Assigned Solicitors with End Dates

Michael Langley

We currently keep our Former Assigned Solicitors (We call them Relationship Managers) still attached to the prospect with an end date.

In Batch they still pop up as if they are still current. This is a major problem for us.


So... I have three questions:

1. How do you record your current and former Relationship Managers?

2. How do assure that the history of who handled the donor prior to the current manager?

3. What other method do you have to assure that only the current Relationship Manger shows up in batch?


All answers are welcome.

Thank you so much


Michael