Lists Committees/Edit

Lists/Committees

Creating Lists/Committees

1. Click the Lists/Committees button in the navigation panel. A list of the lists/committees that currently exist in your system will be displayed.
2. Click the drop-down arrow on the Add button to select the type of list you wish to create.
3. In the Add/Edit dialog box, enter the following:

   Name - Provide a name to describe this list. This name will appear in emails and on reports

   Category - Select a category from the drop-down list. Categories are used through out the database for filtering purposes.

   Established On - This optional field allows you to select the date this list/committee was established.

   Description - Provide a description of this list/committee.

4. Display Options - These options allow you to determine how the group is displayed on your web-site, and who may join the group

   Is Active - Select this check-box to activate your new list/committee.

   Public Can Join - Select this check-box to display a join option on your web-site.

   Users Can Join - Select this check-box to allow your staff to join this list/committee.

   Synchronize Contacts with authorized third party newsletter solution - Select this option if you are synchronizing to a third party software.

5. Click Done

Adding Members to Lists/Committees

1. Click the Lists/Committees button in the navigation panel. A list of the lists/committees that currently exist in your system will be displayed.
2. Click on the list/committee to which you want to add members.
3. Click the Contacts tab.
4. Click the Add Contact button.
5. Type the name of the member in the Contact text box. The type ahead functionality will locate the contact.
6. Enter additional information if desired.
7. Click Done the contact is now added to the list/committee.

Updating List/Committee Profile Information

Additional information about the list/committee can be entered on the general tab for the list/committee

1. Click the Lists/Committees button in the navigation panel. A list of the lists/committees that currently exist in your system will be displayed.
2. Click on the list/committee that you wish to edit.
3. On the General tab, you can update the following information:

   Name - This is the name of the list/committee and is displayed in emails, reports, and on the web-site (if enabled).

   Category - The category field allows you to filter on this category through out the software.

   Description - This field allows you to provide a description of the list/committee.

   Established - This field allows you to configure the date this list/committee was established.

   Meeting Time Description - This option field allows you to document meetings for this list/committee.

   Default Terms (Months) - if membership in the list/committee is based on terms, you can document the length of the default term.

4. Display Options - These options allow you to determine how the group is displayed on your web-site, and who may join the group

   Is Active - Select this check-box to activate your new list/committee.

   Public Can Join - Select this check-box to display a join option on your web-site.

   Users Can Join - Select this check-box to allow your staff to join this list/committee.

   Disallow Opt-out - Select this check-box if you do not wish to allow members of this list/committee to be able to opt-out.

   Only contacts on list can view other contacts - Select this check-box to only allow members on this list/committee to view other members on the list/committee.

   Public Allowed to view list- Select this check-box if you wish this list to be visible to the public on your web-site.

   Users allowed to view list - Select this check-box to allow your staff users to view this list/committee.

   Synchronize Contacts with authorized third party newsletter solution - Select this option if you are synchronizing to a third party software.

5. Click Save