Hi! I'm looking for some advice on how to set this up.
We want to continue using the Relations screen to link a prospect manager to their prospects -- then you can open Relations, apply a filter, and they're all there. And a PM can open Favorites > Prospects > My Prospects and see their list there, as well, and my boss likes that. So far, so good!
Now we also want to note which of the prospects are "top ten" or "top twenty" or whatever. It only makes sense that the Relations screen is the screen to use for this, too. If you have organized it this way at your site, which field on the Relations screen do you use? The prospects are constituents, so it cannot be the status field. And this information has to appear on the prospect's record, not just the PM's, so it cannot be one of the custom fields. (It has to appear in the prospect too, or else we won't be able to filter by it in Favorites > Prospects > My Prospects.)
So which field DO you use?
Do we have to start using a more complicated system of possible relationships, where the "top ten" or "top twenty" sort of information is included right in the relationship type?
Please help me figure this out.
We are using Mill 2016.1.2, I'm pleased to say.
Peggy Dolter / John Burroughs School / St. Louis, Missouri / email@example.com