Functions
Description
The Functions tab in the Person object is designed to capture specific functionalities or roles assigned to the individual within the organization. This tab can include various custom roles, tasks, or functions that the person may be involved in.
Fields
This tab is generally used to assign and track roles, tasks, and responsibilities of the individual.
The following roles are available, a user can be as many functions as needed, but only one of each type.
Each function can have a start and end date.
- Addt’l NPO Access
- CC Primary Rep
- CE Contact
- Company Administrator
- Employee
- Employer Membership Program Contact
- Finance
- Grant Recipient
Screenshot
