Working with Committees in Committee Central

To view a committee in Committee Central:

1.    From the Personify main toolbar, select Customers and Committees > Committee Central.
The Committee Central search screen displays.

2.    Create a new committee or search for and select a committee.
The customer displays in Committee Central, as shown below.

Using the various tabs and tasks on the Committee Central screen, you can perform the following tasks:

Committee Members

·            Viewing Committee Members

·            Adding a New Committee Member

·            Registering Committee Members for a Meeting

·            Inactivating a Committee Member

·            Emailing the Committee

Committee Details

·            Changing a Customer Address

·            Changing a Committee's Contact Information

Demographics

·            Defining the Committee Structure

·            Adding a Committee Nomination

·            Adding Committee Activities

·            Changing a Committee Name

·            Changing a Committee Address

o           Viewing the Communication History

§            Propagating the Primary Address to Orders

o           Adding an Additional Address

·            Adding Committee Demographics

·            Defining Dues Basis

·            Viewing DCD File Downloads

·            Editing Web Access

·            Editing Aliases

·            Adding Lists

·            Adding Special Interests

·            Defining Solicitation Preferences

·            Making Special Groups Visible in Committee Central

Relationships

·            Displaying Hierarchical Tree View

·             Displaying Relationships by Type

·            Adding a New Relationship

Order History

·            Entering an Order

·            Entering a Payment

·            Requesting a Refund

Fundraising

·            Open in Constituent Central

·            Open in Donor360

·            Adding the Customer as a Solicitor

Exhibitor Info

·            Viewing Committee Exhibitor Information

·            Adding Exhibition Products and Services

·            Adding an Exhibition Directory Description

Chapter History  

·            Viewing Chapter History

Advertising

·            Making a Committee an Advertiser

·            Maintaining an Advertising Directory Description

·            Making a Committee an Ad Agency

·            Adding Advertising Products and Services

·            Adding Competitor Journals

·            Viewing the Advertising Purchase Analysis

·            Viewing a Committee's Advertising Contracts