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To define committee codes

For each committee in your customer system, you must define an alphabetic committee code and a title for the committee that you are setting up in the Committee Codes table. Define committee codes and assign committees to groups after defining the committee groups.

  1. From Customers, select Set up tables > Committee codes to open the Set up committee codes window.
  2. Click New.
  3. Enter a unique code to represent the committee in the Code field.

    Note: The Code field is the only required field in defining a committee code. The remaining fields are optional.

  4. Enter the title for the committee in the Title field.
  5. Enter the status of the committee in the Status field (A for active or I for inactive).
  6. Enter the group the committee is associated with in the Group field or click the lookup icon to see a list of the available groups.
  7. Select the validation code from the Paid Thru Validation drop-down list.
  8. Enter a description of the committee in the Description field.
  9. Enter any necessary notes in the Notes field.
  10. Click Save.

See Also

Setting up Committees

Set up committee codes window

To delete a committee

To change a committee status

Set up committee positions window

To define committee positions

To set committee options and membership duration


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