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Committee Setup

Create a Committee

For more details on the Committee entity including field descriptions, click here.

  1. Navigate to Membership > Membership Management > Committees.
  2. Click the New button in the ribbon bar. 
  3. Fill out the fields in the Committee Form. Those marked with a red asterisk (*) are required. 
  4. Click the Save or Save & Close button. 

Add a Committee Member

You can add members to a committee directly or through a nomination process. To learn how to use the nomination process, click here. To add a committee member directly:

  1. Navigate to Workplace > Contacts and open the record of the contact you wish to add to a committee.
  2. Navigate to Marketing > Committees and click the Add New Committee Membership button. 
  3. Click on the lookup next to the Committee field.
  4. Select the appropriate committee and click OK.
  5. Click Save or Save & Close.
  6. You can confirm that the committee member has been added by navigating to Membership > Committees, opening the committee record, and navigating to Members > Memberships. The committees contact record should be listed.
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