Add a Fulfillment Request to a Contact

Step-by-step guide

Locate contact record
Review information in the Membership section by scrolling down
Click on Related tab to review additional information
Click on Fulfillment Request section
Select New
Complete the Request Form
Select the Origin of the Request from the drop down
Select Membership-Fulfillment from the dropdown for Activity
Select Reason for the Request from the drop down
Write-in a brief summary in Summary section, e.g., package not received
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
Select Save, when complete
To view the request entry, select the hyperlink for the Fulfillment Request Number
Review information entry for the request
To edit the Request entry, return to the Fulfillment section under the Related tab and select Edit from the right drop down arrow
To delete the entry select Delete from the drop down arrow