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Lindsey Harmon

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Articles

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  • Sign Up for Release Notes

    CivicPlus strives to provide Release Notes for all bug fixes and product enhancements. This article will show you how to sign up for Release Notes to ensure that you are notified as soon as they ar...

  • Item Fields Page

    The Item Fields page shows you all the information-editable fields for an individual item.   There are four main sections on the Items Fields page: Information Details Other Details Fiscal Inform...

  • Event Filters

    This article will show you how to use the Search function in the Events module. Search also has filters that this article will cover.     Instructions Sign in to your solution if you have not al...

  • View Item History

    The Item Timeline displays all changes and edits made to an item (Item History). This article will show you how to view your Item Timeline.     Instructions Sign in to your solution if you have ...

  • Create a Bulleted List

    If you want to paste in text that was originally a bulleted list, you may lose that formatting. This article will show you how to type or paste text and create a bulleted list from that text.     ...

  • Move an Item

    The Move feature allows you to remove an item from one agenda and move it to another. If you need to copy an item, use the Copy feature.     Important Notes Moving a section/item will automatical...

  • Enable and Assign Chair View in Board Portal

    Chair View allows someone to set current items and call speakers up while the meeting is happening in the Board Portal.     Important Note Chair View can only be enabled by someone with full acces...

  • Save and Add New Agendas

    You can use the Save and Add New button within the Create Agenda function to quickly create multiple agendas. You can also use this feature every January to create agendas for the year ahead.   The...

  • Lock and Unlock an Agenda

    You can lock a meeting agenda to prevent further edits to that agenda. You can also unlock a locked meeting agenda when you are ready to allow edits again. This article will show you how to lock o...

  • Join a Meeting in the Board Portal

    This article will show Board Members how to join a live meeting in the Board Portal.     Instructions Sign in to the Board Portal if you have not already Ensure that the Agendas tab is selected ...