Add fundraiser type next to the fundraiser names at the top of records

We occasionally have more than one solicitor assigned to a prospect. We have a primary solicitor type and a secondary type. We are considering adding other types to track volunteers that solicit for events as well. I would like to be able to see the type assigned to each solicitor at the top of the constituent record. Right now there may be two names after "fundraiser" and I have to scroll to the "assigned fundraiser" section of the record to tell what role each person has been assigned.

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  • Jul 7 2016
  • Reviewed: Voting Open
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  • Victoria Schonfeld commented
    July 21, 2020 14:08

    Or at least be able to filter what type of fundraiser is seen at the top of the record -- someone with a type of Former still shows up at the top of the record, giving MGOs bad information.

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  • Jen Claudy commented
    July 08, 2016 14:01

    Or maybe a Go To/See More button at the top that takes you to the Assigned Fundraisers Tile.  I assume there is a limit to the number of fields that can be in that top/header area, so if that's an obstacle, perhaps this would be a viable alternative.

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