CiviCRM Community Forums (archive)

Hello!

First off: yes, I have seen this thread and read this how-to. The how-to actually address how to create a "contact directory", or a directory based on information in the Contact records. I need an actual "member directory", or a directory based on information in CiviMember. I'm willing and able to start slogging through MySQL calls in PHP to hand-craft exactly what I need, I just don't want to if I don't have to.     Anyone have a magic solution for me? Or even just some pointers to make this go faster?

- John

1. Create a smart group for your specific membership type using Advanced Search

Is "smart group" a function of the PHP5 version of CiviCRM? When I go to Advanced Search for Members (on my PHP4 installation), I don't see anything about "smart group". 

- John

Goto the main contact advanced search form and click the membership panel. Smart groups are a "action" of the advanced search form

If I go to the Dashboard (http://www.example.com/civicrm/dashboard), click "Find Contacts", then click on the "Advanced Search" tab, there's nothing there pertaining to membership information, only Contact information. My Advanced Search page (http://www.examle.com/civicrm/contact/search/advanced) has no "membership panel". If I do a search, I can indeed see where I would create a "Smart Group", but there is no way for me to select based on Membership information.

If I go to the Dashboard, click "CiviMember", click "Find Members" in the page text (why no menu?), there's plenty there pertaining to membership information. I then select my Membership Type and a Membership Status of "Current", click search, and get exactly the group I am looking for. However, the actions menu here only offers "Delete Members", "Export Members", or "Send Email to Contacts" as options. No option to create a "New Smart Group" as the Advanced Search for Contacts offers.

So, I'm lead to believe that either (a) my install is missing something (i.e. a "membership panel" on my Advanced Search for Contacts) or (b) I'm out of luck and it's time to start coding my desired report by hand. Any idea which it is?

check: http://wiki.civicrm.org/confluence/display/CRMDOC/Search

Already had.. good stuff though. Thanks!

- John

John - It sounds like there may be some configuration issues with your install.

1. You should have a clickable Memberships pane in your Advanced Search screen. Check out this page on our public demo to see how that looks / works: http://demo.civicrm.org/drupal/civicrm/contact/search/advanced?reset=1

(The most common reason for not having these component "panes" available in Advanced Search is a mis-configured Resource URL - Administer CiviCRM >> Global Settings >> Resource URLs )

2. If you don't have a "menu" which links to Find Members and Import Members when you're on the CiviMember dashboard, then you probably haven't enabled the CiviCRM Menu block (assuming you're using Drupal) - from Drupal Admin >> Blocks. Again, check out the public demo at: http://demo.civicrm.org/drupal/civicrm/member?reset=1

So... bottom line is you should be able to create smart group(s) based on membership criteria.

Yeah... there's no room on my template for the HUGE CiviCRM menu block (the tables don't even fit in the content div!), so I have it disabled. Still though... the actual CiviMember *page* should have something more explicit than the links buried in the text. Maybe something like a line across the top of the content area with "Command One -- Command Two -- Command Three -- ...". Or maybe not...

John - If you'd like to propose / mockup an alternate navigation bar to embed in component "dashboards" (CiviMember, CiviEvent etc.) - that would be cool. We could look at including it in 2.0. Alternatively, you could just customize your site's CiviMember dashboard template:

http://wiki.civicrm.org/confluence/display/CRMDOC/Customizing+CiviCRM+Screens