The Goal: Access and understand the structure of a member's profile in GrowthZone, and know where to go to update member information.
Before You Begin:
- Have the member's name or key identifying information ready to search.
Step-by-Step Instructions
- To quickly access a member's profile, type the member's name in the Search box in the header and select the desired member from the results.
- A membership profile is made up of the following tabs:
- Profile
- More Info
- Individuals
- Activity
- Communication
- Billing
- Web Content
- Files
- Tasks
- For details on updating member information, see Add/Update Contact Info.
Common Pitfalls
- Search returning too many results: If the member name is common, use additional identifiers (email, city, membership type) to refine the search or navigate via the Memberships rail for a filtered view.