Member Directory

The Members Directory lists information about all members within the database.

• Member records are defined by the different statuses: Current, Pending, Resigning, Resigned and Deceased
• Columns in the directory can be added or removed to suit individual user preferences
• Names, member number, groups and other select fields have search filters

Video Guide

Step by Step Guide

Step 1 - Access Member Directory

• Select Directory located under Members from the Main Menu

Step 2 - Customise the Directory Display

• Select the Show/Hide Column button
• Tick/untick the column name you want to display
• Close the options by selecting x
• The customised display in all directories and repositories automatically Saves the individual MiMembership user preferences

Step 3 - Search by Member Status 

• Select the Status Tabs displayed across the top of the directory table
• System statuses are:
  • Current - all active, inactive, waitlist and other member records
  • Pending - used with third party integrations. New member records waiting manual approval
  • Resigning - future dated resigned records
  • Resigned - all resigned records
  • Deceased - when the resignation reason 'deceased' is selected. Deceased records are auto excluded from reports and communications

Step 4 - Search the Members Directory for an individual or group of members with the same field value

• Enter a value into one of the available fields Filter boxes in the column header

Step 5 - Sort data by column

• Use the Filter Arrows or View Filter available in the column header
  • The Filter Arrows will sort data ascending or descending
  • The View Filter (eye icon) has the options to show only empty, show only not empty or the hide column

Step 6 - Navigate to the individual member record 

• To redirect to the member's individual record select the Member's Action button and then the Menu Option 
• Click on the Member Name hyperlink to redirect to the Member Details page
• Click on the Group Name hyperlink to redirect to the member record Memberships page

Step 7 - Bulk Actions

• Tick the Select boxes to select member records then select the Bulk Action button for options
• The Bulk Action feature allows you to perform the same action for multiple members at one time

Step 8 - Create a New Member record 

• Select the +Member button
• This action redirects you to the Create Member process