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Chapter Setup - Create Chapters

Now you are ready to name the Chapter associated with this Chapter Type. When you add additional Chapters you will be able to select this Chapter Type from the lookup field and also see which other Chapters fall under the Chapter Type.

Create Chapters

The Chapter Entity stores specific information about each chapter. 

  • Navigate to Membership > Chapters and in the ribbon, click New. If you just created a Chapter Type, you should return to an open new chapter record. 
  • Fill out the Chapter Name and Chapter Type.
  • Add address information 
  • Click Save. 
  • Now you will have have access to create Sub-Chapters, Chapter Affiliations, and Chapter Officers for the Chapter you have created.