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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.1
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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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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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Ability to Attach a Constituent List Sharing Link to the Summary Note on a Constituent Record
We have multiple companies that have multple locations or subsideries that we interact with and have records in the database. We can and do use the relationship tile to link them. But the department head wants a quicker one step way to see total g...0
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Relationships view-able within RE NXT
I would like to see ALL relationships view-able within RE NXT. I have learned that only organizational, individual, and educational relationships can be viewed within the NXT view. We have scholarship contacts within our constituent relationships ...0
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When two people are related as spouses, gifts should be soft-credited.
I'm currently going through and establishing missing spouse relationships to over 1,000 constituents in my system. In addition to establishing the spouse relationships themselves, I am having to go through and soft credit all gifts. When two indiv...0
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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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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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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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Email linked to Primary Employment Relationship
It would be nice to have the email, and a phone number, linked to the Primary Employment. So whenever they leave to company, the link to the person would break. This would avoid unecessary cleanup.0