The Search Member Partners tab will bring you to the member partner data table.

The Search Member Contacts tab will bring you to the individual member contact data table.

Each button above the data table has a corresponding entry in the Working with Data section in the Help tab. Additional information and functionality for each data source can be found in the Organizations and Member Contacts sections in the Help tab.

Use the Search bar to filter data fast. As long as text is entered into the Search bar, the data is filtered by that value in addition to any filters selected in the Filter menu. Delete text in the Search bar or click the Clear All Filters button to reset the filter.

This function might be used when you know the name of a person and want their contact information.

Example: Type “Elvis” in the search bar and hit “enter” to retrieve contact information for Elvis Presley.

Click on a row or on the checkbox in column one in any table to select that row. You can also press Shift + Click to select a range of rows.

When one or more rows are selected, the number of rows selected will be indicated at the bottom of the page. The topmost checkbox in column one will also indicate if some rows are selected or if all of the filtered rows are selected.

Important Note: Rows selected will remain selected until you deselect those rows by clicking on them again. Rows will remain selected even if you change data filters. To deselect all rows in a table, click on the topmost checkbox until the checkbox is empty.

For more complex filtering, click on the Filters button.

Each filter represents a column in the table. From the Filter menu, you can select the field you want to filter by clicking on the arrow.

To apply a filter, simply click on the desired value so that it is highlighted.

You can also search for a specific value, sort the filter alphabetically/numerically, and sort the filter by the number of rows that contain the value.

To select more than one value, press Ctrl + Click for each value you want selected. You can press Shift + Click to select a range of values.

Click the Clear All Filters button to reset all filters for both the Organization table and the Member Contact table.

The Column Visibility dropdown allows you to select specific columns to view in the table. This selection will persist in any exported files if you choose to export the data.

Select the Show All option to toggle all columns or no columns.

Click on the Export dropdown to download the data as an Excel or CSV file, or to copy the data to your clipboard. The currently filtered and selected rows and columns are persisted in the exported file.

Note: This functionality is restricted to certain users. If you would like this functionality and do not have access to it, please reach out to wamr@glwater.org.

Click the Add New Contact button to open a form that you can use to add a new record to the list. Existing contacts are not checked before adding to a list, so check for existing contacts first. Use the Edit button to update existing records. Any required fields have an asterisk (*) next to the field name.

Note: This functionality is restricted to certain users. If you would like this functionality and do not have access to it, please reach out to wamr@glwater.org.

When one (and only one) record is selected, the Edit Selected Record button becomes available. Click the Edit button to update values for an existing record. Any required fields have an asterisk (*) next to the field name.

Note: This functionality is restricted to certain users. If you would like this functionality and do not have access to it, please reach out to wamr@glwater.org.

When at least one record is selected, you can click the Delete Selected Contact(s) button to remove a record from the list. If a record is deleted by accident, reach out to wamr@glwater.org to submit a request to restore the record.

Note: This functionality is restricted to certain users. If you would like this functionality and do not have access to it, please reach out to wamr@glwater.org.

The Member Contact list can be cross-filtered based on filters applied to the Organization list. Once the Organization list is filtered, navigate to the Filters button on the Member Contact list. To apply the filter, expand the first option (Organization List Filter) and click on Apply Filter.

The Email Contact(s) button allows you to generate a blank email with multiple email addresses pre-populated. An email message will open automatically in your default email program (typically Microsoft Outlook). Due to browser limits, you may be prompted to allow your browser access to your clipboard. When prompted, click Allow in the browser prompt. Then, press Ctrl + P to paste the copied emails into the email message. You will receive an error notification if you select more than 499 unique email addresses, as Microsoft Outlook limits single email messages to 500 addresses or less.

Note: This functionality is restricted to certain users. If you would like this functionality and do not have access to it, please reach out to wamr@glwater.org.

Coming soon…

Note: This functionality is restricted to certain users. If you would like this functionality and do not have access to it, please reach out to wamr@glwater.org.