Find a Member

From Support Wiki
Jump to: navigation, search
There are multiple ways to find a member, depending on what information you know about your member.
Member Management-rd bullet.jpg
When you know the name of your member
Member Management-rd bullet.jpg
When you know only part of the member name
Member Management-rd bullet.jpg
When you know the representatives’ name, Account name/ID, Phone/Fax, Email address, Mailing Address, or Business Category.
Member Management-rd bullet.jpg
Using custom criteria to look up by almost anything
By member name - Using the drop-down list box
1.
Within the Members module, click the drop-down arrow to the right of the Member name. See Figure 1-8.
2.
In the Member list, click the desired member name.
When the drop-list is displayed, you may begin typing the first letters of your members’ name to advance to that member automatically.
Member Management-Find a Member-MemberManagement.1.06.1.jpg
Figure 1-8 Member drop-down list
By Member Name - Using the Find button
1.
Click Members in the left-hand menu.
2.
On the Find menu, click Member or Rep.Member Management-Find a Member-MemberManagement.1.06.2.jpg
3.
In the Enter Search Term: box, type the member name. Note: If you only know a portion of the member name, click Match any part of member name in the Match Options drop down list
4.
In the Choose Member/Rep list, click the desired member name.
5.
Click Continue.
Member Management-Find a Member-MemberManagement.1.06.3.jpg
Figure 1-9 Member Look-up window
By Representative Name - Using the Find button
1.
Click Members in the left-hand menu.
2.
On the Find menu, click Member or Rep. Member Management-Find a Member-MemberManagement.1.06.4.jpg
3.
In the Filter Type: drop-down list, select Representative Name.
4.
In the Enter Search Term box, type the representative name. Note: If you only know a portion of the representative name, click Match any part of rep name in the Match Options drop-down list.
5.
In the Choose A Member/Rep list, click the desired representative name.
6.
Click Continue.
Using custom criteria
1.
Click Members in the left-hand menu.
2.
Click filter options.
Member Management-Find a Member-MemberManagement.1.06.5.jpg
Figure 1-9a Selecting filter options
3.
Click Advanced.
Member Management-Find a Member-MemberManagement.1.06.6.jpg
Figure 1-9b Selecting your custom criteria
4.
Select the desired custom criteria.
5.
Click Continue.
6.
The Members drop-down list will now display only those that meet your criteria. You can click the left and right arrows to move quickly through the selected records.
Member Management-Find a Member-MemberManagement.1.06.7.jpg
Figure 1-9c Filtered drop-down list
7.
To return back to the full list of members, click filter options and select clear filters and click Continue.