With Insight, locating your members is a breeze! Because even a small location will have a few hundred members we’ve chosen the "search" first approach to finding members. If you would prefer to see a comprehensive listing of all your members simply do the following:

  1. Click on the location button (the button with the house icon)
  2. Click on Reports
  3. Click on Members to run the interactive member list and report

For simplicity sake, you’ll generally know the name of the member that you’re looking for and for that you’ll use the member search (see below).

 account search screen

Start by clicking on Accounts from the general links portion of the Insight navigation bar. Once you’ve done that, you will see the search screen (see above). You can find a member by simply typing a portion of their name (or a portion of any of the other search types).

After you’ve typed in the full or partial search information, either press enter or click on the Search button. All matching results will appear right underneath the search box. As a shortcut, if there is only one matching member you will immediately be shown that matching member’s account view without having to click on them.