Member Management

Getting Started

Get started by watching this overview video or browse a Complete list of videos related to member management.

FAQ

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...

Common Tasks

• 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 and Miscellaneous

Help Documentation

Browse the Member Management Table of Contents