Member Directory

Modified on Tue, 23 Apr at 3:44 PM

The Members Directory lists information about all members within the database. Columns can be added or removed to suit your preferences. Names, member number and groups have searchable fields.


Quick Guide


Step 1 - Access the Member Directory from the Main Menu under Members

Step 2 - Customise your display using the show/hide columns button, select which column/s you want to display

Step 3 - Search by Member Status using the status tabs displayed across the top of the directory table 

Step 4 - Search by Surname, First Name, Member Number or Groups by typing a value into the column field

Step 5 - Sort column data by clicking the column button/change column view with view button

Step 6 - Actions for individual members can be found in the actions menu

Step 7 - Bulk Actions select the members and use the bulk action menu to perform the same task for multiple members 

Step 8 - Add new member by clicking on the +Member button



Step by Step Guide


Step 1 - Access Member Directory under Members from the Main Menu


 

Step 2 - Customise your Display by using the Show/Hide Column button, tick/untick the column you want to display. Close the options by selecting x



Step 3 - Search by Member Status using the status tabs displayed across the top of the directory table



Step 4 - Search for the Member by entering a value into the fields

 


Step 5 - Sort Column Data by selecting the column button, where applicable the view icon give you the option to show only empty, show only not empty or hide column (Most commonly to view members without an email address)


 

 

Step 6 - Navigate to individual member information by selecting the member's Action button


Step 7 - Bulk Actions - select your members then select the bulk action button for options




Step 8 - Add New Member by selecting the +Member button




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