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  • Contribution for Membership for Organizations
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Author Topic: Contribution for Membership for Organizations  (Read 5683 times)

ansm

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Contribution for Membership for Organizations
June 03, 2009, 12:36:46 pm
Hello,
The profile types you can include in a Contribution page are:
Contact
Contribution
Individual
Membership

I want a membership to pay $50, and sign up for their Organization.  One profile is called Primary Contact and is just Invididual-First Name, Individual-Last Name.  The second profile is Organization and has address, phone number, email, website.

My question is, if I include any Organization fields in my Organization Profile, it won't show under Include Profile setting of Contribution Page.

So how do I sign up an Organization (what fields do I use), and how to I further enable that feature which allows an individual to sign-up on Behalf Of an Organization, and immediately set the individual's relation to the Organization as Employee, all in one membership sign-up page?

Thanks.

Dave Greenberg

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Re: Contribution for Membership for Organizations
June 03, 2009, 02:48:35 pm
Enabling "On behalf of" should do exactly what you want. The organization info fields are automatically included (no profile needed) when user says they want to contribute "on behalf".
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dharmatech

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Re: Contribution for Membership for Organizations
June 03, 2009, 04:58:59 pm
You may be interested in checking out the membership chapters of the CiviCRM book:

http://en.flossmanuals.net/CiviCRM/MembershipPlanning
http://en.flossmanuals.net/CiviCRM/MembershipTactics
http://en.flossmanuals.net/CiviCRM/MembershipSignup
http://en.flossmanuals.net/CiviCRM/MembershipReports

Hope this helps
Tony
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ansm

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Re: Contribution for Membership for Organizations
June 04, 2009, 05:56:39 am
Thanks for your replies,
however I have a followup question.  Even though Organization fields are automatically included, and that's great, my Organizations need additional custom fields.  Each Organization has one or two Museums names attached to them.  What category should I use custom data to place these new fields?  Certainly they can't go with individual, and logically they would extend Organization.
Thanks again.

ps I read http://en.flossmanuals.net/CiviCRM/MembershipSignup
but it doesn't mention joining on behalf of an organization at all.  I've read the whole book in fact and it doesn't help.  I would like to see some more detailed examples especially showing the fields used.
« Last Edit: June 04, 2009, 06:01:48 am by ansm »

Donald Lobo

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Re: Contribution for Membership for Organizations
June 04, 2009, 06:20:19 am

In the current implementation (v2.2) those fields are fixed. You cannot add custom data to it. Using a profile to modify the data collected will be part of v2.3

lobo
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ansm

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Re: Contribution for Membership for Organizations
June 04, 2009, 06:45:42 am
Don,
Is there a timeline for 2.3?  Is the feature developed even in beta yet?
How else can you suggest I join Organizations with some custom fields?
Perhaps I can just make everyone individuals and add extend with organization fields...

Donald Lobo

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Re: Contribution for Membership for Organizations
June 04, 2009, 07:25:18 am

2.3 is scheduled to go alpha sometime in july. However i made a mistake and we are not changing that in 2.3 :(

You'll need to extend the code via hooks or hack the code and add the specific fields you want created. You cannot mix organization/individual fields in a profile

If you need help getting started, ping us on IRC

lobo
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ansm

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Re: Contribution for Membership for Organizations
June 04, 2009, 07:44:08 am
Donald,
Thanks for your quick reply.
To clarify, I meant that I was proposing to extend Individual fields to contain Organization-like information.
As for hacking the code, if you could point me to one file where the Organization fields are included during Behalf Of..., and if I can literally copy and paste some code lines but changing the referenced fields, that is do-able.
Otherwise, I simply don't have time to enter a major coding session - the memberships are due now and I leave the position soon as well.
Thanks.

Dave Greenberg

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Re: Contribution for Membership for Organizations
June 04, 2009, 09:42:17 am
If this needs to happen quickly, I guess your best option is to record the organization info as custom fields on the individuals' records (as you've described). Not sure how much "trouble" this will cause for your organization in their usage of the data at a later point - depends what they need to do with it. Also, if the individual registering for the membership leaves the organization, then the membership will need to be transferred etc. (not sure if this is relevant - just thinking outloud).

If you want to look at hacking the On Behalf functionality ... the custom fields would be added to that embedded form by adding them to CRM/Contact/BAO/Contact/Utils.php somewhere around line 367. Then you'll need to reference them in the associated template file:
templates/CRM/Contact/Form/OnBehalfOf.tpl

I "think" the postProcess part will work automatically if the fields are named properly (but I'm guessing on this). Best way to verify field names to use is to create the fields and then view source when editing an organization record.
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ansm

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Re: Contribution for Membership for Organizations
June 04, 2009, 10:01:05 am
Thank you for looking up that code for me, you've been very helpful.  I will try to enhance the code.

You are also correct that this affects the organization - simply put, the system is going to be difficult to run by office workers and we'll miss out on much functionality.  At least it will be slightly better than it has been - I've basically had to keep track of membership in a spreadsheet based on sign-up emails - in other words I haven't been really able to use CiviCRM in the past year of operation.

Being able to specify the fields during On Behalf Of  would be my #1 feature request.  I just don't understand why this isn't a bigger issue, there must be hundreds of users out there who need to be able to join Organizations.


dharmatech

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Re: Contribution for Membership for Organizations
June 04, 2009, 11:03:50 am
What we did for a client that had organizational members was make the sign-up process two steps (it's actually three steps but will just cover the two most relevant to you).

Step 1 is here: This is a profile of organizational fields (custom and core) that creates the organizational record. http://nativephilanthropy.org/civicrm/profile/create?reset=1&gid=7

Step 2: upon submitting the profile, it redirects the user to a Contribution page with "on behalf of" enabled (this is a 2.1 site but in 2.2 you can force this which is what they need). http://nativephilanthropy.org/civicrm/contribute/transact?reset=1&id=2

"On behalf of" does contact matching and will put the the new membership record in the organizational record created in step 1 along with a permissioned relationship to the org for the person filling out the form.

Works well for them especially since they capture so much data during membership registration.

hope this helps
tony
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ansm

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Re: Contribution for Membership for Organizations
June 04, 2009, 12:07:06 pm
Tony,
You're technique sounds very hopeful and could be a lifesaver!
I have implemented Step1 and Step 2 as you described;
I created a Profile with Organization->Organization Name, and Museum as a custom field extending Organization.  I filled out redirect URL under Advanced Settings for that form to link to a membership contribution page as described in Step 2 below.
I then used the following URL for the application link from the Join US page:
civicrm/profile/create?reset=1&gid=XX (where XX is the Organization details profile I created)

For Step 2, I created a Profile form with only Individual fields : First, Last Name.  I then included this in a new Contribution page as a membership sign-up.  I enabled always sign-up on Behalf Of.

However, I see in your example, that the user has to enter the Organization name and contact information in both step 1 and step 2.  Is this true?  Perhaps if I did contact matching on just organization name, they could fill out Organization Name in Step 1 in addition to the custom fields, then in Step 2 fill out Organization and contact information under Behalf Of.

I just want to simplify the forms as much as possible for our members, considering the technical limitations of civicrm.

Donald Lobo

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Re: Contribution for Membership for Organizations
June 04, 2009, 07:25:39 pm
Quote from: ansm on June 04, 2009, 10:01:05 am
Being able to specify the fields during On Behalf Of  would be my #1 feature request.  I just don't understand why this isn't a bigger issue, there must be hundreds of users out there who need to be able to join Organizations.

I think it is a big issue for quite a few people. BUT most people are willing to work around it rather than implement it. If you have the resources and/or a developer, i'd strongly urge you to step up and get it done OR organize a group of folks who want this feature and raise the required $$$ needed to implement it

as an open source project, community contributions help strengthen the community and the project

lobo
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dharmatech

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Re: Contribution for Membership for Organizations
June 05, 2009, 08:12:36 am
Ansm,

You should definitely try and simplify the forms as much as possible. I don't remember why we included contact info in the profile since it's already on the contribution form under "on behalf of." I think it might be because the fields under on behalf of for the organization are not required (except org. name & email) i think.

Anyway, you should definitely test this workflow to make sure the redirects, contact matching, etc. all work.

hope it helps
tony
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