When preparing lists or exports that include both partners/spouses on their own separate lines, database managers frequently need a way to easily remove one of the partners to streamline the list (e.g., for household mailings or consolidated giving lists).
Currently, when you pull the relationship ID fields in Raiser's Edge, the system generates a unique code for each side of the relationship. For example, John's relationship record to Jane gets one unique ID, and Jane's reciprocal relationship record back to John gets a completely different unique ID. Because these two codes do not match, standard Excel tools like "Remove Duplicates" or conditional formatting cannot pair them together automatically.
Please implement a single, shared Unique Relationship ID that applies to the relationship link as a whole.
When a reciprocal relationship is created (such as a Spousal/Partner relationship), both sides of that link should share the exact same ID number string.
If John -> Jane has Relationship ID 99999
Then Jane -> John should automatically share Relationship ID 99999
This would allow database managers to export data, sort by the shared Relationship ID, and instantly use Excel's "Remove Duplicates" feature to cut a list down to one row per couple/household. It would eliminate hours of manual sorting, complex VLOOKUPs, or custom coding just to clean up basic reciprocal lists.