Difference between revisions of "Add a New Rep"
Jump to navigation
Jump to search
Line 13: | Line 13: | ||
{| class="wikitable" | {| class="wikitable" | ||
!colspan="2"|'''Contact Information Fields''' | !colspan="2"|'''Contact Information Fields''' | ||
+ | |- | ||
+ | |'''Primary Contact:''' || Selecting the '''Primary Contact''' checkbox will make this the [[primary representative]] for this member. | ||
|- | |- | ||
|'''Contact Preference:''' || Select the preferred contact method for this rep. Email, Fax, Mail, Phone or No Communication. See FAQ – [[How is the Contact Preference used on the Reps tab?]] | |'''Contact Preference:''' || Select the preferred contact method for this rep. Email, Fax, Mail, Phone or No Communication. See FAQ – [[How is the Contact Preference used on the Reps tab?]] | ||
Line 19: | Line 21: | ||
|- | |- | ||
|'''Greeting:''' || Specify the common name used by this individual. See FAQ – [[What is the Greeting field used for?]] | |'''Greeting:''' || Specify the common name used by this individual. See FAQ – [[What is the Greeting field used for?]] | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|} | |} | ||
Revision as of 20:33, 3 August 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 Information Fields | |
---|---|
Primary Contact: | Selecting the Primary Contact checkbox will make this the Primary representative for this member. |
Contact Preference: | Select the preferred contact method for this rep. Email, Fax, Mail, Phone or No Communication. See FAQ – How is the Contact Preference used on the Reps tab? |
Email: | Note that the email address listed here by default is the email address provided on the General tab. Change to the individual email address of this rep if available. |
Greeting: | Specify the common name used by this individual. See FAQ – What is the Greeting field used for? |