Difference between revisions of "Record and View Member Communication"
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Communication history for your members is automatically logged on the Communication tab of the member’s record when emails are sent. eReferrals are automatically logged as well. Phones calls can manually be added to the log. And when letters or fax output is printed you can include an entry in the history if you choose. Other actions also create an entry such as membership application approvals and invoices (Integrated Billing only). | Communication history for your members is automatically logged on the Communication tab of the member’s record when emails are sent. eReferrals are automatically logged as well. Phones calls can manually be added to the log. And when letters or fax output is printed you can include an entry in the history if you choose. Other actions also create an entry such as membership application approvals and invoices (Integrated Billing only). | ||
Revision as of 21:38, 26 October 2015
Communication history for your members is automatically logged on the Communication tab of the member’s record when emails are sent. eReferrals are automatically logged as well. Phones calls can manually be added to the log. And when letters or fax output is printed you can include an entry in the history if you choose. Other actions also create an entry such as membership application approvals and invoices (Integrated Billing only).
