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To edit a committee appointment

In the Manage committees window, you can edit any information on a particular appointee except:

If either the committee or the customer ID is wrong, delete the existing record and insert a new record containing the correct information.

  1. From Customers, select Manage committees to open the Manage committees window.
  2. Select the committee code from the list in the Committees field (including any necessary filtering selections). Make sure you include a term selection that includes the member's record.
  3. Highlight the customer record in the list of committee appointees.
  4. Click Edit.
  5. Make any necessary changes.
  6. Click Save.

See Also

Managing Committees

Manage committees window

To assign a member to a committee

To delete an appointee from a committee

To change a committee appointment type

To insert committee minutes

To print committee minutes


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