From Customers, select Manage committees
Filter by Co ID
The Filter by Co ID option is visible only if enabled during system setup. Although rarely used, this feature enables you to link a committee to the ID of a company record. For example, if you have set up a committee named Awards, and a company has 25 branches and each branch has an Awards committee, you normally would need to create 25 separate Awards committees with each having a slightly different name. Instead, you create 25 company name records that represent your branches.
With Filter by Co ID enabled, you can open the Awards committee and set the filter to work with only one of the 25 branches. A Find window will open so you can locate the company ID to filter by.
Group
The Group field is a drop-down list that enables you to view either all committees or committees that have been assigned to a specific group.
Committees
The Committees field displays the current list of the committee codes that have been defined in the Committee Codes window.
Type
Designates one of the following display filters:
Roster
The Roster field displays the currently selected committee's member list (affected by Type and Term choices).
Sort By
Designates one of the following sort orders:
Note: The State/Province radio button will be labeled according to the value set up in Customer Setup – Address and Notes > State/Province.
Term
Designates on of the following term filters:
Activates the date field by which member terms are evaluated (date defaults to the current system date).
ID
Designates the ID of the currently selected or added member.
No Mail
Exempts the committee member from committee-specific label runs.
Position
Designates the position the member holds in the selected committee.
From
(Required) Designates the start of the member's committee term.
Thru
Designates the end of the committee member's term. It defaults to the specified Default Duration (usually 12 months) after the From date.
Other
Designates a user-defined value corresponding to the type or category of educational credit awarded the member, if applicable. The value specified is displayed in the bottom of the member's Activity Detail window if your administrator has defined a prompt for the CEU Type field for the COMMITTEE activity type.
Last Updated
(Display only) Shows the last date the record was updated.
Preference
Indicates an order of preference expressed by applicants for more than one committee position. For example, if an applicant wants to be President of a committee but has a second choice of Vice President, create two committee records for the applicant. The first record would have a position of President and a preference of 1. The second record would have a position of Treasurer and a preference of 2. This field is only displayed when Proposed or Applicants is enabled.
Notes
Specifies notes about the individual.
Opens the Committee Reports window from which you can print committee reports.
Opens a menu of maintenance choices:
10.6 Production Release. Updated 2/2/2006 3:59:18 PM
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