Details
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Type: Improvement
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Status: Done/Fixed
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Priority: Minor
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Resolution: Won't Fix
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Affects Version/s: 1.7
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Fix Version/s: Unscheduled
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Component/s: CiviMember
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Labels:None
Description
Extend the information for each cell on the Membership Summary table to show Total count (Direct Member count/Related Member count).
Example:
General 21 ( 10 / 11 )
In order to implement this, we'll need to add a new search criteria radio button to Membership component search:
[ ] All Members [ ] Direct Members [ ] Related Members
Default is All Members.
This field gets populated appropriately when clicking the "linked" counts from the summary table.
Extend query to use civicrm_membership.owner_membership_id to differentiate direct from relate (field IS NULL for direct members).
— Original Post from Chris M ---------------------
On the membership summary page the counts of current members for membership types that have a 'relationship of' defined count both the direct and related members. This isn't easily interpreted in a useful way.
For example if there is a 'Family' membership type that has 'Member of household relationship', and the database contains one household (Household A) with two individuals that are members of the household (Person 1, Person 2), then the membership page will list '3' as the number of current Family members. Using advanced search users can find counts of just the Household members, or just the Individuals in the household memberships, so this is just a presentation issue.
I suspect there are few use cases where people want to know the sum of direct and related, and would rather have one or the other. Just knowing the count of the direct members would be a preferred default that I can think of. (i.e. answer the question "How many households have Family membership?') . What might be most useful actually is for memberships with relationships to display a count of direct members, and then related members in brackets. (e.g. "1 (2)" from the example above).