Member Page

Manual tasks related to members can be managed through the different tabs within each member’s page

Add to Communication Log

In-person communications and paperwork can be added to your member’s communication log.

Go to Member Details > Communication tab
Select Add

Select communication type to add;

Add Note - note will be stored in communication log
Add Task - assign task specific to member. For example, add Personal Communication Task to assign a staff member to contact member
Add Call Log - staff can log all calls made to member for accurate communication history
Upload Files - paperwork, signed paper contracts, waivers and so forth can be scanned / photographed and uploaded into members communication log
Take Photo - add photo to communications log
Save

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