Committees
Find Committee Member, seach by:
- People
- Company(s)
- Committee
- Chapter
- Status (Status in the Committee, i.e., Active/Inactive)
- Term Date
- Then export to Word, Excel, or CSV
Add a New Committee Member:
- Click "New Committee Member" in the top right corner of your screen
- Select the Committee to add a member
- Select the person from your database records
- Indicate the Role for this Committee Member
- Indicate the Directory Sort Order (in what order will this Committee Member display in the online Directory)
Create a Committee:
- Go to Reference, in your left menu
- Click on Lookup
- Select a Committee from the drop list
- Click GO
- Click "Add" in the bottom left corner of the screen, or "New" in the top right corner of the screen
- Type should be Committee
- Index should be any number greater than the last number used
- Description is the Name of this item (Committee)
- Enter a Numeric Value (if applicable)
- Enter a String Value (if applicable)
- Enter an Application Value (if applicable)
- Enter an Order Number (this will indicate the order in which this Committee will show up, use increments of 10)
Create a Committee Role:
- Go to Reference, in your left menu
- Click on Lookup
- Select a Committee from the drop list
- Click GO
- Click "Add" in the bottom left corner of the screen, or "New" in the top right corner of the screen
- Type should be Committee
- Index should be any number greater than the last number used
- Description is the Name of this item (Role)
- Enter a Numeric Value (if applicable)
- Enter a String Value (if applicable)
- Enter an Application Value (if applicable)
- Enter an Order Number (this will indicate the order in which this Role will show up, use increments of 10)