Member Services Module A "Customer
Relationship Management" Aspect
Have you been looking for an effective way to manage the multiple member requests
that come into your office?
Would you like to be able to monitor the communication between your staff and your
members?
The Member Services module enables all staff to effectively track their communication with
members, as well as send tasks to other staff. For example, the expo manager might be visiting with a prospect
interested in your next tradeshow. Member Services allows the expo manager (or anyone else)
to assign the task to the appropriate department and then follow up on the progress.
Features
 |
View all items - or just those still open |
 |
View your items (all or open) or those for a specific staff member |
 |
View all items for a member |
 |
Search for items with the same subject |
 |
Send email to contact (member) or assigned user (staff member) |
 |
Send a "due today" task email to assigned user |
Additional Features
 |
Print a fact sheet showing all communication with a member regarding an issue |
 |
Print a complete history of all member services |
|