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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
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View all items - or just those
still open
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View your items (all or open)
or those for a specific staff member
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View all items for a member
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Search for items with the same
subject
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Send email to contact (member)
or assigned user (staff member)
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Send a "due today"
task email to assigned user
Additional Features
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