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Chapters: Entity Definition

Chapters: Entity Definition

MEMBERSHIP --- CHAPTERS

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GENERAL

  • Chapter Name - Name of the chapter.
  • Chapter Type - A lookup to available Chapter types or where a new chapter type can be created.
  • Parent Chapter - Lookup to an existing account record or where a new account record can be made. Will only be filled in for Sub-Chapters.

ADDRESSS

Mailing Address.

  • Line 1 - The chapter's address, Line 1.
  • Line 2 - The chapter's address, Line 2.
  • Line 3 - The chapter's address, Line 3
  • City - The organization's city.
  • State/Province - The organization's Street Address. This field is a lookup to the available State or Province records. The Country field will determine whether State or Provinces records will be available to chose from.
  • State/Province - The initials related to the state or province selected above.
  • Zip/Postal Code - The organization's Street Address.
  • Country - This field is a lookup to the available Country records. This field can be set in the Settings Entity to auto-populate with a country.

SUB-CHAPTERS

  • Toolbar where you can view and/or create sub-chapters associated with the chapter record.

Note - the options to add a sub-chapter are exactly the same as creating a new chapter, only be sure to include the Parent Chapter in the Parent Chapter field.

CHAPTER AFFILIATIONS

  • Toolbar where you can view and/or create membership affiliations for the chapter. 

CHAPTER OFFICERS

  • Toolbar where you can view and/or create officers for the chapter.
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