Crimson: Clubs and Club Status

Clubs are useful in organizing your People records and categorizing them in easily searchable groups. You can create clubs and club statuses with renewal dates as you need them at any time and customize them according to your needs.

Creating and Editing Clubs

  • To create/edit a club, click on the People menu, then the Settings sub menu and open the Club tab. A list of existing clubs will appear along with the total number.
  • You can search for clubs using the Quick Search tool along the top by typing search variables and then clicking the blue magnifying glass button to search. Click the button again to list all clubs.

 

  • You can scroll through the pages of your list of clubs using the left and right arrows or by selecting the desired page at the bottom. You can also control the number of clubs or items listed per page using the drop-down menu (5, 10, or 20 items per page).

  • To view/edit a club, click the  button to the left of the club code, make your edits and press .
  • To delete a club, click the  button and choose Yes when asked “Are you sure to delete?” to delete the club permanently or No to cancel.
  • To create new club, click  and a new Club Code window will appear.

  • Enter a Club Code of up to 30 characters that will help you remember its significance (Ex: Inner Circle, Grassroots, Round Table, etc.) and then click Save Changes.
  • You may click Cancel at any time to exit the new club window.

Creating Club Statuses

  • To create/edit a club status, click on the People menu, then the Settings sub menu and open the Club Status tab. A list of existing club statuses will appear along with the total number.
  • You can search for club statuses using the Quick Search tool along the top by typing search variables and then clicking the blue magnifying glass button to search. Click the button again to list all club statuses.

  • You can scroll through the pages of your list of club statuses using the left and right arrows or by selecting the desired page at the bottom. You can also control the number of club statuses or items listed per page using the drop-down menu (5, 10, or 20 items per page).

  • To view/edit a club status, click the  button to the left of the club code, make your edits and press  .
  • To delete a club status, click the  button and choose Yes when asked “Are you sure to delete?” to delete the club status permanently or No to cancel.
  • To create new club status, click  and a new Club Status window will appear.

  • In this new Club Status window, you’ll want to choose the Club that you’re creating the status for using the drop-down menu, create the status name which can be up to 50 characters long (Ex: “Inactive”, “Active”, “Lapsed”, “Expired”, “Hot Prospect”, “Club Level 1”, etc.), and then click Save Changes.

Using Clubs in a People Record

· Within a People record, club summary info appears under  within the  section of the profile. The name of the Club, Club Status, Renewal Date, Solicitor, and Candidate will be listed. A checkbox to mark a club as the Primary and a checkbox to mark a Closed club also exist.

  • To add a new club to a people record, click  . A new Club window will open where you can choose the Club and Club Status in the drop-down menu. You can also add a Solicitor, Candidate, and Renewal Date then click  .

  • You may click  anytime to exit the  window.
  • You may click  to open an existing club and edit the info or  to delete a club from a profile.

Searching with Clubs and Club Statuses

  • When searching for People records, you may search for all records within a specific Club, Status, and/or Club Renewal Date under the Group section.

**For more detailed information on searching, please see the Crimson: People Search Solution on the HelpDesk.

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