Need the ability to view if the member has confidential communication information on file. The source is yet to be determined if it will be members edge or anything else.
SPM-2816: Scratch Pad Enhancements - Include standard fields that will be captured and populated to the Interaction
Add Fields to the Scratch Pad area where Users can document certain data that will be captured and added to the Interaction. Such as: Caller Name Caller Number Member Name Member ID Final list TBD
SPM-2815: On line Reports - Add ability to email, including scheduled delivery times, on line reports to customers
Enhance NCompass to allow the ability to email online reports to plan personnel, including the ability to create a recurring scheduled delivery (daily, weekly, etc).
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