This article will guide you through accessing and creating organizational demographics. Organizational demographics are categories that will allow you to sort your members.
Accessing Organizational Demographics
1. On the top bar, click ‘Options‘, and then click ‘Configuration‘ from the drop-down menu that appears.
2. In the section marked ‘Organizational Records’, click ‘Setup‘.
3. You will arrive at the Member Categories page, which provides three options: ‘Add‘ to create a new category, ‘Modify‘ to edit the name of an existing one, and ‘Delete‘ to remove one.
Congratulations, you are now able to add, modify or delete organizational demographics!