In Neon, a member is an account with an active membership transaction on it.
NeonCRM contains a built-in list of all membership transactions, the main menu's Memberships.
This lists all membership transactions: joins, renews, pending, succeeded, inactive, future, and more. To isolate just current memberships, set the Membership Status filter to just show active memberships. These are successfully paid memberships with a start date in the present or past and an expiration date in the future.
The active membership list will generally present a unique list of members. However, if an account has multiple active memberships, they will be listed multiple times. We discourage concurrent active memberships on a single account.
In addition, here are other ways to identify your members:
- In reports (e.g. All Accounts report), add the search criterion of Membership Expiration Date Greater & Equal to Current Day.
- Look at the Membership Stats widget. Click on the blue number under Current Members to see a list of current members of that level. If the level you are looking for is not present, click the cog in the upper right corner to adjust the settings.
- Run the One-Click All Current Members report.