1Open Client in the left menu, then click the Search box. You can search by name, member ID, phone or email.2Type what you know — here we typed “Vikas”. The list filters instantly as you type.3Click the member’s row to open their record.4Their full profile opens — Summary, Accounts, Charges, KYC, Income, Statement and more, all in one place.
How to find a member
Search the member register and open a member’s full profile in CAMS.
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Summary
Find a member quickly on the Clients screen, by name, ID, or phone number. About 1 minute · 4 steps.
Prerequisites
Your CAMS sign-in.
Something to search by: the member's name, Member ID, reference number, or phone number.
Step-by-step
Sign in to CAMS.
In the left menu, click Client. You'll see the Clients screen, which lists your members.
In the Search box at the top, type part of the member's name, their Member ID, reference number, or phone number. The list narrows as you type.
Click the member's row to open their profile, where you can see their details and accounts.
Tip: Use the Type and Status filters (or Add Filters) to narrow a long list, for example to show only Pending members.
Common pitfalls & FAQ
No results. Check the spelling, or search by Member ID or phone number instead of name. Also clear the Type and Status filters in case one is hiding the member.
Too many results. Add a filter, or type more of the name or ID.
The member isn't there at all. They may not be registered yet. See "How to add a new member".
