The Members list is now a working directory
Saved views, filters for tags, groups, sign-in and giving, sortable columns, a column chooser, CSV export, and bulk tagging.
The Members list now works like a directory rather than a plain table.
Pick a view across the top (All, Active, Inactive, New this month, Not in a
group, Never logged in, Lapsed givers) or save your own combination of filters
as a named view. The summary tiles above the list act as shortcuts to the
matching view.
Filter by status, gender, group, tag, or giving. Sort by name, groups, or last
login. Choose which columns you want to see; your choice is remembered on this
browser. Export the current view, or a selection, as a CSV.
Tick members to open the bulk bar: add a tag to everyone selected, jump to
Communications to message them, or export just those rows. Clicking a row
opens the member’s profile.
Was this page helpful?