Member Quick Search
The Member Quick Search lets you quickly find a member without leaving your current screen. It’s designed for fast lookups when you already know some details about the member.
You can use the Member Quick Search to:
Find members as you type
Jump directly to a member’s details
Switch to the full Find Members screen if you need more search options
Search Members
Start typing into the “Search Members” field at the top of the screen. You can search using:
First Name
Last Name
Member ID
Date of Birth
Email Address
Mobile Number
Enter at least three characters
Pause briefly while results load
Select a member from the suggested result. This will take you directly to that member’s “View Member Details” page.
If you can’t find the member you’re searching for, select “Find Members”.
This takes you directly to the Find Members page, where you can filter to find the right member.
Video Version
Troubleshooting
Issue | Possible cause | Action |
I can’t see the “Search Members” box | This feature is only available when you’re in the Memberships sub-application |
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No results appear while I’m typing | This may happen if:
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I know the member exists, but they don’t appear | A member won’t appear in Member Quick Search if:
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I can’t see the “Go to Find Members” option | This option only shows if you have been given the relevant permission. |
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