Build a Search Template (MiClub XClub)

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
    • This will open the window with your Print List templates Click here for: How to create a Print List
  • Select the print template you require
  • Click OK
    • Print or export your search from the print preview screen