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Author Topic: Sending postal items to a person at an Organization that is Organization member  (Read 1683 times)

petednz

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Sending postal items to a person at an Organization that is Organization member
November 13, 2008, 05:07:43 pm
Seeking clarification. 2.1

Organisation can join as a member.

When we mail the newsletter it needs to go to a 'person'. How do we flag that Person A at Organisation B is the person to include in our Export so that the posted item goes to them?

I know people can now join and renew on behalf of an organisation. And that people can be given permission to update Organisation records.

Is there a way to denote that an Organisation Membership is associated with a particular staff members, so mail etc goes to them?
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petednz

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Re: Sending postal items to a person at an Organization that is Organization mem
November 13, 2008, 05:36:16 pm
Okay - so part of the answer is that our Corporate Membership Type needed to have been set up with a Relationship Type - which is Employer Of - so that the Employee is counted as a Member due to the Corporate Membership.

But that wasn't how it was set up (or maybe the Relationship option was available back then) - anyhow, it seems that I can't modify the existing Membership Type to now include a Relationship Type

Is this expected, or is it a bug?

If not a bug - does this mean that we need to export all our Membership data for our Corporates and reimport with it now being set to a new 'Corporate v2' membership type?

Or can we modify this, but not via the Membership Type interface? (ie can Chris do this round the back somewhere?)

Thanks for any suggestions
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Kurund Jalmi

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Re: Sending postal items to a person at an Organization that is Organization member
November 13, 2008, 06:01:34 pm
Quote
it seems that I can't modify the existing Membership Type to now include a Relationship Type

Is this expected, or is it a bug?

We there is membership record associated with that particular membership type, then we don't allow editing of "Relationship Type". This is expected behavior. This is done to avoid complex calculation if user edits relationship types..

Quote
does this mean that we need to export all our Membership data for our Corporates and reimport with it now being set to a new 'Corporate v2' membership type?

IMO, this should work.

Quote
Or can we modify this, but not via the Membership Type interface? (ie can Chris do this round the back somewhere?)

If you modify it via backend / directly DB, then memberships won't be inherited, for those related contacts.

HTH

Kurund
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petednz

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Re: Sending postal items to a person at an Organization that is Organization mem
November 13, 2008, 07:41:45 pm
Okay - thanks - will see how i go with export/import

On a related matter, while i see that the 'membership' created for the employee is only 'viewable' in his/her Membership Tab, I am surprised to see it is Editable via civiMember - was this the plan? (see image - the 'source' on the individual resulted from me 'editing' that membership - yet I thought editing these was meant to be closed off)

And another issue/suggestion. This approach causes double counting for 'membership numbers eg it counts one for the Organisation and then one each for any 'employee' if the relationship is 'employer of'

I would suggest we need to think about tagging the 'affilated membership' in some way so they can be extracted easily. Ie so we can count how many Organisation members there are, and how many Employers have membership through their organisations. I know this can be delivered through Adv Search but think it needs some tweaking in civiMember to deliver it there too.
« Last Edit: November 13, 2008, 07:44:03 pm by peterd »
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Kurund Jalmi

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Re: Sending postal items to a person at an Organization that is Organization member
November 13, 2008, 08:23:34 pm
Quote
On a related matter, while i see that the 'membership' created for the employee is only 'viewable' in his/her Membership Tab, I am surprised to see it is Editable via civiMember - was this the plan? (see image - the 'source' on the individual resulted from me 'editing' that membership - yet I thought editing these was meant to be closed off)
Do you mean Editable via CiviMember dashboard ? Since membership is inherited employee can only view his/her membership. Usually Admin will have access to CiviMember dashboard, so are you suggesting admin also should not be able to edit this memberships ?

Quote
And another issue/suggestion. This approach causes double counting for 'membership numbers eg it counts one for the Organisation and then one each for any 'employee' if the relationship is 'employer of'

Technically they are also member, so IMO count should include it. But may be we should have separate count of related contacts ? And then easy way to check those related contacts.

Kurund
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Dave Greenberg

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Re: Sending postal items to a person at an Organization that is Organization mem
November 14, 2008, 09:54:28 am
Quote from: peterd on November 13, 2008, 07:41:45 pm
On a related matter, while i see that the 'membership' created for the employee is only 'viewable' in his/her Membership Tab, I am surprised to see it is Editable via civiMember - was this the plan? (see image - the 'source' on the individual resulted from me 'editing' that membership - yet I thought editing these was meant to be closed off)

I think this is a bug. The "inherited memberships" should be read-only in the UI. CiviMember should handle updating their statuses based on changes to the "parent" membership only. http://issues.civicrm.org/jira/browse/CRM-3843

Regarding counts, there is an issue to differentiate the counts slated for 2.3: http://issues.civicrm.org/jira/browse/CRM-2038. Please check and comment if you think the approach is not on target.
« Last Edit: November 14, 2008, 10:00:45 am by Dave Greenberg »
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petednz

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Re: Sending postal items to a person at an Organization that is Organization mem
November 15, 2008, 04:25:37 pm
HI Dave - agree with what has been outlined as the solution - ie count direct with option of also seeing count for related members. Looks like this has been knocking about for a while.
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  • Sending postal items to a person at an Organization that is Organization member

This forum was archived on 2017-11-26.