This topic provides links to sub-topics that provide field-by-field information on every form used in the Committee Management application. These topics are intended for use as a reference for the various fields on any Committee Management form.
The forms are listed in alphabetical order. Within each form, tabs are also addressed in alphabetical order.
Note that the fields marked as “required” in this chapter are required at the entity level. In some cases, a required field may already have a default value so a user does not need to specify a value for these fields before saving the record. To review the list of fields required at the entity level, open the appropriate Service Properties dialog (by right-clicking the service in the Navigation Bar and selecting Properties) and click the Fields tab.
The Committee Management forms are described in the following sub-topics:
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The following forms are used in the Committee Management application but are described elsewhere. Refer to the documents specified below for information on the following forms:
- Contact Log Form: See the "Contact Log Form" section in the Aptify 5.5 Customer and Member Management Guide.
- Tasks Form: See the "Tasks Form" section in the Aptify 5.5 Customer and Member Management Guide.