The Members List in Novi is the default landing page on the backend when you login as an admin. This list displays all of the records in the database. In this article, we'll walk you through the different aspects of the Members List and how to utilize the page for maximum efficiency.
To navigate to the Members list, go to Members > Members on the left side menu. (Tip: You can also click the "Novi AMS" logo at the top of the sidebar at any time to jump back to the Members list.)
1. Members List Stage
The Members List Stage consists of colored tiles at the top of the page that prominently display the number of current members in each member type, alongside additional details.
The display order of the tiles is determined by how they appear on the Member Type page, specifically going off of the Display Order column.
Member Type Color
The colors assigned to member types in the Members List Stage apply exclusively to the backend and have no influence on branding or colors on the frontend.
The tile colors are defined on the Details tab of each member type, like this example:
Over on the Members list, this color can be seen on the left side of the list, next to any records that have a member type assigned. (Note: This does not necessarily mean the record has a Current membership status, because Expired members and Prospects also have a member type assigned to their record.)
In the example screenshot below, we can see that these two records are assigned to the "Supplier Members" member type.
Member Type Name
Each tile contains a member type name and data regarding the member type.
Members List Stage Numbers
The large number in each tile is the number of current members for that member type.
The small number underneath shows the number of inheriting members for that member type.
The icon indicates what type of membership it is: Company or Individual based
Admins can add one custom summary field to this area, which can be designated in Association Settings. It must be a number field, like Unit Count or Number of Employees.
The Information icon in the top right shows how many are Prospects & Expired for this member type.
Note: Pending members are not included in displayed membership totals.
Total Members Tile
The white tile at the end of the member types in this area provides a total number of current members and inheriting members.
Hovering over the info icon in the top right of this tile will show the total number of records that are Prospects, Expired, Non-Member, as well as Applicants and Grace Period (if applicable).
2. Search Field
Search the Members List by using the search field at the top of the list. When typing in a keyword, the Members List will automatically populate to try and match the keyword. The Search field allows for partial keywords.
You can search for any of the following types of data:
Name - First, Last, or Display Name (see Association Settings for more details on name displays)
Email Address - contact email (not user account email)
Address - first line of the billing address
Phone Number - start with the prefix (with or without parenthesis/special characters)
3. Filter Options
Filter the Members List by Member Type(s), Membership Status, and Active in QuickBooks Online.
The Filter is multi-select and will generate a unique link in the browser when options are selected that can be copied for future use. Clicking the 'back' button in the browser will also return users to their filtered list.
To see all records in your database, make sure all options are set to Any. This will include inactive (deleted) accounts.
To return the member list to the Novi default, click Reset Filter.
4. Print, Export, and Gear Icons
Three icons are located at the top right of the Members List.
Select PDF (print icon) to print or save a PDF of a summary or all details.
Summary will print the staging area (colored tiles with membership totals)
Details will print the members list
Select CSV* (paper with an "x" icon) to export only columns shown in the list or all available fields.
Select the GEAR icon to add/hide display columns that are visible on the Member List.
*Note: Larger files that are downloaded by may be found in the Alert Center at the top of Novi's backend (bell icon at the top of the page)
5. Batch Actions
The Batch Actions button allows two records to be merged together.
Check the boxes next to each of the records to be merged (limit 2 at a time).
Click on the Batch Actions button at the top of the Members List and select Merge Records.
Note: Selected records can only be merged if they are the same record type: company or individual
