When you first select Members from the main menu, you will be presented with the Search window. The Saved Searches screen will appear with All Customers / Members. The purpose of this section is to enable you to quickly view member and customer information. There are four ways to do this:

  1. Saved Searches - Allows you to quickly view groups of members/customers based on your previously saved searches 
  2. Build Search - Allows you to create and edit searches for individuals and multiples based on a huge range of criteria
  3. Name Search - Allows you to search your database for individuals using any combination of words 
  4. Selector - Allows you to search for an individual using such criteria as surname, email and telephone

Quick Process

In this example, we build a new search of members who have a joining date between selected dates and by Membership Type.

  • Select the Build Search tab
  • From the drop down menu, select the first item of your search criteria i.e. Membership Type > is Equal To > Flexible
    • Select the Add button
    • Enter the next item of your search criteria i.e. Date of Joining > is between > X date and X date
    • Optional: If you will use this search often, select Save and name the Search, select Save (bottom right button of on screen keyboard)
  • Select Search
  • Your search results will now appear in the Member List View
    • To print or export your search list, select Print from the main menu
    • Select the print template you require
    • Click OK
      • Print or export your search from the print preview screen