Add start & end dates & Types to Relationship Managers

We have multiple people that manage realtionships with constituents - for specific reasons -- RM for Financial Info (Pledges), RM for specific Events... Having a Relationship Manager Type (and start/end dates) to track who has managed/is managing the relationships would be of benefit -- reporting/globally assigning interactions for a specific follow up activity to the proper person...
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  • Jun 29 2015
  • Reviewed: Voting Open
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