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Board and Membership Tracking and Reporting
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Change the terms of a seat when new appointments do not line up with the existing term for the prior / expiring appointment.
When appointments are made that do not line up with the current, defined term, the term can be changed. When this happens it is important to investigate why it has happened. It may be an error, especially if terms should be staggered, or when charter ...How do I turn off "Contact Board Members" button for a committee?
You can remove the Contact Board Members button (see image below) on the public portal in the board definitions page. Contact Board Members front end button First, navigate to the your board by clicking Manage. Now click Edit Board at the top of the ...Can I change the color scheme for the public portal?
You can change the color scheme for the public portal. There is a set number of colors to choose from at the moment. To pick a new color scheme, click Settings, then click Frontend Primary Color in the Front-end customization section. Customize color ...I am adding a member’s past term but since the member but only served a partial term so it should not count as a term. How to I make sure that this does not count?
I am adding a member’s past term but since the member but only served a partial term so it should not count as a term. How to I make sure that this does not count? When you add an older term in Seat History there is a box to check off to mark the ...A member is appointed but the term counter reads zero so she's not showing up as upcoming term expiration.
A member is appointed and shows as a member of the Planning Commission with a term ending 06/30/2026 but the term counter reads zero so she's not showing up as upcoming term expiration. Looking at your settings for this board you have it set so a ...
Popular Articles
Member Email: Link to Contact Us forms on your website
Member Email: Link to Contact Us forms on your website Go to Settings On right under Configure Fields click Board Members Scroll down and click Contact Information Scroll down to Website and check off the boxes for Enabled and Visible to Public. In ...Update an incorrect term (to display the correct term immediately)
To fix an incorrect term and have the correct term display immediately, you need to delete the appointment, update the term definition, then put the person back in the seat. Go to the board and use the Actions menu for the seat, and select Delete ...We validated applications and after the fact were advised that our council now wants resumes required. We have updated the application. Is there any way to add a resume after validation?
If you have not validated the application, you can edit the application and update that information. Once an application is validated, it is “static”, meaning that it CAN NOT be changed. However, there are a few ways around this: IF the member does ...I would like to be able to send certification requests to members before assigning them to a board.
I would like to be able to set up certification messages for the upcoming Conflict of Interests filing period without needing to assign a board yet. Is there a way to set up the certifications then go back and assign to the boards or individuals? ...Manage Applications
Under Manage Applications you will see the received application. Click on View and then if you see that everything is in order with this application make note of what Board and/or Seat that the applicant is applying for you click on Validate to ...
