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Author Topic: Membership type in contact result lists  (Read 2499 times)

noraD

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Membership type in contact result lists
April 29, 2007, 03:04:52 am
Hello,
I´m setting up a membership based scientific community website for circa 1200 members and a couple of officers and enjoy the functionalities of civicrm (CiviCRM 1.7.beta.9284, Drupal 5.1.). I have some questions and wishes concerning the result listings, search interfaces ...

  • is it possible to add membership type and status to the contact result list? I modified Selector.php - have now 2 new titled rows, but don´t know how to query them and where?
  • it would be interesting to a have a user/group based task list, which could be administrated in the acls. I took a look at the Task.php, but do not exactly know how to place permissions for a user/group
  • The profile listings, searches and permissionings for endusers are clear. I need to simplifiy the search mechanism for the officers. Is it possible to hide the simple search, change it with a reduced advanced search and make the search builder only visible for a certain group?
  • it would be nice for profile listings and searches additive to individuals, organizations, contributions to include events and memberships
  • In a single contact under activity/Activity History is a kind of report. For transparency a recent changes report would be great. 


thanx a lot
« Last Edit: April 29, 2007, 03:31:24 am by noraD »

Donald Lobo

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Re: Membership type in contact result lists
April 29, 2007, 11:23:42 am
Quote from: noraD on April 29, 2007, 03:04:52 am
  • is it possible to add membership type and status to the contact result list? I modified Selector.php - have now 2 new titled rows, but don´t know how to query them and where?


No, primarily becuase it is a many to one mapping (i.e. a contact could have multiple membership type and status). However we do have a "Find Members" which has the above information.

Quote from: noraD on April 29, 2007, 03:04:52 am
  • it would be interesting to a have a user/group based task list, which could be administrated in the acls. I took a look at the Task.php, but do not exactly know how to place permissions for a user/group

Contact us on IRC and we could chat about what you need to do and how you can potentially go about doing so

Quote from: noraD on April 29, 2007, 03:04:52 am
  • The profile listings, searches and permissionings for endusers are clear. I need to simplifiy the search mechanism for the officers. Is it possible to hide the simple search, change it with a reduced advanced search and make the search builder only visible for a certain group?

Profile permissioning are controlled by ACL's. The implemented permission are edit and view (which means view, search and listings). You can modify them in the admin ACL screens

You can change search and implement restrictions on search builder by modifying the code. You can potentially make advanced search simpler by creating a new template

Quote from: noraD on April 29, 2007, 03:04:52 am
  • it would be nice for profile listings and searches additive to individuals, organizations, contributions to include events and memberships

Depends on what you mean. If you mean independent profile entries for events and memberships we'll probably have them in a future version. If you mean combined profile entires which could include individuals + contribitons + member + event (or a subset of them), a code contribution would be great. I dont think this is a trivial project and will be a fair amount of thought and effort

Quote from: noraD on April 29, 2007, 03:04:52 am
  • In a single contact under activity/Activity History is a kind of report. For transparency a recent changes report would be great. 


There is a change log which records which user changed a table when (date only). We hope to introduce this a bit more widely and record details of changes etc. If important to you, a code contribution would be great

lobo

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Membership type in contact result lists

This forum was archived on 2017-11-26.