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On the Reps tab, click the desired rep’s name in the List of Representatives area. The selected row will show in yellow.
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Click copy business information to copy all contact information from the General tab to this rep. All fields are copied which include the phone numbers and email address.
Comments: Comments are viewed only by staff who access this page. This cannot be viewed by the member/rep.
Rep is currently active with this member: When selected, this rep will be included whenever “active” reps are selected. This checkbox should be de-selected when the rep no longer is participating in membership. This checkbox may be manually de-selected here but may automatically de-selected when the member is dropped through selections made at that time.
Primary Contact: When selected, this rep will be included whenever “primary reps” are selected. Often when sending emails, creating lists, sending invitations, etc. there is an option to select the “primary rep”. Only one primary rep may be designated.
Billing Contact: When selected this rep will be included whenever “Billing reps” are selected. Billing transactions typically are addressed to the “Billing rep”. See information on “
Edit Billing Contact”.