Members Module

The HtkDoli Members module lets you consult and manage the members of your organization (associations, foundations, cooperative structures). It covers identity, contact details, the current membership and the history of contributions paid.

Interface and Features (List)

The main view displays the list of all your members.

Consultation and Search

Search bar: Search by full name (first + last name), email or phone number.
Sorting:
- Date (Newest → Oldest)
- Date (Oldest → Newest)
- Name (A-Z)
- Name (Z-A)
Filters by membership status, with a displayed counter:
- All
- Draft (status -1)
- No contribution (status 1 but no end date)
- Up to date (status 1 and a future contribution end date)
- Expired (status 1 but the end date has passed)
- Cancelled / Excluded (status 0 or -2)
Filter by member type: if member types are synchronized, a "Type" sub-menu lets you filter by category, with a counter.

⚠️ Search, sorting and filters apply to the members already loaded locally. Beyond the first page, remember to load more members to include them.

Information Displayed (Member Cards)

Each row represents a member with:

Their full name (first + last name, or the login if both are empty).
Their Dolibarr reference (badge).
A contribution badge (shown only when the member is validated): "Up to date DD/MM/YY", "Exp. DD/MM/YY" or "No contribution".
Their company (if applicable).
Their town and email.
Their phone numbers (landline / mobile).
Their photo or initials, with a colored status dot overlaid (Draft, Up to date, Expired, Cancelled).

Alphabetical Index

When sorting by name, the list is grouped by letter. An index bubble appears while scrolling to indicate the current letter.

Pagination

List paginated in batches of 50, with a "Load more" button.
Pull-to-refresh available.
A freshness indicator in the header signals when the list becomes "stale" (after one minute) and offers a manual refresh.

A long press on a member card opens a quick-actions menu:

Call (landline) / Call mobile.
New mail (if an email is set).
New message (SMS to the mobile or landline).
Directions (opens Maps with the address).
Renew contribution (opens the add-contribution screen).
Create a ticket (pre-fills the linked third party if present).
Edit file.
Share (VCard): exports the contact in .vcf format.
Delete.

A left swipe offers deletion; a right swipe offers editing.

Detail View (Consulting a Member)

Header (Hero Section)

Member photo (or initials).
Full name.
Company (if set).
Status badge.

Identity

Civility
First name / Last name
Company (if the member represents an organization)
Nature (Natural person / Legal entity)
Date of birth (if set)
Linked third party (tappable to open the third-party file, if it is loaded locally; otherwise the third-party ID is shown)

Contact Details

Email (email link)
Landline phone (call link)
Mobile (call link)

Address

Postal address
Postal code and Town
State/Department (raw Dolibarr value)
Country (country code)

Membership & Contributions

Current membership:

Member type (label resolved from the synchronized types).
Start date.
End of validity date.

Contribution history:

List of all contributions recorded for the member (label, from/to period, amount, recording date).
A "+" button to add a new contribution (if you have the right to create members).
Left swipe or context menu to delete a contribution.

Documents

Consult documents linked to the member, preview and download them, and add a document (membership card, photo, bylaws, etc.). Adding is possible as soon as the member exists on the Dolibarr side.

Miscellaneous

Linked user login (if any).
Public note.
Private note.

System Information

Dolibarr ID
Reference
Creation date
Last modification date

Actions

Send an email (if an email is set): Opens an email compose sheet with the address pre-filled.
Renew contribution: Opens the add-contribution screen.
Validate the member: Available on a draft member. POST /members/{id}/validate does not exist in Dolibarr's API, but updating the member with the "validated" status does the same job (verified on 15 September 2026 against a 24.0.0).
Cancel the membership: Available on a validated member. Switches the member to the Cancelled status (confirmation dialog; the action can be reverted by re-validating).

⚠️ The "Actions" section only appears if you hold the member create/edit right.

Email templates

When sending an email to a member, the compose sheet automatically pulls the templates configured in Dolibarr (Setup > Document templates > Email templates). A "Template" dropdown appears at the top of the sheet whenever templates are available: picking an entry pre-fills the subject and the body of the message from the chosen template. The "None (free input)" option remains available if you would rather write everything by hand. All fields stay editable after a template is applied, and any HTML present in the template is converted automatically to readable plain text.

Floating Header Actions

Member file (PDF): generates and displays the PDF preview of the member file (a warning flags any modifications still pending sync).
Edit (if allowed).
Delete via the "…" menu (confirmation dialog; also deletes the linked contributions).

Creation and Editing

The editing screen (MemberEditView) lets you fill in:

Identity: Civility (Mr / Mrs), Gender (Man / Woman / Other), Last name (required), First name, Company, Nature (Natural person / Legal entity), Date of birth (optional), Photo (file name).
Third-party link: associate the member with an existing third party (optional), with search, and the ability to clear the link.
Contact details: Email, Landline phone, Mobile.
Address: Street, Postal code, Town, State/Department (ID/Code), Country code (e.g. FR).
Membership: Member type (a picker if types are synchronized, otherwise manual ID entry), Membership end date.

No more "Start date": Dolibarr's API does not store it (verified on 15 September 2026) — the first membership date comes from the subscriptions. Only the membership end date is written.

System & Miscellaneous: Linked user login (optional), Public visibility.
Notes: public note and private note.

The Last name is the only required field to save.

Business Behavior and Dolibarr

Statuses (Dolibarr mapping)

-1 → Draft ("Membership in draft") — the status of a member just created.
0 → Cancelled ("Membership cancelled"), -2 → Excluded ("Member excluded").
1 → Validated. The detailed state is computed from the end of validity date:
- End date in the future → "Active member (Contribution up to date)".
- End date in the past → "Active member (Contribution expired on …)".
- No end date → "Active member (Contribution absent)".

Contributions

Contributions recorded for members feed a history viewable in the file. Each contribution has a label, a period (start date / end date), an amount and a recording date. Creating a contribution sends the period and amount to Dolibarr; on the server, depending on the module configuration, it may generate an accounting entry and a tax receipt.

Offline Mode (Offline-First)

Creating a member and adding a contribution work even without a connection: the record is saved locally and placed in a queue, then automatically synchronized with Dolibarr when the connection returns.

Rights and Permissions

Read: accessing the module assumes the member read permission in Dolibarr.
Create / Edit / Contributions / Validation / Cancellation / Deletion: all driven by the adherent.creer permission. If you do not hold this right, the create button, the add-contribution button and the file's "Actions" section are not shown.

Synchronization

List paginated in batches of 50.
Member types are reloaded on a full refresh.
Contributions and documents are loaded when the file opens.
The photo is fetched from the server and cached.

Screenshots

2 screenshots — click to enlarge