Details
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Type: Task
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Status: Done/Fixed
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Priority: Blocker
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Resolution: Cannot Reproduce
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Affects Version/s: 2.1.5
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Fix Version/s: None
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Component/s: Drupal Integration Modules
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Labels:None
Description
We no longer have access to the TABs (e.g. MEMBERSHIP & GROUP). We are using Drupal and CiviCRM to create the database on-line and seperate into groups for sending specific emails. The following were my directions to client for setting up members and groups.
Administrator - To add to the member Database:
• User Management → Users → List (Drupal)
• Click on NEW active account Username to bring up the account.
• On the bottom left click "View Contact Record" link
• Highlight and COPY the email address under WORK (privacy location) if you want this available for networking purposes.
• Select "Memberships" tab
• Select "New Membership" button
• Under Member Organization and Type (second pull-down window) select Direct General or Associate Member. (Pull down 2nd window and select again)
• In field next to SOURCE...right click and select PASTE (to paste email address)
• Input Start and End date
• Type message (if desired)...suggested below (copy and paste):
"Thank you for supporting **** with your membership. Your email address will only be available to other members who are approved and signed in. If you do not want your email to show at all please reply back to let us know."
• SAVE (this will take you back to the Contact Record)
4.Administrator - To include in Groups for EMAILS:
• In Contact Record select "Groups" tab
• Select pull down window by -Select Group - and select the appropriate group
• Click on ADD (You can add multiple groups, one at a time)