Change Relationship Manager

Your organization may assign a fundraiser to maintain your organization’s relationship with a constituent. You can view these in the Constituent relationship manager section of the Constituencies tab of a Constituent record.

You can change or remove a relationship manager from a selection of constituents or all constituents at once with Global Change. For example, you can use Global Change to change the relationship manager for a selection of constituents to “John Doe.”

1. From Administration, select Global changes. The Global Changes page appears.

2. Select Add. The Select a global change definition screen appears.

3. Under Constituent, select Change relationship manager.

4. Select OK.

5. In the Name field, enter a name to identify this global change process. The name displays in the Global changes grid on the Global Changes page.

6. In the Site field, select the site that you want to use to secure this global change instance. This field contains only sites to which you have rights.

   When you select a site and save the process:

   • Only users with access to the selected site can run the global change process.

   • Other users cannot edit the Site entry. The system administrator or the user who created the process can edit the Site.

   • The site automatically appears in the Site field on the Assign Permissions screen (only system administrators and the process owner can access this screen)

   • On the Global Change page, an Owner column displays, so you can see who created the process

7. If you want to globally change the relationship manager for a specific group of constituent records included in a selection created in Query, select Selection. Select the binoculars at the end of the field to access a search screen and locate the specific selection you want to use. If you do not select a selection, all records are changed.

8. In the Manager field, select a fundraiser. You can use the binoculars icon to look up fundraisers.

9. Select Remove fundraiser or Change Fundraiser. Remove fundraiser will remove the fundraiser as a relationship manager from all constituents or from the constituents in your selection.

10. If you select Change Fundraiser, select a new fundraiser in the Manager field for that option. You can use the binoculars icon to look up fundraisers. Change fundraiser will change the relationship manager for all constituents or constituents in your selection that have the relationship manager in the first Manager field to the fundraiser in the second Manager field.

11. Select Save.

12. When you are ready to execute the changes, select Process global change.