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CCH Software User Documentation

Find Members

 

Viewing Members

To view the Members in your Organisation, click 'Members' in the left panel menu or the 'Members' tile on the overview page.

A list of current Members is displayed in alphabetical order by first name.

 

Searching

You can use the 'Search' field to filter the list.

NOTE: You can also use the Search box on the 'Join requests' and 'Pending invites' tabs of the Members page to search and filter a long list of Members.

To perform a search, type at least three letters into the 'Search' field. The search looks for the entered characters within the first name and last name of Members.

In this example, a search for 'par' will display four Members with the letters 'par' within the last name 'Partner' and 'Preparer':

Members_List_Pat_Mid_Search_Field_HL.png

To view the details of an individual Member, click their name in the displayed list. Their information will be displayed in the central column.

 

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