.. include:: /Includes.rst.txt .. index:: ! Records; Member .. _recordMember: ====== 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. .. only:: html .. contents:: :local: :depth: 1 .. _recordAddMember: Add member record =================== Members can be added in `ext:clubmanager` only in the ``. .. note:: A TYPO3 module with extensive search function, improved view and extended options, is available with the :ref:`ext:clubmanager_pro `! .. _recordMemberData: Member record data ================== The member record is divided into tabs: .. only:: html .. contents:: :local: :depth: 2 .. _recordMemberTabGeneral: Member Tab: General ------------------- Here the general data concerning the membership are recorded. .. _recordMemberTabGeneralMembership: Membership ********** All important data regarding the membership status is recorded here. .. t3-field-list-table:: :header-rows: 1 - :Field: Field: :Description: Description: - :Field: Membership number :Description: Membership Number. Must be individual. - :Field: Membership status. :Description: 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 :ref:`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 :ref:`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. - :Field: Level :Description: 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 - :Field: Reduced membership :Description: Here it can be set that only a reduced fee is e.g. for children, young people or pensioners. For automatic billing the module :ref:`ext:clubmanager_billing ` is required. - :field: Cancellation requested :Description: 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 :ref:`ext:clubmanager_billing ` is required. - :Field: Beginning of membership :Description: Membership start date. - :Field: End of membership :Description: Date for the end of membership - :Field: Email :Description: Main email of the member. This is used for the `ext:clubmanager` module :guilabel:`Mail-Journal` to send e-mails. Not intended for publication. - :field: Phone :description: Main telephone number to contact. Not for publication intended. - :Field: User :Description: The frontend user associated with the member to login to the closed member area. See also :ref:`Relation: frontend user ` .. _recordMemberTabGeneralMemberPerson: 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. .. t3-field-list-table:: :header-rows: 1 - :Field: Field: :Description: Description: - :Field: Type of person :Description: Membership can be requested by the following "person types" by default: - "natural person": private individual - "Legal person": company, association, etc. - :Field: Salutation :Description: Salutation of the member - :Field: Academic Title :Description: Academic title of the member - :Field: First Name :Description: First name of member - :Field: Middle Name :Description: Middle name of member - :Field: Last Name :Description: Last name of member - :Field: Date of birth :Description: Date of birth of the member, e.g. for automatic sending of congratulations. .. _recordMemberTabGeneralAddress: 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 ` no other address is stored. .. important:: For integrated payment management the module :ref:`ext:clubmanager_billing ` is required. .. t3-field-list-table:: :header-rows: 1 - :Field: Field: :Description: Description: - :Field: Company :Description: Member's company - :Field: Address suffix :Description: Member's address suffix - :Field: Street :Description: Street of the member - :Field: Postal code :Description: Postal code of the member - :Field: City :Description: Location of member - :Field: Country :Description: Country of member .. note:: By default a new member record is nearly empty. Only a few properties are set by default. You can change them with :ref:`TSconfig `: * (Membership) State: Not set * (Membership) Level: Basic * Type of person: Natural person * Country: Germany .. _recordMemberTabLocations: 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 :ref:`plugins ` for more information. .. note:: How many locations are offered per member can, for example, be linked to the degree of membership. For example, the following offer can be displayed: * Basic: No locations * Bronze: Only main location * Silver: Main location + 1 additional location * Gold: Main site + X additional sites See also: :ref:`Degree of membership ` .. important:: For clubs with many members there are the following additional modules :ref:`ext:clubmanager_zip_search ` and :ref:`ext:clubmanager_faceted_search `. .. _recordMemberTabLocationsMain: Main Location ************* See also :ref:`Record > Location ` .. _recordMemberTabLocationsSub: Sub Location ************ See also :ref:`Record > Location ` .. _recordMemberTabBank: 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. .. _recordMemberTabBankDirectDebit: Direct Debit ************ .. t3-field-list-table:: :header-rows: 1 - :Field: Field: :Description: Description: - :Field: Participates in direct debit :Description: Is 'true' or 'false'. If 'true', then the fields with the account data must also be filled in. - :Field: Account holder :Description: Name of the account holder for direct debit. - :Field: IBAN Description: IBAN of the direct debit account - Field: BIC Description: BIC of the account for the direct debit procedure .. _recordMemberTabBankAltBillingAddress: Alternative Billing Address *************************** .. t3-field-list-table:: :header-rows: 1 - :Field: Field: :Description: Description: - :Field: Name :Description: Name for payment requests, or payment confirmations. - :Field: Street Description: Street for payment requests, or payment confirmations. - Field: ZIP CODE Description: Postal code for payment requests, or payment confirmations. - Field: City Description: City for payment requests, or payment confirmations. - Field: Country Description: Country for payment requests, or payment confirmations. .. _recordMemberTabCategories: 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. .. note:: Only the TYPO3 system categories are displayed here, which are made available via the :ref:`Extension Configuration uidCategoryMember `. See also :ref:`How to create member categories `! .. important:: With the module :ref:`ext:clubmanager_faceted_search ` can be used to search for members can be searched very easily according to their categories. .. _recordMemberTabAdditionalDate: 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: .. code-block:: bash 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 } } } .. note:: More information on how to use the fields in the fluid template, can be found here: :ref:`How to: Templates `! .. _recordMemberTabAccess: Member Tab: Access ------------------ .. t3-field-list-table:: :header-rows: 1 - :Field: Field: :Description: Description: - :Field: Visible :Description: Only visible member records are displayed in the frontend if. the :guilabel:`membership status` is > :guilabel:`active`. - :Field: Record created on :Description: Invariant timestamp for the initial creation of the member record. .. _recordMemberRelations: Relations ========= Member records can have relations to other records. These are described in more detail here. .. only:: html .. contents:: :local: :depth: 2 .. _recordMemberRelationsFrontendUser: Frontend-Benutzer ----------------- This relation handles the frontend-user for a member. .. t3-field-list-table:: :header-rows: 1 - :Field: Field: :Description: Description: - :Field: Username :Description: The username for the frontend login is freely selectable, but must be be unique. By default, when using the :ref:`Placeholder data `the member number is used. - :Field: Password (Empty = Regenerate + email to user). :Description: 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` :ref:`Email Service `. - :field: User Groups :Description: Frontend users are automatically assigned to group :guilabel:`clubmanager_FrontendUserGroup`. - :Field: Last login :Description: Shows the date of the last login. If a member has never logged in, it will say :guilabel:`01-01-70 00:00`. In this case the member will receive a reminder e-mail for the first login when the corresponding :ref:`Member login reminder task ` is set up. - :Field: First login reminder email. :Description: If a :guilabel:`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 :guilabel:`First login reminder` e-mail only after the :guilabel:`days until reminder` has expired in the :ref:`Member login reminder task `. .. _recordMemberRelationsLocation: Locations -------- Basically, :guilabel:`Main location` and :guilabel:`Other locations` have the same data structure. While there can be only one main location, many :guilabel:`Other locations` are possible. See :ref:`Record > Location ` for more information.