Turn Member Notes into Actionable Insights

Organized Member Communication—All in One Place

Are you buried in scattered member notes, unclear updates, or missing requests? Union Impact’s Actions feature gives you a better way. Instead of digging through paragraphs of raw text, you’ll get a clear, centralized list of member activity—requests, complaints, questions, and more—all organized for easy reading and fast response.

Whether you’re a union rep, admin, or steward, you’ll instantly see what matters most and what needs follow-up.

From Scattered Notes to Structured “Actions”

What Structured Actions Capture

Each Action records topic, category, status, priority, owner, timestamp, due date, and next step, with optional tone cues (e.g., emojis) and attachments. Linked directly from the member profile in Member Management System, Actions replace long paragraphs with clear, scannable entries.

Why Unstructured Notes Slow Teams

Raw text buries who asked, what changed, and what’s next. Staff waste time investigating, and members wait. Actions standardize details so anyone can act confidently without reconstructing history from emails or paper notes.

"The Union Impact team has improved the efficiency of our Market Recovery Program (MRP) by providing automated processing tools for our contractors and business office. This web-based tool has reduced the time required to process paper requests and time cards... [their] team worked with our Local Union to provide a system specific to our business requirements. The program allows us to track the distribution of funds and helps ensure the contractors comply with the MRP's rules. The program allows us to track every dollar allocated to each contractor, project, or member. We can recommend Union Impact to any Local Union looking to do the same."

"It is my absolute pleasure to recommend Union Impact as a cloud based software provider for unions... Union Impact has helped us run a better market recovery program. The ability to do real-time tracking of job development and representative activities and the platform’s integrated nature has allowed us to free up man power that was once used on writing reports, consolidating information, and tracking jobs and contractors"

"We have used Union Impact software since January 2017, and it has been a lifesaver when trying to find members to fill labor requests... The software sends a dispatch by texting and emailing qualified members, and they can respond from their phone. I have been able to fill every call at a moment's notice. The first month using it, the program sent out 700 texts to members. Our members are happier because they are working, and our employers are happier because they have experienced workers on site. Win-Win!"

"We have been using Union Impact for quite some time and our Local couldn't be happier with all the options this system has to offer. They have created a program that is very comprehensive and useful. Their customer service department has gone to great depths to assist us with all our needs and has made several changes to accommodate us without hesitation."

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Unified Member Timeline & Powerful Filters

One Screen, Total Context

Every call, message, form, request, and update rolls into a single timeline with statuses (Open, In Progress, Resolved) and ownership. Preview attachments without switching tools and link related records like Grievance Tracking to keep the story complete.

Prioritize What Matters

Sort by age, priority, impact, or category (e.g., Dues, Dispatch, Benefits). Save views for morning triage or board prep, and pair updates with Personalized Member Messaging to close the loop quickly and consistently.

Secure. Intuitive. Built for Union Success.

Trusted by unions & associations across North America for reliability, ease of use, and results.

Union Impact Was Custom Built for Unions to Address Union Management Needs

Team Coordination & Connected Workflows

Roles, Ownership, and Continuity

Role-based permissions, comments, and @mentions clarify accountability—no more duplicate work or “did anyone handle this?” moments. Centralized history preserves institutional knowledge, so new staff pick up exactly where others left off.

Tie Actions to Core Processes

Link Actions with operational modules to eliminate re-entry and create end-to-end traceability: Dispatch Management, Payments System for Unions, Market Recovery, and Project Tracking & Management. Use templates and SLAs to standardize common scenarios and response times.

Key Benefits of Union Impact Actions & Tracking Feature

Faster Member Response

Reduce time spent interpreting notes and give faster, more accurate answers.

Improved Staff Coordination

Everyone sees the same action history—no more miscommunication.

Centralized History

No more lost notes, missed requests, or forgotten follow-ups.

Enhanced Member Satisfaction

Timely, clear responses show members that their voices are heard and valued.

Better Decision-Making

Track frequent concerns and take action at the organizational level.

Reduce Information Overload

Streamline scattered member communication with structured summaries.

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Reporting & Insight for Better Decisions

See Patterns, Not Just Cases

Structured data reveals top contact drivers, time-to-first-response, and resolution performance by office or rep. Use these insights to adjust staffing, training, or policy, then share updates via Union News & Updates to keep members informed.

Export Clean Data for Leadership

Drill down and export through Custom Union Report Management. Quantify impact with The ROI of Investing in Union Management Software and pair with efficiency gains from How Union Software Reduces Administrative Workload.

Reach Out to Learn More!

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Union Name

Phone

Your Role

Number of Members

Message

Security & Reliability Built for Unions

Protect Sensitive Member Data

Actions are safeguarded with role-based access, encryption, and audit trails showing who changed what and when. For guidance, see Data Security for Unions: What You Need to Know in 2025 and why cloud is the top operational choice in Why Cloud-Based Software Is the Best Bet for Union Operations.

Uptime, Continuity, and Resilience

Cloud delivery ensures staff can work from hall, office, or jobsite with consistent performance and backups. For complementary security practices, review managed cybersecurity standards from Business Computer Technicians.