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 | + | Representatives (or Reps) are individuals such as employees or owners at a member business. In some situations, the rep might simply be a contact person 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. | |
| − | *Add a new representative | + | |
| − | *Modify contact information | + | Most tasks associated with the member representatives are handled on the '''Reps''' tab in the '''Members''' module. [[Member Management-Find a Member|Find the desired member]] and click the '''Reps''' tab. |
| − | *Reassign a representative | + | |
| − | *Remove/inactivate a representative | + | :[[File:reps_tab_example.jpg]] |
| − | *Add | + | |
| − | *Send an | + | ==What Can Be Done in the Reps Tab?== |
| − | *Print a label for a representative | + | *[[Add a New Rep|Add a new representative]] |
| − | * | + | *[[Modify contact information for a rep|Modify contact information]] |
| − | *Modify | + | *[[Member Management-Reassign Rep|Reassign a representative]] |
| − | *Impersonate a | + | *[[Remove/Inactivate a Rep|Remove/inactivate a representative]] |
| − | *Assign login permissions to a rep | + | *[[Add Custom Fields for a Rep]] |
| + | *[[Send an Email to a Representative]] | ||
| + | *[[Member Management-Print label for a representative|Print a label for a representative]] | ||
| + | *[[Setting Web Display Options for a Rep|Set web display options for a representative]] | ||
| + | *[[Modify Group Participation]] | ||
| + | *[[Impersonate a Representative in the Member Information Center]] | ||
| + | *[[Member Management-Assign login permissions to a rep|Assign login permissions to a rep]] | ||
Latest revision as of 17:26, 21 December 2015
Representatives (or Reps) are individuals such as employees or owners at a member business. In some situations, the rep might simply be a contact person 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.
What Can Be Done in the Reps Tab?
- 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
- Set web display options for a representative
- Modify Group Participation
- Impersonate a Representative in the Member Information Center
- Assign login permissions to a rep
