How to have Board & Staff display properly on NAMI.org

Click on one of the links below to jump to the relevant section about updating the Contacts listed for your NAMI organization on the "Find Your Local NAMI" area of the NAMI.org website:

How to add Board & Staff names to display on your NAMI organization's NAMI.org page

NOTE: you can find your organization's page using https://www.nami.org/local

1. In NAMI 360, click on the downward arrow to the right of the My Organization tab (shown below) and click on Board & Staff from the drop-down list.

2. Option 1: Click the Affiliation Name for the person whose role you need to edit, then click the Edit button on the next screen; or, Option 2: Click the down arrow icon to the far right of the person's listing and select Edit

3. Once on the Affiliation record for this individual's role within your organization, make sure that the individual's Role is chosen from the Role Picklist, a Start Date is placed, and that the Status is set as Current.

The individual's contact information (email and phone) is not required. If you click in the Primary Box, the Affiliation's Organization will be stored on the Contact record.

Note: If you would like to edit any of these fields, click on the grey pencil (shown below) to the far right of the field lines (shown below), edit the field, then click Save.

4. When the Affiliation record is complete, click in the Show on Web? box (shown above), then click Save. Within a few minutes, the individual's name, role, and contact information will display on your Affiliate page on nami.org.

IMPORTANT: If the name and information still do not appear on your Affiliate page on nami.org after an hour, please uncheck the "Display on Web?" box again, click Save, then check the box and click Save again. This will re-trigger the system to recognize a change has been made, and should then update properly within an hour. If this does not resolve the issue, please reach out to salesforce@nami.org for assistance.

How to remove Board & Staff names from display on your NAMI organization's NAMI.org page

NOTE: you can find your organization page using https://www.nami.org/local

1. In NAMI 360, click on the downward arrow to the right of the My Organization tab (shown below). Click on Board & Staff from the drop-down list.

2. Once on the Board & Staff page, click either the "AF number" to the left of the individual's name, or the downward arrow to the far right of the row (both shown below), in order to open up the organization affiliation record. For this example, we will click on the "AF number" to the left of the contact name.

After clicking on the "AF number", you will find the Affiliation record for this individual's role within your organization's Board & Staff list (shown below).

Note: If you would like to edit any of these fields, click on the grey pencil to the far right of the field lines (shown below), edit the field, then click Save.

4. Click on the grey pencil on the same line as the Show on Web? box (shown below) to "uncheck" the box. Within a few minutes, the individual's name, role, and contact information will be removed from your Affiliate page on nami.org.

IMPORTANT: If the name and information still appear on your Affiliate page on nami.org after an hour, please check the "Display on Web?" box again, click Save, then uncheck the box and click Save again. This will trigger the system to recognize a change has been made, and should then update properly within an hour. If this does not resolve the issue, please reach out to salesforce@nami.org for assistance.

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