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All Engagements
Table of Contents
ALL ENGAGEMENTS
OVERVIEW
Engagements are for Premier and Enterprise account holders.
SCREEN OPTIONS
Use the Screen Options menu to tailor your display on the Engagement pages, choosing to hide/display specific columns or set your number of items per screen:- Search for a specific engagement
- Filter based on All, Mine, Published, or Drafts
- Filter using All dates
- Apply a bulk action to selected engagements
- Edit, Quick Edit, or Trash an engagement
SEARCH
Search for a specific membership by typing in the search field and selecting the Search Engagement button:FILTER
Filter by All, Mine, Published, and Draft engagements, or TrashALL DATES
Using the ALL DATES dropdown, you may filter your engagements by a specific month:
BULK ACTIONS
The Bulk Actions menu allows you to apply a bulk action to selected engagements. Simply click the check box to select multiple engagements, choose your desired action from the BULK ACTIONS dropdown (Edit or Move to Trash), and click APPLY to perform your bulk action:ACTIONS MENU
When hovering over any engagement, that engagement’s actions menu will appear, allowing you to edit and access Quick Edit and Trash:The Empty Trash button will permanently delete all engagements in the list, and you will not be able to restore them.