Member administration

💬 General Discussion
1

Hello Forum, Dear All,

I want to use SuiteCRM for setting up a member administration for a group of associations (HQ and subsidiaries)., non profit. Including the administration of subscription fees of members. Does anyone have experience in how to connect products (annual membership fees) to contacts (members)? And how to administrate payments and overdue fees?

Thanks in advance for your advice and suggestions. :slight_smile:

Menno

2

Hi, welcome.

Have a look at the Products, Quotes and Invoices modules, you can probably build something up from those.

You can try to handle the recurrence aspect with some Workflows to trigger new quotes when due, for example. But it will require some customization, I guess. I don’t think it’s a scenario that is fully handled by SuiteCRM out-of-the-box, although it is surely doable.

You might get something from reading this:

https://pgorod.github.io/Concepts-Accounts-Contacts/

… because of what you mention regarding HQ and subsidiaries (possible something you want to use sub-accounts for).

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