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Resources For Category "Contact Management"

 
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Individually Enter Legislative Regulatory and Judicial Contacts.htm
 Posted On: 06/08/2004Last Updated On: 03/01/2009Size: 4 K  
 Tutorial for adding LRCA Contact Records.
Individually Enter Member Contacts
 Posted On: 06/08/2004Last Updated On: 11/09/2008Size: 7 K  
 Tutorial for entering member contact records.
Load a Bulk List of LRCA Contacts.htm
 Posted On: 06/07/2004Last Updated On: 11/09/2008Size: 6 K  
 Tutorial describing the use of Utility to import LRCA contact data from csv files.
Load Sample Biography Sample Closing Statement for Press Release Feature
 Posted On: 06/08/2004Last Updated On: 11/08/2008Size: 2 K  
 Sample Biography and Sample Closing Statements can be viewed by visitors when they create their own Biography and Closing Statement records. Administration inputs the samples at the User-SignUp features management page.
Search and Locate an Individual Member’s Billing Information
 Posted On: 06/08/2004Last Updated On: 06/30/2009Size: 5 K  
Search and Locate an Individual Member’s Membership Status Information
 Posted On: 06/08/2004Last Updated On: 06/25/2009Size: 2 K  
 Report the status of an individual's membership.
Search and Locate for Individual Membership Applications
 Posted On: 06/08/2004Last Updated On: 11/08/2008Size: 2 K  
 Turtorial describes using the Administration Search for Applications page.
Search for Ticklers and Notes
 Posted On: 06/08/2004Last Updated On: 08/01/2011Size: 2 K  
 Tickler & Notes feature can be used to manage a complex array of interactive activities including contact management..
Setup an Ask the Expert Skills Inventory Resource Network
 Posted On: 06/08/2004Last Updated On: 05/13/2009Size: 15 K  
 Many experts will pay for the opportunity to be listed as an expert contact on your organization’s website because this feature provides them with a special one on one lead situation. Define your expert categories, enter expert member types into the contact database or let them signup online. Visitors link to the Ask the Expert page and post their question, select an appropriate expert category and submit. Each expert in the category receives a copy of the question via email and responds privately to the submitter. Unlike discussion forum, blogging and newgroups, Ask the Expert conversations are private between the expert and the submitter.
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