Module Membership management

2011-02-17T08:56:22Z

Blastermaster77: /* Introduction */

[[Category:Foundations]]
{{TemplateDocUser}}
{{TemplateModEN}}
{{BasculeDevUserEn|
name=Foundations|
num=310|
devdoc=[[Module Foundations (developer)]]|
userdoc=This page|}}

= Introduction =
The foundation module can be used to manage members of a foundation:
* Define several types of member.
* add/Validate/Edit/Resiliate/Delete a member card (characteristics, photos, ...)
* Manage subscriptions is required or not.
* Add/Edit/Delete subscriptions.
* With module [[Module EMailing|EMailing]], send mass emailings to members or to a selection of members.
* With module [[Module LDAP En|LDAP]], synchronize members with a LDAP.
* With module [[Module Banks and Cash|Banks and Cash]], interface your subscriptions with treasury of your foundation.
* Reporting.
* Generic export with [[Module Exports En|Module Exports]].

All features to manage foundation members are in top menu "Members".

Dolibarr can manage your bank accounts but does not manage accoutancy. This means Dolibarr does not suit needs of a big foundation (more than 5000 members).
There is also no salary management module.
The foundation management modules is however a very good choice if your foundation as a budget lower than 10 000 euros/dollars a year.

= Installation =
{{NoInstallModuleEn}}

= Configuration =
{{ActivationModuleEn}}

= Usage =
== Creation of a member type ==
Before starting, you must define the profiles of members.
For this, create a new member type from menu ''Members type'' then ''New type''.

== Creation of personalized attributes ==
If you need to manage new attributes that are not supported on your members card (age of captain, size of member, etc...), you can define in menu ''Members attributes'' then ''New attribute'', the list of of new properties you want to manage.
Choose the label that will be shown for attribute, its code (that will also be used as field in database), its type and its size.

== Creation of a member ==
A member has the following cycle of life:

[[Image:Diagramme_etats_adherents.png|center|Diagramme d'états d'un adhérent]]

To create a new member, go on menu '''Members - New member'''. A create form will be shown.
Fill all required fields and click '''Create'''.
Then, you can validate the member to status '''Validated''' by clicking on button '''Validate''' on the member card.

If you want this member to have a Dolibarr access, click on '''Create a user''' from its member card view.
If you want this member to be a third party to send him proposals, invoices, etc, click on '''Create a third party''' from its member card view.

== New or renew a subscription ==
{{ToTranslate}}
Une adhésion peut être vue comme une cotisation (un paiement). Toutefois, on emploie le terme d'adhésion pour certains types d'adhérents non soumis à cotisation et dans ce cas la cotisation est gratuite. Cela n'exclut pas que leur présence en tant que membre est limitée dans le temps au même titre que celui qui paie une cotisation. Le terme "adhésion" caractérise donc un renouvèlement à l'association à partir d'une date et pour une durée fixe, que ce renouvèlement soit payant ou pas.

Pour saisir une adhésion, aller dans le menu ''Adhésion'' puis ''Nouvelle adhésion'' et saisir l'adhérent recherché.
Ou bien, aller sur la ''fiche adhérent'' puis ''onglet adhésion'' puis ''Nouvelle adhésion''.

L'historique des adhésions est conservé également l'onglet ''Adhésion'' de la fiche adhérent.

== Cas d'une adhésion payée en plusieurs fois ==
Prenons le cas d'une adhésion payée en trois fois. Demandez à votre adhérent trois chèques dont la somme est égale à la cotisation qu'il doit. Puis, pour dolibarr, le principe est le même que ci-dessus.

Une fois que vous avec cliqué sur ''Nouvelle adhésion'', entrez la contre partie correspondant au premier chèque, et spécifiez la période de validité, dans notre cas cela correspond à 1/3 de l'année. Puis, dans le champ ''Libellé'' indiquez par exemple ''Adhésion 2008 1/3''. Puis validez par un clic sur ''ajout adhésion''. Recommencez l'opération deux fois de plus en adaptant les valeurs pour couvrir toute l'année.

== Revoke a member ==
Go on its member card, then click on button '''Revoke'''.

= Example of use case =

{{ExamplesCaseEn
|name=UCFO01: The foundation wants to define a new type of members
|situation=The foundation wants to define a new type of members
|actions=I create a new type from ''Menu foundation - Setup - Members types - New type''.
}}

{{ExamplesCaseEn
|name=UCFO02: A new member come with a cheque or cash
|situation=A new member come with a cheque or cash
|actions=I create the new member from ''Menu foundation - New member''.
If you want this member to have a Dolibarr access, click on "Create a user" from its member card view.
If you want this member to be a third party to send him proposals, invoices, etc, click on "Create a third party" from its member card view.
I create a new subscription from tab ''subscription'' of member card.
}}

{{ExamplesCaseEn
|name=UCFO03: A member come to renew its subscription with a cheque or cash
|situation=A member come to renew its subscription with a cheque or cash
|actions=I go on the member card then tab ''Subscriptions''.
I add the new subscription.
}}

{{ExamplesCaseEn
|name=UCFO04: I want to revoke a member
|situation=I want to revoke a member
|actions=I go on the member card.
I click on ''Revoke''.
}}

Dolibarr ERP CRM Wiki - User contributions [en]

Module Membership management