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Board of Director List

Allan Waite
$organization

Hi Everyone - I'm helping our development team pull a Board of Director list and had a question. 

We would like a list of everyone who is a board member (the BOD constituency lives on the individual record of the board member) and they want to add to the list household, if it exists and any other affiliates, a spouse or partner. 

Basically, if there is a household, they want all three records (the HH and both individual records associated with the HH) to be on the list, not just the individual record or household. 

Can anyone point us in the right direction? 

Thanks for the help,
Allan 

Parents
  • $organization
    If you're still in v11, make a list of your board members, and replace with the household, if it exists, using that radio button setting at the bottom. Then make a second list, using the board household list as what you are selecting (under Other>List). For that list, include records with a Household affiliation.

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    Lucie Spieler
Reply
  • $organization
    If you're still in v11, make a list of your board members, and replace with the household, if it exists, using that radio button setting at the bottom. Then make a second list, using the board household list as what you are selecting (under Other>List). For that list, include records with a Household affiliation.

    -------------
    Lucie Spieler
Children
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