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Constitutent Relationship Manager / Relationship Title / Start & End Dates

We are an institution that has multiple donor manager/solictor relationships. One donor may have a Circle Program Liasion, a Planned Giving Officer and an Assigned Solicitor. All three of these names currently show up under the area called Constituent Relationship Manager. The problem is that the page that they are listed doesn't show the relationship and start/end dates like the other Relationships page so you need to open up each record to see which contact is the current and appropriate one that you are looking for. I suggest that we add this information to the face page under this tab similiar to the relationships tab.
  • Guest
  • Jan 4 2016
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Fundraising
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  • Guest commented
    August 17, 2018 16:48

    Start and end dates would be extremely helpful for the Relationship Manager field. We don't like to delete old Managers for historical purposes, but when we pull RM info into queries, we either end up with duplicate rows, or just one name listed that isn't the current Manager. 

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