Track Current and Former Board Members on their Defined Fields page
First, we'll create a User Defined Field to indicate that someone is a current or former Board Member
  1. Click Management
  2. Select User-Defined Fields under Database Configuration
  3. Select the Category you want to save this new User-Defined Field in
  4. Select New Defined Field
  5. Name the Field (for example, you could title the field "Current and Former Board Member")
  6. Select Text as your Data Type
  7. Click Next
  8. Select Constituents as your field application (do not check off any other boxes)
  9. Click Next
  10. If you would like to utilize these options, mark the appropriate box(es)
  11. Click Next
  12. Select Allow Assignment of Only One Item as your Display Type
  13. Click Next
  14. In the Add Value tile, type Current
  15. Click Add Value
  16. In the Add Value tile, type Former
  17. Click Add Value
  18. Repeat steps 14 and 15 until you've added all of the applicable values (for example, you may have a value for Board Officers)
  19. Click Save and Finish
Then, we'll mark the current and former Board Members
  1. Click Accounts
  2. Click Find an Account
  3. Search for and click on the Constituent's name
  4. Click Defined Fields
  5. Expand the Category where you stored the field
  6. Click the name of the field
  7. Select the appropriate value from the drop down menu
  8. Click Save and Go to Personas
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Track Board Membership as an Attribute
First, we'll add a value to the Attributes User Defined Field (this is a standard field in your eTapestry database so you do not need to create the field, we'll just add values to the field)
  1. Click Management
  2. Click User Defined Fields
  3. Click Base
  4. Click Attributes
  5. Fill in the name value that you'd like to use to denote Board Membership (for example you could have a value for "Current Board Member" or "Board Officer") in the Name field
  6. Click Add Value
  7. Repeat steps  5 and 6 until you've added all of the values you'd like to include
  8. Click Save and Finish
Then, we'll add this field to the board member's account
  1. Click Accounts
  2. Click Find an Account
  3. Search for and click on the board member's name
  4. Click Defined Fields
  5. Expand the Base category
  6. Click Attributes
  7. Select the appropriate value(s)
  8. Click Save and Go to Personas
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Track the start and end date of Board Members' terms as Contact entries
First, we'll create User Defined Fields for the start and end dates of the board member's term
  1. Click Management
  2. Select User-Defined Fields under Database Configuration
  3. Select the Category you want to save this new User-Defined Field in
  4. Select New Defined Field
  5. Name the Field Board Membership Term Start Date
  6. Select Date as your Data Type
  7. Click Next
  8. Select Contact as your field application (do not check off any other boxes)
  9. Click Next
  10. If you would like to utilize these options, mark the appropriate box(es)
  11. Click Next
  12. Select Text Box as your Display Type
  13. Click Save and Finish
  14. Click New Defined Field
  15. Name the Field Board Membership Term End Date
  16. Select Date as your Data Type
  17. Click Next
  18. Select Contact as your field application (do not check off any other boxes)
  19. Click Next
  20. If you would like to utilize these options, mark the appropriate box(es)
  21. Click Next
  22. Select Text Box as your Display Type
  23. Click Save and Finish
Then, we'll create a Contact Method for the Board Membership
  1. Click Management
  2. Click System Defined Fields
  3. Click Contact Method
  4. In the Name field, fill in Board Membership Term
  5. Click Add Value
  6. Click Save and Finish
Last, we'll create a Contact entry with the member's start and end dates
  1. Click Accounts
  2. Click Find an Account
  3. Search for and click on the board member's name
  4. Click Journal
  5. Click Add
  6. Click Contact
  7. Fill in the Contact Subject
  8. Select Board Membership Term from the Contact Method drop down menu
  9. Fill in any relevant notes in the Note field (this is optional)
  10. Click the plus icon to expand the Category where you stored the start and end date fields
  11. Click the Start Date field
  12. Fill in the date when the board member will start their term
  13. Click the End Date field
  14. Fill in the date when the board member will end their term
  15. Click Save and Go to Journal
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