Find all the Address records that meet specific criteria. Here’s how to filter the list to display just those Addresses you want to see. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Addresses” tab to open the “ADDRESSES” window. Type your search text … Read more
Find all the Household records that meet specific criteria. Here’s how to filter the list to display just those Households you want to see. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Households” tab to open the “Households” window. To search all Household … Read more
Review payment information about Dues and Fees that are invoiced to Households. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Members” tab. In the “MEMBERS” window that opens, click on the “View” icon (blue eyeball) in the “ACTIONS” column. The “MEMBER HOUSEHOLDS” section … Read more
Review the Household(s) that you have connected to a specific Address. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Addresses” tab. In the “ADDRESSES” window that opens, scroll through the Address list till you find the row that contains the entry you want. … Read more
Review the members of an individual Household. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Households” tab. In the “Households” window that opens, scroll through the Household list till you find the row that contains the entry you want. If your list covers … Read more
