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
Hey gang sorry it's taken me so long to get back to you but we've been busy slogging through a few outstanding issues. For those of you who are currently in the throes of your data conversion here are a few quick words of advice.
1. Set up a local site for your data conversion so you don't run into any restrictions on how many records you can import at one time on your server, otherwise, you will spend a lot of time creating many, many small text files.
I recently completed a conversion of about 8 years of history from a 5 year old Blackbaud Kintera site to a Drupal CiviCRM solution. Confused yet? Don't worry, all we be revealed in time. As a way of giving back, I am planning to share my experiences good and bad, what worked, what did not, what I learned and what I will and won't do next time.
Last week, Hershel Robinson, created a Drupal module for my client (called CiviCopyAddr) to handle the copying of the primary address into the Billing Address fields via a toggled checkbox. It's located at https://github.com/hershelsr/civicopyaddr . We use Authorize.net as the payment processor. To make it work:
1. Copy the files from the github into a directory call CiviCopyAddr and copy that directory into sites/all/modules and enable the module in Drupal.
