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Galette

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  • Search
    • Filtering members list
    • Advanced search
    • Saved searches

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Members management

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Contributions management

Table of Contents

  • Installation manual
  • User manual
    • Generalities
    • Members management
    • Search
    • Contributions management
    • Fields Configuration
    • PDF models
    • Galette preferences
    • Experimented users
  • Frequently Asked Question (FAQ)
  • Plugins
  • Changelog

Quick search

Search¶

Every executed search will be conserved during your session. You can change a parameter or else, and come back to the list, you will find all your previous search parameters.

Filtering members list¶

The form at the top of the members list allow you to make some search among members. The advanced search provides more cireria and possibilities.

Filter members list

You can filter on:

  • a full text search on one of the following informations:
    • name (first name, last name and nickname),
    • company name,
    • address (address, address continuation, zipcode, town and country),
    • email and instant messaging addresses (email address, website URL, and all direct messenging addresses),
    • job position,
    • informations (public informations and - for administrators only - pivate informations).
  • a member status:
    • all members,
    • up to date members,
    • closes expiries (members whose membership expires in 30 days)
    • latecomers,
    • members whose never had a membership,
    • staff members,
    • administrators.
  • a status of the account:
    • all accounts,
    • active accounts,
    • inactive accounts.
  • group affiliation,
  • presence or absence of an email address.

All filters can be combined, giving you the ability to search among your active members whose have an email address and whose name contains a “a” ;)

Advanced search¶

Advanced search can be found in the main menu and propose an certain amount of fields types, related to members or their membership. The screen is separated into four parts (you can reduce individually):

  • simple search which recall all filters present in the members list,
  • advanced search which proposes extra fields on members that can be of use,
  • search in contributions allowing search on members contributions,
  • free search which allow to select any member field possible, including dynamic fields, and which will automatically adapt to selected field. You can add and remove lines to refine search.
Advanced search

Saved searches¶

New in version 0.9.3.

Every search on members can be stored (with a name) in order to be executed again later. They are accessible only for their author.

After you proceed a search (“simple” or “advanced”), just click on the “Save” button, and pick up a name.

Save a search

You can find saved searches in the list:

Searches list

From this list, you will be able to remove or execute again searches, and also see a detail of used criteria.

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