See an Overview of a Member’s Engagement

In a single click, the overview window or panel will display the person or organization's membership or activities and see how they are participating or engaging with your organization. Designed to give you an at-a-glance view, it will include lifetime membership or event billing and the number of events they have attended or will be attending.

Categories: General

A Quick Glance at Their Membership & Activities

The overview area for a person or organization will display information about their engagement with your organization.

An overview would include information such as:

Membership-Related Information

  • Join Date

  • Dropped date
  • Drop reason
  • How long they have been a member
  • If they are a contact of an organization
  • Total lifetime membership dues
  • Total lifetime event purchase amount

Activity-Related Information

  • Last time they were contacted
  • Any outstanding tasks
  • Number of notes attached
  • Number of registered upcoming events
  • Number of events attended
  • Any committee participation
  • Listed in any groups
  • Number of logins
  • Last date the profile was modified

Two Ways to Access the Overview

When viewing a record, you can see the overview by clicking the Overview icon in the core area or in the Overview Panel

1. Overview Icon

2. Overview Panel

(click image to enlarge)

Looking to Upgrade to the Updated Interface?

  • Plenty of customization options

  • Advanced interface features

  • Hands-on resources & interactive tours

  • No additional costs or fees

  • Maintains your access to Membee Classic
  • All users in your organization are upgraded

*Upgrading is for existing clients who are currently using Membee Classic.

Learn More

Looking to start using Overviews? Learn more about managing records below.

Got a Question?

We’re here to help. Simply send us an inquiry or email us at support@membee.com