Member Database

Created by Help Desk 2, Modified on Fri, 02 Jun 2023 at 10:19 AM by Help Desk 2

Welcome to our help desk! The Member Database is a crucial part of our Membership Management System (MMS). It allows your organization to efficiently manage member information, generate reports, control access to the members' area, and send mass communications.

Each member and contact, including prospects, is assigned a "Member Type." You can edit these types in the Member Plans section, which can be accessed either through Configuration -> Plans (Member Types) or Members -> Member Database -> Plans.

In the Member Database Admin area, users with administrative-level access can modify information for all members. Admins have the authority to add, modify, or delete members, as well as change their membership status.

The Officers List, also known as the Board of Directors list, is controlled within the Member Database through the member profile edit feature.

When you navigate to the Member Database page by clicking the Member Database link in the admin area, you'll find several options at the top:

  • Quick Menu: This menu provides useful tools for managing members, including links to the main admin menu and billing menu, and the ability to add member categories and view/add member plans.
  • View & Status: These functions are related to managing specific members. For detailed information, refer to the Member Database Admin help file.
  • Show/hide columns: Use this button to customize the displayed columns in the member table, showing only the information you need.
  • Add New Member: This option allows admins to create a record for individuals who submit paper membership applications or apply over the phone. Check out the Member Database Fields page for more information.
  • Search: Easily search for members based on any available data such as email address, zip code, or first name. The MMS will narrow down your search results.
  • Member Table: In addition to the columns you choose to display, you'll find an Actions column with options to edit, delete, view member info, and access member functions such as billing, referrals, and contacts.
  • Merge: This function enables you to merge one member with another, useful for organizations with members having primary and subordinate types. Section 3.7 provides more information on how to use this feature.

We hope this guide helps you navigate the Member Database effectively. If you need further assistance, please don't hesitate to reach out to our support team.

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