Versions Compared
Key
- This line was added.
- This line was removed.
- Formatting was changed.
Find a profile in your administration system.
Info |
---|
🎥 Video tutorial: How to search for a profile |
Basic search
Click on the magnifying glass in the top right to display the search pane.
![](https://membes.atlassian.net/wiki/download/attachments/758841864/assets%252F-LL7X2n4AqX4iw9SOoHL%252F-Lue8BR6i2OUODhlfo0s%252F-Lue8k_49We0L5XFkZG_%252F_Search.png%3Falt=media%26token=c1b814c8-1129-4513-a5aa-5281020461bd?version=1&modificationDate=1613705261608&cacheVersion=1&api=v2)
You can also use the keyboard shortcut Ctrl + Space to open the search pane.
![](https://membes.atlassian.net/wiki/download/attachments/758841864/assets%252F-LL7X2n4AqX4iw9SOoHL%252F-Lue8BR6i2OUODhlfo0s%252F-Lue99dKqqHvDvkZAasr%252FScreen%2520Shot%25202019-11-27%2520at%252011.00.01%2520am.png%3Falt=media%26token=356730d3-a38d-4a8e-aef6-352754dc6085?version=1&modificationDate=1613705261616&cacheVersion=1&api=v2)
The following fields can be used to search for a profile:
Profile/member number
First name
Surname
Email
Company name
Enter your search term/s
![](https://membes.atlassian.net/wiki/download/attachments/758841864/assets%252F-LL7X2n4AqX4iw9SOoHL%252F-Lue8BR6i2OUODhlfo0s%252F-Lue9hWNFllY9Ns2UKFQ%252FScreen%2520Shot%25202019-11-27%2520at%252011.02.33%2520am.png%3Falt=media%26token=44a00277-8caa-48a6-8b42-9ce1678fac60?version=1&modificationDate=1613705261627&cacheVersion=1&api=v2)
A list of possible matches will appear.
The icon outline will change colour depending on the status of the member:
Green - current active member
Orange - member pending renewal
Red - lapsed or inactive member
Grey - non-member
![](https://membes.atlassian.net/wiki/download/attachments/758841864/assets%252F-LL7X2n4AqX4iw9SOoHL%252F-Lue8BR6i2OUODhlfo0s%252F-Lue9myQA9lZvWlh1h6K%252FScreen%2520Shot%25202019-11-27%2520at%252011.00.50%2520am.png%3Falt=media%26token=793e4da2-bf27-405f-b4cf-c3acc0d2bb9d?version=1&modificationDate=1613705261629&cacheVersion=1&api=v2)
Select the profile you wish to view from the list.
Smart Filters
Info |
---|
🎥 Video tutorial: How to use smart filters to refine your search |
Smart filters can be used to include additional search criteria when trying to find a profile.
To use a smart filter, enter the criteria, followed by your search term.
The smart filters available are:
i: - search for an individual profile
o: - search for an organisation profile
a: - search for an active member
-a: - search for an inactive member
![](https://membes.atlassian.net/wiki/download/attachments/758841864/assets%252F-LL7X2n4AqX4iw9SOoHL%252F-Lue8BR6i2OUODhlfo0s%252F-LueBr1TupqygLORA_DN%252FScreen%2520Shot%25202019-11-27%2520at%252011.10.46%2520am.png%3Falt=media%26token=857b20d0-ace4-490e-aa00-6e245aa3c95d?version=1&modificationDate=1613705261631&cacheVersion=1&api=v2)
The list of smart filters can also be viewed in the search pane.
![](https://membes.atlassian.net/wiki/download/attachments/758841864/assets%252F-LL7X2n4AqX4iw9SOoHL%252F-Lue8BR6i2OUODhlfo0s%252F-LueC12aJYZtasRu1Zu3%252FScreen%2520Shot%25202019-11-27%2520at%252011.11.47%2520am.png%3Falt=media%26token=6ced14a5-d731-40ad-bb21-75d1d2a6d123?version=1&modificationDate=1613705261633&cacheVersion=1&api=v2)
Table of Contents | ||||
---|---|---|---|---|
|