Creating a New Committee

Creating a New Committee

This section explains how to create a new committee in Personify360.

  1. To create a new committee; from the Personify360 main menu, select Customers > Committee Central.  Committee Central screen displays.

  1. From the Committee Central screen, click Create New Committee.  The Create a New Committee screen displays, as shown below.
  2. The Committee ID is system-generated.
  3. Select the Committee Class from the drop-down.
  4. Select the “Blank” Address Type from the drop-down.
  5. Enter the Committee Name (60 character maximum).
  6. Enter the Prefix if needed.
  7. Click Save & Close.

Was this helpful?
0 reviews