Member Record Screen

Navigation: To reach a particular member record, click on the member's name. 

Available on computer, tablet, and mobile views; sections appear in a different order depending on the size of your device.

Sections:

Member:

• Edit icon (top right corner)
• Photo (click to display photos and add or remove member photos)
• Name and honorifics
• Member Record Number
• Parent Organization Status
• Degree or status
• Date of initial membership and years of good standing calculator
• Print Profile button (note: the member MUST have a "Primary" affiliation in order for the profile to print)

Contact Info:

• Menu (Add Contact Fields, view history)
• Physical and mailing addresses - (click to display label and envelope print buttons)
• Phone numbers (click to call from mobile device)
• Emails (clickable to email)

Contact Preferences:

• Edit icon (top right corner)
  • Send Magazine
  • Do Not Mail
  • Prefer Email
  • No Solicitations
• Default Contact Info (date-sensitive)
  • Displays the current defaults: 
  • Default Address
  • Default Phone
  • Default Cell
  • Default Email

Email History (Parent Organization)

Bio Data:

• Edit icon (top right corner)
• Birth Date (calculated age)
• Occupation/Employer
• Related persons data

Memberships:

• Click to expand detailed view

• Member Affiliations
  • Click name to view this affiliation
  • Level (Primary, Secondary, etc)
  • Paid Thru Year
  • Dues Owed (click to expand Payment History if permitted)
  • Member Type/Dues Rate
  • Request Dues Card
  • Edit Affiliation (if permitted)

Military Service

• Click to expand detailed view
• Edit icon (add or edit)

Notes

• Click to expand notes
• Edit icon (add or edit Notes here)

User Account

• User Name
• Account Enabled
• Last Login
• Failed Attempts
• Active User Roles
• Links (clicking these links sends link to cell phone and email on record)
  • Invite user to create an account (Available only for those members who have an Office that may permit an active User Account. Your jurisdiction permissions may vary)
  • Resend Welcome Message (Sends link to enable new account)
  • Send Password Reset (Sends link to resent password)

Timeline:

• Click to expand detailed view
• Add icon (add or edit items in Timeline)
• Member Events by date (these events and dates are used for calculating YGS)
• Historic Offices Held by time

Current Offices:

• Click to expand detailed view
• Edit icon (top right corner) does not make changes to officers of a club/chapter/lodge.
• Use Certificate of Election to update the Officers of a chapter/club/lodge.

Member Info:

• edit icon (top right corner)
• Names and dates of significant member events
• Proposer/Sponsor (if known)
• Mentor (if known)

Awards/Certifications:

• Click to expand detailed view
• edit icon (top right corner)