Viewing and editing a record

Each row of the grid carries the buttons that open the record, to view it or to edit it.

1. 1View profilethe eye opens the record in read-only mode. Every role with access to the contacts sees it.
2. 2Edit profilethe pencil opens the record for editing. It appears for the roles that can edit at least part of the record: Administrator, Secretary, Accountant, Coach and Technical Commission. The Committee only sees the eye.

The other buttons of the row (resignation, deletion, reactivation) are described in "Resignation and reactivation of a member".

View profile opens the Profile of window, followed by the member's name, with five tabs: Profile, Finances, Attendance, Tests and History. The Profile tab presents the record in blocks. The Finances tab only appears for the roles that have access to invoicing or edit the whole record (see "The other tabs of the record").

1. 1Headerthe photo or the initials, the name and the age, the status, the address and the year the member joined the club.
2. 2Last Communicationthe subject and the date of the last email sent to the member, or "No communication".
3. 3Personal informationtitle, salutation, gender, date of birth, nationality, language, AVS number, consent to photo publication and custom fields.
4. 4Addressstreet, address line 2, city and country.
5. 5Contact informationmobile, landline and email.
6. 6Groupsthe member's groups, each with its function.
7. 7Invoicinghow the invoices are sent, the payer and the subscriptions.

Depending on the content of the record, other blocks are added: Club data (member number, dates, status, pause, payment arrangement), Sport (category, level, licence, J+S number, medical certificate), Registrations and consents, Children, and Internal notes, which the member never sees.

The viewing window has no edit button: close it and click the row's pencil.

A minor's record has the same blocks, plus those about their parents.

1. 1Headeras for an adult.
2. 2Last Communicationas for an adult.
3. 3Emergency contactthe legal representative named as primary contact, with their relationship to the child, their phone and their email. To change the emergency contact, name another primary contact on the record (see "Adding a minor member").
4. 4Personal informationas for an adult.
5. 5Addressthe child's.
6. 6Contact informationthe child's own.
7. 7Groupsas for an adult.
8. 8Invoicingas for an adult.
9. 9Legal representativeseach legal representative, with their relationship, their mobile and their email. The Primary badge marks the primary contact, and the Communications, Invoices and Edit profile tags show what each one receives or can do. Only one parent carries the Invoices tag: the one who receives the invoices. A representative who is not a club member has a Convert to member button.

The Emergency contact block only appears for a member who has legal representatives.

• Finances: the member's invoices for the chosen season: total invoiced, total paid, open invoices and balance due, then the list of invoices with their status (Open, Partial, Overdue, Paid). Click an invoice to see its payments (chapter 10: Invoicing). With the standard roles, the Administrator, the Committee, the Secretary and the Accountant see this tab, on the record of a member, a family or a company; the Coach and the Technical Commission do not. The member and their parents find their finances in My profile (chapter 13: Member & family portal).
• Attendance: the member's attendance over 7 days, 30 days, 90 days or 1 year, with the number of present, absent and unknown (chapter 8: Schedule & attendance).
• Tests: the last validated test and every test taken, validated or pending (chapter 5: Tests & Grades).
• History: the history of changes to the record, described below.

1. 1Searchfilters the events on a word.
2. 2FiltersAll, or only the Groups, Statuses or Contact events.
3. 3The timelinethe events grouped by day, from the most recent to the oldest, each with its time.

The history keeps the entries into and exits from groups and the changes of function, joining the club and each status given or ended, as well as the changes to the entry, exit and reactivation dates and the pauses.

The row's pencil opens the Edit window, followed by the member's name. It has the same tabs and sections as the add window (see "Adding an adult member"), without the Must validate profile box. For a minor, it also shows each legal representative's access.

1. 1The titleEdit, followed by the member's name.
2. 2The representative's accessActive account, Invitation sent on, followed by the date, or No access.
3. 3Send the invitationinvites the representative to create their access to GestiClub, to manage the child's profile. The button appears for a representative who can edit the profile, has an email address and no access yet; it becomes Resend invitation when an invitation is already waiting. The email goes straight away.
4. 4Connection datathe child's personal access: Invite, followed by their first name, to create their account, or the state of their account if they have one. The child must have their own email address, different from their parents'.

Unticking Can edit profile for a representative opens the Remove the management right? window. If this representative has no other reason to access GestiClub, it also asks what to do with their account: Deactivate the account (recommended) or Keep the account active. The change applies as soon as you click Confirm, without waiting for the record to be saved.

After saving, GestiClub may offer to invite the representatives who can edit the profile and have no access yet: Send the invitation or Send nothing.

The member form is split into tabs, and each tab depends on a different right. A user can only edit the tabs covered by their role; the fields out of their reach stay greyed out.

The username, the password, two-factor authentication and the email signature are not edited from the Contacts module: each member manages them themselves in My profile. The Committee views the records without being able to edit them.