Add relationships as filter in lists

We track organization relationships and use that information as part of the overall solicitation process.  Would be nice to be able to filter contacts based upon relationship status.

  • Brian Bates
  • Jan 23 2017
  • Reviewed: Voting Open
  • Attach files
  • Sarah Wenglewski commented
    26 Jun 21:29

    Please add relationship as an option to filter on in NXT. This would help in grouping people together for Assigned Solicitors or stewardship connections.

  • Sharley LaMora commented
    May 02, 2023 22:38

    We also use relationships for Volunteer "fundraiser" assignments, but do not wish to add them as "solicitors" since that populates into gift records, etc. and they do not enter Action information or use Raiser's Edge/NXT. But can't make a list of Constituents assigned to Volunteers (e.g. asking for small auction donations, etc.) Also, can't filter Orgs to certain employee types, or even to display the column Main Contact.

  • Guest commented
    March 31, 2021 23:10

    this would make sense from a fundraising perspective when I visit locations and want to invite all of those from that relationship to a dinner or meeting.


  • Nicole Dawe commented
    March 10, 2021 23:26

    Please add this functionality. It makes it impossible to create fulsome constituent lists in NXT.

  • Austen Brown commented
    January 26, 2021 21:49

    Someone asked me about this today, and I had to tell them it wasn't currently possible and we would have to find a work-around. Please make this possible within NXT!

  • Nancy Sprowls commented
    May 30, 2019 18:12

    This same idea is posted in other places. Please consider the votes there, too.

    RENXT-I-1696 

    RENXT-I-1232

    RENXT-I-886

  • Nancy Sprowls commented
    May 09, 2019 17:04

    Would love to have this functionality. We track extensively in relationships.

  • Peter Folkert commented
    November 13, 2018 00:53

    If adding relationships attributes to a list, relationship attributes should also come with that!

  • Keri Barnhart commented
    March 07, 2018 22:11

    Yes, we have a lot of use cases for this. Also, the relationships tile on a constituent record shows a max of 100 relationships, but some of the organization records we work with have 100x that number of relationships.

    Adding my comment here instead of making a duplicate Idea. :)

  • John Bird commented
    January 03, 2018 03:15

    Would be great to have a "Show Current" tickbox in the same way as within Assigned Fundraisers.

  • Brooke Donovan commented
    June 20, 2017 14:15

    Would love to clearly see who is the alum, who is the parent, if multiple relationships, etc. Better sorting and viewing would be extremely helpful!

  • Corrie Letko commented
    April 26, 2017 12:49

    We also track organizations by relationships and would like relationships in the filters and columns.