Hi everyone,
I'm looking for the best way to code information on volunteer positions, such as subcommittee chairs or officer positions. We keep information on Board/Council memberships as attributes ("Auxiliary Board/former member" or "Trustee Committee/Development" for example), but I'm curious how other folks are tracking leadership committee members. For example, I want to be able to easily see if a donor is the past chairman of a Council or an event chair.
Are these simply additional attributes?
Thanks!
Steph
Aloha Stephanie,
We use different constituencies to track committee members, but restrict the viewing access for our Development team only. Using constituencies works really well because you can set start/end dates matching their term, and it's easy to save the constituency in a list and apply it to messaging, solicitations, giving reports, etc. Feel free to email me with any questions at kbarber@honolulumuseum.org
Hope this helps!
honolulumuseum.org