Label Edits - for any purpose
You can create a note on a member’s label to alert staff at the farm about any manual edit to their share. You can also apply a general note, such as “Member Since 2007.”
Start by finding your member in the system and then click Edit. Under their contact info, you will see these fields:
With this function, you are able to put in a note that will be scheduled to disappear on a date that you select. You can also create a static message that the label will reset to after your current message expires. Or you can just type in the static message in the first field and not give it an expiration date.
Here is an example of what the label looks like:
Note: There is a 38 character limit. If you go over that you will get an error message and it won’t save your message.
Label Edits - Home Delivery
For home deliveries you may have to record specific notes on your reports, such as “the gate code is 8984” or “go in through back gate to backyard.”
Members will be prompted to add any special home delivery instructions after they signup (see screenshot below) as well as in their weekly reminder emails.
If you need to manually add these instructions to a member's account, start by finding the member in the system and then click Edit. Under their contact info, you will see this area below the general label edits, that is only for Home Delivery messages. You can put notes here for specific instructions for a home delivery for a member.
Where will this show up?
- On the Drivers Report where all the home delivery addresses are laid out - (Deliveries > View Reports > Drivers Report)
- On the Share Delivery Report export where the home delivery addresses are in columns just for the home delivery folks - (Reports > Share Delivery > View Detail > Export Spreadsheet)
- On the RoadWarrior app export - (Reports > Share Delivery > View Detail > Export to RoadWarrior)
Where will this not show up?
- Delivery labels. However, you can put a note in the general label message field such as, “Specific Delivery Instructions”