Members

The Members list is a read-only view of all contacts with an active membership. It is scoped automatically — only contacts with at least one active membership record appear here.

Columns

• Name — the contact's full name; click to open their full Contact record for editing.
• Email — the contact's primary email address.
• Membership Tier — the tier associated with their active membership.
• Status — always Active in this view (the list is pre-filtered to active members).
• Member Since — the start date of their active membership.

Filtering

Use the Membership Tier filter to narrow the list to a specific tier.

Editing members

This view is read-only. To edit a member's details, click their name or the Edit button — you will be taken to their full Contact record where all fields and membership history are available.

Creating members

New members are created by promoting an existing contact using the Promote to Member action on the Contact record. Members cannot be created directly from this view.