Assign Staff Members to Funds
It would be extremely helpful if you could link staff members to funds that they are responsible for, and also track who has worked on that fund for when staff members come and go. This would help identify who is in charge of that fund immediately, and also who set it up or closed it. As we grow our funds, this is something that would be nice to have so if someone calls about a specific fund, we can direct their calls to the right person or know more about that fund depending on which past staff members had been the creator or point person.
For example, on each fund profile, it would have a section that says "Assigned Staff" (or something along those lines) similar to how the Fund Profiles section looks where you can link staff members with categories depending on what their role was (see below)
Staff Member - Category
John Doe: Set Up Fund
Molly Member: Point Person
John Doe: Close Fund
Sara Cryan
shared this idea
