Difference between revisions of "Does updating the member contact info automatically update my representative contact info"
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| − | <div style="font-family: | + | <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0ZC0FA">Yes, as long as </span><span style="font-weight: bold;">Auto-update representative contact information when updating members</span> is selected found under <span style="font-weight: bold;">Setup->General Options and Settings. </span></div> |
| − | <div style="font-family: | + | <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt;"><span style="font-weight: normal;"><span id="wwpID0E0YC0FA">When</span></span><span style="font-weight: bold;"> </span>selected, the member's address, primary phone and fax number is automatically updated on the corresponding fields for the representative's address, work phone or fax number on the <span style="font-weight: bold;">Reps</span> tab. However, if these representative fields have unique information in them, then they will not automatically be updated.</div> |
| − | <div style="font-family: | + | <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0XC0FA">[[Image:Member_Management-Does_updating_the_member_contact_info_automatica-image16.jpeg|Automatic Rep tab update]]</span></div> |
| − | <div style="font-family: | + | <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0WC0FA">If this is not functioning that way, make sure "</span><span style="font-weight: bold;">Auto-update representative contact information when updating members</span>" found under <span style="font-weight: bold;">Setup->General Options and Settings</span> is selected.</div> |
| − | <div style="color: #5F497A; font-family: | + | <div style="color: #5F497A; font-family: Arial; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0VC0FA">The selection above will be turned on by default for new organizations that start June 2011 or later. Existing organizations will need to turn on this selection. Administrator permissions are required to access the Setup module.</span></div> |
| − | <div style="font-family: | + | <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0UC0FA">Other fields like Email address, Alternate phone, and Cell phone number fields from the </span><span style="font-weight: bold;">General</span> tab are not copied to the rep record. This ensures that the individual rep information is maintained for these fields.</div> |
| − | <div style="font-family: | + | <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0TC0FA">If it is not desirable to have this auto-update feature turned on, then watch the video below to see how to ensure that reps contact information is updated.</span></div> |
*'''Video: Update a Member's Contact Information when auto-update is <ins>NOT</ins> on.''' <html><a href="http://www.chambermaster.com/directory/include/help/Videos/Members/modifymemcont/modifymemcont.htm"><img src="/images/3/31/Vid.png" /></a></html> | *'''Video: Update a Member's Contact Information when auto-update is <ins>NOT</ins> on.''' <html><a href="http://www.chambermaster.com/directory/include/help/Videos/Members/modifymemcont/modifymemcont.htm"><img src="/images/3/31/Vid.png" /></a></html> | ||
[[Category: Members]] | [[Category: Members]] | ||
Revision as of 16:19, 12 August 2015
Yes, as long as Auto-update representative contact information when updating members is selected found under Setup->General Options and Settings.
When selected, the member's address, primary phone and fax number is automatically updated on the corresponding fields for the representative's address, work phone or fax number on the Reps tab. However, if these representative fields have unique information in them, then they will not automatically be updated.
If this is not functioning that way, make sure "Auto-update representative contact information when updating members" found under Setup->General Options and Settings is selected.
The selection above will be turned on by default for new organizations that start June 2011 or later. Existing organizations will need to turn on this selection. Administrator permissions are required to access the Setup module.
Other fields like Email address, Alternate phone, and Cell phone number fields from the General tab are not copied to the rep record. This ensures that the individual rep information is maintained for these fields.
If it is not desirable to have this auto-update feature turned on, then watch the video below to see how to ensure that reps contact information is updated.
- Video: Update a Member's Contact Information when auto-update is NOT on.
