|
|
| (19 intermediate revisions by the same user not shown) |
| Line 1: |
Line 1: |
| − | 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 | + | #REDIRECT [[Log a Phone Call or Note]] |
| − | Log a call or note
| |
| − | 1.
| |
| − | On the Communication tab of the desired member, click New Communication.
| |
| − | 2.
| |
| − | Click Log a Call or Note.
| |
| − | | |
| − | 3.
| |
| − | Edit the Log a Call fields. See Figure 4-2 and Table 4-1.
| |
| − | 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 4-1
| |
| − | 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.
| |
| − | Table 4-1
| |
| − | Communication history for all members may be searched by selecting Member Contact Report from the Communication menu.
| |
