Find a profile in your administration system.
Video tutorial: How to search for a profile
Click on the magnifying glass in the top right to display the search pane.
You can also use the keyboard shortcut Ctrl + Space to open the search pane.
The following fields can be used to search for a profile:
Enter your search term/s
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
Select the profile you wish to view from the list.
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
The list of smart filters can also be viewed in the search pane.