Relationships

How do I track the various positions that my members hold over time?

Tracking the various positions that your members have held over time is essential for maintaining an accurate record of their contributions to your association. Whether they’ve served in elected or appointed roles, it’s important to have a system that not only captures these details but also makes it easy to group and export data by position. Engagifii’s CRM is designed to be your system of record, ensuring you have comprehensive, up-to-date information on each member’s roles and tenure.

Enable members to maintain positions held over time

Engagifii allows you to track every position a member has held, along with the duration of their service. Whether they have served in one role or multiple across different organizations, you can maintain a detailed history of their positions. This capability ensures that you always have an accurate record of a member’s experience and contributions, making it easier to recognize their service and keep your data organized.

Track elected and appointed positions across terms

With Engagifii, you can track both elected and appointed positions across different terms. This includes capturing start and end dates, as well as any future or upcoming positions. This feature is crucial for managing the complexities of term-based positions, ensuring that you have a clear view of a member's roles over time and can easily identify when terms are coming to an end or when new ones are starting.

Make it simple to group and export by position

Engagifii makes it easy to group members by their positions and export this information in a way that meets your needs. Whether you need a report on all current board members or a historical overview of past positions, you can quickly customize and export the data with just a few clicks. This flexibility allows you to efficiently manage your records and generate reports that provide valuable insights into your members' leadership roles.

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