It would be wonderful if the sort by relationship type worked! I love that the relationships are finally in webview! I just have funds with LOTS of relationships (scholarships with donors/contacts and their recipients). I need to be able to easily see the whole list of relationships and sort by type.

we code chairs and professorship as relationships to fund, but in a fund export we can't get the relationship's address, email, etc. out.

Thanks, Anthony! Glad to hear the bug has been fixed and LOVE the refined clarity on the webview experience. I think we have a limited number of hygiene issues that need to be corrected, and your response is exactly what i need to feel confident the bug has been corrected. THANK YOU for your quick reply and the great production development work!

@Caitlin if you are still seeing something like this then there is something else going on. The issue where the relationship and reciprocal relationship were swapped on one side was fixed pretty quickly once we had the bug in our hands. It may be that you have been entering them backwards for a while. That is extremely common if that is the case and one main reason why in web view we have a better description on the fields so you know which relationship value goes where.

@Anthony - my organization has observed the same bug Kim noted (our IT has logged a case) but I'm curious if there's any resolution or update on the underlying issue. I have colleagues suggesting this is our own data hygiene issue and based on the behavior I was observing, I suspect it's a bug with the recent promotion of functionality to webview. We want to ensure it will not continue happening as we use the constituent to fund relationships to drive access to our third-party fundholder portal. I appreciate any perspective your team can provide.

@Kim normally my response for items like this is to have you file a bug so we can look into any issues as quick as possible. We do already have this one in our hands and it should be corrected shortly.

We love being able to see the relationships but I'm finding that if I create a relationship at the constituent level to a specific fund, the wrong relationship is created. But if I go to the Fund and fix it, it ends up being correct on the Constituent side. This needs to be fixed.

For example, constituent Amy Smith is the scholarship recipient to ABC Scholarship. I created the relationship on Amy's profile and it was backwards. Even though I selected Amy as the recipient and ABC as the scholarship, when I save, it shows ABC Scholarship as the recipient and Amy is the scholarship. But if I go to ABC Scholarship under Funds and I see it is incorrect, I can correct it, and then go back to Amy's profile it is then showing accurately. I don't want to have to go back and forth - too much work.

Thank you so much for adding this functionality. This will be extremely useful to my team!

Yes please. We use Fund Relationships for Endowment Contacts, Scholarship Contacts and Scholarship Recipients. We have years of Fund relationships and use this field in may queries and reports. If this is no longer an option, records will not be consistent and we will need to figure out how to identify these relationships via another field. That means a huge project of exporting and importing, etc. I am not sure why we are losing functionality and efficiencies. Please make Fund Relationships an option in RENXT Dashboard View.

HUZZAH I didn't see the new tile. Ok I take it back THIS IS ACTUALLY COOL!

@Hannah all of the options should be there. On the constituent side there is a new tile for Fund Relationships specifically to keep is separate from constituent record relationships. The reciprocal creation should be occurring the same way it does in database view, just in a fund specific tile.

Pity it doesn't add a reciprocal relationship to the constituent record.... Nor can I seem to add a fund to a constituent record from the constituent view... only options I see are to add an individual or an org relationship...

Love it! I shared a screenshot of the new tile with the whole team so we can start using it right away.

Love it that this is now available!

This is very much needed for us to be able to manage our scholarship funds - specifically the relationships with the donors that fund the scholarships and the students who receive the scholarships. Our gift officers need to be able to view this information in web view. Any action to make this happen is appreciated.

We use our funds for all our scholarships. We need to be able to see that on a constituent record in webview. When will that be available?

Our gift officer's are using NXT exclusively. It is so important for them to be able to see the funds that their donors are invested in, specifically scholarships. Right now we have the scholarships listed as Funds AND Organizations so that the gift officers can find the relationships. but that clutters up our database with extra constituents, extra notes, extra attachments

I concur with all of the comments noted - it is imperative that users be able to view relationship contacts when viewing Funds in NXT. I see it is "Planned" - any insight as to when this may be implemented would be very appreciative.

We link donors and recipients through Fund Relationships to identify contacts for fund management communications and potential prospects for future giving. It's inconvenient to not see the full picture in RE NXT.

Why aren't ALL FIELDS available in Funds in DB view available in NXT. Matter of fact, just copy EVERYTHING that was available in DB view over to NXT. Please don't roll over and publish everything until you have EVERYTHING moved. It's such a waste of my time when I'm working in NXT and trying to use a function only to get halted because of one missing thing, and then have to start over in DB view. I know I'm not alone in this!