View an Individual Member Record
- Click on Members in the left hand menu
- Click on the name of the member you want to view details for. Their details will appear on the screen.
Another level will appear in the left hand menu beneath that member‘s name. Four menu options (icons:
) will appear:
- View – click here to see a member‘s details
- Edit – click here to change a member‘s details
- Audit Log – click here to see an audit trail of changes made to a member‘s details
- Member Tags – if your association has set up tags for members, you can click here to assign tags to a member
Underneath these icons there are links to ‘View Types‘ and ‘Transactions‘.