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| + | #REDIRECT [[Modify Group Participation]] |
| − | <div style="text-align: left;">[[Member_Management-TableOfContents|Table of Contents]] | [[Member_Management-Set_Default_Web_Display_Options_for_Reps|Previous]] | [[Member_Management-Impersonate_a_representative_in_the_Member_Infor|Next]] | [[Member_Management-Index|Index]]</div>
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| − | <div style="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;">
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| − | <span>[[Member_Management-Manage_Representatives|Manage Representatives]]</span> : Modify Group Participation</div>
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| − | <hr />
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| − | <div style="color: #808080; font-family: Cambria; font-size: 18pt; margin-bottom: 12pt;"><span id="wwpID0E04T0HA">Modify Group Participation</span></div>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E03T0HA">Member representatives may be grouped together to assist office staff in working with these reps as one entity. For instance, a task force designed to work with technology may belong to a group named Technology Task Force. When a mailing goes out to these individuals, you may select the Technology Task Force group and generate mailing labels specifically for these members.</span></div>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E02T0HA">These groups are created in the </span><span style="font-weight: bold;">Groups</span> module. Once created, reps may be assigned to these groups either in the <span style="font-weight: bold;">Groups</span> module or in the <span style="font-weight: bold;">Members</span> module on the <span style="font-weight: bold;">Reps</span> tab.</div>
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| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E01T0HA">New groups may be created by selecting </span><span style="font-weight: bold;">Create a Group</span> from the <span style="font-weight: bold;">Groups</span> menu.</div>
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| − | <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 18pt; margin-top: 6pt;"><span id="wwpID0E0ZT0HA">Assign a rep to a group</span></div>
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| − | <div style="margin-left: 18pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0YT0HA">On the </span><span style="font-weight: bold;">Reps</span> tab, click the desired rep’s name in the <span style="font-weight: bold;">List of Representatives</span> area. The selected row will show in yellow.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="margin-left: 18pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XT0HA">Click </span><span style="font-weight: bold;">Join a Group</span> in the <span style="font-weight: bold;">Group Participation</span> area.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="margin-left: 18pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0WT0HA">Click the desired group name in the </span><span style="font-weight: bold;">Choose Groups </span>list.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="margin-left: 18pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VT0HA">Click the top double-headed arrow to move the desired group to the </span><span style="font-weight: bold;">Selected Groups</span> list.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="font-family: Garamond; font-size: 12pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify; text-indent: 0pt;"><span id="wwpID0E0UT0HA">[[Image:Member_Management-Modify_Group_Participation-MemberManagement.1.39.1.jpg]]</span></div>
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| − | <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span style="font-size: 12pt;"><span id="wwpID0E0TT0HA">Figure 2-9</span></span> Selecting a Group</div>
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| − | <div style="margin-left: 18pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ST0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 18pt; margin-top: 6pt;"><span id="wwpID0E0RT0HA">Remove a rep from a group</span></div>
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| − | <div style="margin-left: 18pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QT0HA">On the </span><span style="font-weight: bold;">Reps</span> tab, click the desired rep’s name in the <span style="font-weight: bold;">List of Representatives</span> area. The selected row will show in yellow.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="margin-left: 18pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0PT0HA">Click to select the check box in front of the </span><span style="font-weight: bold;">Group Name</span> that you wish to remove. </div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="margin-left: 18pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0OT0HA">Click </span><span style="font-weight: bold;">Remove Rep from Selected Groups</span>.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="margin-left: 18pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0NT0HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 18pt; margin-top: 6pt;"><span id="wwpID0E0MT0HA">Disable a rep within a group</span></div>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0LT0HA">Reps that are disabled will not receive communication when this group is selected to receive an email. Using the </span><span style="font-weight: bold;">Disabled</span> selection is a good way to remember groups that a rep has participated in but not included them in mailings at this time.</div>
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| − | <div style="margin-left: 18pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KT0HA">On the </span><span style="font-weight: bold;">Reps</span> tab, click the desired rep’s name in the <span style="font-weight: bold;">List of Representatives</span> area. The selected row will show in yellow.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="margin-left: 18pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0JT0HA">Click the name of the group</span><span style="font-weight: bold;"> </span>that you wish to disable for this rep. </div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="margin-left: 18pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0IT0HA">Click to select the </span><span style="font-weight: bold;">Disable in this group</span> checkbox.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0HT0HA">[[Image:Member_Management-Modify_Group_Participation-MemberManagement.1.39.2.jpg]]</span></div>
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| − | <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0GT0HA">Figure 2-9a Disable a rep within a group</span></div>
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| − | <div style="margin-left: 18pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FT0HA">Click </span><span style="font-weight: bold;">Close</span>.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0ET0HA">Note: Disabled reps will not display by default when viewing the Group roster in the </span><span style="font-weight: bold;">Groups</span> module. Click <span style="font-weight: bold;">Show Disabled Group Members</span>. </div>
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| − | </div>
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