Adding a Board Record

By adding a Board record, you create a record for a board, commission, task force, or similar organization. You can maintain information about the board, such as its function, seats, chairman, and meetings. A People record is created along with the Board record, which lets you add a primary contact person, address, phone numbers, and affiliation codes. Once you've created a Board record, you can track membership applications, assign members to seats, record departures, and keep records of former members through Member records.

To add a Board:

1. Click the Boards tab and select the Add Board action.

2. In the Add Board dialog box, enter information in fields as appropriate. A Board Name is required.

3. Enter the number of Board seats in the Number of Members field. This will save time by automatically adding the seats to the newly created Board.

4. Click the Save button at the bottom of the dialog box.

5. Complete fields on the Board Record page.

6. Select the Save and Close action to save the new Board record, or if you want to set up Board seats, select the Add Seat(s) action.

Add Board Dialog Box

Fields in the Add Board dialog box let you enter information about the Board record you're creating.

The following fields are available:

Board Name – Type the board name in upper and lowercase as you want it to appear in the Boards module. You must enter a Board name before you can save the information in the dialog box. The Board Name is stored in the Organization 1 field of the Board People record.

Board Type – Click in this field and select the type of board from the user-defined list that appears. Board types may include such things as Licensing, Statutory, Federal, Regional, and so forth.

Category – Click in this field and select a category for this Board. Categories are defined and maintained by your organization. They might include such things as Board, Commission, and Authority.

Number of Members – Type the number of member seats on the board. When you create the Board record, this number of seats will be automatically created for it. You may increase or decrease the number of seats later.

Initial Term Begin/End Dates – You can set default dates for the beginning and ending term of all Board seats. These dates apply to all Board seats but can be changed for individual seats.