Once you have performed an advanced search as described in Using the advanced member search, you'll get a list of matching individuals on the Member Search page. In the example screenshot below, a Smart Group filter called Active Regular Members is used; notice that all the results have a member type of Regular Member.
You can click on a name to bring up the detail page for that person/organization, or to edit the record. See Member details page for more information.
Each result will also show one or more fields of information. The Name field is always included. In the example above, the display also shows Primary Organization, Member Type, Active Status, and State. You can customize which fields are displayed on the results page by following these steps:
Click the customize display columns link at the bottom of the page, as shown.
From the list that appears, check off a field to add it to the display, or uncheck a field to remove it from the display.
If you wish to clear your selections and start over, click clear at the top. To choose all possible fields, click all at the top. (You will not normally want to add all fields to the display, unless you're exporting data as explained below.)
Click 
to change the display fields, or click 
to abandon your changes. The
changes will take effect immediately, as demonstrated below - notice that
the End Date column has been added.
Remember that you can view all of the fields for a member by simply clicking the member's name. See Member details page for more information.
For your convenience, you can perform quick actions, such as creating an invoice or sending an email, for any member you find through a search. You can also check off multiple members in your search results and perform an action on all of them.
To the right of each member returned by a search, you will see four buttons as shown below.
Each button is explained below:
Edit member
profile information: Click this icon to edit the member's profile.
You can
use this to change or update any and all information for the member, except
for the Member/Affiliate Type. See
Editing member info
for details on updating the profile, and see Member
history for how to change the member or affiliate type.
Process
a payment: Click to generate a new payment for the member in question.
This will
take you to the Add Payment screen, and the member for whom you clicked
the icon will be chosen automatically. See
creating
new payment receipts for more information.
Create
an invoice: Click to generate a new invoice assigned to this member.
The member
will be chosen automatically, and the rest of the invoice will be blank
for you to fill in as you wish. See
Adding single or batch invoices
for more information.
Send email:
Click to send an email to this member through Members360°. This
email will be automatically tracked through the member's Communication
history. (Clicking
this link is identical to clicking the member's email address from the
results page or the member profile page.) See
Email and Member
history for more details.
Delete member: Click
to delete this person from your database. This
removes the member from your database, although any history linked to
this member from other areas will remain.
Note: Be very careful when deleting members! Only delete a member who is a duplicate, was entered as a test, or has been inactive for a long time and needs to be dropped to keep your database clean. If the member has simply lapsed, you can change the member to inactive, or allow the system to auto-deactivate the member after the grace period for membership has passed. See Renewal preferences and rules for more information on grace period.
You can apply the same actions mentioned above for multiple members simultaneously. Just check off as many members in the result set as you wish. Then choose the action from the pulldown in the upper right.
If there are multiple pages of members, just navigate through the pages and continue checking off members; the total number of members checked will be shown at the bottom of the page, and any action you perform will apply to all checked members, regardless of what result page they're on.
You can also perform actions for every member returned by a search, rather than checking off certain members. To do so, choose all from the first pulldown, as shown below. To perform actions for only checked members, choose the default value of selected from this pulldown.
There are six actions you can perform for checked records, as shown in the pulldown at the top of the results area. Each option is explained below.
create invoice: You can create invoices for each checked member in a batch. See Adding single or batch invoices for more information.
send email: You can create and send an email to the members checked. See Email for more information.
print: You can print out this list of members using a previously created report. This will take the members you chose and print them out using the report format you choose. If the report you want does not already exist, you'll need to create the report first. See Reports for more information.
export data: You can export the checked members to an Excel spreadsheet. Choosing this option will generate an Excel spreadsheet of the selected members. When you choose this option, you'll have the ability to pick and choose which fields are exported using the same interface that you use to select fields for the display (as explained above).
renew: You can create a membership renewal entry for all checked members. You will have the option of whether or not to create an invoice along with the renewal entry. Please see Renewing members for all the options you have connected to member renewals through Members360°.
delete: You can delete all the selected members. This permanently removes the members from your database, although any history for the members remains.
Note: Deleting members is permanent. Do not delete a member unless you really mean it!
update member data: You can use this option to change a field value for all selected members. See Mass-updating data for more information.