Members Module (Members)
The HtkDoli Members module allows you to consult, create and manage the members of your association or organization directly from the mobile application.
Interface and Features
The module interface is designed to give you immediate visibility on the status and contact details of your members, and allow you to manage their information and contributions smoothly.
Consultation and Management
- Members list: Browse the complete list of members with a quick overview of their identity, category (type) and status.
- Detailed member file: Access a complete view of a member which brings together their personal information (last name, first name, login, photo), their contact details (email, telephone, address), the details of their affiliation (type of member) and their related contributions.
- Link with Third Parties: If a member acts on behalf of a company or is also a Third Party in your Dolibarr system, the application facilitates direct access to this Third Party’s file.
Editing and Offline (Offline-First)
- Creation and Modification: Add a new member or update the file of an existing member via a complete form interface.
- “Offline First” mode: HtkDoli was designed to allow the creation of members even without an internet connection. The new member is registered locally and placed in a queue; it will be automatically synchronized with the Dolibarr server as soon as the connection returns.
Business Behavior and Dolibarr
The module faithfully respects the concepts and management rules established in the Dolibarr Members module.
Member Status
The application intelligently calculates the overall status of a member to facilitate monitoring of their membership, based on business data (numerical status and dates):
- Draft: Membership not validated.
- Active (Up-to-date contribution): The member is validated and the end date of validity of his contribution is later than today’s date.
- Active (Expired contribution): The member is validated but his contribution has expired.
- Active (Contribution absent): The member is validated, but no validity date is defined.
- Cancelled / Excluded: The member has a canceled status even though he has had a contribution in the past.
Typology and Contributions
- Member Type: When creating or modifying, you must assign the member to a pre-configured Member Type (which notably defines the default amount of their contribution).
- Monitoring Contributions: A member’s file allows you to follow the history and status of their contributions (amount, start date, end date and associated note).