Ability to Sort Relationships
Currently Relationships are sorted by date added, with no way to change it. You can choose to view only certain types, but the at-a-glance view as it stands can be a total mis-representation since recent "Friend" relationships will show up on top while children entered when the record was created show up on the second "page". The ability to sort by type, valid dates, or even by date added (ascending as opposed to descending) would help give a better picture of a constituent's relationships.
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Daniel Bayer
- Feb 17 2016
- Shipped
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- +15
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Ability to Sort Contacts under Relationships
Merged Contacts and all other types of relationships under Relationships in NXT are currently sorted by date added and there isn’t currently a way to change this. The list of contacts look really messy and we would need to be able to sort them by differe...0 Shipped
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Ability to alpha sort individual relationships for an organization.
Merged Currently, you cannot sort an organization's individual relationships alphabetically, which makes it hard to find a specific person.0 Shipped
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Ability to Sort by Last Name on the Relationship Tile
Merged Some organizations like mine have tons of relationships listed in a constituents profile. The ability to sort by last name would make finding them much easier.0 Shipped
Related ideas
Hi, Anthony. While I 100% agree we don't want the web view to be a rote re-creation of the database view/RE7, there is an attractive precedent they have set to be able to easily see all Indiv relationships or all Org relationships regardless of Type (which might be missing, inconsistent, only filled out on one side, etc.). It would be helpful to have a filter of some type that says, in essence, Only show Individual Relationships/Only show Organization Relationships. We don't need them as separate tiles, I think, enough separation has already been done of the db view Relationships tab, but this would be helpful for review and analysis. Thanks!
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If you have your organizations setup using an Employee/Employer relationship then I would think you have the tools you need to do the filter. If on those relationship records, the relationship is setup as Parent and Child then that would cause an issue for sure. If they are Employee/Employer then you can filter on one of those and the relationships you have left would all be Organizations.
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Hi Anthony, for me when I am on NXT I have the option to filter, but it doesn't show organisation. The record I am looking at now, for example, only has 'Child' and 'Parent', yet there are multiple organisations showing in the Relationships window. Could this be due to how it's set up in database view?
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I unmerged that idea and we will see what feedback we get on it.
Here is the link for those interested
https://renxt.ideas.aha.io/ideas/RENXT-I-3392
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I think they mean by Relationship Record Type not by Relation Code. I find it difficult too when you only want to see a list of individuals or organizations rather than selecting individual relation codes, which is what the current filter is set to...And I agree, filtering versus sorting are two separate items
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Lizzie,
We do have a filter option on that tile currently. Can you explain a bit what you are looking for that this filter would not offer?
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My issue has been merged with this and I don't think it's the same. We definitely should be able to sort, completely agree, but I always want to be able to easily filter each relationship. This issue arose when I was trying to easily see a prospects work history and it was much too difficult compared to database view.
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I completely agree, it would be essential to sort the relationships and contacts as well separately by contact type, name, etc.
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