My Members » Search Members Overview
Link: https://support.brilliantdirectories.com/support/solutions/articles/12000045147
Overview
One of the most used sections of the admin area is the Search Members. To find this section:
Go to My Members.
Click on Search Members.
From this section, the majority of the member's information can be edited.
Members Search Filters
At the top of the page, you'll find several filtering options to narrow your search results based on specific criteria.
For a detailed explanation, refer to this article: My Members Search Members - Search Filters
Member Sidebar
Located in the upper right corner of the page, this sidebar includes several useful tools:
Add New Member
Click this button to manually add a new member.
Related article: How to Add Members Manually via Admin
Sync Members with Google Maps
Bulk sync members with Google Maps using this tool.
Learn more: How to Geocode Members
List Actions Dropdown
This menu provides several key options:
Import Members via CSV File
Import members using a CSV file. The following guide includes templates and tips: How To Import Members Via CSV File
Export List of Current Member (Available only with the add-on)
Export specific member data (emails, phone numbers, etc.) into a .CSV file.
Note: This feature is available only with the Export Member Data add-on. More info: Export Member Data
Create Smart Lists from Current Results
Create member lists based on searches completed in the Search Members section: My Members » Smart Lists
Member Search Results Table
Displayed below the filters and sidebar tools, this section lists all matching member records:
Search Members Sort Options
Members can be sorted using the following options:
- Sort Name A-Z
- Sort Name Z-A
- Sort ID Highest
- Sort ID Lowest
- Sort Newest First
- Sort Oldest First
- Sort Most Revenue
- Sort Least Revenue
- Sort Most Credits (Member Credits System)
- Sort Least Credits
For more details refer to: My Members - Search Members - Sorting Options
Bulk Actions
Checkboxes in the far-left column let admins select multiple members to perform bulk actions efficiently.
For a detailed overview of all available bulk actions, refer to this guide: Bulk Actions For Search Members Section
Member Status Column
Displays each member’s current status:
Active
Past Due
On Hold
Cancelled
Not Active
Incomplete
For more details, see: Member Status Definitions
Contact Information Column
In the Contact Information column, a set of member information will be displayed if available:
- Full Name
- Company Name
- Email Address
- Phone Number
- Location
- Social Media Accounts
If the member is verified, an additional verified icon appears under the Quick Edit Module for Members.
If there are Internal Notes added for a member using the Quick Edit Module For Members, an icon will appear in this section as well.
Actions Dropdown
This menu offers quick access to various administrative actions for individual members.
For a complete breakdown of each available option, see: Search Members » Actions Dropdown
Membership Column
Displays key membership details:
Member ID
Membership Plan
Join Date
Last Login
Category
Parent Account ID (if applicable)
Revenue Column
Displays total revenue received from each member and highlights any Past Due payments.