Add Constituent Relationship Managers

Your organization may add a fundraiser as a relationship manager to maintain your relationship with a constituent. 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.

1. Open the record of the constituent to assign to the relationship manager. For information about how to open a constituent record, see Constituent Search.

2. Select the Constituencies tab.

3. Under Constituent relationship managers, select Add on the action bar. The Add relationship manager screen appears.

4. Search for and select the fundraiser to assign as the constituent relationship manager.

5. Select Save. You return to the Constituencies tab.