Related
Create Member Note
Member Record
Member Dashboard
Member Notes List (Empty)
Create Member Note
A member's note can be created by admin. Member notes display on the member record page but cannot be seen by the member. Other admins can view, edit or delete the note.
Key Features
- Member notes list (private to admin)
- Add, update, edit or delete notes
- Notes automatically dated
- Notes cannot be seen by members
Member Record
The detailed member record view puts all the important information at your fingertips. Choose what information you share with other members.
Key Features
- Member contact details
- Member's subscription details and expiry
- Bio (member can edit and update this)
- Dietary preference (also shown on event attendee reports)
- Member notes
- Member's forum contributions
- List of member's smart group participation
- List of member's colleagues
Member Dashboard
Members' dashboard contains notifications of upcoming events, news, messages and notifications.
Key Features
- Personalisation
- Dashboard shows pinned announcement
- Upcoming events
- Recent news
- New Messages
Member Notes List (Empty)
When viewing a member record, you can easily add notes for that member.
Key Features
- Member notes list (private to admin)
- Add, update, edit or delete notes
- Notes automatically dated
- Notes cannot be seen by members