Difference between revisions of "Add a New Rep"
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'''Note: '''Alternatively, you can add a new rep by selecting "Representative" from the '''Add''' button in the top tool bar. | '''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. | '''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. | ||
{| class="wikitable" | {| class="wikitable" | ||
| − | !style="width: | + | ! style="width:300px"|'''Contact Information Field''' |
| − | !style="width:800px"|'''Description''' | + | ! style="width:800px"|'''Description''' |
|- | |- | ||
| − | |'''Primary Contact:''' || Selecting the '''Primary Contact''' checkbox will make this the primary | + | |'''Primary Contact:''' || Selecting the '''Primary Contact''' checkbox will make this the [[primary 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:''' || 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. 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 [[ | + | |'''Greeting:''' || Specify the common name used by this individual. See also [[What is the '''Greeting''' field used for?]] |
|} | |} | ||
Latest revision as of 20:49, 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.
- Click Finish.
Figure: "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.| Contact Information Field | Description |
|---|---|
| Primary Contact: | Selecting the Primary Contact checkbox will make this the Primary representative for the 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. 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? |
