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  • CiviCRM Community Forums (archive) »
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  • Developer Discussion (Moderator: Donald Lobo) »
  • CiviMember Renewal Behavior
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Author Topic: CiviMember Renewal Behavior  (Read 1976 times)

crandell

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CiviMember Renewal Behavior
June 23, 2008, 08:04:31 am
I have a suggestion for a possible improvement to the CiviMember renewal behavior, but I'm curious if other users' membership programs would have the same issues.

Currently, if someone renews their membership to my organization online, but selects a different membership rate (say they were a student before but now get the recent grad rate), CiviMember creates a whole new membership record, instead of updating the existing student level membership record.  While I didn't think this would matter much at first, I'm realizing it will make it more difficult to track membership history.  If someone was a member since 1999, but they switch membership levels, the record with the 1999 join date lapses and it looks like they haven't been a member very long.  Now, I can still look people up individually to see their history, but it would be much more difficult for us to print member join dates on the membership cards and renewal notices if that information is on a different membership record than the current membership. 

Maybe this has already been addressed since 1.9, but my suggestion would be that just like CiviMember updates the expiration date when someone renews, it would also update the membership type/level instead of creating a new record, IF the membership is for the same organization.  Are there cases where other groups use multiple memberships for the same organization?

Dave Greenberg

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Re: CiviMember Renewal Behavior
June 23, 2008, 12:08:45 pm
We probably need to add some more configurability and re-think the "renewal" behavior(s) in CiviMember at some point. There are some ideas for improvements on the wiki - and it would be helpful for you to review those and add your requirements there:

http://wiki.civicrm.org/confluence/display/CRM/CiviMember+-+Phase+2+Specifications

BTW - We definitely have gotten feedback from groups that use multiple memberships (for example a National + a Regional membership).
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Donald Lobo

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Re: CiviMember Renewal Behavior
June 23, 2008, 12:12:02 pm
You might want to add this feature to the CiviMember Phase 2 page. The last comment is on similar lines to your comment

We will probably work on phase 2 in a future 2.x release. If important to you, you might want to consider contributing code / resource towards phase 2

as a work around (ugly and hackish), You could potentially also do a custom search to get the join date of a member.

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Re: CiviMember Renewal Behavior
June 24, 2008, 02:52:58 am
HI - related issue (bug?) I just spotted. I had a membership ( i paid for 12 months) i then switched to paying monthly, so a new membership was added, along with the old one. I just went to look at my renew options and it was telling me to renew based on the early membership (end Dec 31) rather than the monthly payment (so 12 months from start - march 12 lets say).

So i thought I needed to 'expire' my first membership so the renewal would setting its dates from that one, but even when i expired it 'hence inactive' renewal continues to say my current membership expires on Dec 31, not Mar 12.

So seems the 'renewal' gets tied to the earliest existing membership, and it is hard to get it to link with the only remaining current one.
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Re: CiviMember Renewal Behavior
June 24, 2008, 08:26:25 am
Dave,
peterd's issue might be related to that issue you and I worked through where the renewal function didn't grab the membership record id for the membership selected when creating the renewal, but seemed to randomly choose one the older records and renew them. This only happened when renewing an expired membership record as I recall. Here was the original post discussion: http://forum.civicrm.org/index.php/topic,2318.0.html

That was fixed and I ported it back into my installation at the time. Do you know offhand if the fix made it into 2.0.3? If so, that may fix the issue.

On the original post in this thread --
I agree that the join date field doesn't quite work in the current structure -- though it can have some value. It might be useful to know when someone "joined" a certain membership type, especially if they switched from one to the other. The start date generally is equivalent to the join date for rolling memberships, but for static periods, the start date is adjusted to fit the defined period start date. Which is just to say that the join date is a useful field in its current structure. But doesn't provide that "universal" join date value.

I've overcome this by creating a custom field for the individual with their join date. It's disconnected from the membership records so it's not dependent on changes or lapses with membership. Problem is that it must be managed manually, which can create problems.
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Dave Greenberg

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Re: CiviMember Renewal Behavior
June 24, 2008, 10:35:55 am
Quote from: peterd on June 24, 2008, 02:52:58 am
So seems the 'renewal' gets tied to the earliest existing membership, and it is hard to get it to link with the only remaining current one.

Peter - this does sound related to (or same as) the issue fixed in April - http://biryani.osuosl.org:8181/changelog/CiviCRM/?cs=13913. That fix would have been bundled in 2.0.4 - are you running that version?

If not, would be great to see if the behavior is corrected in 2.0.4. If you're already running 2.0.4, then it sounds like this "aspect" of the renewal "select" is still broken (it should be looking for current membership first, then for the newest expired membership). In this case - please file an issue w/ steps to recreate. thx!
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