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How to Save and Customize Member/Account Filters and Columns
How to Save and Customize Member/Account Filters and Columns
Updated over a week ago

You must have Admin Level - Email/Print/Calendar access to customize filters and columns.

Only you will have access to the customized filters, columns, and views you create/save.

  1. From the left-hand navigation menu, click Org Tools > Account/Member Admin.

  2. Click the Accounts/Members tab.

  3. Click Customize Filters.

  4. Set the filters as desired.

  5. Click Apply.

To control the columns visible on the screen and their order:

  1. Click Customize Columns.

  2. Scroll through the Available Columns to find the desired column(s) to add.

  3. To the right of the desired field, click + Add.

  4. Scroll through the Selected Columns to find the column(s) to remove.

  5. To the right of the desired field, click - Remove.

  6. Optionally, to set the Selected Column order, use the three horizontal lines to drag and drop.

  7. Click Apply.

    • To re-use this view, click Save.

    • To default this view, click Default View.

    • If not defaulting, give a name to this view in the text box.

    • Click Save View.

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