Home → Membership → Join → Searching for joining members/customers
5.2. Searching for joining members/customers
To search for members with specific joining dates, select the calendar icon to the right of JOIN/LEFT DATES BETWEEN and enter the preferred date range.
Once entered, select Apply to view member/customer joins.
The Join page will attempt to locate any matching "Membership" or "Join" Sales/Pipeline items which have a Date Expected within 60 days of the Date Renewal for the record. We recommend setting the Date Expected and Date Joined to be the same to avoid any confusion when running your Joins.
Records with no matching Sales/Pipeline item will display the text "No Join Item + Sales Pipeline". Clicking this button will allow you to add the applicable Sales/Pipeline item for the Join using the details from the grid.
If your organisation uses Contact Memberships, these will also be displayed on the Join page.