Project Laura

Coming Soon

A Member Experience System. Re-imagine what club & member management software looks like.

Filtering by Tag: find

Viewing & Searching Transactions

Transactions are charges against the profile’s account.  From the menu drawer on the left of the window, tapping or clicking on ‘Transactions’ will bring you to a list of all of the transactions in the system.

From here you can filter the transactions by location, payment status, and date range.  Further to that you can also search for a particular profile, a particular amount, or any other details particular to a profile.

Filter transactions small.gif

To see the particular details of a transaction tap or click on the ‘View Details’ button on the right hand side of the list.  This will open a new tab showing just that transaction and it’s line items, taxes, and how it was paid.
 

transaction small.gif

Roster

The roster is the core listing interface of Project Laura.  Here anyone can search the roster for other profiles.

Viewing the Roster

The roster is different depending on the type of profile you have.  If your profile is a member or a member subtype, you will only be able to search the roster, and view limited details of other member profile types.

Staff profile types can view, search and filter all types of profiles, as well as Applicants.

The Applicant view is unique to staff viewing the Applicant Roster, which permits extra abilities to accept, update, and approve applicant profiles.

Searching & Filtering the Roster

From the Navigation Bar, the contextual search will show “Search Roster”. From here you can enter almost anything regarding a profile’s name or contact information.  The search is adaptive, meaning that if you misspell someone’s name, you’re likely to still get the result you want. If you transpose your profile numbers you will likely still find the profile you’re looking for.  

Below the navigation bar is a series of filters.  If you’re looking for profiles with birthdates in a certain range, a particular type of profile, a particular class of membership or interest, or any combination of the above, you can filter the roster based on those fields.

Lastly, you can also order the results you receive based on alphabetical order, their profile number, when the profile was created, or most recently updated profiles.

Navigation Bar

At the top of your window is the Navigation Bar.  This bar will go with you where-ever you go in Project Laura.

navigationbar

On the left hand side you have the menu button that will bring out the Menu Drawer. Next to that is the Club’s Logo which takes you back to the Roster.  

The search bar is the next leftmost item.  Search is contextual based on what interface you’re looking at.  If you’re looking at the roster, it will search the roster, if you’re looking at transactions, it will search transactions.

On the right hand side you have buttons for creating a note, creating a profile, and a button with your profile name and photo.  Clicking or tapping on your name or photo will bring up shortcuts to your profile, your settings or to logout.