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The Member Management module organizes all information related to members. Features include:

​Member Search

• Search for members by any criteria.
• Search on partial names, status, SSN, or any other identifier.
• One-click access to add a new member.
• Field reps can use eMembership Mobile to search for members using their mobile phone or tablet.
• We customize for you what columns you want returned in the results.
• One-click sorting of results list.
• One-click access from the results table to the Member Profile.

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Member Profile

• Easy access to all member profile information.
• Configurable security to mask confidential fields like SSN [need to add **** in the SSN field].
• Unlimited addresses.
• Unlimited forms of contact (email, phone, text, etc.).
• Additional member information such as emergency contact information, skills and languages, and other free-form data.
• Sortable, searchable notes.
• The ability to add custom attributes.
• One-click access, from the menu, the member's work history, finance history, grievance history, etc.
• Allow members to view and/or edit some, none or all of their profile data in the website Member Portal.
• Field reps can instantly see real-time member status and other relevant details on their mobile phone or tablet; no more calling into the office to check on a member's status.
• Check out our Member Profile video!

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Member Work History

• Historical list of work assignments held by this member.  Where applicable, includes dues assessed or check-off dues collected as a result of this work, by assignment or per time period.
• Work history can be automatically loaded from employer remittances, or entered manually.
• For freelancing trades, you have the option to allow members to update their own work history.
• One-click access to the project or worksite details.
• One-click access to the employer details.
• Sortable, printable.
• Can be made available to the member via the website Member Portal.

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Member Financial Data

• A summary of the member’s financial standing, including outstanding balances and payment plans or installment arrangement, if applicable.
• A Detailed history of the member’s financial transactions (dues and other assessments, payments made).
• List of all charges and payments.
• Supports full and partial payments.
• Allocation of a single payment across multiple charges.
• One-click sorting.
• Employer payments can be applied via remittance upload.
• Payments and charges can be applied to individual members, or in bulk.
• Filter by all, open or closed transactions.
• List transaction summaries or details.

​For more information, contact a WinMill Account Manager at inquiry@winmill.com or 1-888-711-MILL (6455)

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