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Managing a Member Record

One of the most common activities is to manage a members record. Fortunately this is really easy to do. Start out by find the members record that you want to manage. After you have found the members record click on the line in the table (not the checkbox) to switch to the member details view.

The member record details view

You will immediately notice that the view has three panes. The first is related to the members demographic information. This should be fairly self explanatory. In the phone numbers section you can specify multiple phone numbers for the member.

The middle pane can be used to view the members preferences, as configured in there member portal, any notes you create, the member cannot see these notes, the ability to send an email directly to the member, place a call or send a text, and also create a list of tasks for tracking, again these are not viewable by the member.

The right hand pane has settings that are related to the membership, including tags, which you create and manage, member type, again you manage the member types, the members expiration date, newsletter preferences, and if you want to block communication from the member.

Make sure to always save your changes.

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