Members and plots
Keeping a record of contact with a member
Record phone calls, letters, conversations and complaints against a member.
Each member has a correspondence log. To view it, open the member and select Correspondence.
Automatic entries
Every email Allotmin sends to the member is added to the log automatically. This includes messages from the Messaging Centre, inspection emails and automatic rent reminders.
Add an entry
- Open the member's correspondence log and add an entry.
- Select the type, such as phone call, letter or in person.
- Enter the date and a description.
- Optionally, attach a file.
- Save.
Notes and complaints
Notes and complaints are marked as Internal. They are a record for the committee and are not sent to the member.
A complaint is recorded against the member it concerns. The Reported by field records who made the complaint and can be set to "Anonymous".
More on members and plots
Adding members and plots
How to add plots and members to Allotmin.
Importing members or plots from a spreadsheet
Import members or plots from Excel, Numbers or Google Sheets.
Giving a member a plot
Assign a plot to a member from the member's record or from the plots list.
Member groups
Group members together to email, charge or discount them.
Recording something Allotmin does not have a field for
Add up to three custom fields to every member record.
Partners, co-workers and social members
Link a member to a plot they do not hold, and bill for them on the plot holder's invoice.
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