How to update clerk details

Select the appropriate contact and press edit  

In the 'tags' field, remove the clerk tag and replace with the former clerk tag

In the 'roles' field, remove the clerk role

Save this change

Click on 'actions' and select archive
A new contact needs to be set up for the new clerk

When setting up the new clerk contact ensure that you link it to the associated organisation (name of council)

Add the tag - clerk

Select the district

Select the role - clerk

amend phone/email

save this new record

Ensure that you amend the organisation address/contact phone/email to the new clerk too

Any enquiries raised by the outgoing clerk will be accessible by viewing the council contact. The new clerk will be able to view those too through their portal, excluding confidential enquires.