Module Membership management - Revision history

Udo.tamm: /* Membership instalment payment */

2024-12-11T14:54:36Z

Membership instalment payment

← Older revision		Revision as of 14:54, 11 December 2024
Line 71:		Line 71:

	==Membership instalment payment==		==Membership instalment payment==
	~~{{ToTranslate}}~~
	Take the case of a membership paid for in three instalments. Ask your member for three cheques, the sum of which is equal to the subscription they owe. Then, for dolibarr, the principle is the same as above.		Take the case of a membership paid for in three instalments. Ask your member for three cheques, the sum of which is equal to the subscription they owe. Then, for dolibarr, the principle is the same as above.

Udo.tamm: translation membership instalment payment

2024-12-11T14:54:11Z

translation membership instalment payment

← Older revision		Revision as of 14:54, 11 December 2024
Line 17:		Line 17:
	userdoc=This page\|}}		userdoc=This page\|}}

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

	All features to manage foundation members are in top menu "Members".		All features to manage foundation members are in top menu "Members".
Line 35:		Line 36:
	The foundation management modules is however a very good choice if your foundation as a budget lower than 10 000 euros/dollars a year.		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 =		=Installation=
	{{NoInstallModuleEn}}		{{NoInstallModuleEn}}

	= Configuration =		=Configuration=
	{{ActivationModuleEn}}		{{ActivationModuleEn}}

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

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

Line 62:		Line 63:
	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.		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 ==		==New or renew a subscription==
	A membership can be seen as a contribution (payment). However, we use the term of membership for certain types of non-contributory members, in which case the fee is free. This does not exclude their presence as a member is limited in time as well as those who pay a membership fee. The term "membership" so characteristic of a renewal of the association from a date and for a fixed term, that renewal is paid or not.		A membership can be seen as a contribution (payment). However, we use the term of membership for certain types of non-contributory members, in which case the fee is free. This does not exclude their presence as a member is limited in time as well as those who pay a membership fee. The term "membership" so characteristic of a renewal of the association from a date and for a fixed term, that renewal is paid or not.

Line 69:		Line 70:
	The history of membership is kept also the Membership tab of the plug member.		The history of membership is kept also the Membership tab of the plug member.

	== ~~Cas d'une adhésion payée en plusieurs fois~~ ==		==Membership instalment payment==
	{{ToTranslate}}		{{ToTranslate}}
	~~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~~.		Take the case of a membership paid for in three instalments. Ask your member for three cheques, the sum of which is equal to the subscription they owe. Then, for dolibarr, the principle is the same as above.

	~~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~~.		Once you have clicked on New membership, enter the counterparty corresponding to the first cheque, and specify the period of validity, in our case this corresponds to 1/3 of the year. Then, in the Label field, enter Membership Year 1/3, for example. Then click on Add membership. Repeat the operation twice more, adjusting the values to cover the whole year.

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

	= Related videos =		=Related videos=
	<youtube width="200" height="120">pc6URYEc2Qs</youtube>		<youtube width="200" height="120">pc6URYEc2Qs</youtube>

Eldy at 10:52, 24 October 2023

2023-10-24T10:52:03Z

← Older revision		Revision as of 10:52, 24 October 2023
Line 8:		Line 8:
	<!-- END interlang links -->		<!-- END interlang links -->

	[[Category:~~Foundations~~]]		[[Category:Module Membership management]]
	{{TemplateDocUser}}		{{TemplateDocUser}}
	{{TemplateModEN}}		{{TemplateModEN}}

ShengGang at 02:04, 5 July 2023

2023-07-05T02:04:39Z

← Older revision		Revision as of 02:04, 5 July 2023
Line 5:		Line 5:
	[[es:Módulo_Miembros]]		[[es:Módulo_Miembros]]
	[[de:Modul_Mitglieder]]		[[de:Modul_Mitglieder]]
			[[zh:会员管理模块]]
	<!-- END interlang links -->		<!-- END interlang links -->

Framaurin: Undo revision 54400 by Framaurin (talk)

2022-08-22T12:23:01Z

Undo revision 54400 by Framaurin (talk)

← Older revision		Revision as of 12:23, 22 August 2022
Line 2:		Line 2:
	<!-- You can edit this section but do NOT remove these comments		<!-- You can edit this section but do NOT remove these comments
	Links below will be automatically replicated on translated pages by PolyglotBot -->		Links below will be automatically replicated on translated pages by PolyglotBot -->
			[[fr:Module_Adhérents]]
			[[es:Módulo_Miembros]]
			[[de:Modul_Mitglieder]]
	<!-- END interlang links -->		<!-- END interlang links -->

Framaurin at 12:22, 22 August 2022

2022-08-22T12:22:35Z

← Older revision		Revision as of 12:22, 22 August 2022
Line 2:		Line 2:
	<!-- You can edit this section but do NOT remove these comments		<!-- You can edit this section but do NOT remove these comments
	Links below will be automatically replicated on translated pages by PolyglotBot -->		Links below will be automatically replicated on translated pages by PolyglotBot -->
	~~[[fr:Module_Adhérents]]~~
	~~[[es:Módulo_Miembros]]~~
	~~[[de:Modul_Mitglieder]]~~
	<!-- END interlang links -->		<!-- END interlang links -->

Eldy: /* Example of use case */

2021-03-25T10:02:42Z

Example of use case

@@ Line 77: / Line 77: @@
 Go on its member card, then click on button '''Revoke'''.
-= Example of use case =
+= Related videos =
+<youtube width="200" height="120">pc6URYEc2Qs</youtube>

Eldy: Eldy moved page Module Foundations to Module Membership management

2021-03-21T19:52:51Z

Eldy moved page Module Foundations to Module Membership management

← Older revision

Revision as of 19:52, 21 March 2021

PolyglotBot: Import interlang links (links to translated versions of this page in other languages) from Multi Language Manager table.

2019-07-23T13:21:08Z

Import interlang links (links to translated versions of this page in other languages) from Multi Language Manager table.

← Older revision		Revision as of 13:21, 23 July 2019
Line 1:		Line 1:
			<!-- BEGIN origin interlang links -->
			<!-- You can edit this section but do NOT remove these comments
			Links below will be automatically replicated on translated pages by PolyglotBot -->
			[[fr:Module_Adhérents]]
			[[es:Módulo_Miembros]]
			[[de:Modul_Mitglieder]]
			<!-- END interlang links -->

	[[Category:Foundations]]		[[Category:Foundations]]
	{{TemplateDocUser}}		{{TemplateDocUser}}

Eldy: /* Cas d'une adhésion payée en plusieurs fois */

2011-10-12T21:49:57Z

Cas d'une adhésion payée en plusieurs fois

← Older revision		Revision as of 21:49, 12 October 2011
Line 61:		Line 61:

	== Cas d'une adhésion payée en plusieurs fois ==		== Cas d'une adhésion payée en plusieurs fois ==
			{{ToTranslate}}
	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.		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.