To view the information for an individual Member, make changes to it, add tags that designate participation roles, and review dues payment history, log in to your organization’s website.
- Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen.
- Click on the “Members” tab.
- Scroll through the Membership list until you find the row that contains the Member’s entry. If your list covers more than one page, click on the right arrow above the list to move to a later page, the left arrow for an earlier page, or a page number to go directly to that page.
- Click on the View icon (blue eyeball) near the right end of the row that contains the record you want to review. (You also can click directly on the Member’s name.)
- In the “MEMBER DETAILS” window that opens, individual boxed sections contain specific types of information. At the top left, the Member’s avatar appears (or a generic icon if no picture is available), headed with the Member’s name.
- Immediately below the avatar, the “TAGS” section displays the Member’s organizational roles. Click on the “+ Add Tag” button to add tags. In the “ADD TAG TO MEMBER” window that opens, click on the “Please Select The Tag You Want To Add Below” dropdown menu to choose an existing tag from the list of options, or choose “New Tag” to type a new tag name in the “Tag” data box. To confirm your selection and return to the “MEMBER DETAILS” window, click on the “Add” button, or click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window to abandon your changes.
- Below the avatar and Member tags, the “INFORMATION” section displays the date that the Member signed up on your website and any information the Member supplied in response to customized questions on your Member form. Click on the “Member Notes” link to open the “MEMBER NOTES” window and add comments about the Member.
- Below the “INFORMATION” section, the “CUSTOM FIELDS” section displays information from custom fields added to the Member Form.
- Below the “CUSTOM FIELDS” section, the “ADMIN ONLY FIELDS” section lists custom-field data that’s visible only to Admins (and Sub-Admins with Membership-related privileges).
- Below the “ADMIN ONLY FIELDS” section, the “MEMBER ACTIVITY” section lists payment actions and activities in chronological order, beginning with the most recent.
- At the top right, the “CONTACT” section lists the Member’s name, contact information, and address.
- Click on the “Set Password Request” link to open the “SEND A SET PASSWORD REQUEST?” window. Click on the “Send” button to send the reset request. Click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window to exit the “SEND A SET PASSWORD REQUEST” window without sending a request.
- Click on the Edit icon (blue pencil) at the right end of the section title to open the “EDIT MEMBER” window and review or revise the Member’s personal information, contact data, Member-directory preferences, custom-field and admin-only field data, and avatar.
- Below the “MEMBER ACTIVITY” section, the “OUTSTANDING MEMBER DUES” section itemizes the Member’s current and late dues and fees. The “ACTIONS” column provides icons that enable you to mark a dues item as paid, send the invoice to the Member again, make notes about the invoice, or download a copy of the invoice PDF file.
- Below the “OUTSTANDING MEMBER DUES” section, the “PAYMENT HISTORY” section lists recent payment history, including the invoice date, type of dues item (Member or Household), name of the item, amount paid, service fee, miscellaneous fee, name of the payor, and the payment type. In the “ACTIONS” column, the “more info” link opens an “INFO” window that lists the payment date, invoice number, and amount, along with icons that enable you to make notes about the invoice or download a copy of the invoice PDF file. The “Resend Receipt” prompts the system to send the Member a new copy of the payment receipt.
- Click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window to exit the “INFO” window without making notes or downloading the invoice.
- To return to the “Members” window, click on the “back to Members” link at the top left of the “MEMBER DETAILS” window or press the “Esc” key.