Now there’s a better and more efficient way to manage the member database! The improved database has many new features, including a customizable display, advanced search (query builder), an updated member profile view, and a more intuitive user experience. Below is a quick guide to accessing Database 2.0 with highlights of the features that admins will find most helpful:
How to access and navigate Database 2.0
Access saved queries
Manage saved queries
More features in the navigation bar
How to Access and Navigate Database 2.0
To access Database 2.0, an admin must first log in to the memberplanet admin portal, then select Members from the left navigation bar. The default view displays both active and inactive members, however, you can change the default view to display results of a saved query.
Your database will display both active and inactive members.
View a member’s profile by clicking on the row of the listing. A detail window will appear on the right-hand side of the screen. To exit the member profile page, click anywhere on the grayed-out portion of the database.
Basic Search Functionality