Chapters

Search for a Chapter

From the main menu, click "Membership" and select "Chapters". This will bring you to the Chapters list.

You can search for chapters in two ways:

Search For Tool

Search For tool allows you to search by one criterion.

1. Select the search criteria you wish to search by and enter the search.

   

Quick Find

Quick Find tool allows you to search by more criteria or multiple criteria simultaneously.

![Chapters](images/chapters/media/image3.png){ loading=lazy }

1. Fill in the criteria you wish to search by and select "Search" to generate the list.

   

View a Chapter

1. To open a chapter record, first search for the chapter you wish to view and click the Chapter CD.

   

2. This will open the chapter record.

   

Chapter Tabs

The tabs along the top of the Chapter record store information on that chapter.

1. Profile Tab

   

   • You have many field options you can fill out.
   • You can attach the chapter to an Organization using the 'Search Organizations' button to find and attach the organization you wish to link to the chapter. The chapter will appear in the Organization record under the Chapters Tab.
   • You can attach an individual as the primary contact.

2. Chapters Tab

   

   • This is a list of committee members - you can track chapter officers on a committee having the same committeecd=chaptercd.
   • The committee is automatically created when you create the chapter.

3. Active Members Tab

   

   • This is a list of active members in the chapter.
   • Criteria is different depending on the type of chapter management.

4. Lapsed Members Tab

   

   • This is a list of individuals who are no longer active in the chapter.
   • Criteria is different depending on the type of chapter management.

5. New Members Tab

   

   • This is a list of individuals who are active in the chapter and joined recently.
   • Criteria is different depending on the type of chapter management.

6. Chapter Dashboards

   

   • You can add embedded chapter dashboards to the chapter record from the Notebook Editor. To learn more about adding fields and tabs to a notebook, go to the Notebook Editor Guide.
   • For more information on customizing a dashboard, go to the Notebook Dashboards Guide.

Add a New Chapter

1. To add a new chapter, select 'Add Chapter' from the Activity Panel on the right.

   

2. This will open a blank chapter record. Fill out the appropriate fields on the Profile Tab and select 'Add Chapter.'