Simplify Editing With MemberGate "Search Box With Suggestions Dropdown"
Tutorial

Simplify Editing With MemberGate "Search Box With Suggestions Dropdown"

Introducing: Search and Select

If like us, you get tired of scrolling through drop down boxes looking for the page that you would like to edit, or the item that you want to update, then you will love our new "Search & Select" Feature

MemberGate Infinity allows us to offer this improved selection process so you no longer have to scroll through tens, hundreds or even thousands of pages or cart items!! 

There is now the ability to type in some keywords and the software will automatically only show results in the drop down box with the text entered. A selection then just has to be made from the few items in the drop down box. 

Simplify Editing With MemberGate

 

Search first... then Select... So Simple!

Simply tap a few letters of the word you know and see the Selection automatically show the remaining matching pages or items.. it's super easy!

MemberGate developers are working on adding this functionality sitewide. But, for now, it is only available in the areas listed below.

Please see below for some examples of where you can use this time saver along with instructions on how it works.

 

Click on each tab to see the related Search & Select video example.

Finding a Content Page to Edit

Following the instructions below will provide you with an idea of how to use the new selection boxes when choosing a content page to edit.

 

1. From the control panel under 'Content' choose 'Edit Content'

2. Click in the 'Select Page to Edit Box'

3. Begin typing a keyword that can be found in the headline of the content page.

4. The drop down menu will appear with Headlines that meet the criteria of the letters that are being entered.

5. Select the desired content page to edit and press the 'Edit Selected Page' button

 

 

Selecting a Department (or Cloning One) to Assign a Content Page

Following the instructions below will provide you with an idea of how to use the new selection boxes when choosing a department in the 'Edit Content' screen.

 

1. From the control panel under 'Content' choose 'Add Content' (or 'Edit Content' to update an existing page)

2. Click in the 'Department' box

3. Begin typing a keyword that is the name of a department

4. The drop down menu will appear with Department names that meet the criteria of the letters that are being entered.

5. Select the desired department to assign the content page to

6. Follow steps 2-5 in the 'Clone to Department' if adding the content page to additional departments.

7. To select multiple departments in the clone to department box, hold the CTRL key on the keyboard and the click on multiple department entries.

8. To delete a clone department added by mistake, click on the X in the top left of the department name.

 

 

Choosing Related Articles on a Content Page

Following the instructions below will provide you with an idea of how to use the new selection boxes when choosing Related Articles to add to the bottom of the content page.

 

1. From the control panel under 'Content' choose 'Add Content' (or 'Edit Content' to update an existing page)

2. Click in the 'Related Articles' box

3. Begin typing a keyword that can be found in the headline of the content page.

4. The drop down menu will appear with Headlines that meet the criteria of the letters that are being entered.

5. Select the desired content page (or pages by holding the CTRL key to select multiple pages)

6. Repeat steps 3-6 for other keywords

 

 

Edit Category

Following the instructions below will provide you with an idea of how to use the new selection boxes when choosing to edit a category.

 

1. From the control panel under 'Categories' choose 'Edit Category'

2. Click in the 'Select Category Edit'

3. Begin typing a keyword that can be found in the name of the Category.

4. The drop down menu will appear with Categories that meet the criteria of the letters that are being entered.

5. Select the desired Category to edit and press the 'Edit Category' button

 

 

Finding a Specific Product to Edit

Following the instructions below will provide you with an idea of how to use the new selection boxes when choosing an item to edit in the shopping cart.

 

1. Under 'Commerce' choose 'Shopping Cart'

2. From the Shopping Cart Menu choose 'Add/Edit Products'

3. Click in the 'Select Item to Edit' box

4. Begin typing a keyword that can be found in the 'Product Number' or 'Item Name' of the product***

5. The drop down menu will appear with Items that meet the criteria of the letters that are being entered.

6. Select the desired Product item to edit and press the 'Add/Edit Shopping Cart Item' button

***NOTE: The Item Name and the Headline are not the same with regards to products. The item name is for internal search purposes, and the headline is published on the shopping cart pages on the live site. The Headline is what the customer will see to descibe the product.

 

 

Finding an Order in the Shopping Cart

Following the instructions below will provide you with an idea of how to use the new selection boxes when looking for a customer name to find their order in the shopping cart.

 

1. Under 'Commerce' choose 'Shopping Cart'

2. From the Shopping Cart Menu choose 'Find Orders'

3. Click in the 'Show orders for Customer' box

4. Begin typing the name of the customer whose order is being searched

5. The drop down menu will appear with names that meet the criteria of the letters that are being entered.

6. Select the desired customer name and click on the 'View Orders' button

*NOTE: Another new feature in this process is that the order will open in a new window.