Easily Filter & Group Your Member & Non-Member Data Using Views
Are you frequently gathering a list of your members or non-members that have a common attribute such as a specific status or custom parameter?
In Membee’s advanced interface, you can save time and create a customized view so that in one click, you can see the most updated list at any time! You can even prioritize what information you want to see in your view so you don’t need to search for it, such as their phone number.
As the expert of your organization, you may find consistent patterns within your workday. One of these patterns could be how often you frequently look for a particular list of members or non-members. For example, if you’re getting a list of members with a particular status every day.
This simple process should remain simple and that’s just what Membee does. We’ll dive into how.
So what are views?
Views display a list of member or non-member data in a user-friendly way, making it the quickest way to see and gather a particular group of people or organizations.
You can fully interact with the list by:
Create As Many Customized Views As You Want!
If you find that you’re always trying to gather a list of members or non-members using specific criteria, it’s time to create a custom view.
A custom view allows you to set your filters and configure what columns display in the view, making it quicker for you to get the information you need at any time in the future!
For example, I’m always looking for my Associate Counsellors and my Certified Counsellors daily. I can set up a customized view where the filter would be:
This simple filter will allow Membee to generate a view that can be accessed at my convenience.
Prioritize What Columns Appear
Make your view work efficiently for you by displaying important information you need to know at a glance without opening their record to find that information. Whether that’s a phone number or a custom parameter, you call the shots!
For example, I need to know the following information at a glance:
By displaying these columns, I can easily refer to this information without having to search for it.
Your Own Preferences
How member information is organized in a way that makes sense to you is important. It’s also important for your other team members.
That’s why Membee makes it easy for you to configure and personalize the system so it’s unique to your login.
For example, a membership coordinator would frequently look a list of all members including their phone or email addresses. However, the treasurer would look for members that will be billed in the next coming days. These are two separate lists but both are important.
You can easily create customized lists without cluttering your team member’s views and changing their own configuration that makes sense to them.
Really – get buzzing without holding back!
Want to Learn More?
For a full tutorial of views, follow along our tutorial video:
People Views
Organization Views
