CCIS Reference Guide - Page 53

The following explains how to use the List feature to locate a member.

Select File | Membership Management. Membership Management opens with the Family notebook on top.

Select the Member notebook. The Member notebook opens with the Information tab on top.

Select Member | List.

Scroll through the families until you find the family to which the member belongs.

The members of the family display on the right side of the window.

Double-click on the member.

The system displays that member’s information in the Member notebook Information tab.

Find

The Find feature is helpful when you know only part of a record’s information. For example, you
know part of a family’s name, but you do not know the family’s number. The Find feature
contains its own sort order.

The following explains how to use the Find feature to locate a family.

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Reference Guide

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