More on CiviFeatures: CiviMember

Much of this information can be found in further detail at http://wiki.civicrm.org/confluence/display/CRMDOC.


Membership Summary


When you first open up the CiviMember page, you will see a membership summary, which allows you to:

View all members of the organization. For each, gives type of membership, start and end dates, the source of their membership (e.g. payment, donation, check), and status: whether the membership is current or expired. For each member, there are links for View, Edit, and Delete.

At the top, shows aggregate data about memberships by type.


There are two options under the CiviMember menu, as well: Find Members and Import Members.

Find Members

There is a robust search function for members, allowing search by all fields: membership status, membership type, start and end date, source, member name, email address. You can search by OR criteria as well, to get contacts who are either of one membership type or another, for example.


Find Members leads to the following features, among others:

Export Members:

You can choose members as search results from the Find Members feature, and export them to CSV files, viewable in spreadsheet applications such as Excel.

Email Members:
You can select a group of members as search results to send an email to.


As for Import Members:

Import Members

Import member data stored in CSV format.
Field mappings: the order in which the comma-separated values in a file are stored in data fields is known as a field mapping. These can be saved for a given source file.

The Import Members feature also has built-in error correction. For instance, an email address field will correct invalid email addresses.