Articles
Member Records
Quick Steps: Members > Members Listing 1. Within the Management Console , select Members from the top menu, then Members Listing from the left menu. 2. Enter the member's details for one of the relevant fields into the searc...
Member Statuses
Quick Steps: Members > Members Listing 1. Within the Management Console, select Members from the top menu, then Members Listing from the left menu. 2. Complete a search for the member that you need to update the status of, or if you...
Adding a New Member
Quick Steps: Members > Members Listing > Add Adding a member allows you to add a new record and relevant personal details to your database. Once you have added a new member, you are in a position to communicate to that member via email, pro...
Linking Members
Quick Steps: Members > Members Listing > Search & View Primary Member > Links > Search for Member to be Linked to the Primary Member 1. Within the Management Console, select Members from the top menu, then&nbs...
Merging Member Records
Quick Steps: Members > Members Listing > View Member Record > Merge > Search for the member you're merging with > Merge the old record into the new record 1. Within the Management Console, select Members from the...
Viewing Member History and Notes
Quick Steps: Members > Members Listing > View Member Record > History or Notes Viewing Member History: 1. Within the Management Console, select Members from the top menu, then Members Listing from the left menu. 2. Search f...
Making a Member Financial
Quick Steps: Members > Members Listing > Search for Member > View > Subscription
1. Within the Member Listing, access the Member Detail page by searching for the member and viewing their profile.
2. Click Subscription...
Making Members Financial - Linked Members
Quick Steps: Members > Members Listing > Find the Primary Member > View > Subscription > Next > Select All Linked Members > Generate > Post > Payment
1. Within the Member Listing , access the Member Detai...
Deleting a Member
Quick Steps: Members > Members Listing > Search for the Member > View > Delete
Deleting a member will permanently remove that persons record from the database, preventing them from being able to login and preventing your organisat...