Hi all!
Quick context: we are an education philanthropy that moved to SF + OBJ about 2 years ago. One challenge we are grappling with right now is how to manage multiple contacts associated with our FRs. This list includes:
- Applying contact
- Primary leader/founder
- Secondary leader/founder
- Grant signatory
- Payment contact
- Fiscal sponsor contact (when relevant)
- FS signatory
- FS payment contact
- Relationship management contact (we provide ongoing support)
- etc...
For this type of thing, are folks using the default "FR Role" object? We have found that that type of thing, similar to Affiliation, is really difficult for our staff to use and keep track up. We had been using "flat" fields for some of these contacts, like the primary/secondary leader, since we also report on leader demographics but this meant folks need to update info across contact records, affiliations, and the FR. We're moving to move contact record lookups directly on the FR but curious if there's another way we should be thinking of!
Thanks!
#Outbound Funds
