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Finding an affiliate record.

Select CiviCRM from the left menu.

Simple Contact Search

Enter the affiliate county or region. Select the appropriate type. Click Search.

Advanced Search

Select the Contact type in the Basic section. In Custom Fields>Local Affiliates, select the status of the affiliate. Click Search. You will get a list of all affiliates with the selected status. If you do not select an affiliate status, you will get all affiliates. Find the record you want to change, and click “Edit” on the right side.

Volunteers

See also the Volunteers article.

County Web Pages

The guidelines are here.

Affiliate Officers

Officers should have a Relationship with the Affiliate. Currently, all Affiliate Contacts are set up as the Chair of their Affiliate. You can select all the Chairs (for example) with Advanced Search. Use these parameters:

Basic | Contact Type | Individual
Address | US | Colorado
Relationship | Chair Of

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