Configuration: Configure Committee (Version 1.0)

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.