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Managing Associations Statuses

  • Updated

Statuses

Left-hand Navigation: Associations » select Association Record » Profile » Statuses

Used to review or update the open/closed status of the Association.  

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Add 

  1. Click "Add"
  2. Fill in these fields (bolded are req'd):
    • Update the Status 
    • From/To 
    • Private/Public Notes 

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Remove 

  1. Click "Remove" to get rid of the status.
  2. Set an "end-date".
  3. Click into the status. 
  4. Update the "To" date.
  5. Submit.