The board Member list can be filtered for a few different reasons. One is to narrow down the list by criteria to find specific records. Another is to give you a count of board member, based on your selected criteria.

As an example, if you wanted to know how many active board members you have, you could select "Active Board Members" from the Status  drop-down list. Click the "Filter List" button. You can see the total records label above the list has changed and gives you a total count of all active board members. The list has also changed, and displays only active board members.

To get started, select either Constituents (CRM) or Staff and HR > Board Memebers - from the main menu on the left hand side.

This will open your board member listing. To filter the list click the "Filter List" button.    


The Filter List panel will open above the board member list...

Choose criteria to filter the list. Use as many of the filters as you need, you can choose one or many items depending on how you would like to narrow your results. Board Members can be filtered by:

  • Status
  • Board Member Category
  • Term Start Date Range

Click the "Filter List" button and the list will display only the board members that meet the selected criteria.