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9.3. Committee Records - New Profile View
Committee Records are a special type of Organization Record and are distinguishable by a 3-person icon.
The easiest way to add an FEC committee record to your database is by:
- selecting FEC ID Lookup on the Tools Menu
- enter the committee name (or part of) in the search filed
- click Search Committees
- click Add Committee when found
This method most accurately populates the required fields with the appropriate entries.
NEW PROFILE VIEW OVERVIEW:
Section 1:
Status: Active means they will by default be included in lists, Inactive means they will by default be omitted from lists and quick search.
ID: A unique Record ID will be automatically assigned during record creation.
Photo: Click on the photo icon to upload an individuals photo if applicable
Name, City, Email, Phone: This data is summarized here at the top of the record but is editable as you scroll down to the corresponding fields.
Click to add bio description: Free type area (ex: This PAC's mission is to help farmers, etc.)
Social Media Links: Copy and paste committee's social media links here to quickly connect with them there.
About: Hover your mouse over this bolded word to reveal the timestamps of record creation and last update
Name: Type the legal name of the committee
Description: Type a description if applicable
Political Committee Type: Choose what best applies from the table entries
Political Party: Choose what best applies from the table entries, if applicable
Registration ID: This is often required to accompany transactions on Compliance Reports
Registration Authority: Choose the proper authority
Tax ID: enter if applicable
URL:
enter if applicable
Addresses: The star indicates the preferred address. Click Add to create new addresses on the record, click More to delete addresses, change the preferred, or see date/time stamps, click on an existing address to edit it. (Phones and Emails are the formatted the same)
Section 2:
Search Tag Name: Click here to add Tags that will then display in the same area. Tags flag/group records for easy tracking.
Call Sheets: Click here to create a Call Sheet for this committee from an existing template.
Letters: Click here to create a letter addressed to this committee from an existing template.
Copy Contact Info: Click here to create another record using the same address, phone, etc.
Merge: Click here to search for potential duplicates if suspected.
Save: Click here as a master save button for any changes made to the record.
Delete: Click here to permanently delete a record.
Donor Insights: Click this tab to see a Donation Summary to your campaign as well as contributions that they have made to other committee's. Please note that their name and address must match the FEC.
Transactions: Click this tab to see an itemized list of transactions entered by your campaign. Contributions on this tab will be summarized on the Donor Insights tab.
Connections: Click this tab to connect this record to other records in the database. This is often required to accompany transactions on Compliance Reports
Pledges: Click this tab to record pledges that the committee promises to contribute.
Events: Click this tab to see or record events that the committee is invited to.
Custom Fields: Click this tab to turn custom field viewing on and off by pinning them. (they appear in bottom-left of profile)
Section 3
Note: Click on this tab to create a new note on the record, saved notes are seen on the timeline at the bottom of the profile
Log Activity: Click on this tab to log a new activity on the record, saved activities are seen on the timeline at the bottom of the profile
Create Task: Click on this tab to create a task associated with this committee and assign it to yourself or another user who will then see it on their home page at login as a reminder/to-do list. Saved tasks appear on the timeline at the bottom of the profile
Schedule: Click on this tab schedule a meeting, etc. Saved schedules appear on the timeline at the bottom of the profile
Filter Timeline: Click here to see specific entries when there's many to view.
Reload: Click here to remove filters and show all entries once again.
There are Save Buttons in the several data entry sections that should be used to save changes made, along with clicking the master save button in the top-right of the profile to ensure updates are captured.
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