Keyword search - Members

Overview

Members are listed on the Members tab while all contacts (members, donors, email subscribers, etc.) are listed on the Contacts tab. This gives you the option to search for members from either the contacts or members tabs, and here we will show how to do a quick search from the members page.

• Keyword search is a convenient and simple way to quickly filter out member records matching any word(s) you type.
• For more complicated and other fun searches you should use Advanced search instead.

Find members by typing a keyword 

Keyword search will only search within the fields that are explicitly shown on that page, in this case "First Name", "Last Name", "Membership level", etc. See image below:

Note Archived records are not included in this list. You should use Advanced search instead if you want archived records included.

• Your entire member list is searched, but only 100 records are displayed at a time; use the show dropdown list for paging of results.
• The records are automatically sorted by LastName. If LastName is missing then it will try sorting first by FirstName, then by Organization, and finally by Member ID (a.k.a. User ID).
• Just start typing in the search box and records that match what you type are automatically filtered out, e.g. to find a specific member you can type their email, and to find all active members in the "regular membership" level you would type "active regular membership". 

Fields included in member keyword search

Here is the complete list of fields that will be searched using Keyword search:

Column 1

• First name
• Last name
• Organization
• Administration - e.g. type "full access" (without quotation marks) in the search box to filter out all members with full access admin privileges.

Column 2

• Membership level
• Role - defines whether member is part of a bundle or not e.g. type "bundle" to bring out all members who are in a bundle; type "individual" to filter out non-bundled members

Column 3

• Member status
• Renewal due date

Column 4

• Email
• Emailing preferences - e.g. type "subscribed" to filter out members with emails enabled.