Member Notes Subcategory

Members > Member Notes

This subcategory lists details about members who have notes associated with an agreement.

Some report columns are derived from UDFs (user-defined fields) in DataTrak. Because UDFs are defined at the club level, those columns are omitted from this documentation.

Column Name	Column Description
Active Notes Flag	Indicates whether the listed member has note that are set as Active.
Address	The member's address as it is entered on the member page.
Age	The member's age.
Agreement #	The member's agreement number.
Agreement Misc	The Agreement Misc fields contain the text entered in the fields of the same name in the Miscellaneous section of the Agreement tab on the member page.
Barcode	The member's barcode.
Begin Date	The agreement begin date, as listed in the Dates section on the Agreement tab of the member page.
Birth Date	The member's date of birth.
Campaign	The campaign by which the member was acquired, as listed in the Miscellaneous section of the Agreement tab on the member page.
Cell Phone	The member's mobile phone number, as listed in the Demographics section of the Personal tab on the member page.
City	The member’s city as it appears on the member page.
CityStateZip	The member’s city, state, and zip code, as listed in the Demographics section of the Personal tab on the member page.
Club Account Oldest Due	The date of the oldest club account invoice due date.
Club Name	The name of the associated club as it is listed in the Club Name field on the General tab of the Edit Club page.
Club Nbr	The number of the club associated with the transaction.
Date Signed	The date the agreement was signed by the member, as listed on the Agreement tab of the member page.
Email	The member’s email address as it appears in the Demographics section of the Personal tab on the member page.
Emergency Phone	The emergency phone number listed in the Demographics section of the Personal tab on the member page.
Expiration Date	The agreement expiration date, as listed on the Agreement tab of the member page.
Fax	The fax number listed in the Demographics section of the Personal tab on the member page.
Gender	The member's gender.
Group	The membership group listed in the Personal section of the Personal tab on the member page.
Join Status	Indicates whether the listed transaction belongs to a Member or a Prospect.
Last Sync Date	The date that the agreement information was last synced with ABC, as listed in the Status section on the Agreement tab of the member page.
Last Visit Date	The member's most recent check in date, as listed on the Check In History tab of the member page.
Last Visit Date/Time	The member's most recent check in date and time.
Last Visit Time	The member's most recent check in time.
Lead Priority	The lead priority level of a prospect: Lost, Cold, Medium, or Hot.
License	The member's driver's license number, as entered on the Personal tab of the member page.
Management	Indicates whether the agreement is ABC Managed or Club Managed.
Member Misc	The Member Misc fields contain the text entered in the fields of the same name in the Personal section on the Personal tab of the member page.
Member Name	The member's name.
Member Since Date	The date that the member agreement was created.
Member Status	The member’s current status, as listed in the Status section of the Agreement tab on the member page.
Member Status Reason	The reason for the member’s current status.
Membership State	Indicates whether a member is active or inactive.
Membership Type	The membership type associated with this agreement, as it appears in the Personal section of the Personal tab on the member page.
Notes	The text of the member note, as it appears on the Notes tab of the member page.
Notes Date	The date the note was entered, as listed on the Notes tab of the member page.
Oldest Due Date	The first due date for the agreement, as listed on the Agreements tab of the member page.
Ordinal	The ordinal indicates whether the member is the primary member on an agreement or a secondary member. Primary members are indicated with an Ordinal of 0. Secondary members are organized by their Ordinal. For example, a member with an Ordinal of 3 is a secondary member, and the fourth member listed on the agreement.
Ordinal Identifier	The ordinal identifier is the agreement number with an additional number called an ordinal. The primary member on an agreement has an Ordinal of 0, which will not be displayed in the ordinal identifier. For all secondary members on an agreement, the ordinal identifier will be the agreement number plus an additional digit indicating that this is a secondary member. For example, for agreement number 900312345, the primary member's ordinal identifier will be 900312345, while the first secondary member's ordinal identifier will be 90031234501.
Primary Member	Displays "Yes" if the listed member is the primary member on the agreement, or "No" if the member is a secondary member.
Primary Phone	The member's primary phone number, as listed in the Demographics section on the Personal tab of the member page.
Referred by Name	The name of the member who referred the listed member.
Renewal Cash	The agreement renewal price paid in cash, as listed in the Renewal section on the Agreement tab of the member page.
Renewal Date	The date the agreement was renewed, as listed in the Renewal section on the Agreement tab of the member page.
Renewal EFT	The agreement renewal draft price, as listed in the Renewal section on the Agreement tab of the member page.
Renewal Frequency	The frequency the agreement is renewed, as listed in the Renewal section on the Agreement tab of the member page: Weekly, Monthly, etc.
Renewal Statement	The agreement renewal statement price, as listed in the Renewal section on the Agreement tab of the member page.
Renewal Type	The type of agreement renewal , as listed in the Renewal section on the Agreement tab of the member page.
Sale Price	The agreement sale price, as listed on the Billing tab of the member page.
Sales Person	The name of the sales person associated with the transaction.
Status Date	The date the member's status was last changed, as listed in the Status section on the Agreement tab of the member page.
Sync	Indicates whether a member's account is synced with ABC.
Taken By	The logged-in employee at the time the note was entered, as listed on the Notes tab of the member page.
Term	The agreement term (Cash, Cash Open, Open, Installment).
Work Phone	The member's work phone number, as listed in the Demographics section on the Personal tab of the member page.
Zip	The member’s zip code, as listed in the Demographics section of the Personal tab of the member page.