Hi All,
We have a new Major Gift Officer who is ready to add people to her portfolio. I was wondering if there is a way to add an affiliation to these records en masse, or must this be done manually. I'm fairly certain this will be a manual task, but I wanted to reach out to be absolutely sure.
Jenny O'Neill-Englund
Are you talking about adding the MGO as a Worker under Worker Profile or did you want to add them as an Association/Affiliate?
In that case, I believe it will be a manual project, but more easily done directly from the MGO's account. Curious: what Affiliate type were you using?
I love that, thank you!