|
|
| Line 1: |
Line 1: |
| − | <div xmlns="http://www.w3.org/1999/xhtml">
| + | Follow-up reminders may be specified for any communication history item which will display as a Reminder in the Task List on the designated date. |
| − | <div style="text-align: left;">[[Member_Management-TableOfContents|Table of Contents]] | [[Member_Management-Edit_eReferral_email_setup_options|Previous]] | [[Member_Management-Print_a_single_label|Next]] | [[Member_Management-Index|Index]]</div>
| + | Follow-Ups may be designated for another staff member to complete by selecting the desired Rep on the Follow-Up entry. |
| − | <div style="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;">
| + | [[File:Member Management-Create a reminder-MemberManagement.1.61.1.jpg]] |
| − | <span>[[Member_Management-Manage_Communication|Manage Communication]]</span> : Create a reminder</div>
| + | ===Add a Follow-up to an existing entry=== |
| − | <hr />
| + | #Find the desired communication that requires a follow-up on the members’ Communication tab. |
| − | <div style="color: #808080; font-family: Cambria; font-size: 18pt; margin-bottom: 12pt;"><span id="wwpID0E0TJ0HA"> Create a reminder</span></div>
| + | #If no follow-up entries currently exist, click add follow-up in the Follow-up column on the Communication tab. If follow-ups entries already exist for an item, click the title of the desired event, then click Add a New Follow-up Entry. |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0SJ0HA">Follow-up reminders may be specified for any communication history item which will display as a </span><span style="font-weight: bold;">Reminder</span> in the <span style="font-weight: bold;">Task List</span> on the designated date.</div>
| + | #:[[File:Member Management-Create a reminder-MemberManagement.1.61.2.jpg|framed|none|Add a follow-up]] |
| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0RJ0HA">Follow-Ups may be designated for another staff member to complete by selecting the desired Rep on the Follow-Up entry.</span></div>
| + | #Complete the New Follow-Up Entry screen fields. |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0QJ0HA">[[Image:Member_Management-Create_a_reminder-MemberManagement.1.61.1.jpg]]</span></div>
| + | #Click Save & Exit. |
| − | <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 18pt; margin-top: 6pt;"><span id="wwpID0E0PJ0HA">Add a Follow-up to an existing entry </span></div>
| + | #:[[File:Member Management-Create a reminder-MemberManagement.1.61.3.jpg|framed|none|New Follow-Up Entry]] |
| − | <div style="margin-left: 18pt;">
| + | ===Create new entry and follow-up at the same time=== |
| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
| + | #On the Communication tab, click Notes and Follow-Up from the New Communication drop-down menu. |
| − | <tr valign="baseline">
| + | #:[[File:Member Management-Create a reminder-MemberManagement.1.61.4.jpg|framed|none|Select Notes and Follow-UP]] |
| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
| + | #Complete the New Correspondence Entry window. |
| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0OJ0HA">Find the desired communication that requires a follow-up on the members’ </span><span style="font-weight: bold;">Communication</span> tab.</div></td>
| + | #:[[File:Member Management-Create a reminder-MemberManagement.1.61.5.jpg|framed|none|Create an entry and follow-up at the same time]] |
| − | </tr>
| + | #Click Save. |
| − | </table>
| |
| − | </div>
| |
| − | <div style="margin-left: 18pt;">
| |
| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
| |
| − | <tr valign="baseline">
| |
| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
| |
| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0NJ0HA">If no follow-up entries currently exist, click </span><span style="font-weight: bold;">add follow-up</span> in the <span style="font-weight: bold;">Follow-up</span> column on the <span style="font-weight: bold;">Communication</span> tab. If follow-ups entries already exist for an item, click the title of the desired event, then click <span style="font-weight: bold;">Add a New Follow-up Entry</span>.</div></td>
| |
| − | </tr>
| |
| − | </table>
| |
| − | </div>
| |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0MJ0HA">[[Image:Member_Management-Create_a_reminder-MemberManagement.1.61.2.jpg]]Figure 4-9a Add a follow-up</span></div>
| |
| − | <div style="margin-left: 18pt;">
| |
| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
| |
| − | <tr valign="baseline">
| |
| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
| |
| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0LJ0HA">Complete the </span><span style="font-weight: bold;">New Follow-Up Entry</span> screen fields. See Figure 4-10.</div></td>
| |
| − | </tr>
| |
| − | </table>
| |
| − | </div>
| |
| − | <div style="margin-left: 18pt;">
| |
| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
| |
| − | <tr valign="baseline">
| |
| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
| |
| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KJ0HA">Click </span><span style="font-weight: bold;">Save & Exit</span>.</div></td>
| |
| − | </tr>
| |
| − | </table>
| |
| − | </div>
| |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0JJ0HA">[[Image:Member_Management-Create_a_reminder-MemberManagement.1.61.3.jpg]]</span></div>
| |
| − | <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0IJ0HA">Figure 4-10</span></span> New Follow-Up Entry</div>
| |
| − | <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 18pt; margin-top: 6pt;"><span id="wwpID0E0HJ0HA">Create new entry and follow-up at the same time</span></div>
| |
| − | <div style="margin-left: 18pt;">
| |
| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
| |
| − | <tr valign="baseline">
| |
| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
| |
| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GJ0HA">On the </span><span style="font-weight: bold;">Communication</span> tab, click <span style="font-weight: bold;">Notes and Follow-Up</span> from the <span style="font-weight: bold;">New Communication</span> drop-down menu.</div></td>
| |
| − | </tr>
| |
| − | </table>
| |
| − | </div>
| |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0FJ0HA">[[Image:Member_Management-Create_a_reminder-MemberManagement.1.61.4.jpg]]</span></div>
| |
| − | <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0EJ0HA">Figure 4-10a Select Notes and Follow-UP</span></div>
| |
| − | <div style="margin-left: 18pt;">
| |
| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
| |
| − | <tr valign="baseline">
| |
| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
| |
| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DJ0HA">Complete the </span><span style="font-weight: bold;">New Correspondence Entry</span> window.</div></td>
| |
| − | </tr>
| |
| − | </table>
| |
| − | </div>
| |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0CJ0HA">[[Image:Member_Management-Create_a_reminder-MemberManagement.1.61.5.jpg]]</span></div>
| |
| − | <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0BJ0HA">Figure 4-10b Create an entry and follow-up at the same time</span></div>
| |
| − | <div style="margin-left: 18pt;">
| |
| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
| |
| − | <tr valign="baseline">
| |
| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
| |
| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0AJ0HA">Click </span><span style="font-weight: bold;">Save</span>.</div></td>
| |
| − | </tr>
| |
| − | </table>
| |
| − | </div>
| |
| − | </div>
| |
