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 |
| 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... |
| Company Name | Text Box | Anywhere in the field |
| Email Address | Text Box | Anywhere in the field |
| Metro Area | Multi-select drop-down | |
| Subgroup | Subgroup selection tree | |
| 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 | |
| Pending Payment | Yes/No |
Notes:
- Country - If a state filter has been specified, then the country cannot be changed since the state filter is dependent on the country.
- State - Sensitive to the country selected and not available if the country has no states. If no country is specified, then it will default to the club’s country.
- Member Number - find everyone in a family or business membership; for clubs using ###-1, -2 as member numbers
- Metro Area - Available if metro areas have been defined
- Subgroup - Available if subgroups have been defined
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 50 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.
Search Results
The search results grid displays the following information:
| # | Member Number assigned by an admin or automatically by the system, quick member contact info and the option to send an email to the member. N/A is used to indicate a non-member (without a member number). |
| Name | First and Last Name. If the membership is a business membership, The business will be listed with the member name underneath. |
| Membership | Member Type and Status. Select the Status to change or update the status for a member. |
| Level | Primary, secondary or tertiary, and using the keywords defined by your club or association for secondary and tertiary members. |
|
Exp. Date |
The memberships' expiration date. |
| Maintain Options | See the detailed chart below. |
Maintain Options
| Icon | Name | Description |
| Profile | Select this icon to view the Profile screen for this member, or to view a contact info pop-up screen for the non-member. | |
| Mailing Categories | Select this icon to assign this member or non-member to one or more mailing list categories. | |
| Bio | Select this icon to view the member’s Bio page in the Membership Directory. | |
| Notes | Select this icon to write notes about this member. The first version is displayed when the note is blank; the second when a note exists. | |
| Charge/Credit |
Select this icon to enter a miscellaneous charge or credit for this member. When you add an additional charge to a member, the system will generate an email notifying them of the new charge to their account. |
|
| Renew | If the Renew icon is in red, the member is in the “renewal cycle” and will see a red Renew icon when they login. If the Renew icon is in black, the member is not in the “renewal cycle” but you can still process a renewal for them. This link is not shown for secondary or tertiary members, or for primary members with a status of Frozen or Dropped. | |
| Primary Member | This icon will appear for secondary and tertiary members. Clicking it takes you to the primary member’s Profile screen. | |
|
Sub-Members |
This icon will appear for a primary member that has secondary and/or tertiary members defined under the primary membership. Clicking it displays a popup list of these members, to jump to a specific member’s Profile screen. | |
| Payments | If this icon appears, this member owes money. Click to go to the Pending payments page. | |
| Reports | Select this icon to run reports for this specific member. The standard report dialog is displayed. | |
| More Options | A drop-down menu of additional options for non-members, described below. |
Note that subgroup admins may not see all of these choices, if they have been configured for read-only access to member data.