Profile link to a closed fund
To track "Past Fund Advisors" we have been using a link from the profile to the fund. I just had to do this for many of our funds that were retired pre-merge. I don't want to send them any fund advisor correspondence ( i.e. when i sned the login email in bulk) so I turned off the fund advisor capacity. But i wanted to link their record to the retired fund they used to advise. I realized i couldn't do this because the retired funds don't pop up on the search in the process of linking. My work around was to ad a note to the profile but this is not ideal because it is not something i could query on.
Holly
shared this idea
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Christine Stammer
commented
we often reopen a fund, link the desired profile, then reclose the fund (with the original close date)
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Jesika Ellis
commented
We have Profile Fund Categories that denote Previous/Inactive/Deceased fund advisor roles. These can be filtered for in Profile Fund custom reports regardless of open or closed status of the funds.