Manage
- Sarah Holder
Take control of your member data and workflows. Easily manage all of your data in one place. Simplify your tasks with integrated tools.
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Easily Gather Info for a Printed Directory
Use this report to export the data you need for a printed directory. You can narrow your results to the contacts you need using the Contact Type and Directory filters.
Save the report to reuse next year with no additional work.
Tip: If this is an annual (or more frequent task), be sure to save the report to reuse next year with no additional work.
Add Board Members to a Committee and Easily Communicate with Them
Add your board members to a committee and use the committee’s email address for easy-tracked communication for sharing meeting agendas.
Watch this video, then use the three flows below for step-by-step instructions on how to accomplish this idea.
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Use the links below for in-app guides that will walk you through the steps in your database.
Use Tags to Track and Communicate with Specific Members
Idea: Tag businesses that will be affected by a summer road construction project to make it easy to share updates and advocate for your members with construction officials.
Use the links below for in-app guides that will walk you through the steps in your database.
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