Searching for a Member

From the main Home page, you can drill down to a list of Members that you want to work with. 

To do this, click on Member and choose either one of the listed groups of members:

• all my members currently offered by another landlord
• all my members accepting offers by another landlord
• all my members registered online to be validated
• all my members registered online via Online Form to be validated
• all my members registered online via Quick Capture to be validated
• all my members registered online where I am the managing partner
• all my members registered online where I am not the managing partner

Or

• Type in a name to search on in the search box

In this example we have opted for ‘all my members registered online to be validated and banded’ list. 

You can drill down to a Member record by clicking on the line of that Member and this will take you to the CRM page