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Author Topic: Emailing the membership dashboard & start date behavior questions?  (Read 685 times)

CiviTeacher.com

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Emailing the membership dashboard & start date behavior questions?
March 04, 2013, 08:51:20 pm
1. Is the membership Dashboard ( <site>civicrm/member?reset=1 ) available in any other form other than, well, the dashboard?  We like this dashboard and wish to mail it out to people monthly or weekly kind of like it was a report, just the 'grid' part at the top.

2. I recall that when a membership used to be renewed it would advance both the START DATE and the END DATE in time.  Now in 4.2 appears that:
  a. only end date advances in time if the membership is current or grace
  b. end date AND start date advance in time if the membership is expired
Is this desired behavior?   If so, why the change?  I can adapt I'm just curious.
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Dave Greenberg

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Re: Emailing the membership dashboard & start date behavior questions?
March 14, 2013, 12:33:27 pm
1. Membership Report (Summary) is the closest in terms of what's available today. Might not be too hard to create a new grid style membership report.

2. Pretty sure that change happened quite a while back (3.x or maybe 2.x). The intent was to allow folks to see 'continuous membership duration' using Start and End Date for folks who never let membership lapse. For folks who have let membership lapse at some point, the Join Date ("member since") shows when they FIRST became a members, and the Start Date shows when they started their last 'unlapsed' membership period. 
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JonGold

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Re: Emailing the membership dashboard & start date behavior questions?
March 14, 2013, 12:44:49 pm
I can confirm that's not a new change - but also of note, this breaks the membership dashboard, it gives incorrect numbers as a result.  For instance, a renewal on a lapsed membership will show as a "new membership", not a renewal.  That's notable if your folks are relying on it, Stoob.
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Dave Greenberg

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Re: Emailing the membership dashboard & start date behavior questions?
March 15, 2013, 11:07:11 am
Seems like we have the data to differentiate lapsed renewals from really new memberships. Might be a good sprint project to expand / improve the dashboard to make that differentiation.
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CiviTeacher.com

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Re: Emailing the membership dashboard & start date behavior questions?
March 15, 2013, 11:17:34 am
Thanks guys for the feedback. 

Great idea for a sprint work subject. 

I wrote a simple extension of the membership detail report that adds a column that compares "member since" and "start date", it labels the column with an "x" as a "likely re-instated" meaning it's likely that at some point the person probably lapsed and re-instated their membership.

I stopped when I realized I didn't know how to make a filter for this column, but it would be nice to do so. 

Many organizations use the status of "new" and set it at 1 year (not 90 days), this serves as a differentiation between first time memberships and members that have been more than 1 year since their "member since" and are therefore "renewing".

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JonGold

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Re: Emailing the membership dashboard & start date behavior questions?
March 17, 2013, 10:24:40 am
The info does exist to differentiate, but is currently only in "civicrm_membership_log".  If I'm not mistaken, this isn't currently touched by any front-end code (or available via API).

That's not to say that we can't make it accessible - but we probably want to think through where else we want to expose that data.  For instance, when viewing a membership record, might a way of viewing the membership history be in order?  I've had multiple clients remark on the inconsistency in how renewals for lapsed vs. non-lapsed memberships are handled, so being able to see the membership history on a membership might be a way of dealing with this.
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  • Emailing the membership dashboard & start date behavior questions?

This forum was archived on 2017-11-26.