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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
| + | #REDIRECT [[Log a Phone Call or Note]] |
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| − | ==Log a Call or Note==
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| − | 1. On the '''Communication''' tab of the desired member, click '''New Communication'''.
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| − | 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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| − | :'''Note: '''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.
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| − | 4. Click '''Save & Exit'''.
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| − | :::[[File:MemberManagement.1.53.2.jpg]]
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| − | :::'''Figure: '''Log a Call
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| − | =="Log a Call" Fields==
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| − | {|class="wikitable"
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| − | |style="width:150px"|
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| − | '''Date of Call'''
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| − | |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'''
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| − | |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'''
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| − | |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'''
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| − | |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'''
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| − | |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)
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| − | |'''Notes'''
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| − | |Type any detailed information regarding this communication. This information may be modified later.
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| − | |}
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| − | {|style="padding:5px; text-align:left; background-color: #cce5ff; width:90%; margin-bottom:.2em;"
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| − | |'''Note: '''Communication history for all members may be searched by selecting '''Member Contact Report''' from the '''Communication''' menu.
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| − | |}
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