Relationships

Track a Person's Terms in Office

For many associations, keeping track of elected and appointed officials' terms is more than just internal record-keeping—it’s about serving as the go-to record for who holds office and what terms they’re serving. This feature helps you maintain a precise and reliable record that serves not just your members but a broader constituency, ensuring everyone stays informed and up-to-date.

Maintain the Record of Elected and Appointed Terms

Need to track who’s in office and for how long? This feature makes it simple. You can create terms, assign positions to those terms, and then automatically place individuals with those positions into the correct term. The image here shows how you can manage each term with ease, ensuring you always have an accurate, up-to-date record of service.

Anticipate and Prepare for Changes to Elected Officials

Knowing when terms are ending is essential for smooth transitions. This image highlights how you can keep an eye on the terms of all elected officials, helping you anticipate and prepare for changes well in advance. This way, your association—and those who rely on it—can transition smoothly without missing a beat.

Drive Training and Other Programs by Terms Served

When it comes to training, one size doesn’t fit all. This feature allows you to tailor your training programs based on whether someone is serving their first term or has previous experience. The image shows how you can easily group individuals by their term status, ensuring that new officials get foundational training while experienced ones receive more advanced content. It’s all about giving everyone the support they need, exactly when they need it.

Related Features

Report and Manage Outdated Organization Records

Maintaining up-to-date organization records is crucial for accurate reporting and effective engagement. With Engagifii’s "Last Updated Report" for…

Manage Groups of People

Effortlessly organize and engage with your members, committees, and stakeholders using Engagifii's advanced group management tools. Whether for…

Report and Manage Outdated People Records

Maintaining accurate and up-to-date information about your members, stakeholders, and contacts is crucial for effective communication and decision-making.…

Track Interactions with Organizations

In the world of associations, it’s important to manage relationships not only with individuals but also with organizations, whether they’re members or…

Track Interactions with People

Keeping a detailed record of your interactions with both members and non-members is essential for maintaining strong relationships and ensuring that…

Track Positions that a Person Holds

In any organization, understanding the various roles an individual plays is crucial for managing responsibilities and workflows. Engagifii’s position…

Track a Person's Position History

Want to keep a detailed record of someone's career journey within your association or organization? Our position history feature allows you to do just…

Customize Organization Records

Need a system that fits your specific needs when it comes to managing organizations like businesses or government agencies? With our customization…

Customize Person Records

Ever wish you could have complete control over how you manage and display information about people in your CRM? With our customization options, you can…

Approve Field Changes on Organizations

Ensure that updates to your member information are both timely AND accurate to ensure high quality association data. As members make changes in Engagifii…

Manage Role-Based Permissions

Provide your users with the access and capabilities they need for their day-to-day tasks while restricting them from features they don’t need. Users are…

Deactivate/Delete Organization

Ensure that updates to your information about organizations are both timely AND accurate to ensure high quality association data. Staff members can…

Add/Deactivate Person

Ensure that updates to your member information are both timely AND accurate to ensure high quality association data. Members in the field are often the…

Approve Field Changes on People