Member Management

The Members module is the cornerstone of the Growthzone software application. Here you can view contact information, membership status, account balance, and many other details for each of your members.

Common Tasks in the Members Module

• Accessing and Navigating the Members Module

• Add, Drop, Merge Members

• Add, Inactivate, and Modify Reps

• Displaying Member Info to the Public

• Record and View Member Communication

• Billing & Account Information

• Member Statistics

• Advanced Options

Manage Your Members

Accessing and navigating the Members module

Getting to the Members Module

Access the Members module in the backoffice by clicking "Members" from the left navigation bar.

Member Module Navigation

To locate a member, click the drop-down arrow on the right side of the drop-down member list.

1. Displays name of currently selected member
2. Click the left or right black arrow to move quickly from one member to the next.
3. Indicates the record number of member that is currently displayed out of the total number of members that are viewable with the current filter selection.
4. Click filter options to choose which members should display in the Members drop-down list.
5. Click Find to locate a database entity by member name, representative, group event or billing transaction (if using integrated Billing)
6. Click Add to add a new member, rep, event, Hot Deal, eReferral, Info Request, MarketSpace item, or Job posting
7. Displays your database name and unique database ID
8. Select a tab to view items unique to each member. See tab description below.

An Overview of the Member Module Tabs

• General: Basic member information, membership status, sales stage, join date, & custom fields

• Reps: Basic member representative information, their personal web display options, & group participation, individual rep login permissions

• Web: Member description and contact information that displays on the member information page, web participation level (basic or enhanced), member login name and password, web display attributes, member logo, photos and images.

• Communication: Displays communication history for this member; ability to log a call, print a label, send email or send an eReferral. Task Reminders are scheduled here.

• Account: Assign Billing rep and billing renewal month, account information, membership fees, view invoice and payment activity

• Stats: Member reports for event activity, web hits, Hot Deal hits, Job Posting Hits, MarketSpace hits, A/R History, Member Benefit and Member Profile

• Lodging: Optional lodging information including facility types, lodging amenities, and vacancies. Only available if Lodging module has been enabled. Contact support@micronetonline.com to determine your options in regards to the Lodging module.

• Advanced Options: Business categories, location (if enabled), Hot Deals, job postings .Manage your members

• Marketing: Allows banner advertisements to be loaded for a member that will appear at designated places on your website. See Marketing Package.

• Files: Area to upload files and documents that should be associated with a member. This is member-specific storage of files. E.g. Upload a member contract or agreement for reference by your staff. See Store member files on their record.

Member Management FAQ's

Find answers to the most commonly asked questions about Member Management on the FAQ page

• I’m "missing" members in my drop-down list. Where did they go?

• “This page is not available for the [Community Member] record." What does that mean?

• How do I drop or inactivate a Member?

• Will the software warn me if I try to create a duplicate member?

• Does updating the member contact info automatically update my representative contact info?

• What does the pushpin do?

• More FAQs...

Help Documentation

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