User Guide

This guide explains how to use MemberJunction's front-end features and functionality, including the Explorer interface, record management, reports, and dashboards.

Authentication and Login

To access MemberJunction:

1. Navigate to your MemberJunction URL in a web browser
2. Click the "Sign In" button
3. Enter your credentials using the configured authentication method (Microsoft, Auth0, etc.)
4. After successful authentication, you will be redirected to the MemberJunction Explorer interface

Welcome to MemberJunction Explorer

MemberJunction Explorer is the main user interface for navigating and working with your data. The interface consists of several key components:

Toolbar

The toolbar at the top of the screen provides access to essential functions:

• Home: Return to the main dashboard
• Search: Access the global search function
• Favorites: View and access your saved favorites
• Applications: Browse available applications
• Skip: Open the AI assistant interface
• Settings: Configure user preferences
• Help: Access documentation and support
• User Profile: View and manage your profile settings

Search

The global search feature allows you to find records across all entities:

1. Click the search icon in the toolbar or press Ctrl+/
2. Enter your search terms
3. View matching results, grouped by entity type
4. Click on any result to open the corresponding record

Favorites

You can save frequently used items as favorites for quick access:

1. When viewing a record, report, or dashboard, click the star icon
2. The item will be added to your favorites list
3. Access your favorites from the Favorites menu in the toolbar

Applications

MemberJunction organizes functionality into applications:

1. Click the Applications menu in the toolbar
2. Browse the list of available applications
3. Click on an application to open it

Meet Skip

Skip is MemberJunction's AI assistant that helps you work with your data:

1. Click the Skip icon in the toolbar
2. Type natural language questions or commands
3. Skip will provide answers, generate reports, or help you navigate the system

Examples of what you can ask Skip:

• "Show me sales for the last quarter"
• "Create a new customer record"
• "What's the status of project XYZ?"
• "Help me find duplicate contacts"

Settings

The Settings area allows you to configure your user experience:

1. Click the Settings icon in the toolbar
2. Adjust display preferences, notification settings, and other options
3. Click Save to apply your changes

Applications

Applications in MemberJunction provide specific functionality for different business needs.

Finding an Application

To find and open an application:

1. Click the Applications menu in the toolbar
2. Browse the list of available applications
3. Use the search box to filter the list
4. Click on an application to open it

Record Management

MemberJunction provides comprehensive tools for managing records in your database.

Finding a Record

To find existing records:

1. Navigate to the appropriate entity view
2. Use the filter bar to narrow down results
3. Enter search terms in the search box
4. Browse the results list
5. Click on a record to open it

Creating a Record

To create a new record:

1. Navigate to the entity view where you want to add a record
2. Click the "New" or "+" button
3. Fill out the required fields in the form
4. Click "Save" to create the record

Opening a Record

To open and view a record:

1. Find the record using search or browse to it in a view
2. Click on the record to open the detail view
3. The record details will be displayed with related information

Duplicate Checking

MemberJunction can help identify potential duplicate records:

1. When creating or updating a record, the system checks for potential duplicates
2. If duplicates are found, a notification will appear
3. Review the potential duplicates and decide how to proceed
4. Choose to continue with the new record or merge with an existing one

Merging Records

To merge duplicate records:

1. Open one of the duplicate records
2. Click the "Merge" button in the toolbar
3. Select the record(s) to merge with
4. Review the field values from both records
5. Choose which values to keep
6. Click "Complete Merge" to combine the records

Using Reports

MemberJunction includes a powerful reporting system for analyzing your data.

Report Types and Options

MemberJunction supports various report types as supported by the Plotly library:

• Tabular Reports: Data presented in rows and columns
• Summary Reports: Aggregated data with grouping and subtotals
• Chart Reports: Visual representation of data using charts and graphs
• Matrix Reports: Cross-tabulation of data with row and column grouping
• Custom Reports: User-defined reports with specialized formatting

Report options include:

• Export formats (Excel, PDF, CSV)
• Scheduling options for regular report generation
• Sharing reports with other users
• Saving report parameters for future use

Using Dashboards

Dashboards provide a visual overview of key metrics and data.

Accessing a Dashboard

To access a dashboard:

1. Navigate to the Dashboards section
2. Select a dashboard from the list
3. The dashboard will display with its components
4. Interact with dashboard elements to filter or drill down into data

Using the Viewing System

The viewing system allows you to customize how you see and interact with data.

Creating Views

To create a custom view:

1. Navigate to the entity you want to create a view for
2. Click "Views" and then "New View"
3. Configure the view settings:

Field Selection

1. Select the fields to display in the view
2. Arrange the fields in the desired order
3. Set field widths and formatting options

Defining Filters

1. Add filter criteria to limit the records shown
2. Combine filters with AND/OR logic
3. Save frequently used filters for reuse

Smart Filters

Smart filters use AI to create natural language filters:

1. Click "Add Smart Filter"
2. Enter a natural language description of what you want to filter
3. MemberJunction will create the appropriate filter criteria

View Sorting

1. Select fields to sort by
2. Choose ascending or descending order
3. Add multiple sort levels as needed

Folders and Grouping Views

Organize your views with folders:

1. Create folders to categorize related views
2. Drag and drop views into folders
3. Share folders with other users or teams

Exporting Records

To export records from a view:

1. Open the view containing the records you want to export
2. Click "Export" in the toolbar
3. Select the export format (Excel, CSV, PDF)
4. Choose export options (fields, formatting)
5. Click "Export" to download the file