Board Management

Board Affiliations in KELL360 are handled by NPSP Organization Affiliations to your organization. This allows for tracking of Board Members over time, keeping track of terms and years served, former Board Members, and any gaps in membership. It also allows for notes and keeping track of roles on each term since each term is represented by a new Organization Affiliation record.

Organization Account

First you will create an Account for your organization so that all Board Members can be affiliated to it.

Affiliation Record (Current Board Member)

Now you will create an Affiliation record to the Board Member Contact. You need to make sure you use the Role "Board Member", that the Status is "Current", and if you know the Start Date enter that as well.

Demographic Information

The Contact record will be automatically updated to have the Board Member and Household has a Board Member checkboxes checked off. Any other Household members will only get the Household has a Board Member checkbox checked off.

Household Information

The Household Account record will also get updated to have the Household Board Member checkbox checked off.

Affiliation Record (Former Board Member)

Setting the Status on the Affiliation record to "Former" and putting in an end date is how you would update an Affiliation record on a former Board Member.

Demographic Information

The Contact record will be automatically updated to have the Former Board Member and Household has a Former Board Member checkboxes checked off. Any other Household members will only get the Household has a Former Board Member checkbox checked off. If that contact used to have the Board Member and Household has a Board Member checkboxes marked as true, they will automatically update as well.

Household Information

The Household Account record will also get updated to have the Household Former Board Member checkbox checked off.