Non-constituent records should have relationship tile

To be able to see why some non-constituents are in Raiser's Edge, it would be worth having a corresponding relationship on their record. The relationship currently can only be viewed on the connected constituent record; it seems to be a logical step to also be able to view the relationship on the non-constituent record too.

  • Guest
  • Mar 24 2022
  • Reviewed: Voting Open
Relationships
  • Attach files
  • Laura Curry commented
    03 Nov 16:48

    I want to bump this as a school, because I don't make student constituents until they are Alumni, but I want to be able to look at students and see all their relationships (especially grandparents and cousins).


    Attachments Open full size
  • Emily Marshall commented
    22 Sep 19:43

    Adding a tile within a relationship record that displays the connected Constituents would significantly improve navigation and usability. Currently, users must rely on the browser’s ‘back’ button to return to the associated Constituent’s record, which is inefficient and prone to error. A dedicated tile would provide immediate context, streamline workflow, and reduce friction when managing relationship data - especially in environments where users frequently toggle between records. This enhancement supports better data visibility and fosters a more intuitive user experience.

    Attachments Open full size
  • Katy Roberts commented
    26 Aug 02:04

    See also idea 4701. When we cannot see whom the non-constituent is connected to, it causes a lot of inefficiency and duplication, etc. Please make it happen, friends.

    Attachments Open full size

Related ideas