Online Library eBook - Create Member Profile Word Template | Page 3

Set the stage
Let’s explore an example Business Scenario to demonstrate this process:
A trade association has membership representatives that are tasked with making site-calls to members. For
each day’s visits, the representatives need a one-page member profile report that includes a variety of
elements related to the member as well as related entities, including related Contacts, Areas of Interest,
renewal billing information, and custom demographics.