To get to the Member Manager, choose Member Manager from the ribbon bar at the top:
This will take a few moments to load, and will by default give you a grid that lists everyone in your chapter or lodge (depending on your access level) who has paid dues for the current year.
Keep in mind that early in your Lodge year, members who have not yet paid dues are not shown. You can adjust the "Dues Year" to include the previous year if this is more appropriate.
Looking up Specific Members
To view/edit a specific member, you can do any of the following:
- click on their name in the grid, then click on Edit Member in the ribbon at the top
- double-click on their name in the grid
- start typing their name (last name first) in the Member field in the Member Search box, then hit Enter when their name is selected
- Enter their OALM ID in the OALM ID field and click Search.
Altering the Selection of Members Displayed in the Grid
Managing Dues Years
To limit the selection of members to those who have paid dues in specific years, you can use the controls in the Dues box in the left column.
Include Non Dues Paid: checking this box will include in the list anyone who has never paid dues (non-members, event guests, ordeal candidates, etc)
Dues Years To Include: Anyone who paid dues in any of the years checkmarked (whether or not they paid dues more recently) will be included. If you also checkmark Dues Selection AND, then only people who paid dues in every year you checkmarked will be included. Important: you must click OK at the top for your selection to take effect.
Dues Years To Exclude: Only members who did NOT pay dues in every one of the years checkmarked will be included. If you also checkmark Dues Selection AND, then only people who have not paid dues in at least one of the checkmarked years will be included (they may have paid in one, as long as they haven't paid in at least one of them). Important: you must click OK at the top for your selection to take effect.
You must click Get Members at the bottom of the box for your changes to be reflected in the grid.
Other Grid Controls
The remaining functions in the left hand column are common to most screens which contain a grid display, and are documented at Grids, Views, and Filters
Member Manager Functions
Each group of buttons in the ribbon has its own documentation section:
- Member Editor
- Grid Reports
- Membership Reports
In the member grid entering Control-F brings up a find box. Text strings matching the content you enter in the search box will be displayed.