Take control of your member data and workflows. Easily manage all of your data in one place. Simplify your tasks with integrated tools.
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.
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
Watch this video, then use the 3 flows below for step-by-step instructions on how to accomplish this idea.
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