Members
The Members screen is the starting point for almost everything in CBSMembers. It shows all members of your society and gives you access to each member's full record.
The members list
The list shows all active members by default. Each row shows the member's name, member number, email address, and their current share total.
Searching
Type in the search box to filter by name, email, or member number. The list updates as you type.
Filtering
Use the filter controls to narrow the list by:
- Status — active members, or include those who have left
- Share class — members holding shares in a specific class
Opening a member
Click a row to open that member's record. By default, each member opens in a new tab so you can have several open at once. You can change this with the Open in new tab toggle.
The member record
A member's record is split into sections across several tabs.
Details tab
Shows the member's personal and contact information:
- Personal — title, first name, middle name, surname
- How we address you — mailing name (used on address blocks in printed letters) and salutation (used as the letter greeting, e.g. Dear Mr Parsons)
- Contact — email address, second email, telephone
- Address — full postal address
- Membership — member number, join date, leave date (if applicable), dividend payment preference
Editing a member
Click Edit to switch the record to edit mode. All fields become editable. Click Save to commit changes, or Cancel to discard them.
Bank details
Bank account number and sort code are stored encrypted. They are used for BACS dividend payment exports. Click the eye icon to reveal a decrypted value temporarily.
Dividend payment preference
Each member has a preferred way to receive dividends:
| Preference | Description |
|---|---|
| Bank transfer | Payment sent directly to their bank account via BACS |
| Reinvest | Dividend converted into new shares |
| Cheque | Payment by cheque |
| Donate | Dividend donated back to the society |
Portal access
Two checkboxes control portal access:
- Portal enabled — allows the member to log in using their primary email address
- CC email portal enabled — allows login using the second email address
See Member portal for more detail.
Shares tab
Shows all share certificates held by this member. See Shares for full detail.
CRM tab
A log of all communications and notes for this member. See Communications for full detail.
To-do items
If a CRM entry has a due date, it appears in the global To-do panel (the bell icon in the toolbar). You can assign CRM entries to specific staff members and filter to show only your own.
Member documents
Share certificates, member statements, and dividend statements that have been generated and published are available here, and are also accessible to the member via the portal.