The Member Actions area of the View Member Info window contains buttons that can apply actions to the currently displayed member. These buttons provide a convenient shortcut to the most commonly-used member functions.
Note: The complete set of available actions are always available from the menu bar. All actions that can be applied to the displayed member are also found in the Member menu.
Member Actions buttons include the following functions:
Add New Member |
Add a new member. |
Record a Payment |
Record a manual payment. |
Edit Member Record |
Edit the member record directly. |
Alert |
Add/Edit the member Alert (which will deny entry). |
Comment |
Add/Edit the member Comment (which will not deny entry). |
Picture |
Add/Edit the member picture. |
Barcode |
Add/Edit the member barcode. |
Notes |
Add/Edit the notes for this member. |
Docs |
Create/Send forms/letters/SMS messages to this member. |
Attachments |
Add/Review file attachments for this member. |
Punchcard Add-Ons |
Record usage of a member punchcard credit. |
Journal History |
View transaction history for this member |
Visits History |
View visits history for this member |
Check-In |
Record a visit for this member. |
Sell Retail to Member |
Sell retail items to this member (through ProShop) |