This article will guide you on how to manage the Advanced Business Automation: Member Management dashboard.
To access the Member Management Dashboard, go to Main > Dashboard > Member Management
1. Tasks
The Tasks tab will display all of the tasks created. The numbers displayed to the left show tasks assigned to the staff member currently logged in. The number displayed to the right show tasks for all the club. You can highlight the number to display current tasks and past due tasks.
You can filter Tasks by:
All Staff - If you want to see tasks assigned to a specific staff member.
All Due Dates - If you want to view tasks that are due Today, Tomorrow, Later, Past Due or all Due Dates.
All Lead Types - Select tasks based on your club's lead types.
All Purposes - Select tasks based on the purpose.
All Priority - Select the tasks priority: All, High, Medium, Low or No priority.
Search by name - Type the customer's name.
Once you filter your tasks, it will display the Work It, Lead Name, Lead Type, Activity, Staff Name, Due Date and Priority.
2. Members
The Members tab will display all of the members. The numbers displayed to the left show members assigned to the staff currently logged in. The number displayed to the right show the club's members.
You can filter Members by:
All Staff - If you want to see tasks assigned to a specific staff member.
All Lead Types - Select tasks based on your club's lead types.
No Freshness Filter - Select by the time they were added in the system.
No Sales Contacted Filter - Select if you want to view if they have been contacted or not.
All Contact Methods - Select how your leads contacted the club: guest (walk-in), telephone inquiry, web/email or guerilla marketing.
Search by name - Type the customer's name.
Assign/Unassigned - Select if you want to view leads assigned or unassigned to a staff member.
Once you filter your Members, it will display the Work It, Member Name, Member Type, Contact Method, Entry Time and Contacts.
3. Activity
The Activity tab will display all of the activities completed. The numbers displayed to the left show activities assigned to the staff member currently logged in. The number displayed to the right show the club's activities.
You can filter your Activity log by:
All Staff - If you want to see tasks assigned to a specific staff member.
All Lead Types - Select tasks based on your club's lead types.
Search by name - Type the customer's name.
Date - Select from the calendar what date you want to view.
Once you filter your Activity log, it will display a breakdown by Tasks Done, Bookings and Agreements. To view more details click on the green down arrow under the Tasks Done tab. A timeline will display the log based on when it occurred. Below you will see the Work It, Time, Member Name, Activity, Staff Name and Status.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Customer Management : General - Can access member management dashboard