Finding Members

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From the Home screen you have three Find Member options:

1. When the member is part of the current local group you are viewing, use the Member table to search for their name.

2. The search bar can be reached by entering the "/" (slash) key - simply type "/" (slash) to reach this search bar and quickly type a name.

Here you can combine different search terms to create powerful searches. For example:

Search phrase: Smith city:"New York": This search would find everyone who has an address in New York who has Smith in their name.

city:Denver status:npd lodge:"Paul Revere": This would find all members who are currently NPD, have a Denver address, and have an affiliation with Paul Revere Lodge.

Search Type	Description	Examples
Name	Search a member by first or last name.	John "John Doe" "d'Sylva"
Phone	Search phone numbers. Do not include spaces or punctuation.	5551212 5185551212
Email	Search any email address on a record. Search using all lower case letters.	[e-mail]
Status	Search by global member status.	status:active status:npd status:demitted status:suspended status:expelled status:deceased status:failed_to_advance status:inactive status:rejected status:other
City	Search by any city appearing on a member address.	city:Denver city:"Colorado Springs"
State	Search by any US state abbreviation.	state:NY
Zip or Postal Code	Search by any zip or postal code on a member address.	zip:10010 postal_code:10010
Local body name or number.	Search by the name or number of a local body/lodge/chapter/local.	lodge:0087 lodge:"Van Rensselaer" lodge:Masters chapter:0087 chapter:"Van Rensselaer" chapter:Masters
Status	Search by local affiliation status.	local_status:active local_status:npd local_status:demitted local_status:dropped local_status:rejected local_status:read local_status:failed_to_advance local_status:other

 

 

3. The Find Member from the menu bar Members > Find Member opens a Classic Search:

Here your search options are as follows (see screenshot):

Here you can search by Last name, First,Middle, or GL #. You can search by Lodge, Status, and Type. You can combine these searches, or include birthdate, notes, and "Other," which may include known Veteran or First Responder status. 

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Classic MORI

To find a member in MORI, go to Members > Find Member in the menu. You'll see a screen like the following:

The search form contains fields for Last name, First Name, Member Number, Lodge, status and member type. There are additional parameters that are excluded (-) by default. They include: by distance, by birth date, by notes, exclusions, some "other" parameters and the ability to add your search results to the Mailing Screen buffer.

As you can see in this example, when it comes to searching by name, less is definitely more.

To get to the desired member record, simply click on the name of the member. During the same session of using MORI, previously visited member records will appear on the find member screen whenever you return to it.

For more information and notes >  MORI Classic Search screen (Manual by Menu Position)