Member Summary Pop Up

The Member Summary Pop-Up provides a quick way to view key member information and navigate directly to more detailed information without leaving your current screen.

To open the Member Summary Pop-Up, click a member’s name in any repository, excluding the Member Directory.

From the Member Summary Pop-Up, you can:

• View member and membership details: Quickly access key information about the member and their memberships.
• Navigate to other areas: Use the available actions and links to access additional information or perform relevant tasks.
• Close the pop-up: Click the X in the top-right corner to dismiss the summary panel.

TIP: From the Invoice Repository, click a member’s name to open the Member Summary Pop-Up, then use the available links to navigate directly to their membership details.