WebDoc-003
Email Address Updates |
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Note
– any dim text (gray) is back office, and not necessarily important at the
counter. |
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Note – any yellow
highlight is a recent update. |
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Process Summary: |
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Updating and
or fixing a master record email address. |
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Most Important Points: |
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Watch
for R Entry red flags that are email address problems |
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While
the person is at the counter... get the person's correct email address |
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Be
sure to clear the error flag in CONTRACT RESTRICTIONS once updated |
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Details: |
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At the
counter, recognize when an email address is bad |
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Notice
on R Entry, top of screen, the "Check Red Flags" message |
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When
flagged, go to the bottom of R Entry, and see what the problem is |
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If
the flag is due to a bad email address, tell the person that we have recently
emailed them, but their email address failed |
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Ask
the person if we can get an update to their database information |
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Give
them our printed personal data form to update... not only their email
address, but all their database info |
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Set
the finished form aside to enter later |
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Finish
whatever their current business transaction is (ie R Entry sale) |
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After
the fact, enter any new (or updated) data from their personal data form |
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Enter
all of the data to their Master record |
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Be
careful to enter their email address just as it is written |
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Once their email address is
updated, |
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go
to the column "Contact Restrictions", and clear the error flag (select the pull down "..email fixed" ) |
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