The Member Group “Detail View”: “Roster” page is accessed by opening the Groups folder in the “Module Explorer,” selecting the Member Groups module and selecting the “Roster” page in the “Detail View.” This page contains a listing of all Members associated with the Member Group selected from the “List View.”
“Roster” “List View”
A scrollable table of all Members in the Member Group. This table has three default columns: “Mem #,” “Member” and “Status Code.” This table is completely configurable. For more information see “Working within a module.”
The Member #
The “File by” or “Company” name (if any) of the Member
The associated Status code assigned to the Member
A read-only text box which displays the number of members in this group.
The Group menu is discussed in “Working Within A Module” and includes the menu items listed below.
Choosing “New Row” creates a new blank Member Group record.
Choosing “Delete Row” deletes the currently selected or “highlighted” Member Group record. Choose this item if you want to delete an existing record, and/or if you inadvertently chose the “New Row” item and unintentionally created a new blank record. (Note: A deleted Member Group cannot be “undeleted.” Therefore, be certain that you want to delete it before doing so.)
Choosing this menu item displays a selection dialog box from which you can choose any procedures that are implemented as “installed options.”
To learn how to quickly add or remove members from a group using procedures available in the Members module see “Add Member(s) to a Member Group” and “Delete Member(s) from a Member Group.”
Choosing this menu item provides access to different Member Group related reports. There are two outputs to choose from: “Member Group Listing” and “Other.”
“Member Group Listing”
Choosing this output item creates a listing of all Member Groups in the database. The number of Members assigned to each Member Group is also displayed. For more information, see “Creating output.“
Choosing this menu item displays a selection dialog box from which you can choose any outputs that are implemented as “installed options.”
The Roster menu is discussed in “Working Within A Module.” From this menu you may select menu items to do the following:
Drill down into a Member record for any Member that is displayed in the “Roster” “List View”
Add a Member to the Member Group
Select from any other procedures that may be available
Choosing “Open Row” drills down into the Member level within a Member Group record. You may edit a Member record as well as access the Member outputs and procedures for Members in the selected Member Group.
Choosing the “Add/Remove” menu item displays the multiple-selection dialog box for adding Members to and/or removing Members from the Member Group. There is a set of command buttons below the table on the left titled “All” and “None.” Choosing the “All” command button adds (marks) all members to the member group. Choosing the “None” command button removes (unmarks) all members from the member group.
NOTE: You can also add a member to and/or remove a member from member groups in the from the Members “Detail View”: Groups page.
Choosing this menu item displays a selection dialog box from which you can choose any procedures that are implemented as “installed options.” To learn how to quickly add or remove members from a group using procedures available in the Members module see “Add Member(s) to a Member Group” and “Delete Member(s) from a Member Group.”