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In order to view all relationships/key relationships, it would be more user friendly to be able to open the relationship box (like "working with gifts') than to tab through pages of relationships.
No description provided0
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Add a relationship contact without creating a new record
It would be helpful to be able to add a contact to an organization without it creating a new constituent profile for the contact/relationship. Has anyone found a good way to work around this issue?0
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Display ALL relationships on the webview
We would like to see the high school that our alumni attended... We have created the relationship on the database view but it is does not show on the webview. -
Allow multiple positions/role at one Org under the one relationship
Constituents with multiple roles/position at the same organisation should be combined under the one relationship listing.1
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Actions to allow addition of relationship record contact info
Some constituents are contacts for organizations, but are also donors themselves. Having the ability to add the donor's specific organization email and phone number to the relationship record and in turn pull those into an action would be benefic...1
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Restrict relationship picklist options by key indicator
This list of relationship types should have little to no crossover between orgs and people. Why should we have to clean up Orgs incorrectly listed as "Founder" instead of "Foundation" when the system could just allow you to specify if a picklist o...0
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Make the relation & reciprocal relation fields mandatory in NXT
We have these fields as currently mandatory for relationships in database view, however there is not the ability to have this in NXT web view.0
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Have a seperate tile for a Constituents organisations, or allow filtering to show just organisation in Relationships tile
At the moment there's no way of filtering the Relationships tile to just show where a person works. Either create a new tile for Organisations, or add a filter to Relationships tile so we can see easily.1 Reviewed: Voting Open
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Support importing of Fund Relationships
Yearly, i receive a spreadsheet from our Financial Aide department giving me the listing for students that received scholarships. i have to manually input this data because a Fund Relationship is not one that can be imported. Can this functionalit...0
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When the Primary Contact checkbox is selected for a relationship in DB view, that person's contact info should be added to (not replace) the contact info tile for the org in NXT.
I'm starting to work on cleaning up the contacts in organization records (jealous yet) and it occurred to me how helpful it would be if, when a record has the primary contact checkbox checked in DB view, that individual's contact info (email and p...0