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9.6. Adding a New Committee

How to Add a New Committee - Quick Search

1. A New Committee can be added through the Quick Search field at the top of every page by entering the name of the organization/committee and selecting New Committee from the dropdown menu:

2. After selecting New Committee, Enter the Contact Information pertaining to the new Committee.

3. Remember to Save before moving on to the next category (ie. About, Addresses, Phones, Emails) of Contact Information

4. Be sure to select Save before you leave this screen to add the committee record to your database.

 

How to Add a New Committee - Register

1. You can also add a New Organization through the Register. You can access that by clicking the link for Financial found at the top of any page. 

2. Select any transaction item under New Receipt, New Disbursement, or Other Transactions on the window on the right.

3. A new window will pop up which will allow you to input Transaction Information.

4. The first field in the new window will allow you to refer to a Record you have on file or create a New Record. Type out the name of the New Committee, then click the New Committee button which is the button with a "+" sign adjacent to 3 people grouped together.

5. Fill in the contact information and then click Save All or Save and Close.