Improve Relationship records functionality

Please make adding relationships to constituents better:

  • Cannot use wild card/fuzzy search for organisations (assume it's the same for individuals)

    • - This creates more duplicates within the system

    • - It's harder to find what you want when you know it's there but can't remember the exact spelling

  • No ''previous search'' function

    • - This helps with data entry tasks, having to retype what you need is time consuming

  • Add a way to mark former employment with one click.

    • - This is one of the most common things to do in organisation relationships!


  • Sue Lau
  • Nov 9 2026
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  • Sue Lau commented
    09 Nov 20:55

    Please also add Relationship defaults. One of the most useful things in database view.