Skip to main content

Membership Management

Updated over a week ago

To search for or manage a particular household, from the navigation select Members. This will provide you with a search box to look up a household. To search, click inside the search box and type the household's name, address, phone, and/or email address, and click "Search all Households".


To sort, click on any column header, which will sort by ascending or descending order for the column in question.

2.jpg


To filter, click on the "Filter" button and add or subtract a selection, such as Admin equal to Yes or Household Member contains Johnny. You can also add multiple filters.

3.gif


To configure the data that is presented in the grid, click on the Configure Table. Select or deselect the column headers you wish to display, or drag and drop the column headers to rearrange the order.

4.gif


To export the data, click on the export button. You can export the data as a PDF, .csv, or .xls file.

5.gif

Did this answer your question?