Managing the people who are actually coming to the fly-ins is handled in this section. Click the Client Members option in the left menu to begin.
This screen gives you the options to:
• See the current number of client members in the system
• Search for a specific client member, by name or associated client
• List all client members in the system
• Create a new client member record
Clicking the box showing the total count of client members in the system is the same as clicking the List All button.
Enter at least something about the client member and then click Search. The system will find any matches and provide a results list. Click the View button next to the one you want or click the Back button and retry your search using different parameters.
Click the New button to begin the process of creating a new client member record.
You must complete all 4 fields and you must use proper case for the name entries. The email address entered here will be used as their login ID for the mobile app, so no shared addresses can be used here.
Once done, click the Create button to continue to the next step.