Difference between revisions of "Manage Representatives"
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(Created page with "Representatives are individuals at a member business or the contact person(s) for the member. When a representative is created on a member’s record, communication can be dir...") |
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Representatives are individuals at a member business or the contact person(s) for the member. When a representative is created on a member’s record, communication can be directed to a particular individual at the member’s location. | Representatives are individuals at a member business or the contact person(s) for the member. When a representative is created on a member’s record, communication can be directed to a particular individual at the member’s location. | ||
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| − | The Reps tab allows office staff to modify information or perform tasks relating to a representative. | + | Most tasks associated with the member representatives are handled on the '''Reps''' tab in the '''Members''' module. [[Find a Member|Find the desired member]] and click the '''Reps''' tab. |
| − | *Add a new representative | + | |
| + | [[File:Member Management-Manage Representatives-MemberManagement.1.29.1.jpg]] | ||
| + | ''''''Bold text'''''' | ||
| + | |||
| + | The '''Reps''' tab allows office staff to modify information or perform tasks relating to a representative. | ||
| + | *[Add a New Rep|Add a new representative] | ||
*Modify contact information | *Modify contact information | ||
*Reassign a representative | *Reassign a representative | ||
Revision as of 15:40, 26 May 2015
Representatives are individuals at a member business or the contact person(s) for the member. When a representative is created on a member’s record, communication can be directed to a particular individual at the member’s location.
Most tasks associated with the member representatives are handled on the Reps tab in the Members module. Find the desired member and click the Reps tab.
'Bold text'
The Reps tab allows office staff to modify information or perform tasks relating to a representative.
- [Add a New Rep|Add a new representative]
- Modify contact information
- Reassign a representative
- Remove/inactivate a representative
- Add custom fields for a rep
- Send an email to a representative
- Print a label for a representative
- Choose web display options for a rep
- Modify group participation
- Impersonate a representative in the Member Information Center
- Assign login permissions to a rep
