Actions to allow addition of relationship record contact info

Some constituents are contacts for organizations, but are also donors themselves.

Having the ability to add the donor's specific organization email and phone number to the relationship record and in turn pull those into an action would be beneficial as this would allow the fundraiser to reach out and complete the action within a proper capacity, and not reach a donor on a personal email or phone number, when they are looking to reach them in regards to the organization.

The current functionality is only pulling from the constituent's record or the organization's record. However, the actions created in database view are able to pull the information from the relationship record. As more and more users are working more in webview, expanding this capability would allow for proper standards to be followed in both environments.


  • Kim Sorrel
  • Jun 24 2021
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  • Brooke Walls commented
    June 25, 2021 22:07

    This is a great idea.