Three Ways to Personalize Membee

Every staff member in your office uses member information differently in their day-to-day activities. Since every user is different, they can personalize Membee to better suit their role. In this post, we will highlight the following three ways to personalize Membee: Rearrange columns in search results – see the columns that are important to you …

Every staff member in your office uses member information differently in their day-to-day activities. Since every user is different, they can personalize Membee to better suit their role.

In this post, we will highlight the following three ways to personalize Membee:

  1. Rearrange columns in search results – see the columns that are important to you
  2. Collapse information panels – hide unused information
  3. Create report favorites – every report including any filter settings can be saved as a “favorite”
  4. Membee remembers how you configured it

1. Rearrange Columns in Search Results

Depending on the screen resolution you prefer, the amount of information displayed in Membee can be limited at lower resolutions. Since search results are important in order for you to make the right selections, Membee allows you to control both the order and the size of the columns in the search results as demonstrated below:

 

See “Membee Remembers How You Have Configured It” for the explanation on how Membee remembers how you use it.

2. Collapse Unused Information Panels

Membee groups similar or related information into containers called “panels”. Sometimes a panel of information is something you simply don’t need so you can shorten the page and simplify the look of Membee by simply closing a panel(s) you never use. Here is how it’s done:

 

See “Membee Remembers How You Have Configured It” for the explanation on how Membee remembers how you use it.

3. Create Report Favorites for You or Other Users

Membee provides powerful reporting features. When you select a report and set its filters the way you want them, you can save this report configuration as a report “favorite”. This is especially helpful when the report is one that you use regularly. It takes just a few seconds to save a favorite.

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Just name your report favorite.

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Decide if you want other Membee users in your organization to use this favorite or mark as “private” and only available to you. Favorites that are available to all you Membee users is a great way to standardized organization reports and make it easy for casual users in your organization to get the member information they need quickly and easily.

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Take a moment to describe the report favorite especially if you intend for it to be used by other users.

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It takes just seconds to save a report favorite and to use it you just select the Membee report you wish to use and select the predefined favorite, complete with all its filters and settings and run it!

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4. Membee Remembers How You Have Configured It

Membee tracks a configuration profile for each user that remembers how the user has changed the interface to better suit their needs. This profile is stored centrally, not on your PC, so no matter which machine you use to access Membee, the software starts up using your configuration profile and configures Membee the way you left it the last time you used it.

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