Admin Level - Email/Print/Calendar

Only you will have access to the customized filters, columns, and views you create/save.

  1. From the left-hand navigation menu, click Org Tools > Account/Member Admin.

  2. Click the Accounts/Members tab.

  3. Click Customize Filters.

  4. From the left column, select the filter category.

  5. From the right column, select the filters to apply.

  6. Click Apply.

To control the columns you view on screen and their order:

  1. Click Customize Columns.

  2. Scroll through the Available Columns to find the column.

  3. To the right of the Available Column, click + Add.

  4. [Optional] To set the Selected Column order, use the three horizontal lines to drag and drop.

  5. Click Done.

    • If you'd like to re-use this view, click Saved Views.

    • To default this view, click Default View.

    • If you are not defaulting, give a name to this view in the text box.

    • Click Save View.

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