Creating "Primary Contact" field for donor cultivation and stewardship
Currently, our relationships live in "Links". We are creating Profile Types for contact relationships - these are mostly Board members who are the primary contact for a particular donor. Creating a Profile Type for "Jane Smith" the Board member means we can assign that to the 20 donors she personally knows. Our Board members are not Stewards with access to CSuite (and we don't want them to be at this point). Assigning Profile Types is currently the only way we can make those relationships searchable. It would be great to have an efficient way to track "cultivation contact relationships" like this. For instance, a field that would pull into things like the Donor Report...a column that says "main contact". This would make cultivation and stewardship so much more efficient in the system! Thank you.