Member Details

Productivity Tip

This is where you will find and maintain the main Member Details for your client, business or trust etc.. You can also add tasks and notes here for the Member. Please don't rush this screen as it is the 'guts' of your client data. Time and time again we see sloppy work in here with no employer or occupation details, self employed and employer flags etc... If you haven't got the salutation details correct, then it's going to be tears at campaign time, and if you want to campaign to all your Occ 3 self-employed clients who employ in the Building Industry, you are out of luck if you have been lazy in this screen.

Member Details

1.	Click at the bottom of the main screen, press F4, or select Member from the Edit Member menu, to open the Member Details.

2.	Add or edit the data as required.

3.	If you are looking to add a new Member or Company, see the links below to the tutorials.

4.	Don't forget to add the Family Mail Salutation and the Family Salutation, as these will be used as the envelope first line and the letter greeting in any campaigns you wish to mount.

5.	Don't forget also to add the self-employed and the employer flags etc... Very handy if you want to campaign easily to your self-employed clients or prospects.

6.	You can also add Task and Notes for the client very quickly from this screen.