Premier | Searching Members

Premier | Searching Members

Description

The “Member Search” screen allows the user to view a list of all members including active and expired members, with the ability to search existing client record to create them as new members.

Resolution

In "Administrator" or via "Manager" click onto “Members Details"



Search Results

The search results screen by default will list all members, by  unticking the "Members Only" checkbox the search will return all client record cards.
The details presented in the search are defined in the "Site Settings" via the Membership Search Options

  1. In the “Search” field input the details of the member
  2. Press “Enter”, on your keyboard or  select the "Search Icon"  

Search Method

Using dropdown list to select the required search method
Default Method - typically the default is Name/Member Number or Name/Reference this can be configured in the Membership Search Options
  1. Surname / Membership Number or Surname/ Client Reference - enter the start of a surname or number/reference
  2. Alternate search methods:
    1. Phonetical Surname 
    2. First Name
    3. Unique ID
    4. Client Reference
    5. Address Line 1
    6. Postcode
    7. Email Address
    8. Phone Number
    9. BACS Reference