Member Manager Interface

Modified on Tue, 18 Mar at 3:12 PM




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Member Manager

The Member Manager interface is comprised of four components. The first is the Member List. The second is the Snapshot. The third is Views. The fourth contains the Member Information tabs.




Member List

The member list is outlined in blue. It contains a searchable list of members. By clicking on a member in the list, you can manage the member’s information and perform inquiries and tasks associated with that member.




Snapshot

The snapshot, highlighted in blue, provides quick access to key member information, including the member’s name, a member photo, home phone number, Clubid or account number, primary email address, current account balance and last payment date and payment amount.




Views

Views, highlighted in blue, provides quick access to more detailed member information including:

  • Statistics
  • File Attachments
  • Golf No Show History
  • Golf Tee Time History
  • Member Storage Units
  • Tasks and Notes




Tabs

All member information is contained in 8 tabs in the area highlighted in blue.




Tabs - General

The general tab contains information about the member including the account number, name, phone numbers and dates as well as golfer information for bag location and mode of transportation.




Tabs - Categories

The categories tab displays the member’s member category and member status.. If the club uses the tee time system, the golf category and status are also displayed.



Tabs - Addresses/Email

The Addresses/Email tab contains up to three mailing addresses and 2 email addresses for each member. 




Tabs - Attributes

Buz supports an unlimited number of custom fields called attributes. The Attributes tab contains a list of all attributes assigned to the member.




Tabs - Relationships

The Member Manager allows you to define relationships between members in your database. This functionality extends beyond the typical family head and dependent relationships and can be extended to parents, grandparents, aunts, and uncles etc.




Tabs - Storage

The Storage tab displays all storage units assigned to the member. Examples include lockers, marina slips and golf bag storage.




Tabs - Billing

The Billing tab displays information pertinent to billing. 




Tabs - Memos and Allergies

The Memos and Allergies tab contains information for display in the point-of- sale systems, including a Food and Beverage memo, a Retail memo and a list of a member’s allergies. 




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