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.
Please add relationship as an option to filter on in NXT. This would help in grouping people together for Assigned Solicitors or stewardship connections.
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.
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.
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!
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. :)
Please add relationship as an option to filter on in NXT. This would help in grouping people together for Assigned Solicitors or stewardship connections.
Attachments Open full size
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.
Attachments Open full size
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.
Attachments Open full size
Please add this functionality. It makes it impossible to create fulsome constituent lists in NXT.
Attachments Open full size
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!
Attachments Open full size
This same idea is posted in other places. Please consider the votes there, too.
RENXT-I-1696
RENXT-I-1232
RENXT-I-886
Attachments Open full size
Would love to have this functionality. We track extensively in relationships.
Attachments Open full size
If adding relationships attributes to a list, relationship attributes should also come with that!
Attachments Open full size
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. :)
Attachments Open full size
Would be great to have a "Show Current" tickbox in the same way as within Assigned Fundraisers.
Attachments Open full size
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!
Attachments Open full size
We also track organizations by relationships and would like relationships in the filters and columns.
Attachments Open full size