Member Management

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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

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.


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Member Module Navigation

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


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  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.

How to Add, Drop, Merge Members

Learn how to:

Add New Member

When adding a new member to the database, you simply fill in the requested information as the wizard walks you through four information screens.
You will be asked to fill in the following information screens:

  • General Information
  • Additional Information
  • Billing Information
  • Web Display Information

When you click Finish, your member is automatically added to the database.

  1. Click Members in the left-hand menu.
  2. On the Add menu, click Member.
    MemberManagement.1.05.1.jpg
    Figure 1-3: Add Member Wizard
  3. When Step 1: Basic Information opens, type the correct member information. See Figure 1-4.
    Note: An immediate warning will appear if trying to create a duplicate member. See more info.
    MemberManagement.1.05.2.jpg
    Figure 1-4: Step 1: Basic Information
    • Globe icon – Click the globe icon to open an internet connection and test the website address that is entered. This will ensure that you have typed the address correctly if the correct page opens in the browser window.
    • Call First – Check this box as a reminder for you to “call first” before sending a fax to this member.
    • Check Use Physical Address as the Mailing Address if both the physical and mailing address are the same address. This will save time so you won’t need to type the address twice.
    Tip: The Mailing Address fields must contain an address in order to print labels for this member. Either type an address or click Use Physical Address as the Mailing Address.
  4. Click Next to continue.
  5. When Step 2: Additional Information opens, type the correct member information. See Figure 1-5 and
    MemberManagement.1.05.3.jpg
    Figure 1-5: Step 2: Additional Information
  6. Click Next to continue.
  7. When Step 3: Lodging (not available in all editions) opens, select Enable Lodging for this member if desired. If not, click Next.
  8. When Step 4: Billing Information opens, complete the desired fields and click Next to continue. See Figure 1-6 and
    MemberManagement.1.05.4.jpg
    Figure 1-6: Step 4: Billing Information
  9. When Step 5: Web Display Information opens, complete the desired fields and click Finish to complete the process. See Figure 1-7.
    MemberManagement.1.05.5.jpg
    Figure 1-7: Step 5: Web Display Information

When you click Finish, your member is automatically added to the database and included in the online directory (unless the Does Not Display on Web check box is selected).

Find a Member

There are multiple ways to find a member, depending on what information you know about your member.
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When you know the name of your member
Member Management-rd bullet.jpg
When you know only part of the member name
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When you know the representatives’ name, Account name/ID, Phone/Fax, Email address, Mailing Address, or Business Category.
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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.

Edit Member Information

How to edit member contact information

Edit Billing contact

Change a Selected Rep

Modify Billing Renewal Month

Modify Created Date

Modify Established Date

Edit Fees and Dues

Edit File by Name

Edit Join Date

Modify Member Login name and Password

Modify Member Representatives

Change Membership Status

Change Modified Date

Edit Web Display Information

Drop a Member

Reinstate / Re-activate a member

Merge Members

Custom Fields

Community Member

Manage Representatives

Add a New Rep

Modify Contact Information for a Rep

Reassign Rep

Remove/Inactivate a Rep

Add custom fields for a rep

Send email to rep(s)

Print label for a representative

Web Display Options for a rep

Set Default Web Display Options for Reps

Modify Group Participation

Impersonate a representative in the Member Information Center

Assign login permissions to a rep

Determine what rep info is seen in the Member Information Center

Manage a Member's Online Listings

Edit Member Public Displayed Contact Information

Edit Member Public Display attributes

Edit Member Public Description

Edit Member Public Photos and Images

Edit Member Search Results Map Information

Select Basic or Enhanced Listing

Set the Redirect Index

Generate Member Info Page URL

Manage Communications

Record a Phone Call or Note

Send an Email

Create and send a letter or fax

Refer a member using eReferral

What is an eReferral?

Send an eReferral

Edit eReferral email setup options

Create a reminder

Print a single label

Print a label(s)

Download label information

Manage Account Information

Check Current Balance

Edit Renewal Month

Edit Billing contact

Change a Selected Rep 2

Setup automatic recurring credit card or ACH billing

Membership Fees and Dues

Add a New Fee or Due to a Member

Remove or Edit a Fee or Due for a Particular Member

Assign Fee with Start and Stop Date

Invoice a One-Time Item

Viewing transaction history (QuickBooks using CQI)

Transaction History (integrated Billing only)

View Individual Member Stats

Event Activity

Billing

Other Individual Member Reports

Individual Rep Logins

Creating Rep Login/Password

Sending a mass email invitation to create login account

Create a single login account

Joined Login Names

Rep Login Permissions

Inherited or Custom Permissions

Rep Permissions

Default Permission Sets

Managing Rep Permission Sets

Setting Maximum Permissions

Why Individual Rep Logins

Login Error Messages

Member Management FAQ's

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

Help Documentation

Browse the Member Management Table of Contents