Section 2: Members Module

2.1 Adding a Member

  1. Navigate to Members > Add Member.
  2. Enter Full Name, Phone Number, and Role.
  3. Click Save.
  • Note: Phone numbers must be unique within your organisation to prevent duplicates.

2.2 Editing & Status

  • Edit: Click the "Edit" icon next to a member to update their details.
  • Status: Toggle a member's status between Active and Inactive. Inactive members are preserved in the database but cannot be added to meetings.

2.3 Search & Filter

  • Use the search bar to find members by Name or Phone.
  • Use filters to view only Active or Inactive members.
  • The list is paginated (20 members per page) for performance.

2.4 Exporting Data

  1. Navigate to Members.
  2. Click the Export CSV button.
  3. The file will download automatically. This ensures you always have a local backup of your registry.

2.5 Best Practices

  • Regularly audit your member list.
  • Mark members as "Inactive" rather than deleting them to preserve historical meeting attendance records.

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