{"id":802,"date":"2026-08-07T16:57:25","date_gmt":"2026-08-07T20:57:25","guid":{"rendered":"https:\/\/calusacruiseclub.com\/?page_id=802"},"modified":"2026-08-07T17:04:37","modified_gmt":"2026-08-07T21:04:37","slug":"managing-member-records","status":"publish","type":"page","link":"https:\/\/calusacruiseclub.com\/index.php\/managing-member-records\/","title":{"rendered":"Managing Member Records"},"content":{"rendered":"\n<h1 class=\"wp-block-heading\">CCC-005 \u2013 Managing Member Records<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Document Version:<\/strong> 1.0<br><strong>Last Updated:<\/strong> August 2026<br><strong>Applies To:<\/strong> Calusa Cruise Club Website v1.x<br><strong>Audience:<\/strong> Membership Chair, Website Administrator<br><strong>Required Privileges:<\/strong> Membership Chair or Website Administrator<br><strong>Estimated Time:<\/strong> 10\u201315 minutes per member<br><strong>Prerequisites:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>CCC-001 \u2013 Getting Started with the Calusa Cruise Club Website<\/li>\n\n\n\n<li>CCC-002 \u2013 Understanding User Roles and Privileges<\/li>\n\n\n\n<li>CCC-003 \u2013 Website Navigation Basics<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Document Owner:<\/strong> Rear Commodore<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">Purpose<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">The Member Manager is the official source for all member information used throughout the Calusa Cruise Club website.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Information stored in the Member Manager is used by:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The online Member Directory<\/li>\n\n\n\n<li>The printed Membership Directory<\/li>\n\n\n\n<li>Event and cruise registrations<\/li>\n\n\n\n<li>Member reports<\/li>\n\n\n\n<li>Contact information<\/li>\n\n\n\n<li>Officer reports<\/li>\n\n\n\n<li>Other website functions<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Because many parts of the website depend on this information, member records should always be kept accurate and up to date.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">Before You Begin<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">Before creating or editing a member record, verify that you have the following information:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Member name<\/li>\n\n\n\n<li>Spouse or partner name (if applicable)<\/li>\n\n\n\n<li>Mailing address<\/li>\n\n\n\n<li>Email address(es)<\/li>\n\n\n\n<li>Telephone number(s)<\/li>\n\n\n\n<li>Boat information<\/li>\n\n\n\n<li>Emergency contact information (if used)<\/li>\n\n\n\n<li>Membership status<\/li>\n\n\n\n<li>Any other required club information<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">If possible, confirm the information directly with the member.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">Opening the Member Manager<\/h1>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Log in to the website.<\/li>\n\n\n\n<li>Select <strong>Members Only <\/strong>from the main menu<\/li>\n\n\n\n<li>Press the <strong>Manage Members<\/strong> button.<\/li>\n\n\n\n<li>The Member List will appear.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">The Member List displays all member records currently stored in the system.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">Finding an Existing Member<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">There are several ways to locate a member.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You may:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Scroll through the member list.<\/li>\n\n\n\n<li>Search by last name.<\/li>\n\n\n\n<li>Search by first name.<\/li>\n\n\n\n<li>Search by boat name (if supported).<\/li>\n\n\n\n<li>Filter by membership status.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Using the search function is usually the fastest method.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">Adding a New Member<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">To create a new member record:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open <strong>Members Manager<\/strong>.<\/li>\n\n\n\n<li>Select <strong>Add New Member<\/strong>.<\/li>\n\n\n\n<li>Complete all required information.<\/li>\n\n\n\n<li>Review the information for accuracy.<\/li>\n\n\n\n<li>Save the new member.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">After saving, verify that the member appears in the Member List.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">Editing an Existing Member<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">To update an existing member:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Locate the member.<\/li>\n\n\n\n<li>Open the member record.<\/li>\n\n\n\n<li>Edit the required information.<\/li>\n\n\n\n<li>Review the changes.<\/li>\n\n\n\n<li>Save the record.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Common updates include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Address changes<\/li>\n\n\n\n<li>Email changes<\/li>\n\n\n\n<li>Telephone changes<\/li>\n\n\n\n<li>Boat information<\/li>\n\n\n\n<li>Membership status<\/li>\n\n\n\n<li>Officer positions<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">Membership Status<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">Every member record includes a membership status.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This status determines whether the member appears in various reports and publications.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Examples may include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Active<\/li>\n\n\n\n<li>Inactive<\/li>\n\n\n\n<li>Honorary<\/li>\n\n\n\n<li>Former Member<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Use the appropriate status according to current club policy.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">Before Saving<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">Before selecting <strong>Save<\/strong>, verify:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 Names are spelled correctly.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 Email addresses are correct.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 Telephone numbers are complete.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 Boat information is accurate.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 Membership status is correct.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 Required fields are complete.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Correcting errors now helps prevent problems later.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">After Saving<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">After updating a member record:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Verify the information appears correctly in the Member List.<\/li>\n\n\n\n<li>Confirm any reports affected by the change if necessary.<\/li>\n\n\n\n<li>If preparing a printed directory, generate a new proof before printing.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">Common Problems<\/h1>\n\n\n\n<h3 class=\"wp-block-heading\">I cannot find the member.<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Check the spelling.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Search using only part of the last name.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Verify the member is not marked Inactive.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">The member does not appear in the printed directory.<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Verify that the member&#8217;s status is <strong>Active<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Generate a new directory after making corrections.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">I accidentally changed the wrong member.<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Do not continue making changes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Correct the record immediately.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If necessary, restore the information from club records.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">I cannot edit member records.<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Verify that your account has Membership Chair or Website Administrator privileges.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">Tips<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">Update member records as soon as changes are received.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Do not wait until directory publication time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Keeping the database current reduces errors and makes directory generation much easier.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">Related Articles<\/h1>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>CCC-006<\/strong> \u2013 Understanding Member Fields<\/li>\n\n\n\n<li><strong>CCC-301<\/strong> \u2013 Generating the Membership Directory<\/li>\n\n\n\n<li><strong>CCC-302<\/strong> \u2013 Printing the Directory Booklet<\/li>\n\n\n\n<li><strong>CCC-401<\/strong> \u2013 Website Administration<\/li>\n\n\n\n<li><strong>CCC-402<\/strong> \u2013 User Roles and Privileges<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">Revision History<\/h1>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Version<\/th><th>Date<\/th><th>Description<\/th><\/tr><\/thead><tbody><tr><td>1.0<\/td><td>August 2026<\/td><td>Initial release<\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>CCC-005 \u2013 Managing Member Records Document Version: 1.0Last Updated: August 2026Applies To: Calusa Cruise Club Website v1.xAudience: Membership Chair, Website AdministratorRequired Privileges: Membership Chair or Website AdministratorEstimated Time: 10\u201315 minutes [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center 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