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Using the Membership Search Function

Updated: Mar 4, 2022

To perform a search for members/membership packages, navigate to the Membership main menu item and then select ‘Search’ from the drop-down menu.

The next screen reveals the search options for the membership module in ChilliDB. As with most modules in ChilliDB, users are offered a range of preset filters to conduct their search with, or they can set their own parameters by creating a new filter of their own. They are also able to decide whether they want to view results that are ‘Current’, ‘Expired’ or ‘Both’; and they can create a New Membership package from this page if a search is conducted, and the package is not yet available.

The preset filters options are as follows:

1. By member: this options allows users to search for a particular member (contact or organisation) amongst their membership packages. Clicking on the ‘By Member’ option reveals a search box at the top of the page where users enter the name of the member they are looking for. As they begin to enter the name (3 letters or more), names containing those letters will appear under the search box.

2. All: finds all of the membership packages available in your ChilliDB system.

3. My Membership Packages: reveals all of the membership packages that the user had interacted with in the system, whether that be creating the packages themselves, or simply linking contacts/organisations to them.

The user-created filters are accessed by clicking on ‘New Filter’ and then choosing the fields and values you wish to search via.

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