COFFEE TALK | Ending the Year in Style | Wednesday, December 7, 10:00 am MT | REGISTER
Identifying Volunteer Stewards
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.