-
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 Reviewed: Voting Open
-
Add Constituent ID next to names in the Relationship Panel
Currently there is no way to identify on a constituents relationship panel which relationships are Non-Constituent and which are Constituent. It would be extremely helpful if next to the relationship name if you could include the Constituent ID wh...0 Reviewed: Voting Open
-
Open up Relationship Record and see Position field
When you open up a relationship, there is no position field showing. I know the position is available by using the drop-down but it should also show when you open up the the relationship record0 Reviewed: Voting Open
-
Warn users who are about to duplicate a relationship that already exists between two records
I just got spanked for adding a relationship between two donors that already existed that I forgot to check for. If there was a pop-up error message that stated "This Relationship already exists between these two records. Are you sure you want to ...1 Reviewed: Voting Open
-
I would like to be able to add custom codes for an organizations individual relationships
We code event attendance via custom codes. On the database view we can add an attribute to a relationship - even if they do not have their own record. Because we cannot code these via the webview we have to go back to the database view which is no...2 Reviewed: Voting Open
-
Add "location" field in organization relationship in NXT view
This field is frequently used by us to record internal location of the employee when we add an org relationship. Please add this field to the NXT view.0 Reviewed: Voting Open
-
Restructure Head of Household for families
As an educational institution we have several members of the same family at the same address (or a household of roommates). I would like to see a way to extend HoH or Primary Contact to entire households instead of just spouses. The spouse feature...1 Reviewed: Voting Open
-
Tag Child's Class Of At The End Of Parent Salutation
Hi, Configurations -> Addressee/Salutations have a set of salutations we can use. Our organization use a code called P to identify parents with students in our school in their addressee. I am trying to automate this further. In the example high...0 Reviewed: Voting Open
-
allow more space for employees with long titles
job titles are longer than ever before. There is not enough room to add an employee's full title in many cases.0 Reviewed: Voting Open
-
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 Reviewed: Voting Open