CiviMember

Ever been stuck wanting to change the relationships for a membership type? Have we got a solution for you!

Pubblicato
2019-08-15 22:27
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In CiviCRM currently, if a Membership Type has Membership records in CiviCRM there is no way in the CiviCRM administration interface to change the Relationship Types that will be used to inherit this membership. We now have an CiviCRM extension which solves this problem.

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Membership Extras… Leaping CiviCRM’s membership module in 2019

Pubblicato
2019-04-02 15:53
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INTRODUCING MEMBERSHIP EXTRAS!

Over the past 12 months the team at Compucorp have been working super hard on a major leap for the CiviCRM membership module. We have a new suite of extensions and modules that will shortly be available to download from the CiviCRM website (you can download the beta from github now!). These include:

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Intensive Hands-on User/Admin Training in California, April 17-18

Pubblicato
2019-03-04 01:02
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It's time to take your CiviCRM skills to the next level! Join us for two days of intensive hands-on learning, individual attention from CiviCRM experts and networking with nonprofit peers.

  • Dig into the most popular components of CiviCRM with the guidance of experienced trainers.

  • Learn and practice on an actual database: we give each trainee their own CiviCRM site to work on.

  • Ask questions: you'll have plenty of opportunities.

Get an early-bird discount if you register by March 12.

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Melbourne CiviCRM Meetup, March 14th 2019

Pubblicato
2019-02-26 12:50
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First meetup of 2019, a workshop style session discussing challenges submitted by attendees in advance. 

This session will focus on 'Membership' - we invite participants to 'lead' on a topic, and share your experiences with the group.  Suggested topics from the following items across the event lifecycle:

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Caldera Forms CiviCRM (CFC) for Donations and Membership

Pubblicato
2018-10-10 06:19
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Tadpole has been working with [Andrei Mondoc](https://github.com/mecachisenros/), the developer of CFC, to extend the availability of processors to support memberships. Since memberships typically use Price Sets, this work also allows for Donations that use Price Sets and Line Items within a contribution page.
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CiviCRM - Android mobile App - Smartcivi

Pubblicato
2018-09-16 17:22
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I had always been thinking of developing a mobile app for CiviCRM and in the process of achieving the same, I have released an initial version of my mobile app just for Android named as SMARTCIVI.

What is Smartcivi?

Smartcivi is an Android mobile application for CiviCRM which is used for displaying CiviCRM content in Mobile Application – For now smartcivi is just a read only application.

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CiviCRM Pivot Report

Pubblicato
2018-02-09 09:56
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Aloha, everyone! As you all know, CiviCRM is shipped with a lot of useful report templates for each CiviCRM entities. You can use these templates to create difference report instances to interrogate your data.

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Did that Scheduled Reminders get delivered or did it bounce? And what was in those Receipts and Invoices?

Pubblicato
2017-10-05 15:30
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Have you ever wondered whether those Event or Membership Reminders actually get delivered?

And what about those automatic Receipts that go out? Ever wished you could see what the heck was actually being sent?

Well now you can thanks to Fuzion's new extension for transactional mail.

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Membership self signup and auto renewals

Pubblicato
2017-05-22 11:08
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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).

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A 'Community Shares' extention for Civi

Pubblicato
2016-03-15 05:05
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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.

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CiviCRM at Wikimedia Netherlands

Pubblicato
2016-01-03 03:14
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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.

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Useful membership extensions

Pubblicato
2015-10-14 05:38
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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.

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CiviCRM Refunds, Partial Refunds and Partial Payments

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Pubblicato
2015-06-02 00:57
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Anonimo (non verificato)

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:

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Drip Campaigns / Drip Marketing / Welcome Series

Pubblicato
2015-03-04 17:50
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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.

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CiviCRM for Constituent Management and Odoo for accounting

Pubblicato
2015-02-09 06:08
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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.

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Renewing expired membership

Pubblicato
2015-01-06 20:19
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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.

 

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Improving Civi's Membership History

Pubblicato
2014-02-03 14:46
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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 t

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CiviCRM for Chamber of Commerce - Perth, Australia

Pubblicato
2013-07-25 20:11
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Well this is my first post on the CivCRM Blog and I am very honoured to have been given the privilege by David Greenberg. We are a CRM consulting company - meaning that we provide consulting and advice to companies who require a CRM system or who have a CRM system in place but want to know how to use it to its full capacity.

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A New Model for Trainings - Join us in DC

Pubblicato
2013-05-21 13:22
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I started out with CiviCRM as an end user who installed it for organization where I used to work.  My colleagues and I were self-taught through trial and error, and after a little while, we understood the concepts and day-to-day contact management fairly well.  However, we lacked the opportunity to fully explore functionality before diving in and using it.

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SEPA & CiviCRM: Makes raising funds easy(ier) in Europe

Pubblicato
2013-05-01 11:07
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As most not-for-profit that wants to collect online donations or has a membership base, you probably have the opportunity to have more donors giving small amounts on a monthly basis, but you have not been able to explore it given the high fees on credit cards transactions. If your organisation is based in Europe, SEPA is offering you this option.

 

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New in 4.3: limit inherited memberships

Pubblicato
2013-03-26 14:57
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CiviCRM has the ability to automatically grant memberships to related contacts. So, for example, when a company purchases a membership, employees of this company can be automatically extended the same membership. In the user interface, these memberships are then flagged as ‘by relationship’.

But up to today this was an all-or-nothing proposition: all employees of the company where automatically granted a membership, with no ability to neither limit the number of related memberships, nor choose which of the employees would get these.

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Gift Subscriptions & profiles for ‘In Honor Of’

Pubblicato
2012-08-28 01:23
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A few months Back John Derry from The Monthly Magazine wrote a blog about how they were planning to use CiviCRM for magazine subscriptions.

One of the biggest challenges faced by the Monthly was that it was essential for them to be able to process memberships / subscriptions paid for as a gift. They needed to collect details for both the giver and the recipient.

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Batch Entry of Contributions and Membership Payments - Draft Specification

Pubblicato
2012-02-22 15:31
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Batch entry of gifts (checks, cash, etc.) is a much requested "missing feature" in CiviCRM. Thanks to a generous sponsorship commitment from the Electronic Frontier Foundation, we are about to launch a Make-it-Happen campaign to implement this feature for the next release (4.2). We've spent some time discussing requirements with folks at EFF and several other organizations, and we've reviewed analogous functionality offered by several of the proprietary donor management products. The purpose of this post is to share the draft specifications for the feature and solicit feedback from others in the community.

Overview

The goal is to provide a streamlined interface for data entry of batches of contributions and membership payments. A simple batching concept will be introduced to provide verification of count and totals. The feature will use a grid-style input form with the columns controlled by a selected profile. This will allow sites to add or remove non-required fields in the grid (e.g. add custom contribution fields, add or exclude premium fields etc.). The current plan is to have a separate flow / input grid for batch entry of contributions vs. membership signup / renewal payments. This will help reduce the number of columns required for each type of input.

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Membership Renewal Reminder Solution

Pubblicato
2012-02-09 13:17
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Okay, I'm double-posting today in case you don't find this buried in the forum.  My forum posting contains all of the details regarding a custom hack written for a client to automate 7 renewal email reminders based on expire date.

 

I do hope you find this useful.  http://forum.civicrm.org/index.php/topic,6176.msg98034.html#msg98034

 

- Annalee

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