Record and View Member Communication

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 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).

• See more on how history is created

Figure 4-1 Communication tab See more information on how to: View members’ communication history Record a phone call or note Send an email Create and send a letter or fax Refer a member using eReferral Create a reminder Print a single label