View a Member Card

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 the member library.

2. Click the name of the member whose card you want to view.



3. The card will slide open from the right side of the screen.

4. Switch between the available card modules to view the member’s data, notes, secondary contacts, and which captures includes it.

5. Click the small ‘edit’ icon at the top right to edit the member.

6. Scroll down to view all the member’s data.

7. Click outside the member card when done to return to the library.



If you want to change how your attributes are organized and laid out, add them to Attribute Groups and change their order to what you prefer.


    • Related Articles

    • View Member Profiles

      You can view a member profile to explore all their attributes, metrics, and network maps in one place. Customize your profiles first to choose a custom layout with the specific data and visualizations of interest to you. When you are ready to view a ...

    • 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 ...

    • Create a New Member Group

      This article shares how to create a new member group with ecosystem members in your member library. NOTE: You must add or upload your ecosystem members before you assign them to groups. How to Create a New Member Group: Step-by-Step Instructions 1. ...

    • 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 ...

    • Access the Insights Library

      The Insights Library is a new feature in the PARTNER CPRM analyzer that provides users with valuable information and resources to help interpret network data and visualizations. It offers four types of insights for various topics related to network ...