- This tutorial will cover how to configure committees for use within Fundly CRM.
- From the Configuration Management – Configure Committees screen, to add a new committee click on the Add(plus) button in the upper right of the screen.
- In the next screen, input the name of the committee in the Committee Name field.
- The Make Active checkbox has already been selected for you, indicating that this committee is currently active within the system.
- In the Committee Description field you may specify any information you wish regarding the committee, including its role and responsibilities.
- When all information for the committee has been entered you can click on Save & Close to return to the list of currently configure committees.
- If you wish to continue configuring additional new committees, click on the Save & Add New button.
- To edit a currently configured committee, mouse over the entry for the committee you wish to edit and click on the edit(pencil) button to the left of the entry.
- If you wish to delete a committee, click on the Delete(X) button just to the right of the Edit button, at which point you will be asked to confirm the deletion.
- In the status column on the right you can alter the status of a committee by clicking on the green or gray dot associated with the committee.
Comments
0 comments
Article is closed for comments.