22 May, 2017
Filed under CiviMember

 

In CiviCRM you can configure a membership to auto-renew, provide the option

 or not auto-renew.  However, this was not used for the self-signup contribution pages.

Well, from 4.7.19 it is respected and you can easily create membership contribution pages which force auto-renew.  (See CRM-20375).

If the membership is set to mandatory auto-renew you will see a message "Membership will renew automatically" where the checkbox used to be.  Optional will show a checkbox while no auto-renew will hide it altogether.

 

 

 

15 March, 2016
By Rob_S

Hello everybody. I am assessing the feasibility of a CiviCRM integrated 'Community Shares' extension on behalf of my client, the Kindling Trust.

Community Shares are an investment mechanism available to Co-operative and Community Benefit Societies in the UK - see CommunityShares.org.uk if you want more info.

Kindling are a not for profit organisation based in Northern England, who have been using Civi for a number of years, and are planning on launching a community share offer in the future, in order to raise funds for a community owned farm, to develop sustainable food practices, and regional food security.

I anticipate that the new extension would build upon the existing CiviContribute and CiviMember components, and have attached an outline document describing how I would see it functioning.

We are interested in talking to members of the...

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03 January, 2016

1. What was the ambition when you started with CiviCRM?

Automating membership administration, event management en managing our donors.  We also wanted to combine our data from memberships, events, donations and relations so it would be easier to maintain and share our knowledge. Finally we wanted a link between the forms on our website and our CRM system.

2. Can you describe the project in a few sentences?

Working together with CiviCooP we looked at our processes and wishes. CiviCooP then imported all relevant membership data.

Wikimedia Netherlands decided to start the central registration of data of our relations with CiviCRM. so we had no issues with importing historical data.

After the import we kept a double administration for a couple of months to make sure we covered all facets and could solve all issues. Since  1...

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14 October, 2015
Filed under CiviMember, CiviCRM, Extensions

The last year I have been working with the Socialistic Party to implement CiviCRM for their membership administration. Whilst doing that we developed some small extensions which makes life easier for them with their membership administration. In this blog post I want to give an overview of the extensions we have developed and what they do.

We have developed more extension for the Socialistic Party so please take a look around at https://github.com/SPnl.

Link membership to contributions

Extension: org.civicoop.membershippayment
Url: https://github.com/CiviCooP/org.civicoop.membershippayment

This extension adds a drop down to the contribution edit form to add a contribution to a membership. Or unlink a...

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27 August, 2015

Edale photos

This year at CiviCon London 2015 we have an array of 24 sessions from some great presenters.* There are sessions for CiviCRM users, implementers and developers all delivered by other users, implementers and developers! In addition the extension showcase and lightning talks will give insight into the huge range of new developments that European charities are putting in place.

Day 1 has a focus on new users and there are special 1 day only tickets available for people who want to simply see if CiviCRM is right for their organisation. Thijs van Praag, the inspirational...

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02 June, 2015

I am Tahir Ramzan, pursuing Masters in Computer Science at Virtual University of Pakistan. I am working on refunds, partial refunds and partial payments development for CiviCRM. Parvez Saleh and Joe Murray are mentoring this project.

Refunds and Partial Refunds:

Often, we need to tackle situation where one needs to make partial or full refunds. After this project users will be able to make refunds with friendly user interface and proper database records.

Concerns:

  • How to represent an administrative fee for refund? Who will pay this, buyer or seller?
  • How to link the refund with the original contribution?
  • Which method to use for processing refunds?  Check, payment processor or both.

Partial Payments:

Partial payments on the other hand need to be done when someone pays a part of payment contribution in installments. This will be very useful for CiviCRM users...

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04 March, 2015
By Dahndy

First blog post here. I am hoping to at least shed some light on an issue I had when setting up CivicCRM. Its not a comprehensive solution to the problem; I hope to follow up soon with full source code.

Drip campaigns are a series of contacts triggered by certain event. There are many reasons to this. It is an effective way to keep in contact with a supporter over a period of time.

For example, when a user opts into an email list, you may want to send them welcome emails. These would be automated to send after 1 day, 1 week, and 1 month to remind them about your organization. For nonprofits, these emails are an effective tool to turn new prospects into donors or soliciting donors during a fund-raising campaign.

Looking through CiviCRM, this type of marketing (at least as of v4.5.5) was not explicitly supported out of the box. All necessary components were there though. There was mass mailing with granular control of recipients and scheduled reminders has a...

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09 February, 2015

Odoo is an open source accounting software. With much more features than only accounting, such as warehouse management, project management, HR management etc.

CiviCRM is an open source software for non-profit and is great in membership management, donor management etc.

For one of our clients we have been working in integrating both CiviCRM and Odoo where Odoo is leading in the financial data and CiviCRM is leading in the contact and membership data.

Meaning that in CiviCRM we create memberships and memberships contributions. Those contributions are synced to Odoo as invoices. In Odoo the invoices marked as direct debits are exported and send to the bank and in Odoo we read and reconcile the bank statements and marking the invoices as paid. As soon as an invoice is marked as paid the contribution in CiviCRM is also marked as completed. In addition when an invoice is created in Odoo this invoice is also created as a contribution...

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06 January, 2015
By Eileen
Filed under CiviMember

One of the 'features' of CiviCRM that has been an ongoing source of contention among our customers has been what happens when expired memberships are renewed. The current behaviour is that the existing expired membership has it's end date extended and the start date is altered to reflect the start of the latest membership period. This is great for figuring out when someone first became a member way back when. But, it makes it very hard to see breaks in their membership.

 

We find some organisations don't want expired relationships to be renewable and recently tackled creating an extension to create a new membership rather than alter an existing one if the end date was being extended. This threw up a few challenges - in particular the hook system really didn't offer the ability to remove or alter the id in the pre hook - in order to prevent the existing membership from being altered. We put in a short-medium term fix via...

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03 February, 2014
Filed under CiviMember

Our organization has been using (and loving) CiviCRM for almost a year now, but we initially had issues getting the membership history to easily capture the full range of detail needed.  Our members often lapse from year to year, and because Civi’s natural process is to renew a single membership record instead of creating multiple, this caused us some problems.  When discussing our experience and solution at various events, we found there was a lot of interest, so the purpose of this blog post is to discuss them in further detail with those who might find it useful to use our solution for their needs, and facilitate conversation towards sharing the solution with them.

 

Example:  An Often Lapsed Member




Our organization offers yearly memberships, and a common sight in our records would be a member like “Jane Member”.  Jane bought a 2007 Student...

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