How to Create a List of Primary Organization Contacts

This guide will walk you through creating a list consisting only of primary contacts at the organizations who hold memberships in your Association.

Accessing a Membership List

Creating a List

1. Log in to your Member365 Administrator Dashboard.

2. On the top bar, hover over ‘Lists‘ and click 'Create List'

3. Enter a name for your list, select who can access it, and click ‘Continue‘.

Filtering by Primary Contacts

4. Click the 'Membership' filter.

5. Click 'Membership Category - Primary Accounts'.

6. Click 'Check All' (or just click checkbox next to the categories you want to include in this list) and click 'Save'

7. Add any other required filters to the list, and then click ‘Save List‘.

Congratulations, you have created a list of primary/organizational contacts!