Where do we list member roles e.g. voting contact, billing contact etc.? If it’s not in the PCC where would this information get logged?
Hello @Sandra_Jackson welcome to the community
If you want to describe member roles for your organization, you would go to Organization Dashboard check step 2 here: Organization Dashboard Beta Program Checklist - Member Organization Beta Program - LFX Community Forums
I am not talking about the membership dashboard. I am referring to the information we (staff) currently get from Salesforce e.g. a list of member names and contact information.
Hello @Sandra_Jackson currently I do not believe we can get this information in PCC, I believe we are moving to store this information in Hubspot.
@Shubhra This information is in the committee management section of the PCC. We are not moving this to Hubspot. An example is under project/setup/committees/committeeame.
Sandra, please go look in the PCC to see if you can find what you need. If you can’t please let me know so I can help you.
In terms of billing contact that will also be in PCC - @Shubhra can you please look into this?