How to Add a New Board Member to the Board of Directors List

  1. From the left navigation menu, click Org Tools > Board of Directors List.

  2. Click + Add New.

  3. Select the "Member", and enter the "Contact Type".

    • The contact type is the board member's title.

  4. Click Save Changes.

How to Delete a Board Member from the Board of Directors List

  1. From the left navigation menu, click Org Tools > Board of Directors List.

  2. Select the Board Member you would like to delete.

  3. From the upper right-hand corner, click Delete.

  4. Click OK to confirm the deletion.

How to Sort the Board of Directors List

  1. From the left navigation menu, click Org Tools > Board of Directors List.

  2. Click Sort.

  3. Select the board member you'd like to move up or down the list.

  4. Click Up/Down to move the member.

  5. Click Save Changes.

How to Edit a Board Member's Contact Type

  1. From the left navigation menu, click Org Tools > Board of Directors List.

  2. Find the board member you'd like to edit.

  3. Click on their name.

  4. Edit the "Contact Type" as desired.

  5. Click Save Changes.

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