Tailor the Core Information That Displays Unique to You
Customize what information appears in the core area for people and organization records. You can add your very own custom parameters or custom fields and reorder them to see the highest priority items. It's unique to your login and access so you won't have to worry about other team members.
In your everyday workflow, you’ll find that the small things matter. This includes where and how you find information related to your members.
Membee makes it easy for you to add pieces of information to the core area so you can see the member’s information quickly.
Every Record Has a Core Area
When you open up a member or non-members record in Membee, you’ll notice a sidebar on the left – this is the core area.
This area holds the primary information about the member along with quick actions such as sending an email, creating a task, a note, and their overview.
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Add Information to the Core Area For Quick Access
Person or Organization have two different core areas for you to manage as you may look for different information for each.
Choose Your Fields
Based on what you frequently look for, you can choose what fields appear in the core area. This includes:
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Reorder Your Fields
The order of what appears should make sense to you. If one field or value is a priority, simply move it to the top.
