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Find a profile in your administration system.


🎥 Video tutorial: How to search for a profile

Basic search

Click on the magnifying glass in the top right to display the search pane.

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You can also use the keyboard shortcut Ctrl + Space to open the search pane.

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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

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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

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Select the profile you wish to view from the list.

Smart Filters


🎥 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

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The list of smart filters can also be viewed in the search pane.

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