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  1. CiviCRM
  2. CRM-1023

CiviMember - Add/Edit/View Contact Membership

    Details

    • Type: New Feature
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: None
    • Fix Version/s: 1.5
    • Component/s: None
    • Labels:
      None

      Description

      CiviCRM users with applicable permissions (access CiviMember + edit contact) will be able to create, update and view membership information for a contact from a new "Membership" tab (similar functionality to manual input/edit of Contributions) which is displayed if CiviMember component is enabled.

      The page (view) will have two selector tables with "Active Memberships" and "Inactive Memberships" (similar to current and past relationships layout in Relationships tab - contact/view/rel). Memberships where the calculated_status_id (or the over-riding admin_status_id) maps to a membership_status record where is_current_member value = 1 are included in the "Current Memberships" selector. Selector columns are Membership Type, Start Date, End Date, Status. (Display override status if not null, else calculated status.). Actions are View, Edit, Delete.

      (Membership status enum is admin configurable - so we can't do a "Disable" action. Users will change membership status from Edit form).

      Link for "New Membership" is below "Active Memberships" selector.

      Add/Edit Membership form exposes the following properties:

      • Membership Type (drop-down)
      • Join Date (protected/not editable)
      • Start Date
      • End Date
      • Source
      • Status (protected/not editable) [calculated_status_id]
      • Status Override [override_status_id]

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            • Assignee:
              kurund Kurund Jalmi
              Reporter:
              dgg David Greenberg
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              Dates

              • Created:
                Updated:
                Resolved: