Templates and Communication

Individual Communication

To send a one-off individual message to a member;

• Go to Find Member > Member Details > Communication tab
  • Select Send Email' or Send SMS
    

    

  • Write your SMS/Email message
• Send

Personal Communication Task

When a member requires personal communication, a task can be generated to ensure the correct staff member is aware and follows through.
Completing this task through the Communication Tab within the member’s profile ensures a task log is maintained alongside existing communication history.
A task created here will appear under Tasks > Manual Tab for staff to view and take action.

To add a personal communication task;

• Go to Member Profile > Communication Tab
  • Select Add

    

  • Select Add Task
    

    

    • Complete task details
• Save

Communication Settings
Bulk Communication
Templates and Communication