Work With
is the Work with Member Function. This is where
most of your Trade Reps will work during the day.
Virtually all the functions are right here at your
mouse. If your users are set up to access these
functions, they need not go anywhere else.
A lot of Contact Management applications have
been incorporated into this form. Member Notes,
Contacts, Prior Statements, Travel Request
Forms, Member Directory, Member Requests for
Products and Services you can not provide at
this time, Suggest which will allow you to pick a
member who has the products or services
another member may need.
as well. Bank Routing, Activities and Current Balances are available at your finger tips.
An Interim Statement is also available which shows the member where they stand this month.
Email your Member directly from this form. A copy of the EMail will appear in the member notes.
Barter Solutions is a trademarks for Decisive Solutions.
Randy E. Ritchey 89 Keewaydin Dr Timberlake, Ohio 44095-1919 440-942-7275