Members

Manage contacts, organisations, venues, and user accounts in the CRM.

Overview#

Members is the universal entity in Signals — contacts, organisations, venues, and user accounts are all stored as members differentiated by their membership_type. This unified approach allows shared contact details, custom fields, and relationships across all entity types.

Members List#

Route: /members

Browse all members with search, type filtering, sorting, and bulk operations. The list is powered by the reusable DataTable component.

• Search — filter by name (debounced, case-insensitive)
• Type filter — chip buttons to show All, Contacts, Organisations, or Venues with counts
• Column sorting — click column headers to sort by Name, Type, Status, or Created date
• Column filtering — inline filters on Type (select) and Status (select)
• Pagination — 12 members per page (configurable: 12, 24, 48)
• Row selection — checkbox selection with shift-click range support
• Bulk actions — delete multiple selected members at once

Row Actions#

Each row has a dropdown menu with View, Edit, and Delete actions. Deleting a member shows a confirmation modal and soft-deletes the record.

Bulk Actions#

Select multiple members using checkboxes, then use the bulk action bar to delete selected members. A confirmation modal appears before deletion.

Member Detail#

Route: /members/{member}

The detail page shows a header with the member's name, type badge, and status badge, followed by tab navigation for managing related data.

Overview Tab#

The overview tab displays two sections:

• Details — name, type, description, default currency, locale, and organisation tax class (when set)
• Summary — counts of addresses, emails, phones, and links, plus linked organisations or contacts with clickable links

Tabs#

Creating & Editing Members#

Routes: /members/create, /members/{member}/edit

Contact Details#

Each member can have multiple addresses, emails, phones, and links. These are polymorphic — the same system is shared across members, stores, and future entities.

Addresses#

Each address can have a label (e.g. "Head Office"), street, city, county, postcode, country, type (from the AddressType list), and a primary flag. Only one address can be primary per member.

Emails#

Each email has an address, type (from the EmailType list), and a primary flag.

Phones#

Each phone has a number, type (from the PhoneType list), and a primary flag.

Links#

Each link has a URL, optional display name, and type (from the LinkType list).

Relationships#

Contacts can be linked to organisations (and vice versa) with a relationship type label (e.g. "employee", "contractor") and an optional primary flag. The relationships tab shows all linked members and allows adding new relationships.

Custom Fields#

Custom fields configured for the "Member" module appear on the Custom Fields tab, grouped by their custom field group. Fields display their current value or "No value set" for empty fields.

Permissions#