The Relationship Management feature is your dashboard for go-to items like your Call List or Bookmarked Professionals.
To access your Relationship Management page:
Step 1:
From your home page, click on the "Relationship Management" button.
![Community home page highlighting Relationship Management button](https://acemapp.org/file-manager/get/ppPH4qT6sx0x627ac03086719)
Your Relationship Management page
![Relationship Management page](https://i.imgur.com/xIbnv94.png)
Call List:
Clicking this button will open your Call List. These are all the members you saved.
![Relationship Management page highlighting the Call List button](https://i.imgur.com/T0U9px8.png)
With the call list, you can:
- Clear the entire list by clicking the "Clear List" button. (
This is irreversible!
).
- Print your list by clicking the "Print List" button. This will convert the list to a PDF, allowing you to save or print it from your browser.
- View individual members and click the "View" (eye icon) button.
- View any Notes saved for that member, click on the "Notes" (book icon) button.
- Remove that member from the call list, and click the "Remove" (red X icon) button.
Bookmarked Professionals
Clicking this button will open your Bookmarked Professionals page. These are all the professionals you have bookmarked.
![Relationship Management page highlighting the Bookmarked Professionals button](https://i.imgur.com/WI0WUAd.png)
On the bookmarked professionals page, you can:
- Email selected professionals, select them, and click the "Email Selected" button.
- Add selected professionals to your call list, select them, and click the "Add Selected to Call List" button.
- View individual members, click on the "View" (eye icon) button.
- Remove just that member from the call list, click the "Remove" (red X icon) button, or you can select them and then click the "Remove Selected Bookmarks" button.
Professional Search
Clicking this will open the Search Professionals Page.
![Relationship Management page highlighting Professional Search button](https://i.imgur.com/QtBR419.png)
Member Interactions
This page will show the last ten interactions entered for that professional from the View Professional page.
![Relationship Management page highlighting Member Interactions section](https://i.imgur.com/lXgikI6.png)
Broadcast Messages
This section shows all emails sent and their open rate and a table showing the Author, Subject, Date Created, Email Status, and if Opened.
![Relationship Management page highlighting Broadcast Messages section](https://i.imgur.com/8EhEmwE.png)
Clicking the View button will open that email's detail page.
Broadcast Messaging is a feature that can be used to email multiple people using ACEMAPP.