Expend Relationship tile to a new window with additionnal columns
I would like to see the option below the Relationship tile, a link called Work with Relationships (similar to the gifts tile) to be redirect to a full screen view with the option of having numerous selected columns.
Why? In a large company's profile, with hundreds of Relationships, this would allow our fundraisers to see quickly who knows whom, or formely known by, total giving, or other helpful columns to our fundraising activities.
Or at least, add a column to the Relationships tile to show our fundraisers.
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Tania Pinard
- Jan 26 2024
- Reviewed: Voting Open
Related ideas
The relationship tile currently displays only five entries at a time, requiring pagination to view more, but we need the ability to expand it and see all relationships in a single view.
This change is needed to improve usability and efficiency—having to click through multiple pages to view all relationships slows down workflows, makes it harder to get a complete overview, and increases the chance of missing important connections. By allowing all relationships to be visible at once, users can quickly scan, analyze, and act on the full dataset without interruption.
It would be great to have this set up similar to how it is done in the Notes and Actions tiles.
This is just the idea I was searching for! We need a work with relationships button at the bottom of this tile as well as some features to mark some relationships inactive so past employees can be removed from view. We could also use more filtering and columns to identify contact types, positions (to identify President, etc)