Use filters and search on the Members page to narrow the list and find specific people.
Search
- In the Members list, use the search box (often at the top).
- Type part of a name or email. The list updates to show only members whose name or email matches.
- Search is typically case-insensitive and matches anywhere in the field (e.g. “smith” matches “Smith” and “smith@email.com”).
Search usually applies to name and email only. To find by group or custom column, use filters.
Filter by group
- Use the Group or Filter by group dropdown (or similar).
- Select one or more groups. The list shows only members who belong to at least one of the selected groups.
- Clear the filter to show all members again.
Use this to, for example, see only “Board” members or “Class of 2026” before sending an email or assigning dues.
Filter by role
- Use the Role filter (if available) to show only Admins or only Members. Helpful when you want to review who has admin access.
Filter by custom columns
- If you use custom columns, the filter dropdown may include those columns.
- Select a column and a value (e.g. Graduation Year = 2026) to show only members with that value. Exact match vs “contains” depends on the UI.
Combine filters
- You can often combine search with one or more filters (e.g. search “john” and filter by group “Board”). The list shows members that match all applied criteria.
- Clear filters or search to return to the full list.
Export (if available)
- Some plans or views may offer Export to download the current (filtered) list as CSV. Use it after applying filters to get only the subset you need.
