Results Tab (Membership List)
The Results tab displays the record(s) that matched the criteria entered on the Search tab, whether basic or advanced.
If you're not familiar with selecting records in lists, please see this topic on how to select records from lists in Windows.
Finding a Record in the List
When the Results list is displayed, you can quickly find a member by simply typing the last name. As you begin to type, a field labelled, "Last Name Search" will appear above the list and will contain the letters you type. Type enough of the last name to identify the record, then press Enter. The current list will be searched for that name and if found, the record will be highlighted for you. If no Last Name is found, the system will also look at the Member ID column for a match (if that column is part of the list).
Note that the list will be searched in the order that it is currently displayed, from top to bottom.
Also, use the Page Up/Page Down and Arrow keys to move through the list, or use CTRL+Home and CTRL+End to scroll to the beginning or end of the list, respectively.
Changing the Sort
Click the column heading of any column to sort the list by that column. For example, to sort the entire list by email address, click the Email column heading:
The first click will sort the column in ascending order, the second click will sort the column in descending order.
Sorting by Member ID
The Member ID column sorts differently depending on a preference setting. If you have the "Require Numeric Member IDs" Membership preference turned on, then the column will sort in numeric order (and you will only be allowed to enter numeric IDs on the membership record itself). However, if the preference is off, the column will sort alphabetically. For example:
On (numeric sort)
Off (alphabetic sort)
Widening a Column
If you need to read especially long entries, just position your mouse pointer between the column headings until the cursor changes to a double-headed arrow, then drag the column to the size you want.
Dividing the View
Divide the list into two sections by using the split-scroll bar so you can see two different parts of the list at once.
Choosing a Preview Display
With MemberTies Professional you can choose up to two "previews" of the selected membership record. A preview is a synopsis of a certain portion of the overall data, displayed at the bottom of the results list. Each time you click on a record in the list, the appropriate preview information displays. This enables you to make certain types of information immediately available without having to actually open the record.
See Working with Previews for more information.
Depending on the setting of the "Refresh Lists Automatically" preference, the list may or may not redisplay to show changes each time you add or modify a record. If the preference to automatically refresh has been turned off, you can press F5 or choose Actions > Refresh Display to re-retrieve data from the database. Note that the number of records matching the search criteria is always displayed on the Results tab.
Working with Records
|•||Press Enter to open the currently highlighted record for editing.|
|•||Press the plus ( + ) key to add a new record.|
|•||Quickly display or copy contact information for a selected record by highlighting the row and choosing Actions > Display Contact Info.|
|•||Duplicate a selected record by highlighting the row and choosing File > Copy Member|
|•||Toggle the Include in Mailings checkbox by selecting any number of records and choosing Actions > Include in Mailings or Actions > Exclude from Mailings|
|•||Build an Email List by selecting any number of records and choosing Actions > Build Email List|
|•||Select any single record that contains a Website entry, and then choose Actions > Open Website to open your default web browser and go to the web page.|
|•||Assign one or more members to an existing group record by selecting the desired records and choosing Actions > Assign Group|
|•||Assign one or more members to an existing activity record by selecting the desired records and choosing Actions > Assign Activity|
|•||Update multiple fields on selected records at once by choosing Actions > Change Data (Bulk)|
|•||Additional options are available either from the Actions menu, or from the popup menu accessed by right-clicking a row in the list.|