1. Within the Members module, click the drop-down arrow to the right of the Member name. See Figure 1-8.
2. In the Member list, click the desired member name.Figure 1-8 Member drop-down list
1. Click Members in the left-hand menu.
2.
3. In the Enter Search Term: box, type the member name. Note: If you only know a portion of the member name, click Match any part of member name in the Match Options drop down list
4. In the Choose Member/Rep list, click the desired member name.
5. Click Continue.Figure 1-9 Member Look-up window
1. Click Members in the left-hand menu.
2.
3.
4. In the Enter Search Term box, type the representative name. Note: If you only know a portion of the representative name, click Match any part of rep name in the Match Options drop-down list.
5. In the Choose A Member/Rep list, click the desired representative name.
6. Click Continue.
1. Click Members in the left-hand menu.
2. Click filter options.
3. Click Advanced.
5. Click Continue.
6. The Members drop-down list will now display only those that meet your criteria. You can click the left and right arrows to move quickly through the selected records.
7. To return back to the full list of members, click filter options and select clear filters and click Continue.