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- This topic has 1 reply, 2 voices, and was last updated 6 years, 10 months ago by Steven Zahm.
07/25/2016 at 8:37 am #384055Jonathan RohllGuest
We have been using the Connections plugin and various extensions since our site was created for us in early 2012 and it works very well – thanks (sorry I have no login details so cannot post to the correct stream). I am wondering if we are missing a trick though and would appreciate your thoughts.
By way of back ground we are a life sciences networking organisation with a membership that renews on an annual basis. We display paid up members using the Connections plugin in our Member Directory (http://www.obn.org.uk/members-directory/members-directory/ ) and can set expiry dates as one would expect (we then alter to a new expiry date upon renewal). We use another plugin (called Members) to manage Users. Users can do various things on the site including editing their entry in the Directory. We have to set expiries (and reinstatements) manually. We have about 400 members so keeping all the Users and Members/Connections expiry data correct and up-to-date is somewhat time consuming.
My question is on whether we can keep all the Users and Member companies in the Connections plugin (and its extensions) so that by editing the expiry date for the Company we can change the expiry dates for both. Perhaps it may be relevant to mention that logged in Users can edit/add News and Jobs as well as alter their company details.
So, to put a slightly different way, can we use Connections like a mini-CRM to manage companies and users at those companies?
Thanks in advance.
J07/25/2016 at 3:34 pm #384098Steven ZahmKeymaster
Is it this Members plugin?
What plugin are you using to manage renewals? I assume it is the same plugin you use to take payments, yes?
How are setting an expiry date in Connections?
There might be more questions I would need to know, but, in short, if other plugins you are using for membership, payments and renewals have actions that can be hooked into then it is possible to do what you want. I have actually done something very similar for another user but that was with the Restrict Content Pro plugin. When a membership expired, the Connections entry would be come unlisted unless they renewed. If they renewed after becoming unlisted, their entry would set to public again. This was of course a custom solution tailored to fit their exact usage. If you are interested, please contact me for a quote using the contact link at the very bottom of the page.
Hope this helps!
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