Follow

Useful Links from View Services - Actions Column

1. Contact History

Opens the Contact History screen to view contact information and history of past contact attempts.

2. Document Locker

Opens the Document Locker, where existing service documents can be viewed for the member or new documents can be signed

3. Log Contact

Opens the Log Contact Event screen, where a new contact event can be added for the member

4. Member Details

Opens the Member Details window, where edits can be made to the member information, such as address, email, billing information updates, etc.

5. Purchases

Opens the Purchase Transaction List that will display any point of sale purchase for the member

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk