Use Smart Search to quickly find members who match specific criteria, such as membership type, gender or handicap range.
In this example we’re searching for members in the ‘Full’ golf membership group with a handicap between 0 and 20.
Steps - Create and run the smart search
- Select Smart Search from the main menu
- Choose Members for the search Output
- Click the Next: Build Criteria button
- Set the Criteria for the Membership in each of the Search Field options:
- Field Section = Memberships
- Field Name = Primary Group
- Field Operations = In
- Field Value = Full
- Click the +Criteria button
- Set the Criteria for the Handicap in each of the Search Field options (optional):
- Field Section = Golf
- Field Name = Handicap
- Field Operation = Between x and y
- Field Value = 0 and 20
- Click the +Criteria button
- Click the Next : Preview Results button. This action returns a list of the smart search results
- To Export the results to CSV
- tick the Selected all check box
- select Export Members from the Bulk Action button menu options
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