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Author Topic: Financial Association or Group  (Read 4236 times)

polestar

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Financial Association or Group
July 04, 2009, 01:18:35 am
Hi All,

For a reference I am looking for an association in the financial market using CiviCRM.

Also, another association/club/group using CiviCRM to manage companies as their members (rather than contacts).

Can someone please suggest. A prospect is looking at CiviCRM but wanted to know if there are similar companies using it.

Thanks
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Matt2000

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Re: Financial Association or Group
July 05, 2009, 05:18:35 pm
I worked on a project for a labor union that used CiviCRM and a custom module that granted access to certain drupal nodes based on the user being employed by an authorized company. It didn't use CiviMember per se, but it is an instance of Companies as 'members' in a sense.
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polestar

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Re: Financial Association or Group
July 06, 2009, 03:19:01 am
Thanks Matt.

I am looking for someone who had companies as members and their employees automatically getting the membership. Anyone else with similar experience?
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petednz

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Re: Financial Association or Group
July 06, 2009, 04:40:53 am
Yes - you can do this by using the 'inherited' membership along with the relevant Relationship - eg if you want a Companies employees to all count as members, then set the rule to be 'employer for' at http://crmdemo.grdev.co.nz/civicrm/admin/member/membershipType?reset=1

has to be done to a new membership type I think - it can't be applied retrospectively

Use the Relationship Type field to configure Membership Types where memberships are automatically granted to related contacts. Examples are listed below:
Relationship Type    Direct member is:    Membership is automatically granted to:
'Household Member is'    a household    'Household Members' of that household
'Employer of'    an organization    'Employees' of that organization
'Parent of'    an individual    'Children' of that individual
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polestar

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Re: Financial Association or Group
July 06, 2009, 04:48:00 am
Thanks Peter. This is useful to know how to do it in advance of getting the deal from the customer :)

I am still looking for a name of an organisation as well so that I can tell my prospect of someone similar. I checked the case studies page as well but nothing in the field of Finance.
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petednz

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Re: Financial Association or Group
July 06, 2009, 05:16:57 am
Did you check the use cases in the Manual = brian has several associations on his books that I assume use some of this behaviour - http://en.flossmanuals.net/CiviCRM/Examples
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domjoel

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Re: Financial Association or Group
July 13, 2009, 04:19:02 am
Quote from: peterd on July 06, 2009, 05:16:57 am
Did you check the use cases in the Manual = brian has several associations on his books that I assume use some of this behaviour - http://en.flossmanuals.net/CiviCRM/Examples

Thank yo for this link. I've been looking for this and I can't seem to find it. Thank for posting it.

roland

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Re: Financial Association or Group
January 16, 2010, 08:05:02 am
Hi Dominic,
Did you manage to get a "company name" within the financial services industry that is using CiviCRM? I have a client (csf.com.au) who uses CiviCRM (which my team manages). It is a fairly complex set-up with datafeeds from external administration companies. It is a superannuation fund (similar to your 401k retirement savings plans). The fund has mutiple employers and some of their employees are members of the fund.

If you need further information please let me know.

Sincerely,
Roland.

Donald Lobo

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Re: Financial Association or Group
January 16, 2010, 03:18:19 pm

hey roland:

any chance u'll can write up a case study of csf here: http://wiki.civicrm.org/confluence/display/CRMDOC/Case+Studies

thanx

lobo
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xaibkhan

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Re: Financial Association or Group
February 17, 2010, 10:20:53 pm
Hi,

can any body tell me , after modification in civicrm, can i use that for commercial purpose.

please let me know.

Eileen

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Re: Financial Association or Group
February 17, 2010, 11:08:41 pm
Do you mean can you sell a modified version of CiviCRM code?

Or do you mean you have a commercial website you want to use CiviCRM for?
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roland

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Re: Financial Association or Group
February 25, 2010, 03:10:49 am
Hi Lobo,
Sorry for the late response. We've been extremely busy as my client are changing service providers for the administration which means the datafeeds are changing. I definitely do want to forward a case study as I believe this is a very good example of a "commercially focused" CiviCRM in the financial services industry. I know there has been others but none of which have been detailed in the forums. So I am hoping if I do one, then others will follow ;)

Give me a couple of months and I will write one up.

Cheers,
Roly.

Donald Lobo

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Re: Financial Association or Group
February 25, 2010, 07:24:49 am
Quote from: roland on January 06, 1974, 06:07:04 am
Give me a couple of months and I will write one up.

hey roly:

how about a couple of weeks :)

lobo
« Last Edit: February 25, 2010, 07:27:43 am by Donald Lobo »
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roland

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Re: Financial Association or Group
March 14, 2010, 06:12:58 am
will try but my client is undergoing a merger and we are drowning a little but I am keen to write up a case study as I believe what we are doing might be of interest to others.

Thanks for your reply Lobo.
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  • CiviCRM Community Forums (archive) »
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  • General Discussion (please no support requests here!) (Moderator: Michał Mach) »
  • Financial Association or Group

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