AddConstituent Relationship Managers

Your organization may add a fundraiser as a relationship manager to maintain your relationship with a constituent. Fundraisers are constituents with the Fundraiser constituency assigned to their constituent records. You can assign multiple relationship managers to a constituent. When a user edits the contact information on a constituent record, the relationship managers can view the changes made. For information about how to view changes made to constituent contact information, see Constituent Data Review.

Tip: To assign a relationship manager to multiple constituents, you can create a global change instance to add the manager to the selection of constituents. For information about Global Changes, see the Administration section of the help file.