My Members » Search Members Overview

Link: https://support.brilliantdirectories.com/support/solutions/articles/12000045147

One of the most used sections of the admin area is the Search Members. To find this section:

  1. Go to My Members.

  2. Click on Search Members.




From this section, the majority of the member's information can be edited. 


The top side of the page will display several options to filter searches for a more accurate return of results depending on the needs. 

 




Member Search Filter Options

  • Member Name, ID, or URL Search

  • Subscription (Membership Plan) Drop-down Filter

  • Top-Level Category Filter (Includes option to search for members who did not select any top-level categories by using the No Top-Level Assigned option)

  • Sign-up (Joined) Date Range Selector

  • Email Address Search

  • Account Status Drop-down Filter

  • Sub-Level Category Filter (Includes No Sub-Level Assigned option)

  • Last Login Date Range Selector

  • Verified Status Drop-down Filter

  • Transaction Type Drop-down Filter (Includes filter for members with available credits)

  • Member Type Filter (Individual / Company)

  • Find Duplicates Feature

  • Sub-Sub Level Category Filter (Includes No Sub-Sub-Level Assigned option)

  • Filter Members by Sign-up Source (Website, Admin, or Member Imports)

  • Location Search

  • Filter by Forms Submitted by Members

  • Filter by Forms Not Submitted by Members

  • User's IP Country Search (Country from which they signed up/logged in)

  • Search by Member's Last Login IP and Sign-up IP

  • Profile Status Filter (Complete or Incomplete; only available if the Require Complete Profiles setting is turned on)

  • Member Tags Filter (Member Tags & Tag Groups)

  • Search for Members with or without Profile Images (Profile Image, Logo Image, Cover Image)



Location Search and Multi-Location Add-On

If the Multi-Location Add-On is active on the site, an additional checkbox option called Include Service Areas will appear.



    • If Service Areas are excluded, only the members who added the specified location to their contact details form will appear.

    • If Service Areas are included, members who added the specified location to their contact details form and those who added the specified location to their service areas will appear.


Multi-Option Filters

Some filters allow users to select multiple options from the dropdown:

  • Subscription Filter

  • Forms Submitted Filter

  • Forms Not Submitted Filter



Finding Duplicate Members

The Find Duplicates filter enables the administrator to locate members based on selected fields. If multiple options are chosen, the filter will seek duplicates across all selected criteria.





Profile Images Filter

The Profile Images Filter has two options:

  • Image Exist: Shows members who have the selected image(s) in the filter.

  • Image Missing: Shows members who are missing the selected image(s).

This is an "AND" search, meaning if all three image types (Profile, Logo, and Cover Image) are selected, the system will look for members who have all three images. Only members meeting all three criteria will appear in the search results.





Additional Options


On the right side of the section, there are some additional options to manage members:


Member Sidebar

The upper right side of the page contains several additional options:




List Actions Dropdown

The following options can be found under List Actions:



 


Member Search Results

Below the search filters and additional options, the Member Search Results section appears.





Sort Options

  • Sort Name A-Z
  • Sort Name Z-A
  • Sort ID Highest
  • Sort ID Lowest
  • Sort Newest First
  • Sort Oldest First
  • Sort Most Revenue
  • Sort Least Revenue
  • Sort Most Credits (Member Credits System)
  • Sort Least Credits




Bulk Actions

The far-left column contains checkboxes to apply Bulk Actions to members.





Member Status Column

Displays the current status of each member:

  • Active

  • Past Due

  • On Hold

  • Cancelled

  • Not Active

  • Incomplete


NOTE: Click Here to get detailed information about the statuses.




Contact Information Column

Displays available member details:

  • Full Name

  • Company Name

  • Email Address

  • Phone Number

  • Location

  • Social Media Accounts

In the Contact Information column, a set of member information will be displayed if available:

  • Full Name
  • Company Name
  • Email Address
  • Phone Number
  • Location
  • Social Media Accounts



If the member is verified, an additional verified icon appears under the Quick Edit Module for Members.





If there are Internal Notes added for a member using the Quick Edit Module For Members, an icon will appear in this section as well. 




Actions Dropdown

The Actions dropdown allows administrators to perform specific tasks for each member.




Membership Column

Displays key membership details:

  • Member ID

  • Membership Plan

  • Join Date

  • Last Login

  • Category

  • Parent Account ID (if applicable)





Revenue Column

Displays total revenue received from each member and highlights any Past Due payments.