Account Messages can be done in two ways - Globally or Targeted. Global Messages apply to all accounts in the system and will appear for anyone accessing their account online. Targeted Messages apply only to those accounts where a member is enrolled in the selected activity for the message.
The Account Communication Log is a feature for department staff to document customer interactions pertinent to the account. When staff contacts a customer, an entry can be made in the account log for reference at a later date.
Located in the Messages tab of a customer's account page, a new section has been added for the Account Communications Log below the Account Message section, and a section called “Communications” has been added below the existing Account Notes section.
Additional resources on Messages & Logs in MyRec.com can be found in our Knowledge Base.
