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Committee Nominations

Create a Committee Nomination Record

This function allows members to nominate themselves or other members for committee service. For more details on the Committee Nomination entity including field descriptions, click here.

1. Navigate to Workplace > Contacts.

2. Open the contact to whom you would like to add a Committee Nomination.

5. In the contact record, navigate to marketing > Nominations.

6. On the ribbon toolbar select Add New Committee Nomination.

7. Fill out the fields in the Committee Nomination Form. Those marked with a red asterisk (*) are required.

 8. Click the Save or Save & Close button.

Approving and Denied Committee Nominations

If the committee nomination is approved an e-mail will be automatically sent that notifies the nominator of the acceptance. If the committee nomination is denied an e-mail will be automatically sent that notifies the nominator of the rejection.

Approving a Committee Nomination

  1. Navigate to Membership > Membership Management > Committees. 
  2. Open the committee for which you wish to approve a nomination and navigate to Members > Nominations.
  3. Select the appropriate contact and select Run Workflow from the ribbon.
  4. Select the Approve Nomination workflow and click OK. 
  5. The Confirm Application of Workflow pop-up will open. Click OK.
  6. To confirm that the approval succeeded, navigate to Members > Memberships. The contact should appear in the Active Committee Memberships view with a status of Pending. When the begin date of the Committee occurs, the status will automatically update to Active.

Note - If the Committee is set to Open, a nomination will be automatically Accepted.

Denying a Committee Nomination

  1. Navigate to Membership > Membership Management > Committees. 
  2. Open the committee for which you wish to approve a nomination and navigate to Members > Nominations.
  3. Select the appropriate contact and select Deactivate.
  4. Selected the Denied Status from the dropdown.
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1 Comments

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    Terri Meyer

    Is there a way to turn off the email notification feature?

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