You will be able to search for a registered member in your database at any time on the admin panel. When searching for a members record, you'll also be able to view their payment record, edit their submitted form details (if they've made a mistake) and print a receipt of their membership.
Step 1 - Access the Search Member function
Hover over the Memberships icon in the left menu sidebar and select Search your Members. Do not select Single Member View as this is where Volunteer Management and uploaded member Documents are accessed.
Step 2 - Input your Search Criteria
On the next page, you will be presented with a series of fields that can be filled out. However, it isn’t necessary to fill out all fields when carrying out a search. For example if you want to search for details on the system about a member and the only information you have is their surname, then you need only enter that surname in the relevant field in the Members Details section. The same can apply for the Paid By section as well. You can fill out as many or as few fields as you wish when carrying out a search.
Please note that the search parameters are case sensitive (if a member has an apostrophe in their surname, then please input it - or vice versa if the member did not input it when they registered)
After entering your search criteria in the relevant fields, you can choose the relevant membership year in the drop-down menu at the top, before clicking Find to search for this member.
Step 3 - Viewing the Search Results
The next page will display details for the member you have searched for. If there is more than one result, you can order results by:
- Not Paid
- Not Signed
- Submitted Timestamp
In the Details area of the search results you can find information about the membership package. The Submitted By section tells you which online user is associated with the membership payment.
The drop-down menu on the right hand side allows you to complete further actions on the selected search result. These actions are covered HERE
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