How to record term history for your board members

How to record term history for your board members

It is important to record the term history for each member of your organization's board. 


To record the term history for someone on your board, click "Board Members," then click a board member's name to open their profile.


In the board member's profile, click the pencil icon to edit their profile.


Use the "Add Term" button, then enter their Position, the Term Start and End dates, then click "Save" to save this term.


Continue using the "Add Term" button to record any other terms this board member has served. Once you have added all of historical terms for this board member, click "Save" to save these changes. 



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