The Member List page lists all of the individual member records in your database.
Overview of the Member List
The Member List is a complete listing of all of the members in your organization. As you can see in the following illustration, you can view a lot of information about a member at a single glance. For example:
- Member name, address (both email and physical), and telephone number
- Envelope #
- Registration status and organization of registration
You can also see the total number of member records in your organization.
The illustration below identifies the main areas on this page.
Search Field
This field enables you to search for a specific member in the member List. You can use one of the following methods to locate the member you are looking for:
-
Type the member's last name or type a member's first name in the field. Click
or hit enter to start the search.OR
- Click
, then check one or more search criteria to refine your search further.
The results of your search are shown in the member List. For details on how to set up a "fuzzy" search, go to Fuzzy Search Filters.
Rolodex Filters
The rolodex filters are the set of letters and numbers located across the top of the Member List grid:
The filters enable alphabetic and numeric filtering of column data in the grid.
For instructions on using the filters, see How to Filter Records.
Alphabetic filters let you find and sort information in columns that start with letters, such as Name and Primary Position.
Numeric filters enable you to find and sort information in columns that start with numeric information, for example, the Date of Birth and OrganizationID columns.
Filter Criteria and Filter Column Fields
When you select a filter, the system highlights it (see illustration below). Additionally, the Filter Criteria field shows the name of the filter you selected. The following illustration shows the M filter selected:
The Filter Column field shows the name of the column to which the selected filter is applied. It also tells you the direction in which the information is sorted: 
ascending or 
descending. In the previous illustration, the Filter Column field is set to Date of Birth Ascending, indicating that the grid is currently sorted by Date of Birth in ascending (A to Z) order.
For instructions on column sorting, go to Sorting the Display of Records.
Clear Filter Button
Click 
to clear the applied rolodex filter settings. The system redisplayed all member records (the unfiltered list). The Filter Criteria field updates to show that filtering is turned off:
Toolbar
The toolbar is located at the top of the grid under the row of rolodex filters. The toolbar contains menus and buttons for performing common member List functions.
Record Count
This dropdown list lets you select the number of records (default=10) displayed on each page of the grid. You can display 10, 25, 50, or 100 records per page.
The default number of records per page is 10. If you change the number of records and want to keep the change, click 
to save the selection. Every time you open the Member List page, the system shows the number of records per page you selected.
Save Grid Layout
When you change the page layout (see Flexible and Responsive Columns) or the number of records per page (see Records per page), clicking this button saves your new layout.
Reset
Click this button to reset the page layout changes to the default configuration.
Select Grid Columns
Open a window where you can select the columns you want to include in the grid.
Send Email
Send emails to selected members. Go to Send Emails in Family Suite for instructions.
Filters
Display the Advanced Filter setup window, where you can enter multiple criteria (e.g., last name, phone number, and email address) to search for records that match the criteria you specify. For instructions on using the Advanced Filter, go to Advanced Filters. For descriptions of the Advanced Filter fields, go to Descriptions of the Advanced Filter Fields.
Export to CSV
Export member records you select in the member List to a .csv file. For instructions, go to Export List to a .csv File.
Mail Merge
Create personalized hardcopy letters for mass mailings to families and members. For instructions, go to How to Perform a Mail Merge.
Add New Members
Add a new member record to your member List. For instructions, go to Add a New Member Record.
Delete Selected Members
Delete a selected member from the member List. For instructions, go to How to Delete a Family or Member from the Member List.
Forget Selected Member
Remove or prevent accessibility to a member's personal data. For instructions, go to How to Remove a Member's Personal Data. Learn more about this feature in Forget Family Feature FAQ
Quick Reports
Click to display the Quick Reports menu:
Column Headers
You can customize the content and layout of the Member List page to meet your needs. You can determine which columns of information to display in the list. You can also relocate and resize columns.
For details on customizing the layout, go to How to Customize the Layout of a Page.
You can also sort the records in the grid on a specific column. For details, go to How to Sort Records.
Member Information
All of the members in the organization you select are listed in this section.
Select All/Deselect All Member Checkbox
Select the checkbox to select the records you want to work with:
- Click the checkbox in the column header to select all records listed on the page you are viewing. A checkmark appears next to each entry after you select the checkbox to indicate that the record is selected. You may need to use this global checkbox when you have many members to select or when most of them should be selected. You can then deselect the members you do not want to work with individually.
- Click the checkbox in the column header again to deselect all previously selected records in the list. The checkmark next to each entry is removed after you select the checkbox again.
Individual Check Boxes
Select the checkbox next to the member name. For example, if you are sending an email to one or more members, select the checkbox next to each member's name.
Member Name Links
Each member in the Member List has a link to its own database record. Select the link to view or update the member's record.
Page Controls
Total Record Count
To the right of the Show menu, the total count of records in the grid is displayed. In the following illustration, the total record count is 13:
Page Navigation
The number of pages in the member List is displayed in parentheses at the bottom of the page. Select a page to go directly to that page in the list. Alternatively, click 
to page back or click 
to page forward through the list.
Updated