Member Management-Find a Member

There are multiple ways to find a member, depending on what information you know about your member.

When you know the name of your member

When you know only part of the member name

When you know the representatives’ name, Account name/ID, Phone/Fax, Email address, Mailing Address, or Business Category.

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.

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.

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.

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.

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.

Figure 1-9a Selecting filter options

3.	Click Advanced.

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.

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.