Difference between revisions of "Member Management-Record a Phone Call or Note"
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− | Log a Call or Note may be used for logging phone calls, face-to-face communication, notes written, miscellaneous communication sent, and any other note. Calls may be viewed on the Members->Communication tab and also in the Communication module where all members’ history may be searched, filtered, and viewed together | + | '''Log a Call or Note''' may be used for logging phone calls, face-to-face communication, notes written, miscellaneous communication sent, and any other note. Calls may be viewed on the Members->Communication tab and also in the Communication module where all members’ history may be searched, filtered, and viewed together |
− | Log a | + | |
− | 1. | + | ==Log a Call or Note== |
− | On the Communication tab of the desired member, click New Communication. | + | 1. On the '''Communication''' tab of the desired member, click '''New Communication'''. |
− | 2. | + | |
− | Click Log a Call or Note. | + | 2. '''Click Log a Call or Note'''. |
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+ | :::[[File:MemberManagement.1.53.1.jpg]] | ||
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+ | :::'''Figure 1''' | ||
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+ | 3. Edit the '''Log a Call''' fields. See Figure 1 and Table 1. | ||
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Some Log a Call fields may not be modified later - - only viewed. The Association Rep, Task and Notes may be modified at a later time. The Subject (title) may not be modified later. | Some Log a Call fields may not be modified later - - only viewed. The Association Rep, Task and Notes may be modified at a later time. The Subject (title) may not be modified later. | ||
− | 4. | + | |
− | Click Save & Exit. | + | 4. Click Save & Exit. |
+ | |||
Communication history for all members may be searched to display a certain Task by selecting Member Contact Report from the Communication menu. | Communication history for all members may be searched to display a certain Task by selecting Member Contact Report from the Communication menu. | ||
Figure 4-2 Log a Call | Figure 4-2 Log a Call | ||
− | + | ==Log a Call Fields – Table 1== | |
Date of Call: Type the date that the communication occurred. The current date automatically displays but can be edited. Optionally, you may click the calendar icon and select the desired date. | Date of Call: Type the date that the communication occurred. The current date automatically displays but can be edited. Optionally, you may click the calendar icon and select the desired date. | ||
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Member Rep: Select the name of the member representative that communication was with. Clicking not in list will allow you to add another member representative to the database. | Member Rep: Select the name of the member representative that communication was with. Clicking not in list will allow you to add another member representative to the database. | ||
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Association Rep: Select the staff person who communicated with the member. If the staff person is not in the list, they may be added by selecting Chamber Employees/Reps from the Setup menu prior to selecting Log a Call. | Association Rep: Select the staff person who communicated with the member. If the staff person is not in the list, they may be added by selecting Chamber Employees/Reps from the Setup menu prior to selecting Log a Call. | ||
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Task: Select a task item that indicates the nature of this communication. New task items can be created by selecting Add a New Task Type in the edit task options. These task items are then available as a Task item across all member records. The ability to add new task items is only available to staff with Administrator level permissions. | Task: Select a task item that indicates the nature of this communication. New task items can be created by selecting Add a New Task Type in the edit task options. These task items are then available as a Task item across all member records. The ability to add new task items is only available to staff with Administrator level permissions. | ||
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Subject: Type a subject for this call. The Subject is used as a title for this entry. Leaving this field blank results in a title of [not specified], and cannot be changed later. (Maximum characters = 100) | Subject: Type a subject for this call. The Subject is used as a title for this entry. Leaving this field blank results in a title of [not specified], and cannot be changed later. (Maximum characters = 100) | ||
+ | |||
Notes: Type any detailed information regarding this communication. This information may be modified later. | Notes: Type any detailed information regarding this communication. This information may be modified later. | ||
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− | Communication history for all members may be searched by selecting Member Contact Report from the Communication menu. | + | :'''Note: '''Communication history for all members may be searched by selecting Member Contact Report from the Communication menu. |
Revision as of 15:34, 18 January 2016
Log a Call or Note may be used for logging phone calls, face-to-face communication, notes written, miscellaneous communication sent, and any other note. Calls may be viewed on the Members->Communication tab and also in the Communication module where all members’ history may be searched, filtered, and viewed together
Log a Call or Note
1. On the Communication tab of the desired member, click New Communication.
2. Click Log a Call or Note.
- Figure 1
3. Edit the Log a Call fields. See Figure 1 and Table 1.
Some Log a Call fields may not be modified later - - only viewed. The Association Rep, Task and Notes may be modified at a later time. The Subject (title) may not be modified later.
4. Click Save & Exit.
Communication history for all members may be searched to display a certain Task by selecting Member Contact Report from the Communication menu.
Figure 4-2 Log a Call
Log a Call Fields – Table 1
Date of Call: Type the date that the communication occurred. The current date automatically displays but can be edited. Optionally, you may click the calendar icon and select the desired date.
Member Rep: Select the name of the member representative that communication was with. Clicking not in list will allow you to add another member representative to the database.
Association Rep: Select the staff person who communicated with the member. If the staff person is not in the list, they may be added by selecting Chamber Employees/Reps from the Setup menu prior to selecting Log a Call.
Task: Select a task item that indicates the nature of this communication. New task items can be created by selecting Add a New Task Type in the edit task options. These task items are then available as a Task item across all member records. The ability to add new task items is only available to staff with Administrator level permissions.
Subject: Type a subject for this call. The Subject is used as a title for this entry. Leaving this field blank results in a title of [not specified], and cannot be changed later. (Maximum characters = 100)
Notes: Type any detailed information regarding this communication. This information may be modified later.
- Note: Communication history for all members may be searched by selecting Member Contact Report from the Communication menu.