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1.9. Committee Records - Linking Committee Staff
Linking Committee Staff - Walkthrough
(Before linking committee staff, both the committee and the committee staff records need to be added to the system. See Individual Records or Committee Records for more information about these records.)
1. Find your committee record using the quick search at the top of Campaign Manager or Contacts search
2. While viewing the committee record, select the Connections tab.
3. Select the Connection Type that you want to add from the dropdown menu
4. In the Connect With field type the name of the individual to search for and select their record
5. If this is the primary contact for the committee, click the Mark As Primary button
6. Click the green Add button to save the connection.
This connection will appear on both the committee record as well as the connected individual record.
Once the connection is in place, you can choose to mark it as primary so that letters created within Campaign Manager can be addressed accordingly. The Delete button also appears in case it needs later removed.