Searching for Members

by Wade Girard

March 16, 2021

You can search for members by any of the following member details
First Name
Last Name
Email Address
Member Number
City
State

To search, simply enter in one of the above pieces of information that you want to search for in the search field above the table of members and type the enter key.

When the search is complete the table will be updated with only the member records that match your search criteria. Click the ‘X’ to the right of the search to clear the search and get all the members.

You can also filter your member list by changing the filter option to the right of the search. When you click on the filter a dialog box will appear with all the options that you can filter your member records by.

The currently selected filter will be in bold. Click on any other filter option to change the filter that is being used, the system will fetch member records that match this filter, and will incorporate any search criteria that is set.

You can also sort the member records that are returned by the system by clicking on the sort option. You can sort by first name, last name, and member id.

Quick Start Guide

by Wade Girard

March 15, 2021

When you log in to your account for the first time there are some steps you should take depending on how you plan to use the system. First and foremost will be to setup all your member types and members.

Setting up Member Types

While in the membership app, click on the Member Types tab

You will see a default member type in this list. We recommend that you do not remove it but rename it to what you want your default member types to be names, as well as the rest of the setup for the default member type

You can read the Member Types article on how to add and manage member types.

Importing Members

Getting your current membership into the system is critical to success. The easiest and best way to do this is to import them from a CSV file. You can read the Importing Members from CSV article on how to do this. Let us know if you need help with this step, we are here to help and do this all the time.

Adding a Logo

If you have a logo for your group that you want to have use in your email communications, you will need to first upload that logo. You can do this in the Files app, it does not need to be a shared file in order to use it in your emails.

Setting up emails

You can create email templates that are used when certain events occur, we call these “triggers”. In order to do this go to Emails and follow the instructions for create great looking emails for your group.

Getting Help

We all need help from time to time and we are here to help you. Your success is our success and we really want you to succeed. If you ever hit a snag and need some assistance please email us at support@middletwin.com and we will get back to you ASAP. In order to get answers quickly, please include the details of what you are having an issue with and screenshots.