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To insert committee minutes

  1. From Customers, select Manage committees.
  2. Select the committee code from the list in the Committees field.
  3. Click More, and select Minutes to open the Minutes window.
  4. Click New.

    Note: The cursor moves to the Date field and automatically populates it with the current date.

  5. Enter the date for which you want the minutes to be recorded in the Date field.
  6. Enter the minutes of the committee meeting in the Minutes field.
  7. Click Save.

    Note: Recorded minutes are listed by date in the Minutes List field of the Minutes window.

See Also

Managing Committees

Manage committees window

To assign a member to a committee

To edit a committee appointment

To delete an appointee from a committee

To change a committee appointment type

To print committee minutes


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