Manage and View Members manage-and-view-members
You can manage and view your members in your programs using the Members tab.
Search for a Member search-for-a-member
At the bottom of the Members section, use the search field to search for program members by name, email, job title, or company.
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Click the Members tab of your program.
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Use the search field to search the list of members.
Export the Members Grid export-the-members-grid
You can export your member list by clicking the Excel icon next to the search field.
Manage Columns in the Members Grid manage-columns-in-the-members-grid
Drag and drop columns to change their order. The pair of blue arrows indicate where the column will go.
Right-click the column header to sort alphabetically, either ascending or descending.
Choose Which Columns are Visible in the Grid choose-which-columns-are-visible-in-the-grid
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Click the View drop-down and select Create View.
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Name your custom view. Select column titles. Click Add and Remove to move columns and create a view.
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Click Create.
Filter the Members Grid filter-the-members-grid
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Click the Filter drop-down and select a progression step to sort by.
Manage Person Status in the Members Grid manage-person-status-in-the-members-grid
You can change the status of your people inside the members grid.
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Hold down Ctrl/Cmd and select the people.
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Click the Change Status drop-down and select a status.
This may take a moment. You’ll see the message below when it’s all done!
So many features, but they’re all pretty straightforward. Enjoy!