Members Panel

The Members Panel in a Board record displays all Board Member records with all Statuses. Use the filters on the left to locate Current, Former, Prospective, or Candidate Members.

Once you locate the Member or Members you want to edit, you can use the Row Actions to Change Status, Add a Referral, or Reappoint the Member.

You can also use the New button to create a new Membership or an Outreach mailing to selected Members.