Add a New Rep
- From the Dashboard, click Members on the left side menu.
- Select the member you are adding a rep to from the Members dropdown list in the top tool bar.
- In the Reps tab, click Add a New Rep.
- Complete the form on the Contact Information section of the "Add a New Representative" screen.
- Click Finish.
Note: Alternatively, you can add a new rep by selecting "Representative" from the Add button in the top tool bar.
Warning: If the Rep name already exists on the same or a different member, a warning message will appear that displays the name of that member. You may continue on and create the rep if desired.
|Primary Contact:||Selecting the Primary Contact checkbox will make this the primary contact representative for the member.|
|Contact Preference:||Select the preferred contact method for this rep. Email, Fax, Mail, Phone or No Communication. See How is the "Contact Preference" Field Used on the Reps Tab?|
|Email:||Note that the email address listed here by default is the email address provided on the General tab. This can be edited to contain rep's individual email if desired.|
|Greeting:||Specify the common name used by this individual. See also What is the Greeting field used for?|