People Lookup
Control Panel > People > Admin FunctionsThis choice provides a read-only version of the People Manager. It is especially useful if you want to give someone limited coordinator rights to view membe rand non-member data but not to make changes. It’s also faster and more efficient than using the People Manager. Clicking this choice displays the following screen:
The default search is set to show both active and expired members. Select either members, non-members or both to start your search.
The system allows you to build a search using multiple filters. The following search filters can be used:
| Search Field | Control | Search Type | Notes |
|---|---|---|---|
| Last Name | Text Box | Starts with... | |
| First Name | Text Box | Starts with... | |
| Username | Text Box | Starts with... | |
| Address1 | Text Box | Anywhere in the field | |
| City | Text Box | Starts with... | |
| Country | Drop-down | ||
| State | Multi-select drop-down | ||
| Member Number | Text Box | Starts with... (find everyone in a family or business membership; for clubs using ###-1, -2 as member numbers) | |
| Company Name | Text Box | Starts with... | |
| Email Address | Text Box | Anywhere in the field | |
| Metro Area | Multi-select drop-down | Available if metro areas have been defined | |
| Subgroup | Subgroup selection tree | Available if subgroups have been defined | |
| Member Status | Multi-select drop-down | ||
| Member Type | Multi-select drop-down | ||
| Member Level | Multi-select drop-down | ||
| Category | Multi-select drop-down | ||
| Interest Group | Multi-select drop-down | ||
| Committee | Multi-select drop-down | ||
| Recent Additions | Multi-select drop-down | ||
| Renew Cycle | Yes/no | If present, those "in" or "not in" the cycle | |
| Pending Payment | Yes/no | If present, those "with" or "not with" a pending payment |
To add additional search filters, select the Add Filter button.
Select the sort option from the drop-down menu below the search filters. The following sort options are available:
- Last Name, First Name
- First Name, Last Name
- Company Name, Last Name
- Member Number, Last Name
Member records are displayed in pages of 30 members at a time, sorted by the search field selected. Select the Prev and Next buttons at the top or bottom of the list to move through the pages, or select a page from the drop-down list to select a specific page.
If you select the Company Name option to search or filter by this field, the display is slightly different. Company information is added to the Name column allowing you to see the companies specified by each member.
Unlike the People Manager, this screen does not allow changes to a member’s status, profile, bio, pending charges or credits, or notes.
Subgroups: For multi-tier organizations using the Multiple Websites model, the People Lookup function at the parent level will show all members from all linked clubs. To show only members from the parent level, contact our support team to turn off visibility of lower-level club members. Note, this will also turn off the ability to contact lower-level club members through email or text message.
Note: For clubs which have enabled the Contact Log, an "Open Logs Entry" button will appear at the top next to the search box and a maintain column will be shown in the results with a link for the Contact Log.