Member

The member record is obviously the most important record in this extension. It is used to organise the memberships of your club, association or company.

Add member record

Members can be added in ext:clubmanager only in the <List module>.

Member record data

The member record is divided into tabs:

Member Tab: General

Here the general data concerning the membership are recorded.

Membership

All important data regarding the membership status is recorded here.

Field:

Description:

Membership number

Membership Number. Must be individual.

Membership status.

A membership can have different statuses:

  • "Not set": default member record.
  • "Requested": this status is used when an application is being processed. This status is also set automatically when an application is submitted via the online form. The application automation requires the ext:clubmanager_pro module.
  • "Active": the status for active members. Only active members appear in the frontend listings. Also, only "active" members are used for billing. For automatic billing the module ext:clubmanager_billing is required.
  • "Resting": this status is for members who want to temporarily put their membership on hold without cancelling.
  • "Cancelled": this status is used for members whose membership has permanently expired because notice has been given or dues have not been paid.

Level

By default, a membership has a "Basic" level. Here you can further levels/grades can be offered, e.g. to highlight members in the frontend- listing and/or to offer additional information about the single view:

  • "Basic": standard level of membership
  • "Bronze": Bronze membership
  • "Silver": Silver membership
  • "Gold": Gold membership

Reduced membership

Here it can be set that only a reduced fee is e.g. for children, young people or pensioners. For automatic billing the module ext:clubmanager_billing is required.

Cancellation requested

Here a member can be marked so that the membership is cancelled after the end of the current billing period. For automatic billing the module ext:clubmanager_billing is required.

Beginning of membership

Membership start date.

End of membership

Date for the end of membership

Email

Main email of the member. This is used for the ext:clubmanager module Mail-Journal to send e-mails. Not intended for publication.

Phone

Main telephone number to contact. Not for publication intended.

User

The frontend user associated with the member to login to the closed member area. See also Relation: frontend user

Member/Person

Here is recorded whether the member is a person or a company, as well as the name of the member or the direct contact person for the membership. These data are also used for the postal address, for payment requests, or payment confirmations.

Field:

Description:

Type of person

Membership can be requested by the following "person types" by default:

  • "natural person": private individual
  • "Legal person": company, association, etc.

Salutation

Salutation of the member

Academic Title

Academic title of the member

First Name

First name of member

Middle Name

Middle name of member

Last Name

Last name of member

Date of birth

Date of birth of the member, e.g. for automatic sending of congratulations.

Address

This is where the postal address data is recorded. For payment requests, or payment confirmations, this address is also used, if in the ref:Tab Bank - Alternative Billing Address <recordMemberTabBankAltBillingAddress> no other address is stored.

Field:

Description:

Company

Member's company

Address suffix

Member's address suffix

Street

Street of the member

Postal code

Postal code of the member

City

Location of member

Country

Country of member

Member Tab: Locations

Different locations can be linked to each member. These are used for presentation in the frontend and displayed in listings. With the ext:clubmanager there is the possibility to display a listing of all locations of members as well as to offer a categorization of member locations according to the the city. See plugins for more information.

Main Location

See also Record > Location

Sub Location

See also Record > Location

Member Tab: Bank

The member's bank details are recorded here if the member participates in the direct debit, which is usually the standard for clubs and associations. For payment requests, or payment confirmations an alternative billing address can be created.

Direct Debit

Field:

Description:

Participates in direct debit

Is 'true' or 'false'. If 'true', then the fields with the account data must also be filled in.

Account holder

Name of the account holder for direct debit.

IBAN

Alternative Billing Address

Field:

Description:

Name

Name for payment requests, or payment confirmations.

Street

Member Tab: Categories

Here, members can be additionally categorized, e.g., according to completed certifications, as members of the board of directors or membership of other bodies.

Member Tab: Additional Data

In this tab, 5 fields are available for free assignment by default.

  • customfield1
  • customfield2
  • customfield3
  • customfield4
  • customfield5

The designation can be changed with the following TCEFORM:

TCEFORM {
    tx_clubmanager_domain_model_member {
        customfield1 {
            label = LLL:EXT:your_sitepackage/Resources/Private/Language/locallang_db.xlf:tx_clubmanager_domain_model_member.customfield1.default
        }
    }
}
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Member Tab: Access

Field:

Description:

Visible

Only visible member records are displayed in the frontend if. the membership status is > active.

Record created on

Invariant timestamp for the initial creation of the member record.

Relations

Member records can have relations to other records. These are described in more detail here.

Frontend-Benutzer

This relation handles the frontend-user for a member.

Field:

Description:

Username

The username for the frontend login is freely selectable, but must be be unique. By default, when using the Placeholder datathe member number is used.

Password (Empty = Regenerate + email to user).

Password is never sent in plain text. Users get an e-mail with the request to assign a password, if the password field is empty, or the existing password is deleted here and the member record is saved. The mail is sent with the ext:clubmanager Email Service.

User Groups

Frontend users are automatically assigned to group clubmanager_FrontendUserGroup.

Last login

Shows the date of the last login. If a member has never logged in, it will say 01-01-70 00:00. In this case the member will receive a reminder e-mail for the first login when the corresponding Member login reminder task is set up.

First login reminder email.

If a First login reminder email is generated for a member, the timestamp of this e-mail is set here. The member will then receive a new First login reminder e-mail only after the days until reminder has expired in the Member login reminder task.

Locations

Basically, Main location and Other locations have the same data structure. While there can be only one main location, many Other locations are possible. See Record > Location for more information.