Smart Search By Postcode

Modified on Fri, 22 Dec, 2023 at 9:02 AM

Smart Search for members by Postcode.

This could help you determine how many current members reside in a certain postcode and/or joined the club between certain dates for statistic/marketing/membership drive purposes.

Quick Guide

Step 1 - Click on Smart Search in main menu

Step 2 - Select the Members output and then build criteria

Step 3 - Select the Search Fields

Field Section - Contacts

Field Name - Home Address Post Code

Field Operations - Equal To

Field Value - type in Postcode. Add criteria

Step 4 - Select join date search fields (if required)

Field Section - Member

Field Name - Join Date

Field Operations - Between x and y

Field Value - select start and end dates (e.g. 01/01/2023 to Current Date). Add criteria

Step 5 - Click Next : Preview Results
Step 6 - Export results and/or save for future use

Step by Step Guide

Step 1 - Click on Smart Search in main menu

Step 2 - Select the Members output and then build criteria

Step 3 - Select the Search Fields. Field Section - Contacts, Field Name - Home Address Post Code, Field Operations - Equal To, Field Value - Type in Postcode. Add criteria

Step 4 - Select join date search fields. Field Section - Member, Field Name - Join Date, Field Operations - Between x and y, Field Value - select Start and End dates (e.g. 01/01/2023 to Current Date). Add criteria.

Step 5 - Click Next : Preview Results

Step 6 - Export results and/or save for future use

Export Results

Save Search