Overview
The Member Search page is your primary tool for looking up member accounts and managing all member-related activities. From this single page, you can view account details, track call history, analyze engagement, record follow-up notes, and more.
How to Search for a Member
- Navigate to Member Search from the sidebar menu
- Enter the Member ID in the search box
- Click the Search button (or press Enter)
The page will load all available information for that member.
Tip: You can also access a member directly via URL:
member_search.php?id=123456
Page Sections
Once you search for a member, the page displays several information sections organized into tabs and cards.
Tab Navigation
The results area contains 5 main tabs:
| Tab | Icon | What It Contains |
|---|---|---|
| Search Results | — | Basic member info and contact details |
| Shares | — | Savings and share account balances |
| Loans | — | Loan accounts and balances |
| Call Log | 📞 | History of calls with this member |
| Analytics | 📊 | Engagement scores and insights |
Click any tab to switch between views.
Tab Details
1. Search Results Tab
This is the default view showing the member's core information:
Account Information (Left Side) | Field | Description | |-------|-------------| | Account | The member's unique ID number | | Member Name | First and last name | | Physical Address | Street address, city, state, ZIP | | Phone Number | Primary contact number | | Phone 2 | Secondary phone (if available) |
Quick Actions (Right Side)
- Call Member — Initiates a call to the member (click-to-dial)
- Generate Letter — Creates a letter from templates
- Create Alert — Adds a warning flag to the account
- Payment Promise — Records a promise to pay
2. Shares Tab
Displays all savings/share accounts the member holds:
| Column | Description |
|---|---|
| Account No | The share account number |
| Description | Type of account (Regular Shares, Christmas Club, etc.) |
| Balance | Current dollar balance |
| Status | Active or Closed |
3. Loans Tab
Shows all loan accounts for the member:
| Column | Description |
|---|---|
| Account No | The loan account number |
| Description | Type of loan (Auto, Personal, Mortgage, etc.) |
| Balance | Outstanding loan balance |
| Status | Current loan status |
4. Call Log Tab
Tracks all phone interactions with the member:
| Column | Description |
|---|---|
| Date/Time | When the call occurred |
| Direction | Inbound (member called) or Outbound (you called) |
| Phone Number | Number used for the call |
| Extension | Agent extension (if applicable) |
| Duration | Length of call (minutes:seconds) |
| Notes | Summary of what was discussed |
Actions:
- Click Log Call to manually record a new call
- Calls are automatically logged when using click-to-dial
5. Analytics Tab
Provides insights into member engagement and value:
Member Snapshot | Metric | Description | |--------|-------------| | Member Since | How long they've been a member | | Products Held | Number of accounts/products | | Last Contact | Days since last interaction | | Total Relationship | Combined value of all accounts | | Share Balance | Total in savings accounts | | Loan Balance | Total owed on loans |
Engagement Score A calculated score (0-100) showing how engaged the member is, broken down by:
- Interaction Frequency
- Product Diversity
- Relationship Value
- Tenure
- Contact Recency
Cross-Sell Opportunities Lists products the member doesn't have yet — potential sales opportunities.
Household Members Shows other members living at the same address (clickable to view their accounts).
Interaction Summary
- Total Calls (all time)
- Calls This Year
- Average Call Duration
Alert Badges
When a member has special conditions, colored badges appear in the tab bar:
| Badge | Color | Meaning |
|---|---|---|
| Alerts | 🔴 Red | Active warnings on the account (bankruptcy, repossession, etc.) |
| Payment Promise | 🟡 Yellow | Member has made a promise to pay |
Click either badge to view details.
Follow-Up Notes Section
Below the tabs, you'll find the Follow Up Notes card showing the history of notes and actions taken on this account:
| Column | Description |
|---|---|
| Date | When the note was entered |
| Entered By | Username of the person who added it |
| Delinquent | Number of days the account was past due |
| Notes | Details of the follow-up action |
Actions:
- Add Follow Up — Record a new note with delinquency status
- Create Report — Generate a report of all follow-up activity
Available Actions
Call Member
Click the green Call Member button to initiate a call. If the member has multiple phone numbers, a dropdown appears to select which number to dial.
Log Call
Opens a form to manually record a call:
- Call Direction (Inbound/Outbound)
- Phone Number
- Duration
- Notes
Generate Letter
Select from pre-configured letter templates to create correspondence for the member. The letter auto-fills with member information.
Create Alert
Add a warning to the account:
- Categories: Bankruptcy, Total Loss, Repossession, Charged off Loan
- Details: Rich text description of the situation
Payment Promise
Record when a member commits to making a payment:
- Loan Number
- Payment Amount
- Promise Date
- Notes
The Payment Promise feature includes a calendar view showing all promises and their status (pending, kept, broken, past due).
Add Follow Up
Document collection activities or member interactions:
- Loan Number
- Delinquent Days
- Detailed Notes (rich text editor)
Tips for Using Member Search
- Use the Call Log — Always log your calls to maintain a complete interaction history
- Check Analytics — Review the engagement score before outreach to understand the member's relationship
- Look for Cross-Sell — The Analytics tab shows products the member might need
- Note Alerts — Always check for red alert badges before taking action
- Review Household — Other family members at the same address may provide helpful context
Keyboard Shortcuts
| Action | Shortcut |
|---|---|
| Search | Enter (when in search box) |
| Close Modal | Escape |
Troubleshooting
"No results found"
- Verify the Member ID is correct
- Check for typos or extra spaces
"No call history found"
- This is normal for new members or those never contacted
- Click "Log Call" to add the first record
"Unable to load analytics"
- The analytics service may be temporarily unavailable
- Try refreshing the page
Need Help?
Contact your system administrator or IT support for technical issues with the Member Search page.