Allow you to choose multiple contact | Ideas for Raiser's Edge NXT

Allow you to choose multiple contact types for a single person for an organization

By allowing you to choose multiple contact types for a single person, it avoids duplication when running mail lists. It also keeps you from having to add multiple relationships with the same person which looks cleaner on a record.

Guest
Nov 16 2016
Reviewed: Voting Open

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+378

9 Vote

Ability to have multiple different contact types and relationship types (or tags) on relationship records Merged

We have several different campaigns and events along with stewardship pieces that require different contacts and communications with different people in companies. The problem is we can only assign one contact type and one relationship type to rel...

Created 27 Jun 14:18 by Guest

Relationships

0 Reviewed: Voting Open
7 Vote

Assign multiple contact types to a single constituent Merged

For companies and organizations, one constituent often serves multiple roles for our organization (examples: volunteer contact and acknowledgment letter contact) and we use different contact types for different purposes, like event invitations vs ...

Created 25 Mar 19:44 by Heather Icenogle

Relationships

0 Reviewed: Voting Open
12 Vote

Multiple Contact types within the Relationship Tab without adding the contact several times Merged

This would save an enormous amount of time. There should be a drop down menu to select several contact types for an individual, rather than having to add the individual multiple times to capture the multiple contact types they may assume within th...

Created 17 May 19:36 by Guest

Relationships

0 Reviewed: Voting Open
462 Vote

Allow a single relationship to hold multiple Contact Types Merged

Currently an individual relationship when marked as a contact can only be assigned a single Contact Type. So when someone is both the Executive Officer, Annual Report Contact, Tax Receipt Contact (ect...) the only way to manage this is to build mu...

Created 11 Apr 03:10 by JP Provencal

23 Reviewed: Voting Open