1. Home
  2. IMSe
  3. Membership
  4. How to use the Select Fields area in Member Searches
  1. Home
  2. IMSe
  3. Dues
  4. How to use the Select Fields area in Member Searches

How to use the Select Fields area in Member Searches

The Select Fields are the items that make up the Column Headers in any type of Member Search.   Name and Member ID are the only two columns you cannot add or remove from searched results.

 

  1. Click the Search button.
    • You will now see the Member Search pop-up window.
  2. Enter your Search criteria (e.g. Member ID, Local Union, Trade, etc).
  3. Go to the Select Fields.
    • Click the arrow if it is pointing to the right.
  4. There are six “Quick Select” field buttons with a multitude of columns below them.
    • The Member Fields button is first and the default.
      • Several boxes are automatically checked under the Membership subheader for all Fields buttons. However, you may uncheck if needed.
  5. You may Click the other Field buttons (Demographic, Dues, Certification, Officer & Staff Fields) for other options.
    • Demographic Fields button checks most of the boxes under the Demographic subheader.
    • Dues Fields button checks all the boxes under the Dues subheader but also checks all the boxes under Employer.
    • Certification Fields button checks all the boxes under LMS Certifications.
    • Officer Fields button checks several boxes under Officer & Officer Address subheaders.
    • Staff Fields button does the same as Officer, but for under the Staff and Staff Address subheaders.
    • Click the Reset button in the Select Fields box to revert back to the default settings.

[ht_message mstyle=”alert” title=”Duplicate Member Rows” show_icon=”true” id=”” class=”” style=”” ]Please be aware, in some cases where a Member would have multiple values for a Search Field, that member will have two or more rows in the Search Results List.[/ht_message]

Updated on October 5, 2017

Was this article helpful?

Related Articles

Leave a Comment