- Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order.
- The Directory list is color coded. Active members are displayed in Black, Courtesy members are displayed in Blue , Dropped/Inactive members are displayed in Red , Prospective members are displayed in Green and Non-Members are displayed in Grey.
- Type the name of the member into the search box, or simply scroll through the list to find the member.
-
OR click the filter icon to apply additional filtering options.
-
- Click Membership Status Selections if you wish to filter contacts based on status (Active, Prospective, Courtesty, Non-Members, In-Active)
- Click Alphabetical (A-Z) to sort the list of contacts alphabetically. NOTE: Membership Status filters will be applied.
- Click Distance to sort contacts based on how close the member is to your current location. Distance is measured from the device location (not your office). The GPS feature in the device must be enabled for the distance to display. NOTE: Membership Status filters will be applied.
- Click Category to filter members to a specific category, then select the desired category. NOTE: Membership Status filters will NOT be applied.
- Click New Members This Month to filter to just those members who joined in the current month. NOTE: Membership Status filters will NOT be applied.
- Click New Members Last Month to filter to just those members who joined in the previous month. NOTE: Membership Status filters will NOT be applied.
- Click New Members YTD to view just those members who joined in the current year. NOTE: Membership Status filters will NOT be applied.
- Click Dropped Members This Month to view just those members who dropped in the current month. NOTE: Membership Status filters will NOT be applied.
NOTE: To clear filter, click the filter icon again and click Clear.