There are several ways to search for members, depending on the account’s configuration.
Members or Contacts Listing
One way to search for members or contacts is by using the Smart Search filters through the Member or Contacts listing.
Click on the View Members link from the Admin dashboard. Alternatively, you may see a Members link on the left menu under Members & Contacts. The same idea applies to any other listings you may have available such as Contacts, Staff, Vendors, Companies, and more.
Once on the listing, you will see several search filters, also referred to as "Smart Search" filters. Below are a few examples of the types of filters you may see:
- First Name
- Last Name
- Email Address
- Membership Type
- Chapter Name
- Renewal Date
Depending on how many filters there are, you may see a More Filters option which allows you to expand to view more filters.
Click the Search button to perform your search.
Another method to search for members or contacts is to use the Global Search option located on the top right. This is the search box located next to your profile image.
Simply begin to enter the name or email of the person you are searching for.
Select the member from the search results.
Global Search option can also find events as well as groups!