Difference between revisions of "Add a New Rep"
Jump to navigation
Jump to search
Line 22: | Line 22: | ||
|'''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. | |'''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?]] | + | |'''Greeting:''' || Specify the common name used by this individual. See also [[What_is_the_"Greeting"_Field_Used_For%3F|What is the '''Greeting''' field used for?]] |
|} | |} | ||
Revision as of 17:32, 21 December 2015
- 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. 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.
- Click Finish.
Contact Field | Description |
---|---|
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? |