Add Secondary Steward to Profiles/Funds
Similar to having secondary assignees to opportunities, it would be extremely beneficial if we could add secondary stewards to profiles and funds. Right now, the limitation to one steward per profile is problematic as we have profiles with more than one fund which have different stewards.
8
votes
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Scott
commented
Yes, personal experience with the challenge, multiple family members for a fund could use a secondary steward. Thanks for the consideration to add this feature.
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Catherine Bucholz
commented
Our team would greatly benefit from this!
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MaryEricson
commented
We have funds that have multiple point-people assigned on staff. This would be a helpful update!