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| + | #REDIRECT [[Reassign a Rep]] |
| − | <div style="text-align: left;">[[Member_Management-TableOfContents|Table of Contents]] | [[Member_Management-Modify_contact_information_for_a_rep|Previous]] | [[Member_Management-Remove_2fInactivate_Rep|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> : Reassign Rep</div>
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| − | <div style="color: #808080; font-family: Cambria; font-size: 18pt; margin-bottom: 12pt;"><span id="wwpID0E0CY0HA">Reassign Rep</span></div>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0BY0HA">Once a rep is in the database, they may be reassigned to another member instead of deleting and then recreating the rep as this would eliminate any history and group associations.</span></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="wwpID0E0AY0HA">Reassign a rep</span></div>
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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="wwpID0E06X0HA">On the </span><span style="font-weight: bold;">Reps</span> tab, click the check box in front of the desired rep’s name in the <span style="font-weight: bold;">List of Representatives</span> area.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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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="wwpID0E05X0HA">Click </span><span style="font-weight: bold;">Reassign Selected Reps</span>.</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: 18pt; text-align: justify;"><span id="wwpID0E04X0HA">[[Image:Member_Management-Reassign_Rep-MemberManagement.1.32.1.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: 10pt;"><span id="wwpID0E03X0HA">Figure 2-3</span></span> Reassign Rep</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="wwpID0E02X0HA">Click </span><span style="font-weight: bold;">Assign to a different member</span> or <span style="font-weight: bold;">Assign to no member</span> <span style="font-weight: bold;"><nowiki>[</nowiki>Community Member<nowiki>]</nowiki></span>. See “<span style="font-family: Calibri; font-size: 11pt;">Community Member</span>” for more information.</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="wwpID0E01X0HA">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="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="wwpID0E0ZX0HA">If </span><span style="font-weight: bold;">Assign to no member <nowiki>[</nowiki></span><span style="font-family: Calibri; font-size: 11pt; font-weight: bold;">Community Member</span><span style="font-weight: bold;"><nowiki>]</nowiki></span> was selected, the task is complete. If <span style="font-weight: bold;">Assign to a different member</span> was selected, click the desired member in the <span style="font-weight: bold;">Member</span> Look-up screen.</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;">6. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0YX0HA">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: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0XX0HA">Note: Representative History will keep track of the members that this rep has been assigned. To view the history, locate the rep under </span><span style="font-weight: bold;">Members->Reps</span> tab. Open the <span style="font-weight: bold;">Personal Information</span> area and click History which is located after the “Rep is currently active with this member” checkbox.</div>
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| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0WX0HA"> </span></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="wwpID0E0VX0HA"> </span></div>
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| − | </div>
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