We've got this problem in massive quantities, since we used to use VM and CB for our membership database.
Our previous members had an expiration date that was automatically assigned to them if they paid dues online with a credit card, or manually assigned with the form if they paid at our clubhouse.
We have about 400 members with active memberships, another 1000 or so who expired recently and may rejoin this summer, and another 2600 who expired more than two years ago, or never paid for a membership.
Worse, the previous system went haywire and didn't record (due to notify.php mismatching, no doubt) the payments received from about a third of the active/recently expired members.
I've got to mass import the active and recently expired members, and (worse) prune the members who are long gone or never paid dues.
Now our new members and our renewing members are supposed to pick a plan and either pay it with a credit card (Paypal standard, it sucks)or pay it with cash, check, or volunteer hours at our credit card.
The form we have now locates the pending payment basket and allows the payment recipient at our clubhouse desk to manually assign an expiration that goes to CB's expiry field.
That's great, the new or renewing member has a receipt and can use their membership number to sign up for classes, etc.
But then someone else, prolly me, has to go into the website's back end and set the CBSubs basket record to paid.
Ideally, the form would do the setting automatically. Maybe there's some way to assign members who choose to pay off-line to a CB user class called pending membership dues, and have the form automatically revert them to the regular CB user class, with their dues marked as paid?
The only tool I can see in CB Subs is for import, and it says it's not for mass import. But importing a csv file that reads [cb_id,##,A,[date], where ## is the plan ID will create an active subscription for that member in that plan. "Existing subscriptions will not be changed by this function, except if they are exclusive and would be upgraded by the new imported subscription."
krileon
