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Manage Reps with the StaffApp

Updated

Using the StaffApp, you will be able to view representatives associated with your members, update their contact information, call or email them, view the events they are registered for, and the groups that they belong to.

  1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order.

  2. Click the Reps tab. All Active representatives will be displayed in alphabetical order.

  3. Type the name of the rep in the search box, or scroll through the list to locate the desired representative.
  4. OR click the filter icon to filter results by Active, Inactive, or both.
  5. Click the name of the desired representative.
  1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order.

  2. Click the Reps tab. All Active representatives will be displayed in alphabetical order.

  3. Click the name of the rep for whom you wish to add a profile photo.

  4. Click the   icon.
  5. Choose Use Camera to take a photo, or click Choose Existing to choose a photo from the photos on your device.
  1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order.
  2. Click the Reps tab.
  3. Click the name of the rep that you wish to call.

  4. On the General Information tab, click the phone number that you wish to call.

  5. Click Call.

NOTE: Your call will be logged on the member's Communication tab, both in the App and the back office!

Send an Email to a Rep

  1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order.
  2. Click the Reps tab, and click the desired rep.

  3. On the General Information tab, click the member's email address.

  4. Select one of the following options:
    • Email Directly: If this option is selected, the email will not be logged on the member's communication history tab.
    • Email via ChamberMaster: If this option is selected, the email will be logged on the member's communication history tab.
  5. Compose and send your email.

Using the StaffApp, you can view the 30 most current event registrations for a rep. The events listed as the 30 most current registrations are any event registrations in the database for the current day forward and then any registrations with dates before today’s date until the list displays up to 30 events. This only displays those with a “Registered” status and does not look at the “actual attendance” field. 

NOTE: this event list is specifically those that are associated with this particular rep. If an event registration is made using the member record (and the rep name is manually typed in on that registration) then that registration will not appear under the rep. The registration must have been made using the rep record or later associated with that rep.

  1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order.
  2. Click the Reps tab, and click the desired rep.
  3. Click the Events Calendar in the Events tab.

View Rep Group Participation

  1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order.
  2. Click the Reps tab, and click the desired rep.
  3. Click the Groups tab.

NOTE: The list of groups is read-only, you are not able to add or remove the rep from a Group using the StaffApp.