Update Soroptimist Club Officer Leadership Roles
- Alyssa Marshall |
- 21 steps |
- 2 minutes
Changing a Club Officer from Current to Former
1
Click "Club Profile"
2
Click "View All Affiliated Contacts"
3
Click "Affiliation: Record Type"
4
Click the down arrow here.
5
Click "Edit"
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Click the "End Date" field.
7
Click "Status"
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Click "Former"
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Click "Save"
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And you can see Dolly Parton's "SIA Leadership Position" has been changed to Former
11
Now, let's go back to our Club Profile. I'll click on my Club Name, in this case, my club name is "Diva Test."
Adding a New Club Officer
12
Click the button "New Club Officer"
13
Select the member who is the new officer. In this example, "Cher Test" is our new officer.
14
Change the status to CURRENT.
15
Choose her officer position.
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Enter the START DATE of her officer term.
17
Leave End Date blank for now and click "Submit"
18
Click "Finish"
