Member Management
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Introduction and Overview
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Member Records
- Contacts (Volunteers, Staff or Trainers)
- Member Details
- Member Statuses
- A Member's Volunteer or Staff Activities
- Voting Members
- Updating a Member’s Status, Team, Role, Rank or Activity
- Changing a Contact's Record Type (e.g. for a new member or a leaving member)
- Creating DEMS User
- Sync to DEMS
- Generating an OB2 (Within Salesforce)
- Reporting on Member Activity
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Teams and Committees
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Scope of Practice
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Proficiencies and Compliances
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Awards
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Scope of Practice Product
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Proficency Product
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Configuring the Solution (for Admins)
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Additional Resources