Is there a report that I can run that would show me the appointment notes for every seat? You can do this be creating a custom field for appointment notes under Settings -> Configure Appointment Fields So when you fill a seat you have a box to ...
We have a member that was appointed to a seat on a board and was due to start next week but decided today not to serve. How do I remove him from the board before he starts to serve as the board shows that the seat is still vacant? The seat appears ...
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 ...
You can run the expiration report under Reports to see whose term is expiring in the number of days you want to search by and then either export the report as a CSV or PDF file. Be sure to choose the columns you will need when you configure your ...
Email applicants using the Application Report. Click Reports in the left-hand navigation panel and then click Application. Select which boards you want to include in the report – note that OnBoardGOV will include all boards unless you choose specific ...