January 26, 2013, 05:04:42 pm
Marking Solved

http://forum.civicrm.org/index.php/topic,27302.msg117230.html#msg117230

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Discussion (deprecated) »
  • Feature Requests and Suggestions »
  • Usability Improvements (Moderator: Dave Greenberg) »
  • [SOLVED] Allow "Fuzzy Member" Profile Editing / Membership renewal

This forum was archived on 2017-11-26.