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Author Topic: Membership Renewal Process  (Read 2225 times)

afawkes

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Membership Renewal Process
December 31, 2008, 01:51:11 am
Could I ask you a question about the membership renewal process. I am planning on using Civicrm as a solution to a very small NFP organisation using Drupal on a shared hosting platform. This is primarily their contact database, not for use by members themselves. As I understand it, there is the ability to set up a cron job to automatically send out renewals based on the membership settings and grace periods etc. Memberships are for 12 months from their join date. There are different membership costs but the process is the same.

The other thing is that membership for some members that are in another country are in a different currency. so the main setting within civicrm are UK GBP but the organisation has US and European members who are allowed to pay in their currency US$ and Euro. I can't see any easy way to change this for individual records.

What they would like to do is review renewals before they are sent out. Is there any easy way to do this? If not, is there an easy way or not so easy way to tie in the process that would run as a cron job with a button or something similar.

As you can tell I am a complete newb to Drupal and Civicrm, but I do think that there is a lot of benefit for smaller nfp organisations.

The other thing about the renewal process. Is that there will be individual records and organisation records but it is the organisation that is the member not the individual. How do I update both the member organisation and it's relationship records? If possible.

If there is any help or advice you could give me, I would be extremely grateful.

Many thanks in advance and I hope you all have a great new year.

Cheers

ant

Donald Lobo

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Re: Membership Renewal Process
December 31, 2008, 05:35:06 am

1. CiviCRM does not handle multiple currencies currently (though we think the database schema has the fields to store multiple currencies). You'll need to add support for this OR sponsor development on this. I suspect it is a non trivial feature

2. You will need to modify the renewal cron script to make it interactive and review renewals before they are sent out. I think this is fairly easy to do

3. If all memberships are associated with an organization, and all individuals "inherit" the membership (a CiviMember feature), then the renewal update script should take care of this automatically. i.e. Only the org members should get a renewal notice

lobo
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afawkes

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Re: Membership Renewal Process
January 01, 2009, 04:15:41 am
Hi,

Thanks for your response. I am not sure I understand how to specify which contact within the organisation will receive the renewal notice. There are no contact names on an organisation record or am I missing something completely?

Modifying the renewal cron script? - Could you point me in the right direction for this?

Thanks once again

Anthony

Donald Lobo

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  • I’m (like) Lobo ;)
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  • Posts: 15963
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  • MySQL version: 5.5.x
  • PHP version: 5.4.x
Re: Membership Renewal Process
January 01, 2009, 06:35:45 am
Quote from: afawkes on January 01, 2009, 04:15:41 am
Thanks for your response. I am not sure I understand how to specify which contact within the organisation will receive the renewal notice. There are no contact names on an organisation record or am I missing something completely?

1.  An organization signs up for membership using the "on behalf of organization" feature on membership signup page. This assigns an email address to the organization

2. Individuals that have a relationship with the organization inherit the membership from the organization based on the relationship feature of CiviMember

Quote from: afawkes on January 01, 2009, 04:15:41 am
Modifying the renewal cron script? - Could you point me in the right direction for this?

bin/UpdateMembershipRecord.php.txt

is the cron job that you need to run now. This is not interactive and you can modify it to make it interactive

lobo
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Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMember (Moderator: Deepak Srivastava) »
  • Membership Renewal Process

This forum was archived on 2017-11-26.