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Member summary and member list

From the Members module, you can view a table summarizing your membership database, or a full list of members that you can filter and search.

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The member summary and member list does not include contacts who are not members or who have been archived, and does not include suspended members. You can view excluded contacts from the contact list or using an advanced search.

Displaying the member summary

To view the member summary, hover over the  Members  menu and select the  Summary  option.

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The member summary displays the number of members broken down by membership level and membership status.

The Total column is the sum of the ActiveLapsed and Pending columns.

Using the toolbar options, you can add a new member, export the entire member database, or send a mass email to all members in your database.

When you click on a number within the table, a list of members with that membership level and membership status will appear.

Within the list, you can click a member's name to view their membership details.

Displaying the member list

To display the full member list, hover over the  Members  menu and select the  List  option.

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On the simple search page that appears, you can filter the list by entering a search keyword or by selecting from a list of predefined filters.

To perform a more advanced search, using multiple search criteria, click the Advanced search tab. From the advanced search page, you can assemble your search criteria and save your search for future use.

Using the toolbar options, you can add a new member, export the current member list, send a mass email to the current member list, or archive the current member list.

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