Streamline Organization and relationship actions

This is a problem dealing with logging interactions between multiple people within an organization.

 

We work with many different people within an organization like a foundation. We might have simultaneous conversations with the Executive Director and the program officers about separate topics. If I log a conversation under the Constituent page for the foundation, then it takes me a a few extra steps to figure out with whom in that foundation certain interactions occurred. If I create a separate Constituent record for each foundation staff, then logging an action under each individual record will not give me a broad overview of the different conversations taking place with the entire foundation.

 

- create a more robust relationship structure wherein RE users can track actions between multiple individuals within an organization


  • Guest
  • Apr 8 2016
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  • William Tolentino commented
    July 14, 2016 18:46

    Our Blackbaud user names do not work for Aha!  I have a user name and password however when trying to vote through the link you provided (Aha!) it does not recognize our user names and/or e-mail addresses.

    Screenshot - http://screencast.com/t/25fIXzRD

  • Jarod Bonino commented
    July 14, 2016 18:34

    I am editing this Idea to represent a single suggestion. There is an existing Idea record for searching across relationships/contacts: https://blackbaud.aha.io/ideas/RENXT-I-84 if anyone wishes to vote for the piece I am removing from this one.