Add a Fulfillment Request to a Contact

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Step-by-step guide

1. Locate contact record
2. Review information in the Membership section by scrolling down
3. Click on Related tab to review additional information
4. 
5. Click on Fulfillment Request section  
6. Select New
7.  
8. Complete the Request Form
9. 
10. Select the Origin of the Request from the drop down
11. 
12. Select Membership-Fulfillment  from the dropdown for Activity
13. 
14. Select Reason for the Request from the drop down
15. 
16. Write-in a brief summary in Summary section, e.g., package not received
17. Provide more in-depth details as needed in the Details field, e.g., an address to mail the item if diffrent from the Contact preferred address
18. 
19.  Select Save, when complete
20. To view the request entry, select the hyperlink for the Fulfillment Request Number
21. 
22. Review  information entry for the request
23. 
24. To edit the Request entry, return to the Fulfillment section under the Related tab and select Edit from the right drop down arrow
25. To delete the entry select Delete from the drop down arrow 
26. 

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