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Author Topic: Batch entry - view previous memberships?  (Read 347 times)

Scribbler2099

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Batch entry - view previous memberships?
February 02, 2014, 09:45:35 am
My non-profit often receives several months worth of reports from our branches at once.  So when we enter our member's dues, it would be helpful to see which month we have a record of them paying for last, so we can add more months from that point.

I imagine we could just look up each member, go to their memberships tab, and then add a membership there, but then we would not get the features of batch editing (typing in the amount, # of orders, and being able to search specifically by that batch).

« Last Edit: February 02, 2014, 12:15:33 pm by Scribbler2099 »

petednz

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Re: Batch entry - view previous memberships?
February 02, 2014, 11:25:02 am
IF a civireport can't give you what you want, then a Drupal Views might be worth investigating. I can't really picture what you need.

I.e. I was thinking you would have your report/View showing on one screen, and your batch entry on another. Good luck
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This forum was archived on 2017-11-26.