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.
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Guest
- Nov 16 2016
- Reviewed: Voting Open
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- +421
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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...Reviewed: Voting Open
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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...Reviewed: Voting Open
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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 ...Reviewed: Voting Open
Related ideas
I keep checking to see if this is planned... please make this update in webview!
I see this is asked again and again without any update from Blackbaud. This would be a game changer for us! Having to add a contact 3 times if they wear 3 different hats is insane and needlessly duplicates the information.
Having the ability to tag an organisation contact as more than one contact type would help us to streamline our development contacts and communications options. Please develop this functionality.
yes! it would be incredibly useful for contact types to be offered as a multi-pick list, or work like tags rather than a single-select drop down. Most of the people we talk to wear more than one hat and RE should more easily capture that reality.