How to capture and manage board members information?

Objectives

• Insert board members information in the database

Steps

From the Board Members tab, you can keep track of the Board of Directors of the Company.

 A new board member can be added through the Actions button.

The required fields to be filled are: member’s name, role, and designation date.

• Member name: The member name can be a contact or a company.
• Designation date: This is the designation date of the board member.
• Role: Choose the role of the board member which is a customizable list.
• Permanent Representation: Choose if yes, no or not set.
• Until: date 
• Comments: Write a comment.

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