Members Listing

Quick Steps: Members > Members Listing 1. Within the Management Console , select Members from the top menu, then Members Listing from the left menu. 2. Enter the member's details for one of the relevant fields into the search field...

Quick Steps: Members > Members Listing 1. Within the Management Console, select Members from the top menu, then Members Listing from the left menu. 2. Complete a search for the member that you need to update the status of, or if you ne...

Quick Steps: Members > Members Listing > Add Adding a member allows you to add a new record and relevant personal details to your database. Once you have added a new member, you are in a position to communicate to that member via email, process s...

Quick Steps: Members > Members Listing > Search & View Primary Member > Links > Search for Member to be Linked to the Primary Member 1. Within the Management Console, select  Members  from the top menu, then  Members Listing  from the ...

Quick Steps: Members > Members Listing > View Member Record > Merge > Search for the member you're merging with >  Merge the old record into the new record 1. Within the Management Console, select Members from the top menu, then Members...

Quick Steps: Members > Members Listing > View Member Record > History or Notes Viewing Member History: 1. Within the Management Console, select Members from the top menu, then Members Listing from the left menu. 2. Search for the me...

Quick Steps: Members > Members Listing > Search for Member > View > Subscription 1. Within the Member Listing, access the Member Detail page by searching for the member and viewing their profile. 2. Click Subscription at the top...

Quick Steps: Members > Members Listing > Find the Primary Member > View > Subscription > Next > Select All Linked Members > Generate > Post > Payment 1. Within the Member Listing , access the Member Detail page by searching for the...

Quick Steps: Members > Members Listing > Search for the Member > View > Delete Deleting a member will permanently remove that persons record from the database, preventing them from being able to login and preventing your organisation from bei...