View Member Assignments and Affiliations

If a member/constituent is also personnel, you can view their assignments and affiliations with an institution. This view-only list pulls entries from the personnel record.
  1. On the Families tab, click Members & Constituents > Assigned/Affiliated.
  2. Locate the appropriate record.
  3. The member's assignments and affiliations display in the grid.
  4. If you need to make any changes, click Load Personnel to open the personnel record.