We use a constituency to track board members, and another constituency to track former board members. However, this does not allow us to reflect situations such as someone was on the board for nine years, then off for one, then re-elected to the board. Does anyone have a good way to store this information in Tess? We've considered Research Notes and Activities, but neither of them is very helpful. We'd like, for instance, to be able to answer questions like, "who was on the board in 2010?"
Hi Jane,
We created a constituent file for each of the boards and committees associated with our organisation and link the board members using relationship types ‘board member’ or ‘chair’, ‘secretary’ ‘former committee member’ etc. and use the relevant date range.
For external organisations we use the same procedure.
Brenda