Advanced Member search is available on the Members tab by expanding the Advanced Search section. Members can be found using the advanced search based on any of the following. Note if multiple values are entered they all must match the result - AND logic is used.
| Member Type | Select individual member type or All Membership / All Non Memberships |
| Legal Entity | Member Legal Entity |
|
Classification / |
Member classification and (optionally) matching classification type |
| Alternate ID Type / Alternate ID |
Member Alternate ID Type and/or alternate ID (When enabled) |
|
City, State, |
Part of either address of any person on the membership (see last 3 options below) |
| Phone Number | Phone numebr of any type for any person on the membership (see last 3 options below) |
| Person's Role | Persons role |
| Attribute / Attribute Type |
Person attribute and (optionally) matching attribute type. |
| Document Type | Invoice number for any document recorded for the member |
| Online Payment Reference |
When a payment has been made via an online payment gateway this is the payment reference created by the gateway. This should be visible in your payment gateway. |
| Branch | Member Branch (when enabled) |
| BPAY Reference | member BPAY reference |
| Person Company | Company field recorded on a person |
| Person email address | |
| Receipt Number | Receipt number of any payment recorded agaisnt the member. These will begin with SS for online payments |
| Total Transaction Amount | Total amount of a single invoice. |
| Only Search Main Person's Details | If checked, any field that relates to a person will be matched to the main person on the membership only |
| Include Event Guests | If checked, any person marked as an event guest (these get added when the attend an event as a guest of the membership and this feature is enabled) will be matched and included in the results. |
| Include Inactive People | If checked, any person marked as inactive will be matched and returned int he results. |
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