Member Services Sub Menu

The sub-menu will enable all users to review the Member Services in a variety of methods.

Sub Menu Descriptions

All Items

This will enable you to see all the member services within the system, regardless of who they are assigned to or whether they are closed or not.

All Open Items

This will show you all open items

All My Items

To view only your member services select this option.

All My Open Items

Or you can view only your open items.

All Items for this Individual

You can review all member services created for the individual currently being viewed.

All Open Items for this Individual

Or you can view just the open member services for the individual currently being viewed.

All Items for this Member

You can review all member services created for the member currently being viewed.

All Open Items for this Member

Or you can view just the open member services for the member currently being viewed.

All Items with the same Subject

This is very helpful if you are trying to determine how many requests you've had for the same topic or possibly enabling you to find the answer to a question previously asked.

All Open Items for Assigned To

Track the status of items assigned to a specific user.

All Items for Assigned To

Get an overview of all items assigned to a specific user.

Print Fact Sheet

A printed sheet showing all information about this particular member service request.

Send Email to Contact

Send an email to the individual located on the first line of this screen.

Send Email to Assigned User

Send an email to user this task was assigned to.

Send Due Today Task Email to Assigned To

You can send a task reminder to the user assigned this item.