The Member Search Page

This article is about the member search module in the Members section of the admin. This module can be viewed and used by the View and Manage Member roles. 

To get to this module, select the Members option from the menu at the top of the admin dashboard:

The member search page is made up of two main sections, split vertically:

1. The left side of the page is the searching filter panel (this is collapsible).
2. The right side of the page are the search results.

Using the Searching Filter Panel

Filter Option 1

Filter by portal: You can filter by any individual portal you have access to. You can further refine your search by choosing a portal group from any that exist in the selected portal (or you can choose the default "All" option, which runs the search through all the groups in the portal).

Filter Option 2

You can look up individual members with various options that identify them, including name, email address, phone number, ID, and key field data. 

Narrowing down a search can be done by setting a filter from the filter drop-down on the top left of the page:

1. Member name
2. Email address 
3. Phone number
4. Gender
5. Age

Filter Option 3

If the portal has custom fields enabled, you can filter using them. Data will be displayed in accordance with the type that each custom field uses. In the example above, for instance, field one is a text input question (single line), field two is a dropdown, field three is multi-selection, field four is range (number input), and field five is a date input.

Viewing the Search Results

Once you choose the data by which to search, click the SEARCH button.

All options that pass the set filters will appear in the search results section (the right side of the page). As a simple example, if the only data-type used to search is "Member Name," and "Be" is typed into the search field, any portal members with "Be" in their name will appear in the search list. If Ben and Becky both belonged to the filtered portal, then they would both appear in the list. The more filtered your search, the more specific it will be.

Search results are listed in rows, and in columns are listed certain data. Default data includes Name, Portal Group, and Last Activity; if the portal has custom fields enabled, they will be included in the search results. You can change the list of columns that are displayed by clicking on the columns option to the right of the search results: