Where is a constituent's Primary Development Role recorded in Dev2?

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For Development 2 users, the Primary Development Role is fundamentally recorded in two places: per Household and per Giving History.

  • The Household value is “one per household” and allows Veracross Development users to know the constituent’s “Current” primary development role.
  • The Giving History primary development role enables historical reporting, and tracks what the constituent’s primary development role was during the Campaign in question.
    • The Giving History primary development role is also inherited by any Donations/Pledges for that campaign.