For more details on the Committee entity including field descriptions, click here.
Create a Committee
1. Navigate to Membership > 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. Click the Add Committee Membership plus icon above the Committee Membership subgrid
2. Select a contact using the Lookup field. Click Save or Save & Close.
4. The Committee Membership record should be listed. refresh the page if you don't see it.