Difference between revisions of "会员资格管理模块"

Revision as of 04:54, 4 July 2023

Foundations
模块ID	310
用户手册	本页
开发文档	Module Foundations (developer)

简介

基金会模块用于管理基金会的会员：

定义多个会员类型
添加/验证/编辑/恢复/删除会员卡 (特征、照片等 ...)
管理是否订阅的请求
添加/编辑/删除订阅
使用 EMailing 模块，向会员或选定的会员批量发送电子邮件
使用 LDAP 模块，将会员与 LDAP 同步
使用 Banks and Cash 模块，将订阅与基金会的金库连接起来
报表
使用 Module Exports 模块导出

管理基金会会员的所有功能都在顶部菜单“会员”中。

Dolibarr可以管理您的银行账户，但不能管理会计。这意味着Dolibarr不适合大型基金会（超过5000名成员）的需求。也没有工资管理模块。然而，如果您的基金会每年的预算低于10 000欧元/美元，那么基金会管理模块是一个非常好的选择。

安装

该模块包含在 Dolibarr 发行版中，因此无需安装。

Configuration

To use this module, you must first enable it using an administrator account, via the menu option "Home - Setup - Modules".

Choose the tab where the module is listed. Then click on "Activate".

The module is now activated.

If a cog icon appears on module thumb or at end of the line of the module, click on it to access the setup page specific to the module.

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:

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

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.

To enter a membership, go to the menu and then New membership Membership and enter the member sought. Or, go to the membership form and membership tab then New membership.

The history of membership is kept also the Membership tab of the plug member.

Cas d'une adhésion payée en plusieurs fois

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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.

@@ Line 11: / Line 11: @@
 *定义多个会员类型
 *添加/验证/编辑/恢复/删除 会员卡 (特征、照片等 ...)
-*Manage subscriptions is required or not.
+*管理是否订阅的请求
-*Add/Edit/Delete subscriptions.
+*添加/编辑/删除 订阅
-*With module [[Module EMailing|EMailing]], send mass emailings to members or to a selection of members.
+*使用 [[Module EMailing|EMailing]] 模块，向会员或选定的会员批量发送电子邮件
-*With module [[Module LDAP En|LDAP]], synchronize members with a LDAP.
+*使用 [[Module LDAP En|LDAP]] 模块，将会员与 LDAP 同步
-*With module [[Module Banks and Cash|Banks and Cash]], interface your subscriptions with treasury of your foundation.
+*使用 [[Module Banks and Cash|Banks and Cash]] 模块，将订阅与基金会的金库连接起来
-*Reporting.
+*报表
-*Generic export with [[Module Exports En|Module Exports]].
+*使用 [[Module Exports En|Module Exports]] 模块导出
-All features to manage foundation members are in top menu "Members".
+管理基金会会员的所有功能都在顶部菜单“会员”中。
-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).
+Dolibarr可以管理您的银行账户，但不能管理会计。这意味着Dolibarr不适合大型基金会（超过5000名成员）的需求。 也没有工资管理模块。 然而，如果您的基金会每年的预算低于10 000欧元/美元，那么基金会管理模块是一个非常好的选择。
-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=
+=安装=
-{{NoInstallModuleEn}}
+{{NoInstallModuleZh}}
 =Configuration=