Add a Committee Member

Staff can add an individual account to a committee and specify their term and position.

  1. From a committee record, in the "Committee Memberships" related list, click 
    New  Committee Membership
    .
  2. InAccount, enter the name of the individual you'd like to add as a committee member, click Nimble AMS, Staff View, Button, Lookup, and select the account from the lookup results.
  3. Optionally, inPosition, enter the position the individual will fill on the committee, click Nimble AMS, Staff View, Button, Lookup, and select the position from the lookup results.
  4. Optionally, set the membership term dates withStart Date and End Date.
  5. Click Save.

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