Difference between revisions of "Manage Representatives"

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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.
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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.  
  
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.
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When a representative is created on a member’s record, communication can be directed to a particular individual at the member’s location.
  
[[File:Member Management-Manage Representatives-MemberManagement.1.29.1.jpg]]
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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.
  
The '''Reps''' tab allows office staff to modify information or perform tasks relating to a representative.
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:[[File:reps_tab_example.jpg]]
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==What Can Be Done in the Reps Tab?==
 
*[[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]]
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*[[Member Management-Reassign Rep|Reassign a representative]]
*[[Remove or Inactivate a Rep|Remove/inactivate a representative]]
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*[[Remove/Inactivate a Rep|Remove/inactivate a representative]]
*[[Add custom fields for a rep]]
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*[[Add Custom Fields for a Rep]]
*[[Send email to reps|Send an email to a representative]]
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*[[Send an Email to a Representative]]
*[[Print label for a representative|Print a label for a representative]]
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*[[Member Management-Print label for a representative|Print a label for a representative]]
*[[Web Display Options for a rep|Choose web display options for a rep]]
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*[[Setting Web Display Options for a Rep|Set web display options for a representative]]
*[[Modify group participation]]
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*[[Modify Group Participation]]
*[[Impersonate a representative in the Member Information Center]]
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*[[Impersonate a Representative in the Member Information Center]]
*[[Assign login permissions to a rep]]
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*[[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.

Reps tab example.jpg

What Can Be Done in the Reps Tab?