Customizing Member Queries

Customizing member queries in BlueGolf 360 allows tournament administrators to gather and refine specific member data into a customized report. Using the query tool, users can include or exclude specific fields, apply filters, and sort data to create a tailored query.

Accessing Member Queries

• Navigate to the CRM tab in the BlueGolf 360 console.
• Select Members, then click Queries.
• A list of all saved member queries will be displayed.
• Locate the query you wish to customize and click Refine.

Customizing a Query

• Use the two available forms:
  • Fields Not in Query – Lists fields that can be added to the query.
  • Fields in Query – Lists fields currently included in the query.
• Move fields between the lists by selecting the desired field and adding or removing it.

Applying Query Filters

• Use filters to narrow down the search criteria.
• Example: Set Date of Birth to “Is greater than” 1/1/1970 to display only members born after that date.

Sorting the Query

• Utilize the Query Sort Tool to organize the results.
• Example: Sort by Age (Low to High) for an ordered list of members by age.

Saving and Sharing Queries

1. Once the query is customized, select Save Query.
2. Choose the visibility option:
   • Personal – Only visible to you.
   • Shared – Available to all users with access to queries.

By customizing queries, tournament administrators can efficiently extract and analyze member data