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Author Topic: Search for current membership (not actual status)  (Read 928 times)

Slovak

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Search for current membership (not actual status)
March 06, 2013, 07:54:43 pm
If I edit the Grace membership status at Membership Status Rules -- where can I search by the "Current Membership?" checkbox? I don't see it as an option on the Advanced Search.

Yes, I can search by the actual status (pending, new, current, grace, etc) - but in my scenario the definition of grace may change at time(s) from counted as current to not.

Thanks!

petednz

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Re: Search for current membership (not actual status)
March 06, 2013, 07:59:23 pm
I don't think you can - and I am not sure that what you are proposing makes sense - the 'grace' period is something that civi will automatically update a membership status to.
So how could it 'sometimes' be current and 'sometimes' not?
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pete davis : www.fuzion.co.nz : connect + campaign + communicate

Slovak

  • I post occasionally
  • **
  • Posts: 89
  • Karma: 3
    • My website
  • CiviCRM version: 3.4.x, 4.2.x
  • CMS version: Drupal 6.x, 7.x
  • MySQL version: 5.5.29
  • PHP version: 5.3.10
Re: Search for current membership (not actual status)
March 06, 2013, 08:03:15 pm
In this specific case - there is a membership directory. According to the bylaws, past due members are not expired for 3 months. However, after only 1 month, they need to be removed from the directory.

We have the smart group set up, with the specific Membership Statuses checked off, but instead of setting up Grace1 and Grace 2 (for 1 and 2 more months) it would be easier just to uncheck the "Current Membership" box and have it update the smart group.

petednz

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Re: Search for current membership (not actual status)
March 06, 2013, 08:18:00 pm
Don't see how it can be done without code. You can build a View maybe and set the 'end date >= 1 month ago' and hence the Membership Directory will be up to date maybe
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pete davis : www.fuzion.co.nz : connect + campaign + communicate

Slovak

  • I post occasionally
  • **
  • Posts: 89
  • Karma: 3
    • My website
  • CiviCRM version: 3.4.x, 4.2.x
  • CMS version: Drupal 6.x, 7.x
  • MySQL version: 5.5.29
  • PHP version: 5.3.10
Re: Search for current membership (not actual status)
March 06, 2013, 08:19:08 pm
Cool idea - thanks for the quick response. I just wanted to make sure I wasn't overlooking an obvious checkbox elsewhere first.
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMember (Moderator: Deepak Srivastava) »
  • Search for current membership (not actual status)

This forum was archived on 2017-11-26.