Adding an Individual to a Committee

• Open the customer record of the individual to be added to a committee
• Select the “Committee” switch view drop down
• On the left under the Actions Menu select “Add to a Committee“

• Enter the committee position information: 
  • Subgroup (group that owns the committee)
  • Committee group
  • Committee type
  • Position
  • Start date
  • End date
  • Address
  • Email
  • Employer
• Click “Submit”