Quick Edit Module For Members

The Quick Edit section for the members can be reached by navigating to:

The Quick Edit section is divided into four tabs. Below detailed information regarding each tab can be found.

Tab 1: Account Details

The system will display the member's ID.

The available options are Active, Not Active, On Hold, Cancelled, Past Due, and Incomplete.

NOTE: Member profile will only be live if the status is Active.

Active: the member will be visible on the front end of the site.
Not Active: this status is used by the admin to make an account not active.
On Hold: It is used by the admin to approve a member, so it is on hold while the admin approves the new signup manually.
Cancelled: The member decided to cancel the account.
Past Due: The member has a past due subscription.
Incomplete: When there is an issue during the paid signup process that we are not accounting for, and the member is created, it will remain "Incomplete", instead of being "Active" without paying.

This will display all the available Membership Plans that are added under Finance >> Membership Plans

Available options are Individual / Person and Company / Organization

- If the Individual option is selected, the member profile will use profile photo + first and last name combination

- If the Company option is selected, the member profile will use the profile logo + company name

This will display all the available Top-Level Categories that are added under My Members >> Member Categories

Here internal admin notes can be added regarding this member where only website admins can see

Information added here will display directly on member profile, depending on if they are Individual or Company

The member's join date can be edited in this section

Here member phone numbers can be added/edited

Here, the member's email address can be added/edited. This email address will be also the member's login username