Members Tab


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This tab displays all membership records that have been assigned to the group.  You can open any listed membership record for viewing by selecting it and clicking the Open Member icon.

Assigning Membership Records

1On the Members tab, click Search.
2When the search window opens, enter criteria that will help you find the member(s) you want to assign, then click "Retrieve".  You can search for as many records as you need (select the Append checkbox to continue adding to the results list).
3When all records to be related are shown in the results list, select the desired records and then click "Select". All highlighted records will be assigned to the group.

Removing an Assigned Member

Removing a membership entry from this tab merely breaks the relationship between that membership record and the group. The actual membership record is unchanged.

1On the Members tab, select one or more membership records to delete.
2Click Delete.
3Confirm the deletion.