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

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 relationship records on the organization tabs. It would be great if contact types and relationships types allowed "tags" or the ability to have multiple different types so that we could pull different solicitation lists for companies and have the proper contact pull in. 

For example, for our major fundraising event we want to invite the President/ CEO of a company because he is our main contact, but we also want to invite the head of of Community Relations as we know they will be the one ultimately managing the project. But for the Thank You we want the President/CEO to get it, but for all logistical automated emails that go out we want the Community Relations person to get it. On top of all of that we also solicit this company for annual gifts and for campaign gifts, which means we want to include the President for these communications, but we want to send the invoice to the Community Relations person. In order to create automated processes and develop queries it would be nice if we could query lists based on a multitude of tags on the relationship records. I.e. President receives "stewardship, event invitation, main donor contact" but the community relations director receives, "invitation, invoice, marketing, logistics". That way our invoice query will automatically pull the community relations director, but the thank you query will pull the president.

We do not want to create new records for company contacts because people change jobs. And because they are relationships we can't apply solicitation codes. So having the contact type and relationship types allow for multiple categories or tags will provide a lot more flexibility and ease of use. 

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  • Jun 27 2018
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