020. Contacts and membership

Overview

This pathway covers the main database for all contacts, categorised by clerk, councillor, chair, county association, county officer etc.  It allows easy segmentation of specific groups and explains how to add and use custom groups such as CiLCA learners, users of the specific services such as internal audit service.     The membership area manages the status of councils - whether they are active members or not and includes membership number, reason for leaving.

Links to follow

1. How to create and update individuals and organisations

2. Managing Memberships

3. Annual Membership Renewal