CiviCRM Community Forums (archive)

I don't think currently it is possible to Renew batches of members. I think its bit complex process since we need to also handle payment and make associated contribution entries etc.

Kurund

Same question - hopefully a different answer. (civicrm 2.0!)

We have a large number of members who pay by Automatic Payment. When the year membership ends, if the AP payment continues, then we want to 'renew' them.

This process needs to happen at the admin side.

We need a method to take the 1000 or so Members who pay APs and change their Membership End Date and Status.

Any suggestions?

Maybe an export, modify in the spreadsheet then import?

dave - the fact that they pay by AP Custom Data is not of course findable via civiMember so not sure how to avoid dead ends with this. Does it look like we are going to have to construct a Custom Search, or is this something that chris can do in mysql ie

Find all Membership where
Contact has Custom Data checked for Pays by AP (or is in Smart Group - whatever)
Membership End Date is (date range)
Modify Membership End Date to be previous date plus a year.

Thanks Dave. I will look at that alternative. Issue is the APs can be paid at one of several levels in the organisation - local, national etc. And these are not being paid online, and not sure that monthly payments are being entered as a Contribution either. There is no process that I can see that we can specifiy that this is an offline recurring payment when we add the new membership or edit existing one.

IN theory the membership lasts for a year from last payment, and is renewed each month. In practice the membership is treated as annual, as is renewed on anniversary - if someone ceases to pay their AP then in theory they should continue to be a member for 12 months from their last AP.

If others are implementing this sort of payment/membership in another way pls advise.

Interesting move - yes we had it as 'standard' custom data - not membership fields. So this means we can find the relevant contacts through Find Membership - and export, change End Date, and reimport on Member ID. Looks promising thanks.

I guess there was never any thought about offering a 'Batch Update by Profile' Option under 'More Actions' in Find Member??

Second question. Any change chris can change the existing Fields from 'Contact' to Membership - spect not and he will just run a query to find via the old fields and update info in new fields.

Thanks Dave - I think the Batch option could be quite useful, eg people setting up one Membership Type then realising that perhaps that is the wrong type - eg based on Relationships - I know one of our clients has had to backtrack a couple of times on that.

Or do we set up a new Contribution Type - Membership by AP - we can then use that to search and find Members who are paying by AP and easily update their membership 'end dates' when their annual renewal comes up - and just accept that the rest of the data has to be recorded in Contribution?