Look Up Member Data

Look Up Member Data

This article explains how to use the search feature in your member library to look up member data.

How to Look Up Member Data: Step-by-Step Instructions

First, log in to your PARTNER CPRM account and make sure you have your member data uploaded.

  1. Click “Members” to open your member library.

  2. At the top of the page, click the search field.

  3. Enter a search term, like a contact name or email address, and wait a moment.

  4. Scroll through the results below.

  5. Click the cancel button when done.


You can change the number of records shown at the bottom of the page.

If you are struggling to find the right data, consider using the filter and sort features to narrow down your records and zero in on the right data.


    • Related Articles

    • Sort and Filter Member Data

      This article explains how to sort and filter your member library to help find the right data. How to Filter Member Data: Step-by-Step Instructions First, login to your PARTNER CPRM account. Then, follow these steps: Click “Members” in the navigation ...

    • Customize Member Library Columns

      This article shares how to customize which attributes and data appear in the columns in your member library and change their order. How to Customize Columns in Your Member Library: Step-by-Step Instructions 1. First, login to PARTNER CPRM and open ...

    • Edit a Member

      This article shares how to edit an existing member of your ecosystem after you create them. Currently it is only possible to update members individually. Our Product Team is working on developing a new platform feature allowing you to update multiple ...

    • Export Member Data

      This article shares how to download all your member data, including all contact info and custom attributes to back up your data and do additional data analysis. How to Export Your Member Data: Step-by-Step Instructions 1. First, login to PARTNER CPRM ...

    • View a Member Card

      This article shows how to to view a member card with all their secondary contacts, attributes, captures, and notes. How to View a Member Card: Step-by-Step Instructions Follow these steps: 1. Click “Members” in the ecosystem navigation menu to open ...