1. Look-up a record
2. Edit Contact Information
3. Create a Contact Note
Look-up a Record
Find a member by clicking on EZ-Query. Enter some or all of the search criteria to find a member. To see more information about the member, hover over their name.
Edit Contact Information
Click the Edit icon to edit member contact information. Enter updated information in the fields provided.
Create a Contact Note
In the New Contact dialog box, enter the Date, Contact By, Contact Type, Contact Method, and Note. Click the email icon to send the contact note to a coworker. Click Submit to save the contact note.