Identifying Volunteer Stewards

MichelleCollinsMichelleCollins Posts: 15 ✭✭✭
First Comment Summit 2024 First Compass Anniversary First Answer

We would like to identify our Volunteer Stewards in CSuite and wonder how others might be doing this. We don't want to make them Foundant users. Currently I have them set up in the Relationship tab with a Relationship Type of 'Volunteer Steward'.

With the addition of Custom Fields I'm wondering if there is a more efficient way of marking these records and the donors they will be stewarding.



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    jessbarriejessbarrie Posts: 7 ✭✭
    First Compass Anniversary 5 Likes CSuite Canada

    Hi Michelle - we are working on capturing similar data too. We have a volunteer Ambassador Circle, each member helps to steward 4-5 existing fundholders to support our donor stewardship work. We also don't want to make them Foundant users, and I've also got them linked as 'volunteer steward' in the profile - they make phone calls and follow up on important work, this is a very new area for us, and I'm interested in capturing their work. I'm be interested in learning if there is something we are missing.

    Thank you!

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