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Member Lookup

Help Topic 347

With Member Lookup, you can easily find a member within a specific county. The default county (as set in Preferences) appears initially in the County drop-down.

To use Member Lookup:

  1. In the County drop-down, click the drop-down arrow and select the county where the member is located.
  2. In the Filter box, enter the first few letters of the member and click Update.

    (TREND searches the database and displays a limited selection based on what you entered. Results are displayed by first name, then last name in ascending alphabetical order.)

  3. In the Filter list, click the member that you want.
  4. Click OK.

Note: Agent / Member search is only available through specific privileges that can be assigned by a broker.