A Member Is Missing from Search or Reports
First check which list you are searching. Kanri separates member profiles, prospective members, and people linked as contacts.
Search the right list
Section titled “Search the right list”- Open Members.
- Check All Members, Leads, and Contacts. A person may appear in a different tab than expected.
- Search using a short part of the first or last name, or use the member number if you know it.
- If you have View Members (Full) access, try searching by phone number.
Searches may not match the middle of a name or number. If searching che does not find someone named Chen, try ch or another starting character.
Check filters and reports
Section titled “Check filters and reports”Remove filters one at a time, then run the search again. On the Leads tab, check the program-interest filter if it is available.
Reports use their own date ranges, status filters, and access rules. Open the report and confirm its filters before concluding that the person is missing. For example, an inactive membership may not appear in a report focused on active memberships.
If you still cannot find the record
Section titled “If you still cannot find the record”Try a different spelling or the member number. Email is not a search field in the Members list. If no matching record appears, the profile may have been deleted. Deleted profiles do not appear in the Members list; contact support if you believe a record was deleted by mistake.