Difference between revisions of "Record and View Member Communication"
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(Created page with "Manage Communication Communication history for your members is automatically logged on the Communication tab of the member’s record when emails are sent. eReferrals are auto...") |
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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). | ||
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| − | + | From a member's '''Communication''' tab, choose from five different selections on the '''New Communication''' drop-down that will automatically create an entry in the log: '''eMail with ChamberMaster / MemberZone''', '''eMail with Outlook''', '''Log a Call or Note''', '''Send an eReferral''', and '''Notes and Follow-Up'''. The sixth selection, '''Print a label''', generates a label specific to the selected member, but does not create an entry in the communication history. | |
| − | See more information on how to: | + | * Email history is automatically recorded when using any email selection within the software, including '''Send with Outlook'''. |
| − | View | + | |
| − | Record a phone call or note | + | * Communication history is also recorded when printing letters if '''Save letter to communication log''' is selected in the '''Print Options''' dialog box. Letters are created by selecting '''Form Letters''' in the '''Communication''' module. |
| − | Send an email | + | |
| − | Create and send a letter or fax | + | * Communication history is recorded when printing fax output if '''Save fax record to communication log''' is selected in the print options window after selecting '''Print Fax Content'''. Faxes are created by selecting '''Form Letters in the Communication''' module. |
| − | Refer a member using eReferral | + | |
| − | Create a reminder | + | * If using Integrated Billing, member invoices will be recorded in communication history if the checkbox '''Save invoices to members communication log''' is selected when selecting to '''Deliver their invoice'''. |
| − | Print a single label | + | |
| + | * Follow-up reminders may be specified for any communication history item which will display as a '''Reminder''' in the '''Task List''' on the designated date. | ||
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| + | '''See more information on how to:''' | ||
| + | *[[View_History_Communication_History|View a member's communication history]] | ||
| + | *[[Log_a_Phone_Call_or_Note|Record a phone call or note]] | ||
| + | *[[Member_Management-Send_an_Email|Send an email]] | ||
| + | *[[Emails_Letters_and_Mailing_Lists-Create_2fSend_Fax_Output|Create and send a letter or fax]] | ||
| + | *[[EReferrals|Refer a member using eReferral]] | ||
| + | *[[Create_a_reminder|Create a reminder]] | ||
| + | *[[Member_Management-Download_label_information|Print a single label]] | ||
Latest revision as of 21:10, 5 September 2016
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).
From a member's Communication tab, choose from five different selections on the New Communication drop-down that will automatically create an entry in the log: eMail with ChamberMaster / MemberZone, eMail with Outlook, Log a Call or Note, Send an eReferral, and Notes and Follow-Up. The sixth selection, Print a label, generates a label specific to the selected member, but does not create an entry in the communication history.
- Email history is automatically recorded when using any email selection within the software, including Send with Outlook.
- Communication history is also recorded when printing letters if Save letter to communication log is selected in the Print Options dialog box. Letters are created by selecting Form Letters in the Communication module.
- Communication history is recorded when printing fax output if Save fax record to communication log is selected in the print options window after selecting Print Fax Content. Faxes are created by selecting Form Letters in the Communication module.
- If using Integrated Billing, member invoices will be recorded in communication history if the checkbox Save invoices to members communication log is selected when selecting to Deliver their invoice.
- Follow-up reminders may be specified for any communication history item which will display as a Reminder in the Task List on the designated date.
See more information on how to:
