Customizing the Admin Home Page

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19 comments

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    Beth Drysdale

    I hate that I can no longer search for someone immediately when I open MemberClicks.  I have to know which group they're in or go to that option on the admin pages.  Wht was this removed?

     

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    Kinsey Mahan

    Beth,

    There is a Quick Search box that should solve your problem in the blue bar at the bottom lefthand corner of the Admin Homepage. If you want to make sure an attribute is searchable using the Quick Search, navigate to Database > Attribute Management and edit an attribute (first or last name, for example) to make sure that "Include in Quick Search" is checked.

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    Kinsey Mahan

    Corinne - The form field reference might be an option if the field you want is on the form. To add the form field reference, edit the form and navigate to Payment Options, then select the appropriate field next to Form Field Reference (screenshot below). I hope that helps! 

    Screen_Shot_2013-10-21_at_5.42.53_PM.png

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    Tami Hall

    On the example of the Database page there is an icon for Add User.  Where can I find this to add to my shortcuts?

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    JoAnn Klassen

    I'd love to be able to go directly to Inactive profiles in the Admin Home submenu.  Is that possible?

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    Gregory Foreman

    Hi Tami - You can find the "Add User" shortcut option under "Add a System Page" when editing your admin home page.

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    CJ Jordan

    Hey JoAnn,

    Inactive profiles can be accessed directly from the Admin Home by clicking the 'To Inactive' link on the right side of the Admin home. In the old system, this link is found below the active profiles list under 'Related Links'. In the new system, the link is again below the Active Profile groups under the 'Admin Home Statistics' heading.

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    Corinne Earle

    Is there a way to add a field to the general ledger report?  I see individual name but not the organization/ school they belong to in this report and I need it. Thanks!

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    Duncan McCreery

    Hi Liz,

    I checked your admin home and it looks like a lot of items have been added to the admin home sub menu.  If you're still getting errors, please email us at help@memberclicks.com so we can help you troubleshoot.

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    Beverly Rodriguez

    How can I create all active profiles into a mass email list under admin home?

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    Liz Wilson

    When I follow your directions and hit "save", the system says "There was an error." However, it provides no information about that error. So, I cannot update my page.

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    Beverly Rodriguez

    Disregard that last comment. I figured it out. 

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    Patti Clapper

    It would be GREAT if we could drag and drop to re-order the icons on the Admin Home submenus!

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    Sharon Easton

    I am trying to configure the icons under my saved searches so I can read them. I only have four and they are all over top of each other. I tried to click edit and grab the gear shift to configure but that takes me back to the menu to add a saved search or system page.

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    Helen Solorzano

    I'd like to be able to configure this page for an entire group (e.g. my board). As it is, I log on to people's accounts and set it up for them.  Most people can't/don't want to figure out how to do this.

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    Kinsey Mahan

    Sharon - It looks like the problem is being caused by the long search names (ex. AdminClerkClerkTreas). I can go ahead and log a ticket with our engineering team, but in the short term, you may just shorten the names up to resolve the issue. Someone will follow up with you in a Help Ticket soon.

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    Craig Smith

    I have Job Target on our DMA website and one of our members is trying to post his resume.  In creating a new "Jobseeker" account account, the form is asking for a membership number.  Individual members do not have a unique member number (as far as I know) what info is supposed to go in this field?

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    Duncan McCreery

    Hi Craig, I'm not sure we are going to be able to help with this one.  You might try contacting JobTarget directly to find out.

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    Erin Sheehan

    I'm puzzled as to why when I import new members/data I still have to use .xls files instead of .xlsx files. Very out of date! Please upgrade this function - how much longer will we be able to save files in an outdated format?

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