Member Change - Tabbed Layout

Created by Help Desk 2, Modified on Fri, 02 Jun 2023 at 01:22 PM by Help Desk 2

Member Change - Tabbed Layout

When you edit a member's information in the Member Database Admin, you'll notice a tabbed layout option on the edit screen. This feature organizes the fields into different tabs, which can be helpful for associations with a large amount of member data.

Here's the order of the tabs:

1. Contact: This tab contains general contact and address information for the member.

2. Email/Plan: In this tab, you'll find details about the member's email, membership plan, and other specific information related to their membership.

3. Custom Fields: If your association uses custom fields, they will be included in this tab. If you have categorized custom fields, additional tabs will be created for each category.

4. Admin Permissions: This tab allows you to grant specific permissions to member-level users through checkboxes for various features.

5. CRM: The CRM tab displays CRM information, such as recorded contacts and any administrative reminders set for the member.

6. Marketing Page: For chambers, this tab provides options to manage the Marketing Landing Page.

By using these tabs, you can easily navigate and manage the different aspects of a member's information within the Member Database Admin.

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