Show Steward Active/Inactive Status in System Configuration Steward List
Show inactive stewards in italics at bottom of the steward list just as inactive org roles show in the org roles section of the relationships tab in organization profiles. Also add active/inactive as report and filter options on steward custom reports and other reports that can include steward information.
14
votes
Amy Staufenberg
shared this idea
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Emily Asboe
commented
It is important to be able to track steward assignments, but also former stewards assignments. This is key for donor relationship continuity, improved prospect identification, providing insights into success or lack of success of donor engagement, and most importantly steward performance evaluation (it is difficult to create metrics when I am unable to track who is the former steward).