If a contact is no longer working at an Organization, you can track that change in GivingData by updating the contact's status at the Organization on their Contact Record.
To accomplish this task, go to the Contact Record and click on the "Organizations & Requests" tab. Next, find the specific Organization the contact is linked to, and then select "Status at the Organization" to change the status from Active to Inactive.
If this contact was listed as the Organization or Request Primary Contact, then you will be prompted to optionally assign a new Primary Contact to the Organization and Requests.
Pro-Tip: This prompt will appear for Requests in the following Request Statuses: Exploring, Planning, Pending or Approved Active grants.
This prompt will not appear for Requests in the Declined or Approved Closed grants Request Statuses.
In the modal, select "Yes" to assign a new Primary Contact to the listed records. You will be provided a list of Organization Contacts to select from.
Upon clicking "update," the Contact has been made Inactive at the records and your new Primary Contact has been saved. Next, you can now optionally include an end date for the roles that the former contact held at the Organization or Requests..png?width=688&height=314&name=image%20(19).png)