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MEMNET User Guide
6.5.12 Qualifications and Person General Information
These are both available as horizontal bars on the Person Profile page. The data can be
modified by editing the Person details.
One exception to this is the Member Self Service information that is available under the
General Information bar. Here you have access to:
o The date and the user name that last modified this person record, this is
maintained by the system
o Login. If a value appears here it means that the person has registered them self for
Member Self Service. The field displayed is the Person’s user name (refer to
section on Member Self Service)
o Review Person’s Self-Service Page button. If a user name exists clicking the Open
button will take you to the Person’s Self-Service screen directly. This can be useful
when providing support to a person who is using that part of the system.
6.6 Contact History
Member Contacts is a way of keeping track of any contact that you have had with
anyone associated with a Membership.
Contact History records are created:
o Manually by a user in the form of email, post, note or phone.
o System Generated for Mail Generation, individual emails, Account Doc Generator
and Invoicing.
o System Generated Notifications (refer to Notifications in Company Settings within
the Administration section)
You can view Contact History records by clicking on the Contact tab within a member
record.
By default System Generated Contacts are excluded from the display. To see System
Generated contacts un-tick the ‘Exclude Automated’ flag and click Filter. You can also
Filter the displayed Contacts by Contact Type, Contact Category, Contact Date range
and if configured Contact Code.
To Add a Contact:
o Click on the Contact tab within a member profile this will display the Contact grid.
o Click on the Add Contact button displayed in the top right hand corner of the
content window.
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