Difference between revisions of "Manage Representatives"
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*[[Modify contact information for a rep|Modify contact information]] | *[[Modify contact information for a rep|Modify contact information]] | ||
*[[Member Management-Reassign Rep|Reassign a representative]] | *[[Member Management-Reassign Rep|Reassign a representative]] | ||
| − | *[[ | + | *[[Remove/Inactivate a Rep|Remove/inactivate a representative]] |
*[[Member Management-Add custom fields for a rep]] | *[[Member Management-Add custom fields for a rep]] | ||
*[[Member Management-Send email to reps|Send an email to a representative]] | *[[Member Management-Send email to reps|Send an email to a representative]] | ||
Revision as of 19:32, 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.
The Reps tab allows office staff to modify information or perform tasks relating to a representative.
- Add a new representative
- Modify contact information
- Reassign a representative
- Remove/inactivate a representative
- Member Management-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
- Member Management-Modify group participation
- Member Management-Impersonate a representative in the Member Information Center
- Member Management-Assign login permissions to a rep
