NEW FEATURE REQUEST

Relationship & Households

Showing 21 of 868

Make it clearer that users can create custom relationship roles

Make it clearer that users can create custom relationship roles
6 months ago in Custom Data / Relationship & Households 1 In Progress

Show Relationship Note in the list of Relationships

When there are multiple contacts for an Organization, the Note would allow us to specify who we contact for what and show it on the Relationships list without having to click through each person to find the right contact. For example, if there's a...
7 months ago in Relationship & Households 2 Not Prioritized

Smarter salutation name defaults when creating a new household

When you create a new household, all the household salutation names copy from the household name. The salutation names can be customized, but smarter defaults could streamline data entry.
8 months ago in Relationship & Households 1 Not Prioritized

Bulk update the relationship manager on constituents

Update the relationship manager on multiple constituents at once more efficiently.
9 months ago in Bulk Update / Relationship & Households 4 Not Prioritized

Update the default relationship role options

Update the default relationship role options so that you can use roles like "sibling", "child", or "spouse" without first adding them in custom data settings.
11 months ago in Custom Data / Relationship & Households 0 Not Prioritized

Add a relationship audit trail

ability to see the date created/modified and the user who created/modified a relationship. This information should be available in the application and in the data extract.
12 months ago in Relationship & Households 0 Not Prioritized

Group relationships into categories

As we continue to add "relationships" with some of our constituents who are Universities, we would like to reorganize the relationships so that employees are together, and our Fellow cohorts are together.
about 1 year ago in Relationship & Households 0 Not Prioritized

Standardize and clarify household vs constituent grouping across reports and communications

Standardize and clarify household vs constituent grouping across reports and communications so that it's intuitive how to segment your lists and communications to go to a combined household without excluding constituents who aren't in households.
over 1 year ago in Relationship & Households / Reporting 1 Not Prioritized

Label the interaction with individual/organization name in timeline of household

Within the Household timeline of interactions there is the complied list of the interactions from each individual and organization in the timeline. By adding the name of the Organization or Individual to the interaction title automatically, then o...
almost 2 years ago in Relationship & Households / Timeline Management 0 Not Prioritized

Sort related constituents alphabetically by last name or sort name

Sort related constituents alphabetically by last name or sort name so you can more easily skim the list.
almost 2 years ago in Relationship & Households 2 Not Prioritized