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9. Records

• 9.1. Individual Records - New Profile View
• 9.2. Candidate Records - New Profile View
• 9.3. Committee Records - New Profile View
• 9.4. Creating New Records
• 9.5. Creating New Records and Then Applying a Tag to Their Profile
• 9.6. Deleting a Phone, Address, or Email from a Record
• 9.7. Adding a New Committee
• 9.8. Organization Records
• 9.9. Changing Committee Records to Organization records and vice-versa
• 9.10. Setting-up Joint Fundraising Committees
• 9.11. Sub-Files - Transactions
• 9.12. Sub-Files - Pledges
• 9.13. Sub-Files - Connections
• 9.14. Sub-Files - Events
• 9.15. Notes, Log Activities, Tasks, and Meetings
• 9.16. Using Attachments