Member Lookup: Add a new member into Board of Directors
Note: This member lookup first searches the local database and looks for a potential match, then searches against Salesforce to find a potential match. A goal for this member lookup is to first match something in the local database (and not Salesforce), as that way we can match historical records to the matched person. With searching Salesforce, we can possibly create a duplicate record for the person. Please use your best judgement with picking the correct person from the results list.
Member Results
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Actions
No persons found with your search in the EAL database. Please try again or choose another search option.
You can continue your search on Salesforce if needed.
If you have any questions, contact LOB Support for guidance.
Member Results from the EAL Database
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Actions
Term Details for Smith, John R., PhD
Still not finding the correct person to add? Please try again or choose another search option.
You can continue your search on Salesforce if needed.
If you have any questions, contact LOB Support for guidance.
Edit info for Smith, John PhD
Confirm removal of person from this group
Are you sure that you wish to remove
John Smith - Person Record ID 123 from
Board of Directors?
Email Recipients
Email Recipients - Admins
John Doe
Sally Smith
Michael Myers
Email Recipients
John Doe
Sally Smith
Michael Myers
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John Doe
Sally Smith
Michael Myers
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John Doe
Sally Smith
Michael Myers
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Search Salesforce
Note: Fill out at least one field to search Salesforce. Try to fill out as many fields as possible so we can double-check that there are no results in the EAL database. You will have the option to add a new person if there are no matches in the EAL database or Salesforce.
Possible Member Results from the EAL Database
Full Name
Person Record ID
Address
City
State
Email
Data Source
Actions
Term Details for Quigg, Bob M., PhD
If you still don't see a match for the person you are trying to add to the group, you can add them to the EAL database here.
No persons found with your search in Salesforce. Please try again or modify your search.
If you have any questions, contact LOB Support for guidance.
Add a new person to the EAL database
Success
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You have added a new Council group.
Success
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The person has been removed from the group.
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The emails have been sent.
Success
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Smith, John R., PhD has been added into Board of Directors.
Success
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The profile has been saved. You can now add the person to any groups.
Success
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You have copied the Email Distribution list to your clipboard. You can
now paste into Outlook.