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Setting up the Chapter or Affiliate Drop-Down List–Individuals

The Individual–Chapter/Affiliate list helps you describe the individuals that will belong to special interest groups, chapters, sections and so forth when adding or editing an individual record.

The Individuals Chapter/Affiliate Drop-Down List

You can add, edit, or delete drop-down list items from the Individual–Chapter/Affiliate list on the Individual tab in CRM Setup.

To set up the Individual–Chapter/Affiliate drop-down list:

  1. Navigate to the CRM Overview page.
  2. On the Overview page, click Setup.
You can also access this setup page by clicking the Administration icon > Overview > Customer Setup link.
  1. On the Customer Information Profile page, select the Individual tab.
  2. On the Individual–Chapter/Affiliate child form, click the ADD button.
  3. In the Chapter/Affiliate Information window, enter the Name.
  4. Enter a Description.
  5. Click Save to add the chapter/affiliate to the Chapter/Affiliate drop-down list in the application.

To edit a chapter/affiliate:

  1. Click the edit button next to the chapter/affiliate you would like to edit.
  2. Make your changes and click Save.

To delete a chapter/affiliate from the drop-down list:

  1. Click the delete button next to the chapter/affiliate you would like to delete.
  2. Click OK to confirm the deletion.