Clone or Edit Board Membership Affiliation

Who Maintains this Data?

• Dean's Office staff maintains Advisory Board membership. 

General Notes

• As of March 2022, current board membership has been entered and staff will not retroactively enter former members before 2022. 
  • Going forward, Dean's Office staff will update current members to former status as board membership changes.

Create/Update a Board Membership Affiliation

• The easiest way to update or create a board membership record will be from the account page for the board, using the Affiliated Contacts related list to update or clone a current member.
• The affiliation record type used is Service.

Find a Board Account

• To find the boards, click on the Accounts Tab.
  
  • There are several different list views created to find different account types.

• Click on the dropdown and find Advisory Boards.
  • If you always want to land on this list view when you click the Accounts tab, click the pin button to make this list view 'stick.'
• Click on the board to open the account record page.

TAB Example

• Click on Tippie Advisory Board (TAB) to open the account record page of the board.
  • This page will show you the basic information about the board itself.
• To find board members, click on the Affiliated Contacts related list.
  • This list shows all members, former and current.

• On the Affiliated Contacts related list page, you can sort the columns by status to find current or former members quickly.
  • Any of the columns can be sorted.

• Click on the Affiliation Key (AF-xxxx) to open the affiliation record page for that member you'd like to edit or clone.
  
  • If you accidentally click on the contact name, this will bring up their contact record instead - be sure to click the Affiliation Key.

Edit a Board Member

• Click on the Affiliation Key (AF-xxxx) to open the affiliation record page for that member and click on the the Edit button or the pencil next to the field you want to update.
• Update any fields and click Save.

Add New Member: Clone a Board Member

• On the Affiliated Contacts related list page, click on the Affiliation Key (AF-xxxx) to open an existing current board member record.

• In the right hand corner, click the Clone button.

• Click the X to clear the name out and you can search for the new person.
• Search for the new person and click on their name to add them to the contact.

• Update any applicable fields (Role, Status, Start Month Year) and click Save.
• Once the record is saved, the page will refresh to the new board member affiliation record.