committees & committee members

 

The Committees entity is used to track the various Committees which make up an organization and the tenure of associated Committee Members.

 

creating a committee

 

Navigate to the Committees entity, which can be found in the Grants Management and Donor Management workplaces.

 

Select +New in the top ribbon.

 

 

 

 

The Standard Committee Form will contain 3 fields:

• Committee Name – Unique identifier (Required*) 
• Function – Classification Type (Optional)
• Description – Optional field to summarize the Committee’s purpose, actions, etc.

 

 

After saving the record, you can add Contacts (Members) to the committee. You will also have the ability to add notes, activities, etc. in the Timeline.

 

 

 

adding committee members

 

 

After clicking on the +New Committee Member button in the Committee record, a new form will appear.

 

 

• Contact – Required lookup field which links to a Contact record
• Committee – Required field that links to a Committee record. (Automatically populated when creating from the Committee record)
• Title – Chosen title for the Contact as a Member of the Committee (Optional)
• Start Date & End Date – Dates that reflect the Member’s tenure on the Committee (Optional)

 

 

Once saved, the Member will be assigned a record number. You also have the option to add additional notes to each Member’s record.

 

 

 

The newly created Member will now show on the subgrid of Active Members on the Committee Record.