How Do I Access My Member's Information?

By default your members are all stored in your Members folder. When you access your Members folder, you will see all your members listed in a business card format. Clicking on a card will bring up the member's account.

How Do I See Information About My Members?

From the member's profile, you can see several tabs at the top. See below for examples of the Profile, Membership Billing, Contact, and Timeline tabs.

Profile

Click the Profile tab in a member's account to view and edit your member's data/fields. You can customize the fields that are displayed by editing the Member Admin template under Customization > Member Admin.

Membership Billing

Click the Membership Billing tab in a member's account to view and update the member's membership level and billing options.

Contact

Click the Contact tab in a member's account to view the member's contact information, as well as any additional contacts associated with this member's account. You can also email a member directly from this tab.

Timeline

Click the Timeline tab to view and add to the member's history (join date, renewal date, payments, events attended, etc). You can find more information about the Timeline here. 

Click the Move tab to move or copy the account to another folder

Click the Delete tab to delete the account or remove the account from the current folder.

Click the Refresh tab to refresh the member's account with the most current information.