Author Topic: Form completion adding to Civi Contacts but not Civi Memberships - WordPress (Read 997 times)

tkdavey · March 14, 2014, 07:50:54 pm

Hi there,

I'm running CiviCRM 4.4.3 on WordPress 3.8, CiviCRM has been working fine, and for the first few weeks everything was working as it should - contribution pages were collecting data and adding that to both Contacts and Memberships via an admin created profile with custom fields. The form gives the user two payment options, by credit card, or by pay later.
When users are submitting the form via pay later, their records are being recorded in Contacts, but now they're not being recorded as Memberships. Their contributions are being recorded, but it seems this is only affecting the Memberships side of things.
I guess my question is, is the Membership record added once I've confirmed the contribution(s)? Or is this an error/bug in the system?

If anyone has had this experience before and found a fix/solution I'd be appreciative to know, or if anyone could offer some advice that would be much appreciated as well.

Thanks

petednz · March 14, 2014, 09:32:05 pm

hey - membership tab should show a 0 from Pay Later but if you go look it should be listed as a Pending/Inactive

check out this record on demo http://drupal.demo.civicrm.org/civicrm/contact/view?reset=1&cid=202

that is what was created after submitting http://drupal.demo.civicrm.org/civicrm/contribute/transact?reset=1&id=2 as Pay Later.

HTH

joanne · March 14, 2014, 09:36:57 pm

What jumps out at me is

Quote from: tkdavey on March 14, 2014, 07:50:54 pm

and for the first few weeks everything was working as it should

It is highly unlikely that something that was working would stop working unless something has changed.

So you need to think about what has changed.

Were all the memberships submitted during the period when "everything was working fine" paid for by credit card and it is only now when you are getting some pay later memberships that you are seeing this problem?

Were all the all the memberships submitted during the period when "everything was working fine" done offline through the UI by office staff and now people are submitting them online?

Did you upgrade CiviCRM or Wordpress? Did you install a new WordPress plug-in or CiviCRM extension? Has something changed in your hosting environment?

tkdavey · March 14, 2014, 11:56:42 pm

Quote from: petednz on March 14, 2014, 09:32:05 pm

hey - membership tab should show a 0 from Pay Later but if you go look it should be listed as a Pending/Inactive

This is exactly what is happening. I've gone through and completed payment, which has caused the Membership record to now show in the dashboard which is great. However, the membership fields for the record that have been recorded in the Contacts side of things are empty.

Quote from: joanne on March 14, 2014, 09:36:57 pm

Were all the memberships submitted during the period when "everything was working fine" paid for by credit card and it is only now when you are getting some pay later memberships that you are seeing this problem?

Were all the all the memberships submitted during the period when "everything was working fine" done offline through the UI by office staff and now people are submitting them online?

Did you upgrade CiviCRM or Wordpress? Did you install a new WordPress plug-in or CiviCRM extension? Has something changed in your hosting environment?

Thanks for the questions Joanne - nothing in relation to the hosting or the version of WordPress has changed since, however a plugin may be causing conflict. I'll investigate this. Thanks for the tip.

joanne · March 15, 2014, 12:22:11 am

I am interpreting your postings to mean that, after completing the pay later payment you now have a new contact record with a completed contribution showing on the contributions tab and an active membership showing on the membership tab. Is that correct?

If so, then I am not sure what fields are being referred to in

Quote from: tkdavey on March 14, 2014, 11:56:42 pm

However, the membership fields for the record that have been recorded in the Contacts side of things are empty.

Are these custom fields?

Perhaps a screenshot of the empty fields would help.

tkdavey · March 15, 2014, 12:40:52 am

Quote from: joanne on March 15, 2014, 12:22:11 am

I am interpreting your postings to mean that, after completing the pay later payment you now have a new contact record with a completed contribution showing on the contributions tab and an active membership showing on the membership tab. Is that correct?

Once the form has been submitted ie. 'Contribute' has been clicked, the contact record is created. However the Membership record isn't in it's entirety. In the attached jpg you'll find that fields such as First Name, Last Name, Street Address are blank in the Membership fields section, however in the Contact records section, these fields have been filled with the data that the user entered when they submitted the form.

Quote from: joanne on March 15, 2014, 12:22:11 am

Quote from: tkdavey on March 14, 2014, 11:56:42 pm
However, the membership fields for the record that have been recorded in the Contacts side of things are empty.

Are these custom fields?

The First Name, Last Name fields that are blank have been configured to 'Individual'. Other fields such as Street Address have been configured to 'Contact', and other fields, which are custom fields, have been configured to 'Membership' for data specific to our membership requirements.
So I assume that by setting these fields to these respective categories that the data will only be stored in those particular places e.g. First Name and Last Name will only be stored in 'Contacts' under 'Individual' and not in the 'Membership' section. I noticed when I set this up initially where all the fields were configured to 'Membership' that the information wasn't storing the data to 'Individual' and 'Contact', hence the change. But now the data isn't going into the 'Membership' section.
Hope this explanation helps.

joanne · March 15, 2014, 04:42:44 am

It looks like you have created a set of custom membership fields called first name, last name etc. These are not the same fields as the core contact fields called first name, last name etc. The data won't be copied from the contact fields into the membership custom fields unless you write some code to specifically do that - but I am not sure why you would want to do that.

I don't understand why you have created that set of membership custom fields. The membership is associated with the contact record, and you already have name and address information in the core contact fields. That is the only place it needs to be.

You would create a set of membership custom fields if you wanted to collect information that was only relevant to the membership. For example your members may be able to choose between two free gifts when they renew their membership. You could create a radio box membership custom field to let them select their gift when they renew. (Not a great example, but the best I can think of at the moment.)

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Author Topic: Form completion adding to Civi Contacts but not Civi Memberships - WordPress (Read 997 times)

tkdavey

Form completion adding to Civi Contacts but not Civi Memberships - WordPress

petednz

Re: Form completion adding to Civi Contacts but not Civi Memberships - WordPress

joanne

Re: Form completion adding to Civi Contacts but not Civi Memberships - WordPress

tkdavey

Re: Form completion adding to Civi Contacts but not Civi Memberships - WordPress

joanne

Re: Form completion adding to Civi Contacts but not Civi Memberships - WordPress

tkdavey

Re: Form completion adding to Civi Contacts but not Civi Memberships - WordPress

joanne

Re: Form completion adding to Civi Contacts but not Civi Memberships - WordPress