Difference between revisions of "Manage Representatives"

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*[[Add a New Rep|Add a new representative]]
 
*[[Add a New Rep|Add a new representative]]
 
*[[Modify contact information for a rep|Modify contact information]]
 
*[[Modify contact information for a rep|Modify contact information]]
*[[Reassign Rep|Reassign a representative]]
+
*[[Member Management-Reassign Rep|Reassign a representative]]
 
*[[Remove or Inactivate a Rep|Remove/inactivate a representative]]
 
*[[Remove or Inactivate a Rep|Remove/inactivate a representative]]
 
*[[Add custom fields for a rep]]
 
*[[Add custom fields for a rep]]

Revision as of 19:11, 29 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.

Member Management-Manage Representatives-MemberManagement.1.29.1.jpg

The Reps tab allows office staff to modify information or perform tasks relating to a representative.