Relationships

Track a Person's Position History

Want to keep a detailed record of someone's career journey within your association or organization? Our position history feature allows you to do just that! From tracking past roles to calculating total time served, you’ll have a clear picture of each person’s professional path. Perfect for recognizing long-standing contributors or finding the right person for a new opportunity.

Keep Granular Track of Positions Over Time

Ever wondered about the various roles someone has held in your organization? This image shows how you can view a detailed history of positions for any individual, complete with timelines and status indicators for each role. It’s like a career roadmap, helping you see exactly where they’ve been and what they’ve done.

Automatically Calculate Time Across Positions

Time flies when you’re doing good work! With this feature, you can automatically calculate the total time someone has spent across all their positions. This image highlights how easy it is to view these cumulative totals, giving you insight into their dedication and tenure within your organization.

Use Current and Past Positions as Grouping Criteria

Need to organize people based on their roles? You’ve got it! This image demonstrates how you can group individuals by their current or past positions. Whether you’re creating a group of former board members or current department heads, this feature makes it simple to segment your database with precision.

Related Features

Report and Manage Outdated Organization Records

Maintaining up-to-date organization records is crucial for accurate reporting and effective engagement. With Engagifii’s "Last Updated Report" for…

Manage Groups of People

Effortlessly organize and engage with your members, committees, and stakeholders using Engagifii's advanced group management tools. Whether for…

Report and Manage Outdated People Records

Maintaining accurate and up-to-date information about your members, stakeholders, and contacts is crucial for effective communication and decision-making.…

Track Interactions with Organizations

In the world of associations, it’s important to manage relationships not only with individuals but also with organizations, whether they’re members or…

Track Interactions with People

Keeping a detailed record of your interactions with both members and non-members is essential for maintaining strong relationships and ensuring that…

Track Positions that a Person Holds

In any organization, understanding the various roles an individual plays is crucial for managing responsibilities and workflows. Engagifii’s position…

Track a Person's Terms in Office

For many associations, keeping track of elected and appointed officials' terms is more than just internal record-keeping—it’s about serving as the go-to…

Customize Organization Records

Need a system that fits your specific needs when it comes to managing organizations like businesses or government agencies? With our customization…

Customize Person Records

Ever wish you could have complete control over how you manage and display information about people in your CRM? With our customization options, you can…

Approve Field Changes on Organizations

Ensure that updates to your member information are both timely AND accurate to ensure high quality association data. As members make changes in Engagifii…

Manage Role-Based Permissions

Provide your users with the access and capabilities they need for their day-to-day tasks while restricting them from features they don’t need. Users are…

Deactivate/Delete Organization

Ensure that updates to your information about organizations are both timely AND accurate to ensure high quality association data. Staff members can…

Add/Deactivate Person

Ensure that updates to your member information are both timely AND accurate to ensure high quality association data. Members in the field are often the…

Approve Field Changes on People