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Author Topic: Show membership status without Dashboard?  (Read 1048 times)

gholt

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Show membership status without Dashboard?
October 19, 2014, 06:53:45 pm
Is there a way to let an authenticated user check their membership status other than sending them to the Dashboard? The memberships are listed so far down the list on the Dashboard page that people get confused and think they've gone to the wrong page.

I'm looking for a way to create a link to a page which only shows the membership status plus a link for renewing memberships. It seems like this would be a common request. So perhaps I'm missing something obvious. But I can't find anything in the documentation or here in the forums.

Yes, I know it's listed on the Dashboard, and yes, I know it's listed on the contribution form itself. But we all know how hard it is to get people to read. So I'm looking for a way to put it on a page more prominently, perhaps by itself. And then create a link to this membership status page from our "membership" menu.

Any help would be appreciated.

petednz

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Re: Show membership status without Dashboard?
October 19, 2014, 07:06:37 pm
What CMS? A non-civi solution for a Drupal site would be v different to eg WP
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gholt

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Re: Show membership status without Dashboard?
October 19, 2014, 07:18:15 pm
Sorry, I should have mentioned that, Pete. We use Drupal. Thanks.

Coleman Watts

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Re: Show membership status without Dashboard?
October 19, 2014, 07:24:45 pm
If you set up a drupal webform with a civicrm membership section, then it will prominently display the user's membership status at the top.
Try asking your question on the new CiviCRM help site.

gholt

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Re: Show membership status without Dashboard?
October 19, 2014, 07:46:17 pm
Thanks, Coleman. I'll look into installing the Webform CiviCRM Integration module. That sounds like it will work.

petednz

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Re: Show membership status without Dashboard?
October 19, 2014, 09:03:26 pm
My drupal solution is a Views block

and here is one i baked in the oven previously

http://fuzion.co.nz/blogs/showing-user-their-membership-status-using-views-block
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gholt

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Re: Show membership status without Dashboard?
October 20, 2014, 07:57:10 am
Thanks Pete. That might be over my head, but I'll look into it.

petednz

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Re: Show membership status without Dashboard?
October 20, 2014, 11:58:14 am
If you are able to login as user1 or download masquerade so you can be user1 - then it involves going to  'import view' (Structure > VIews > Import) and paste in the code that should be attached to that blog - and Save.
Then go to Structure > Blocks, find the block created by the View, and specify where you want it to show.
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gholt

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Re: Show membership status without Dashboard?
October 21, 2014, 05:02:35 pm
Thanks, Pete. It sounded easy enough that even I could handle it. But I got the following errors on the import:

    Field handler civicrm_contact.display_name is not available.
    Field handler civicrm_contact.id is not available.
    Field handler civicrm_membership.membership_type is not available.
    Field handler civicrm_membership.end_date is not available.
    Sort criterion handler civicrm_membership.end_date is not available.
    Sort criterion handler civicrm_membership.membership_type is not available.
    Relationship handler civicrm_contact.drupal_id is not available.
    Field handler civicrm_contact.display_name is not available.
    Field handler civicrm_contact.id is not available.
    Field handler civicrm_membership.end_date is not available.
    Sort criterion handler civicrm_membership.end_date is not available.
    Sort criterion handler civicrm_membership.membership_type is not available.
    Relationship handler civicrm_contact.drupal_id is not available.
    Field handler civicrm_contact.display_name is not available.
    Field handler civicrm_contact.id is not available.
    Field handler civicrm_membership.end_date is not available.
    Field handler civicrm_membership.membership_type is not available.
    Field handler civicrm_membership.status is not available.
    Filter criterion handler civicrm_membership.membership_type is not available.
    Filter criterion handler civicrm_membership.is_test is not available.
    Unable to import view.

Did I miss something? We are running 7.32 and 4.5.2

petednz

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Re: Show membership status without Dashboard?
October 22, 2014, 09:31:57 pm
are you civi and drupal in same db - if not you need to grab the cms settings (admin > system > cms 'something') and paste them in to your drupal settings.php

(google for better instructions if needed)
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gholt

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Re: Show membership status without Dashboard?
November 03, 2014, 07:55:12 pm
Thanks, Pete. We have it working!

At first I thought it wasn't working. Then I remembered that user/1 isn't a member.  :)

We also had to figure out how to edit it to show for all membership types. Luckily we have someone on the team smarter than I am.

Again, thanks for the help.

Coleman, thanks again for your post. I have webform integration on my list to try a couple of things as well.

petednz

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Re: Show membership status without Dashboard?
November 03, 2014, 08:52:35 pm
gholt

glad you sorted it.

it would help support the greater effort if one of your team would open a drupal.stackexchange.com

and ask the above question - so i can answer it  and others can vote up your question and my answer and generally help boost the civicrm presence there as part of getting our own space for Q and A on stackexchange

though i think coleman is hopeful the beta version will be open soon if so i will update you so you can ask it on that 'forum' instead

Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate

petednz

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Re: Show membership status without Dashboard?
November 03, 2014, 09:09:01 pm
coleman just announced this - we really need people to engage ;-)

https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help
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pete davis : www.fuzion.co.nz : connect + campaign + communicate

gholt

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Re: Show membership status without Dashboard?
November 05, 2014, 05:44:34 pm
Thanks, Pete and Coleman. I've committed to Stack Exchange and posted this question.

petednz

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Re: Show membership status without Dashboard?
November 05, 2014, 05:50:12 pm
great - paste a link to the question here so we can answer/upvote it
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pete davis : www.fuzion.co.nz : connect + campaign + communicate

Pages: [1] 2
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMember (Moderator: Deepak Srivastava) »
  • Show membership status without Dashboard?

This forum was archived on 2017-11-26.