Add ability to "work with relationships" like "work with gifts" in NXT

It would be great if we could click the relationships tile & create a list of all relationships to a constituent, like the "work with gifts" function. AND, adding relationship to the list filters would be really helpful.

  • Nicole Holt
  • Apr 19 2019
  • Planned
Relationships
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  • John Bird commented
    26 Oct 22:25

    In tabbed view it would be great if relationships had been implemented as its own tab so we don't need to scroll through 5 at a time.

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  • Sue Lockett commented
    September 28, 2020 17:25

    Scrolling through 'pages' of relationships on this tile is really time consuming and hard to ensure new relationships are entered similar to existing ones.

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  • Marc Roy commented
    September 27, 2019 15:09

    The ability to go to an org record and pull up a list of all of their relationships, employees for example, would be very useful. Especially for comapanies doing payrol deductions for various charities.

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