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